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PKB: Invesco Dynamic Building & Construction ETF (ETF)
Basic Info 67.16 0.31(0.46%) April 19
Asset Class: | Industrials |
MyPlanIQ Rating: | (83%) |
Start Date: | 10/26/2005 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.30% |
Expenses | 0.62% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/26/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.6 | 6.4 | 44.7 | 9.9 | 18.5 | 12.0 | 13.9 | 8.9 | 55.3 | -24.9 | 33.0 | 24.5 | 40.2 | -31.1 | 24.7 | 17.5 | 10.3 | -3.5 | 28.7 | 46.1 | -7.7 | 15.5 | 1.3 | -35.3 | 10.8 | 1.6 | 6.2 |
Sharpe Ratio | NA | 1.93 | 2.31 | 0.37 | 0.56 | 0.45 | NA | 0.29 | 2.24 | -0.83 | 1.47 | 0.45 | 2.56 | -1.58 | 1.81 | 0.87 | 0.57 | -0.21 | 1.51 | 2.15 | -0.24 | 0.58 | 0.03 | -0.73 | 0.34 | -0.07 | 1.65 |
Draw Down(%) | NA | 6.0 | 18.3 | 34.8 | 52.3 | 52.3 | NA | 65.2 | 18.3 | 34.8 | 13.4 | 52.3 | 6.6 | 37.7 | 5.7 | 15.9 | 13.0 | 18.0 | 12.2 | 16.2 | 34.9 | 24.2 | 40.1 | 58.3 | 18.8 | 26.9 | 3.7 |
Standard Deviation(%) | NA | 22.7 | 23.1 | 25.6 | 32.3 | 26.1 | NA | 28.1 | 23.0 | 31.6 | 22.4 | 53.7 | 15.1 | 20.6 | 13.4 | 19.9 | 18.0 | 16.7 | 19.0 | 21.6 | 31.9 | 26.5 | 39.1 | 49.8 | 23.2 | 22.7 | 22.6 |
Treynor Ratio | NA | 0.29 | 0.41 | 0.08 | 0.15 | 0.1 | NA | 0.07 | 0.43 | -0.22 | 0.27 | 0.2 | 0.5 | -0.35 | 0.22 | 0.15 | 0.11 | -0.03 | 0.23 | 0.41 | -0.07 | 0.14 | 0.01 | -0.34 | 0.06 | -0.01 | 0.23 |
Alpha | NA | 0.0 | 0.06 | 0.01 | 0.03 | 0.01 | NA | 0.0 | 0.09 | -0.06 | 0.03 | 0.05 | 0.05 | -0.09 | 0.01 | -0.02 | 0.05 | -0.05 | -0.07 | 0.08 | -0.02 | -0.04 | -0.07 | 0.05 | -0.01 | -0.06 | -0.12 |
Beta | NA | 1.53 | 1.31 | 1.21 | 1.18 | 1.13 | NA | 1.11 | 1.2 | 1.19 | 1.22 | 1.19 | 0.77 | 0.93 | 1.08 | 1.14 | 0.97 | 1.05 | 1.26 | 1.13 | 1.05 | 1.09 | 1.05 | 1.05 | 1.22 | 1.48 | 1.63 |
RSquared | NA | 0.73 | 0.63 | 0.73 | 0.76 | 0.75 | NA | 0.77 | 0.65 | 0.76 | 0.79 | 0.8 | 0.62 | 0.71 | 0.59 | 0.77 | 0.73 | 0.78 | 0.77 | 0.67 | 0.88 | 0.86 | 0.84 | 0.77 | 0.79 | 0.71 | 0.56 |
Yield(%) | N/A | 0.0 | 0.4 | 0.4 | 0.5 | 0.5 | 1.4 | N/A | 0.5 | 0.3 | 0.3 | 0.4 | 0.5 | 0.4 | 0.2 | 0.3 | 0.1 | 0.1 | 0.0 | 0.7 | 0.1 | 6.4 | 0.2 | 0.1 | 0.1 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -85.7 | 0.0 | 38.5 | 166.7 | N/A | N/A | N/A | 16.7 | 28.6 | 16.7 | 0.0 | -7.7 | 160.0 | -37.5 | 300.0 | 0.0 | N/A | -100.0 | 800.0 | -98.7 | 3800.0 | 0.0 | 0.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/2005
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