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PKW: Invesco BuyBack Achievers ETF (ETF)
Basic Info 104.05 1.14(1.11%) April 23
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (93%) |
Start Date: | 12/20/2006 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.13% |
Expenses | 0.62% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/20/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 5.4 | 23.4 | 7.1 | 12.1 | 10.6 | 14.8 | 9.8 | 17.2 | -10.2 | 32.6 | 8.4 | 34.1 | -10.5 | 17.7 | 12.9 | -4.3 | 12.7 | 45.6 | 13.8 | 10.0 | 17.9 | 31.3 | -33.4 | -2.2 | -0.2 |
Sharpe Ratio | NA | 0.86 | 1.26 | 0.24 | 0.42 | 0.48 | NA | 0.43 | 0.86 | -0.5 | 2.02 | 0.2 | 2.28 | -0.71 | 1.98 | 0.83 | -0.29 | 1.06 | 3.69 | 1.11 | 0.5 | 1.11 | 1.13 | -0.94 | -0.33 | -1.61 |
Draw Down(%) | NA | 6.2 | 10.0 | 23.5 | 40.9 | 40.9 | NA | 54.6 | 12.2 | 23.2 | 7.6 | 40.9 | 8.9 | 21.2 | 4.3 | 12.8 | 13.5 | 8.5 | 5.6 | 9.0 | 17.7 | 14.7 | 27.4 | 46.6 | 13.0 | 0.8 |
Standard Deviation(%) | NA | 10.1 | 13.2 | 18.0 | 23.9 | 19.5 | NA | 20.4 | 15.3 | 23.4 | 16.1 | 40.3 | 14.3 | 16.6 | 8.7 | 15.2 | 15.1 | 12.0 | 12.3 | 12.4 | 20.2 | 16.0 | 27.6 | 36.5 | 15.7 | 7.1 |
Treynor Ratio | NA | 0.14 | 0.19 | 0.05 | 0.1 | 0.09 | NA | 0.1 | 0.14 | -0.13 | 0.33 | 0.07 | 0.31 | -0.13 | 0.15 | 0.12 | -0.05 | 0.13 | 0.43 | 0.15 | 0.12 | 0.23 | 0.34 | -0.43 | -0.06 | -0.13 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | NA | 0.0 | -0.03 | 0.03 | 0.02 | -0.05 | 0.0 | -0.03 | -0.02 | 0.0 | -0.02 | 0.0 | 0.03 | 0.0 | 0.03 | 0.02 | 0.02 | -0.01 | -0.03 | 0.01 |
Beta | NA | 0.63 | 0.88 | 0.9 | 1.02 | 1.01 | NA | 0.92 | 0.94 | 0.88 | 0.98 | 1.11 | 1.07 | 0.92 | 1.13 | 1.1 | 0.95 | 1.0 | 1.07 | 0.93 | 0.81 | 0.78 | 0.93 | 0.8 | 0.95 | 0.86 |
RSquared | NA | 0.54 | 0.62 | 0.78 | 0.84 | 0.85 | NA | 0.84 | 0.67 | 0.87 | 0.65 | 0.9 | 0.88 | 0.89 | 0.76 | 0.91 | 0.96 | 0.92 | 0.92 | 0.93 | 0.9 | 0.79 | 0.85 | 0.81 | 0.92 | 0.93 |
Yield(%) | N/A | 0.3 | 1.4 | 1.1 | 1.6 | 1.9 | 4.0 | N/A | 1.4 | 1.1 | 1.0 | 1.6 | 1.7 | 1.1 | 0.7 | 1.8 | 1.1 | 1.2 | 0.9 | 1.4 | 0.9 | 0.3 | 1.7 | 1.1 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | -73.3 | 5.4 | 7.5 | 69.2 | N/A | N/A | N/A | 12.6 | 47.1 | -35.8 | 21.1 | 32.4 | 78.9 | -53.1 | 58.8 | 2.0 | 78.6 | -24.3 | 60.9 | 228.6 | -74.1 | 3.8 | 333.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2006
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