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PIE: Invesco DWA Emerging Markets Momentum ETF (ETF)
Basic Info 20.83 0.02(0.10%) March 28
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | (98%) |
Start Date: | 12/28/2007 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 2.51% |
Expenses | 0.90% |
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Performance Analytics (As of 03/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/28/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 5.9 | 16.5 | -2.1 | 6.9 | 3.7 | 7.4 | 0.2 | 13.7 | -28.8 | 14.3 | 21.2 | 25.6 | -22.0 | 41.8 | -0.0 | -14.2 | -2.8 | -1.1 | 17.5 | -12.5 | 25.1 | 57.7 | -62.8 | 0.6 |
Sharpe Ratio | NA | 1.33 | 0.83 | -0.26 | 0.22 | 0.12 | NA | -0.02 | 0.59 | -1.35 | 0.63 | 0.59 | 1.65 | -1.11 | 3.18 | -0.01 | -0.7 | -0.19 | -0.05 | 1.12 | -0.42 | 0.97 | 1.56 | -1.31 | NA |
Draw Down(%) | NA | 4.1 | 13.7 | 40.3 | 40.3 | 40.3 | NA | 73.0 | 13.7 | 36.8 | 14.8 | 36.3 | 9.2 | 28.9 | 6.2 | 12.4 | 26.2 | 16.1 | 25.2 | 14.1 | 29.7 | 18.3 | 30.0 | 71.6 | 0.0 |
Standard Deviation(%) | NA | 15.8 | 15.9 | 19.6 | 23.3 | 20.7 | NA | 25.2 | 16.0 | 22.4 | 22.5 | 35.2 | 14.7 | 21.1 | 13.0 | 18.4 | 20.2 | 14.8 | 20.0 | 15.7 | 30.2 | 25.9 | 37.0 | 48.4 | 0.0 |
Treynor Ratio | NA | 0.22 | 0.14 | -0.05 | 0.05 | 0.02 | NA | -0.01 | 0.1 | -0.32 | 0.12 | 0.18 | 0.23 | -0.21 | 0.33 | 0.0 | -0.15 | -0.03 | -0.01 | 0.2 | -0.11 | 0.21 | 0.58 | -0.81 | 0.0 |
Alpha | NA | 0.06 | 0.03 | 0.01 | 0.02 | 0.0 | NA | 0.0 | 0.02 | -0.06 | 0.05 | 0.02 | 0.02 | -0.02 | 0.01 | -0.04 | 0.01 | -0.01 | 0.02 | 0.01 | 0.04 | 0.01 | -0.05 | -0.16 | NA |
Beta | NA | 0.94 | 0.97 | 1.0 | 1.08 | 1.05 | NA | 0.97 | 0.96 | 0.96 | 1.17 | 1.15 | 1.05 | 1.13 | 1.25 | 0.91 | 0.98 | 0.94 | 1.19 | 0.87 | 1.11 | 1.17 | 1.0 | 0.79 | NA |
RSquared | NA | 0.45 | 0.52 | 0.64 | 0.75 | 0.75 | NA | 0.75 | 0.55 | 0.74 | 0.69 | 0.84 | 0.79 | 0.79 | 0.72 | 0.74 | 0.77 | 0.67 | 0.7 | 0.81 | 0.9 | 0.91 | 0.77 | 0.68 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2007
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