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PSCD: Invesco S&P SmallCap Consumer Discretionary ETF (ETF)
Basic Info 97.42 0.64(0.66%) April 19
Asset Class: | Consumer Cyclical |
MyPlanIQ Rating: | (22%) |
Start Date: | 04/07/2010 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.11% |
Expenses | 0.30% |
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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 | Since 04/07/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | -5.7 | 12.0 | -3.8 | 10.4 | 8.9 | 11.0 | 33.2 | -28.1 | 37.3 | 29.1 | 17.5 | -9.3 | 18.1 | 15.2 | -8.5 | 4.0 | 49.6 | 23.0 | -2.7 | 8.9 |
Sharpe Ratio | NA | -0.79 | 0.5 | -0.19 | 0.26 | 0.29 | 0.39 | 1.24 | -0.82 | 1.12 | 0.54 | 0.86 | -0.55 | 1.17 | 0.79 | -0.49 | 0.25 | 3.25 | 1.25 | -0.09 | 0.42 |
Draw Down(%) | NA | 9.3 | 17.8 | 41.9 | 53.4 | 56.6 | 56.6 | 18.4 | 36.5 | 16.9 | 53.4 | 13.1 | 27.1 | 8.2 | 11.7 | 18.7 | 14.0 | 5.5 | 13.3 | 26.8 | 25.0 |
Standard Deviation(%) | NA | 22.8 | 23.3 | 29.3 | 35.2 | 27.7 | 26.7 | 23.7 | 36.1 | 33.4 | 53.1 | 18.8 | 19.3 | 15.1 | 18.9 | 17.4 | 16.0 | 15.3 | 18.5 | 32.2 | 28.6 |
Treynor Ratio | NA | -0.14 | 0.09 | -0.05 | 0.08 | 0.08 | 0.09 | 0.24 | -0.25 | 0.41 | 0.25 | 0.17 | -0.14 | 0.14 | 0.14 | -0.1 | 0.04 | 0.45 | 0.2 | -0.02 | 0.1 |
Alpha | NA | -0.18 | -0.05 | -0.04 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.05 | 0.05 | -0.04 | -0.02 | -0.03 | 0.01 | -0.04 | -0.03 | 0.04 | 0.02 | -0.01 | 0.01 |
Beta | NA | 1.27 | 1.26 | 1.22 | 1.15 | 1.08 | 1.12 | 1.22 | 1.19 | 0.9 | 1.16 | 0.96 | 0.76 | 1.23 | 1.08 | 0.87 | 1.03 | 1.1 | 1.19 | 1.26 | 1.19 |
RSquared | NA | 0.4 | 0.39 | 0.52 | 0.49 | 0.48 | 0.54 | 0.45 | 0.64 | 0.12 | 0.59 | 0.41 | 0.45 | 0.3 | 0.56 | 0.6 | 0.54 | 0.64 | 0.67 | 0.83 | 0.65 |
Yield(%) | N/A | 0.3 | 1.3 | 1.0 | 1.4 | 1.5 | N/A | 1.4 | 1.1 | 0.8 | 0.7 | 1.0 | 1.2 | 1.1 | 1.2 | 1.0 | 0.7 | 0.6 | 1.3 | 0.5 | 0.3 |
Dividend Growth(%) | N/A | -71.1 | -12.3 | 85.8 | 56.7 | N/A | N/A | -9.5 | 100.0 | 40.0 | -22.4 | -22.7 | 25.0 | 7.1 | 9.8 | 45.7 | 66.7 | -41.7 | 176.9 | 44.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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