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PSCC: Invesco S&P SmallCap Consumer Staples ETF (ETF)
Basic Info 34.75 0.12(0.34%) May 23
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 04/07/2010 |
| Last Dividend Date: | 03/24/2025 |
| 12-Mo. Yield | 2.02% |
| Expenses | 0.29% |
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Performance Analytics (As of 05/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/07/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | -8.2 | -3.8 | 4.6 | 10.5 | 7.9 | 11.3 | 11.3 | 1.0 | 14.8 | -6.7 | 28.8 | 11.2 | 17.4 | -6.7 | 9.7 | 27.7 | 2.1 | 11.4 | 45.3 | 10.5 | 7.1 | 17.3 |
| Sharpe Ratio | NA | -0.74 | -0.46 | 0.01 | 0.46 | 0.34 | NA | 0.56 | -0.34 | 0.63 | -0.36 | 1.52 | 0.33 | 1.09 | -0.46 | 0.69 | 1.65 | 0.13 | 0.83 | 3.21 | 0.72 | 0.29 | 1.4 |
| Draw Down(%) | NA | 15.9 | 20.2 | 20.2 | 20.2 | 33.6 | NA | 33.6 | 9.8 | 13.7 | 16.2 | 11.7 | 30.3 | 10.3 | 21.7 | 10.1 | 10.6 | 10.1 | 8.2 | 5.4 | 8.6 | 17.3 | 9.7 |
| Standard Deviation(%) | NA | 21.7 | 18.3 | 18.5 | 19.5 | 19.4 | NA | 18.7 | 16.3 | 17.0 | 22.3 | 19.0 | 32.7 | 14.7 | 17.3 | 13.3 | 16.7 | 16.1 | 13.7 | 14.1 | 14.6 | 24.6 | 17.1 |
| Treynor Ratio | NA | -0.35 | -0.18 | 0.0 | 0.14 | 0.1 | NA | 0.15 | -0.1 | 0.14 | -0.12 | 0.44 | 0.15 | 0.23 | -0.17 | 0.09 | 0.35 | 0.03 | 0.14 | 0.49 | 0.13 | 0.08 | 0.37 |
| Alpha | NA | -0.07 | -0.04 | -0.02 | 0.0 | 0.0 | NA | 0.01 | -0.05 | -0.02 | 0.03 | 0.04 | 0.0 | -0.01 | -0.02 | -0.04 | 0.07 | 0.01 | 0.0 | 0.05 | 0.0 | 0.02 | 0.06 |
| Beta | NA | 0.46 | 0.48 | 0.63 | 0.65 | 0.67 | NA | 0.71 | 0.54 | 0.79 | 0.68 | 0.65 | 0.73 | 0.69 | 0.48 | 0.99 | 0.78 | 0.68 | 0.82 | 0.93 | 0.79 | 0.88 | 0.64 |
| RSquared | NA | 0.34 | 0.26 | 0.38 | 0.36 | 0.4 | NA | 0.44 | 0.17 | 0.37 | 0.55 | 0.2 | 0.59 | 0.35 | 0.22 | 0.25 | 0.38 | 0.44 | 0.47 | 0.53 | 0.48 | 0.7 | 0.53 |
| Yield(%) | N/A | 0.5 | 2.1 | 1.1 | 1.7 | 1.9 | 3.4 | N/A | 1.9 | 1.2 | 1.2 | 1.5 | 1.8 | 2.0 | 0.9 | 1.3 | 1.9 | 1.4 | 2.1 | 0.6 | 1.0 | 0.5 | 1.1 |
| Dividend Growth(%) | N/A | -75.9 | -10.5 | -22.6 | 26.4 | N/A | N/A | N/A | -39.9 | -9.2 | -1.8 | -3.5 | -2.0 | 117.2 | -30.3 | -8.5 | 38.3 | -27.8 | 390.9 | -35.0 | 130.2 | -52.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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