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PSCD: Invesco S&P SmallCap Consumer Discretionary ETF (ETF)
Basic Info 104.14 0.46(0.44%) July 08
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 04/07/2010 |
| Last Dividend Date: | 03/24/2025 |
| 12-Mo. Yield | 1.08% |
| Expenses | 0.30% |
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Performance Analytics (As of 07/03/2025)
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(%) | 3.5 | -4.1 | 7.4 | 12.4 | 15.0 | 7.8 | 12.0 | 10.6 | 6.5 | 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 | -0.25 | 0.17 | 0.36 | 0.45 | 0.23 | NA | 0.37 | -0.01 | 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 | 30.8 | 31.9 | 31.9 | 41.9 | 56.6 | NA | 56.6 | 11.2 | 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 | 32.5 | 28.8 | 26.7 | 29.6 | 28.8 | NA | 26.7 | 22.8 | 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 | -0.08 | 0.05 | 0.08 | 0.12 | 0.06 | NA | 0.09 | 0.0 | 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 | -0.07 | -0.02 | -0.02 | 0.0 | -0.01 | NA | -0.01 | -0.06 | 0.01 | -0.02 | 0.06 | 0.05 | -0.04 | -0.02 | -0.03 | 0.01 | -0.04 | -0.03 | 0.04 | 0.02 | -0.01 | 0.01 |
| Beta | NA | 1.08 | 1.07 | 1.14 | 1.11 | 1.09 | NA | 1.11 | 1.09 | 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 | 0.64 | 0.54 | 0.54 | 0.42 | 0.48 | NA | 0.54 | 0.37 | 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 | 1.1 | 1.5 | 1.8 | 1.5 | 2.8 | N/A | 1.4 | 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 | 0.4 |
| Dividend Growth(%) | N/A | -76.2 | -16.1 | 71.3 | 63.7 | N/A | N/A | N/A | 23.7 | -10.3 | 99.5 | 39.6 | -22.2 | -23.9 | 29.2 | 6.1 | 10.5 | 44.4 | 65.4 | -40.7 | 154.3 | 52.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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See Consumer Cyclical Asset Class Trend Rankings |
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