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PFM: Invesco Dividend Achievers ETF (ETF)
Basic Info 48.8 0.08(0.16%) July 10
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (99%) |
Start Date: | 09/15/2005 |
Last Dividend Date: | 12/23/2024 |
12-Mo. Yield | 0.83% |
Expenses | 0.53% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/15/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 6.4 | 14.5 | 13.7 | 13.2 | 11.1 | 11.9 | 8.4 | 16.9 | 11.4 | -6.2 | 23.1 | 9.6 | 26.9 | -4.6 | 17.6 | 14.3 | -3.0 | 11.2 | 25.7 | 10.6 | 9.1 | 14.8 | 10.7 | -29.2 | -0.4 | 15.7 | 1.9 |
Sharpe Ratio | NA | 0.56 | 0.75 | 0.74 | 0.81 | 0.62 | NA | 0.43 | 1.03 | 0.64 | -0.4 | 2.01 | 0.3 | 2.45 | -0.41 | 2.89 | 1.28 | -0.22 | 1.15 | 2.57 | 1.06 | 0.49 | 1.05 | 0.43 | -0.79 | -0.23 | 1.4 | 0.43 |
Draw Down(%) | NA | 14.8 | 14.8 | 14.8 | 17.8 | 32.2 | NA | 53.2 | 5.0 | 9.7 | 17.8 | 4.9 | 32.2 | 5.0 | 15.1 | 2.2 | 6.8 | 12.9 | 6.6 | 6.0 | 6.4 | 14.5 | 11.5 | 30.3 | 40.1 | 11.0 | 5.1 | 3.9 |
Standard Deviation(%) | NA | 19.1 | 15.6 | 13.9 | 14.1 | 15.6 | NA | 17.0 | 10.0 | 11.2 | 18.9 | 11.5 | 30.7 | 10.4 | 14.3 | 5.9 | 11.1 | 14.1 | 9.7 | 10.0 | 10.0 | 18.7 | 14.0 | 24.6 | 37.9 | 14.5 | 8.9 | 9.7 |
Treynor Ratio | NA | 0.11 | 0.12 | 0.11 | 0.12 | 0.11 | NA | 0.09 | 0.11 | 0.08 | -0.08 | 0.27 | 0.11 | 0.3 | -0.07 | 0.24 | 0.18 | -0.03 | 0.13 | 0.3 | 0.14 | 0.12 | 0.2 | 0.14 | -0.37 | -0.04 | 0.15 | 0.06 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | NA | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.03 | 0.02 | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 |
Beta | NA | 0.98 | 0.97 | 0.95 | 0.92 | 0.85 | NA | 0.82 | 0.91 | 0.91 | 0.98 | 0.84 | 0.84 | 0.84 | 0.86 | 0.71 | 0.76 | 0.89 | 0.86 | 0.85 | 0.75 | 0.77 | 0.73 | 0.76 | 0.81 | 0.81 | 0.85 | 0.75 |
RSquared | NA | 0.96 | 0.95 | 0.95 | 0.92 | 0.89 | NA | 0.9 | 0.91 | 0.93 | 0.95 | 0.88 | 0.95 | 0.85 | 0.9 | 0.71 | 0.84 | 0.94 | 0.93 | 0.9 | 0.9 | 0.95 | 0.92 | 0.96 | 0.87 | 0.89 | 0.83 | 0.72 |
Yield(%) | N/A | 0.0 | 0.8 | 1.7 | 2.2 | 2.8 | 4.3 | N/A | 1.8 | 2.0 | 1.8 | 2.1 | 2.1 | 2.4 | 2.1 | 2.0 | 2.9 | 2.2 | 2.1 | 2.3 | 2.5 | 2.3 | 2.2 | 2.5 | 2.2 | 1.9 | 1.7 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | -53.3 | -9.2 | 12.8 | N/A | N/A | N/A | -2.0 | 4.1 | 6.1 | 6.3 | 6.1 | 6.1 | 24.7 | -23.3 | 21.0 | 16.0 | 12.1 | -2.1 | 17.2 | 16.5 | -6.1 | -17.3 | 8.8 | 29.9 | 192.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2005
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