Find A Portfolio/Ticker
Comparison Box
PLW: Invesco 1-30 Laddered Treasury ETF (ETF)
Basic Info
Asset Class: | LONG GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/11/2007 |
Last Dividend Date: | 01/22/2024 |
12-Mo. Yield | 2.84% |
Expenses | 0.25% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/11/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | 3.9 | -20.0 | -3.7 | 12.6 | 10.0 | -0.3 | 5.0 | 0.3 | 0.1 | 15.0 | -7.9 | 2.8 | 20.0 | 8.9 | -11.1 | 21.3 | 6.0 |
Sharpe Ratio | NA | -5.51 | -0.74 | -0.88 | -0.2 | 0.03 | NA | 0.25 | -0.03 | -1.75 | -0.48 | 0.98 | 1.17 | -0.27 | 0.7 | 0.01 | 0.01 | 2.36 | -1.03 | 0.35 | 1.71 | 0.89 | -0.83 | 1.65 | 2.95 |
Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | NA | 100.0 | 14.3 | 23.9 | 8.9 | 10.2 | 5.2 | 5.8 | 3.4 | 11.2 | 8.5 | 3.0 | 10.7 | 5.3 | 6.4 | 9.2 | 14.6 | 6.7 | 3.5 |
Standard Deviation(%) | NA | 8.0 | 11.4 | 10.8 | 10.6 | 9.0 | NA | 9.7 | 11.7 | 12.2 | 7.9 | 12.5 | 7.3 | 5.9 | 6.2 | 7.5 | 9.1 | 6.3 | 7.7 | 8.0 | 11.7 | 9.8 | 13.5 | 12.3 | 9.6 |
Treynor Ratio | NA | 0.11 | -2.35 | -1.8 | -1.73 | -1.69 | NA | -1.55 | 0.0 | -0.33 | -0.06 | 0.2 | 0.14 | -0.03 | 0.07 | 0.0 | 0.0 | 0.24 | -0.13 | 0.04 | 0.3 | 0.12 | -0.13 | 0.23 | 0.36 |
Alpha | NA | -9.0 | -0.41 | -0.14 | -0.08 | -0.04 | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 |
Beta | NA | -9.46 | 0.44 | 0.57 | 0.59 | 0.6 | NA | 0.65 | 0.68 | 0.64 | 0.61 | 0.62 | 0.6 | 0.61 | 0.61 | 0.6 | 0.61 | 0.62 | 0.62 | 0.64 | 0.67 | 0.7 | 0.86 | 0.87 | 0.78 |
RSquared | NA | 0.09 | 0.01 | 0.02 | 0.04 | 0.06 | NA | 0.11 | 0.97 | 0.97 | 0.97 | 0.9 | 0.9 | 0.89 | 0.84 | 0.93 | 0.95 | 0.9 | 0.91 | 0.96 | 0.95 | 0.93 | 0.9 | 0.9 | 0.83 |
Yield(%) | N/A | 0.3 | 2.8 | 1.6 | 1.8 | 2.1 | 2.4 | N/A | 2.9 | 1.6 | 1.1 | 1.1 | 2.2 | 2.2 | 2.1 | 1.7 | 2.1 | 2.4 | 2.2 | 2.4 | 3.4 | 3.6 | 3.3 | 3.9 | 1.0 |
Dividend Growth(%) | N/A | -90.4 | 49.2 | 8.3 | -12.8 | N/A | N/A | N/A | 48.2 | 30.2 | 13.2 | -45.7 | -1.4 | 6.0 | 24.1 | -21.7 | -4.2 | 0.0 | -6.5 | -18.1 | -1.1 | -5.0 | -3.8 | 316.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LONG GOVERNMENT Asset Class Trend Rankings |
Top Rated Funds in LONG GOVERNMENT
Best Mutual Funds
- VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) (96%)
- PEDIX (PIMCO EXTENDED DURATION FUND INSTITUTIONAL) (87%)
- PRULX (U.S. TREASURY LONG-TERM FUND U.S. TREASURY LONG-TERM FUND) (74%)
- WHOSX (WASATCH-HOISINGTON U.S. TREASURY FUND INVESTOR CLASS SHARES) (70%)
- VUSUX (VANGUARD LONG-TERM TREASURY FUND ADMIRAL SHARES) (65%)
- PGOVX (LONG-TERM U.S. GOVERNMENT FUND INSTITUTIONAL) (61%)
- BTTRX (ZERO COUPON 2025 FUND INVESTOR CLASS) (57%)
- FIKTX (FROST KEMPNER TREASURY AND INCOME FUND INSTITUTIONAL CLASS SHARES) (52%)
- PEDPX (PIMCO EXTENDED DURATION FUND CLASS P) (48%)
- PLTPX (PIMCO LONG-TERM U.S. GOVERNMENT FUND CLASS P) (43%)
Best ETFs
- IEF (iShares 7-10 Year Treasury Bond ETF) (100%)
- TLT (iShares 20+ Year Treasury Bond ETF) (91%)
- EDV (Vanguard Extended Duration Treasury Index Fund ETF Shares) (83%)
- TLH (iShares 10-20 Year Treasury Bond ETF) (78%)
- VGLT (Vanguard Long-Term Treasury Index Fund ETF Shares) (22%)
- ZROZ (PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund) (13%)