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DWAS: Invesco Dorsey Wright SmallCap Momentum ETF (ETF)
Basic Info 84.69 0.68(0.80%) July 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/19/2012 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 0.69% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/19/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -7.2 | 0.8 | 8.6 | 10.4 | 7.9 | 10.3 | 9.8 | 16.9 | -18.5 | 19.7 | 32.3 | 31.4 | -10.7 | 20.8 | 7.6 | -3.5 | -1.6 | 50.1 | 6.6 |
| Sharpe Ratio | NA | -0.47 | -0.05 | 0.23 | 0.31 | 0.25 | 0.37 | 0.13 | 0.62 | -0.65 | 0.63 | 0.71 | 1.7 | -0.51 | 1.37 | 0.39 | -0.18 | -0.08 | 2.81 | 0.7 |
| Draw Down(%) | NA | 28.0 | 33.9 | 33.9 | 33.9 | 46.2 | 46.2 | 12.6 | 17.3 | 26.9 | 16.9 | 46.2 | 12.5 | 32.5 | 6.7 | 19.8 | 15.2 | 19.9 | 6.5 | 12.5 |
| Standard Deviation(%) | NA | 30.2 | 28.9 | 24.9 | 27.4 | 26.6 | 25.2 | 24.3 | 20.7 | 30.6 | 31.5 | 44.8 | 17.7 | 23.6 | 14.8 | 19.2 | 19.4 | 21.1 | 17.8 | 22.2 |
| Treynor Ratio | NA | -0.13 | -0.01 | 0.05 | 0.07 | 0.06 | 0.08 | 0.02 | 0.1 | -0.19 | 0.11 | 0.31 | 0.26 | -0.1 | 0.12 | 0.06 | -0.03 | -0.01 | 0.36 | 0.12 |
| Alpha | NA | -0.1 | -0.05 | -0.04 | -0.02 | -0.02 | -0.02 | -0.07 | -0.04 | 0.02 | -0.08 | 0.05 | -0.01 | -0.01 | -0.05 | -0.03 | -0.01 | -0.07 | 0.01 | 0.01 |
| Beta | NA | 1.09 | 1.22 | 1.17 | 1.23 | 1.16 | 1.18 | 1.54 | 1.23 | 1.06 | 1.83 | 1.03 | 1.18 | 1.19 | 1.71 | 1.25 | 1.07 | 1.54 | 1.38 | 1.25 |
| RSquared | NA | 0.78 | 0.73 | 0.69 | 0.65 | 0.67 | 0.67 | 0.67 | 0.66 | 0.76 | 0.63 | 0.67 | 0.71 | 0.73 | 0.66 | 0.78 | 0.72 | 0.74 | 0.78 | 0.48 |
| Yield(%) | N/A | 0.0 | 0.7 | 1.1 | 1.0 | 0.8 | N/A | 0.9 | 1.7 | 0.7 | 0.2 | 0.3 | 0.2 | 0.0 | 0.2 | 0.2 | 0.2 | 0.0 | 0.2 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | -46.0 | 307.7 | 560.6 | N/A | N/A | -39.7 | 101.4 | 322.9 | -11.4 | 109.0 | 289.7 | -79.8 | 58.1 | -16.0 | 306.7 | -71.7 | -71.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2012
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