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PIZ: Invesco Dorsey Wright Developed Markets Momentum ETF (ETF)
Basic Info 41.99 0.5(1.18%) May 12
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 12/28/2007 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.51% |
| Expenses | 0.80% |
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Performance Analytics (As of 05/12/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/28/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 15.6 | 23.4 | 13.8 | 12.6 | 6.6 | 7.4 | 4.6 | 16.3 | 18.0 | -30.5 | 20.5 | 18.0 | 27.5 | -16.2 | 30.9 | -7.8 | -0.3 | -8.0 | 35.5 | 17.8 | -18.9 | 21.0 | 37.8 | -45.7 | 0.5 |
| Sharpe Ratio | NA | 1.96 | 0.89 | 0.6 | 0.52 | 0.25 | NA | 0.16 | 0.62 | 0.95 | -1.23 | 1.2 | 0.52 | 2.52 | -1.1 | 3.45 | -0.45 | -0.02 | -0.58 | 2.45 | 0.99 | -0.59 | 0.75 | 1.21 | -1.1 | NA |
| Draw Down(%) | NA | 15.0 | 15.0 | 23.0 | 40.9 | 40.9 | NA | 60.6 | 10.8 | 14.4 | 38.9 | 12.6 | 36.4 | 6.8 | 24.8 | 2.6 | 12.4 | 17.1 | 17.0 | 10.8 | 17.1 | 32.0 | 21.8 | 25.0 | 58.0 | 0.0 |
| Standard Deviation(%) | NA | 27.1 | 20.9 | 19.0 | 19.4 | 19.4 | NA | 22.9 | 15.7 | 14.5 | 25.9 | 17.1 | 33.7 | 10.4 | 16.0 | 8.8 | 18.0 | 16.0 | 13.6 | 14.5 | 18.1 | 31.9 | 27.9 | 31.2 | 42.1 | 0.0 |
| Treynor Ratio | NA | 0.63 | 0.26 | 0.17 | 0.15 | 0.06 | NA | 0.04 | 0.16 | 0.19 | -0.46 | 0.29 | 0.18 | 0.44 | -0.23 | 0.39 | -0.09 | 0.0 | -0.08 | 0.36 | 0.18 | -0.17 | 0.18 | 0.4 | -0.56 | 0.0 |
| Alpha | NA | 0.11 | 0.08 | 0.04 | 0.04 | 0.01 | NA | 0.01 | 0.05 | 0.02 | -0.05 | 0.08 | -0.12 | 0.03 | -0.03 | -0.01 | -0.04 | 0.0 | -0.01 | 0.04 | -0.01 | -0.02 | 0.01 | 0.0 | -0.04 | NA |
| Beta | NA | 0.84 | 0.72 | 0.69 | 0.66 | 0.75 | NA | 0.85 | 0.6 | 0.71 | 0.7 | 0.71 | 1.01 | 0.6 | 0.76 | 0.79 | 0.92 | 0.88 | 0.98 | 0.98 | 1.0 | 1.1 | 1.19 | 0.95 | 0.84 | NA |
| RSquared | NA | 0.77 | 0.65 | 0.7 | 0.67 | 0.71 | NA | 0.76 | 0.56 | 0.73 | 0.8 | 0.66 | 0.85 | 0.69 | 0.79 | 0.66 | 0.82 | 0.79 | 0.8 | 0.81 | 0.9 | 0.95 | 0.87 | 0.78 | 0.77 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.5 | 2.0 | 1.8 | 1.6 | 2.2 | N/A | 2.0 | 2.2 | 1.4 | 1.2 | 0.4 | 2.0 | 0.9 | 1.7 | 2.0 | 1.1 | 1.5 | 3.7 | 2.2 | 2.3 | 0.5 | 2.8 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 7.4 | 72.7 | 22.7 | N/A | N/A | N/A | 3.0 | 5.5 | 38.5 | 224.0 | -72.5 | 88.2 | -32.8 | -23.7 | 82.9 | -33.2 | -48.3 | 88.4 | -21.9 | 428.1 | -75.2 | 32.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2007
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