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PSCH: Invesco S&P SmallCap Health Care ETF (ETF)
Basic Info 40.31 0.09(0.22%) July 03
| Asset Class: | Health |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 04/07/2010 |
| Last Dividend Date: | 03/24/2025 |
| 12-Mo. Yield | 0.08% |
| Expenses | 0.29% |
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Performance Analytics (As of 07/03/2025)
| 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(%) | 0.1 | -9.0 | -4.0 | -4.7 | -0.1 | 5.5 | 12.2 | 11.2 | 3.8 | -2.7 | -26.5 | 5.8 | 31.5 | 20.2 | 9.1 | 34.9 | 1.7 | 20.3 | 11.1 | 56.0 | 12.6 | 12.5 | 13.1 |
| Sharpe Ratio | NA | -0.76 | -0.29 | -0.36 | -0.09 | 0.17 | NA | 0.46 | -0.14 | -0.35 | -0.97 | 0.28 | 0.8 | 0.94 | 0.36 | 2.4 | 0.07 | 0.98 | 0.66 | 3.92 | 0.76 | 0.45 | 0.88 |
| Draw Down(%) | NA | 22.8 | 22.8 | 33.1 | 47.3 | 47.3 | NA | 47.3 | 9.3 | 28.5 | 30.0 | 15.5 | 35.9 | 12.7 | 30.7 | 6.1 | 19.2 | 15.0 | 10.2 | 4.6 | 12.3 | 24.9 | 14.2 |
| Standard Deviation(%) | NA | 26.5 | 24.7 | 22.6 | 23.1 | 24.0 | NA | 22.5 | 20.8 | 20.3 | 28.8 | 20.2 | 39.0 | 20.0 | 21.7 | 14.3 | 21.0 | 20.7 | 16.8 | 14.3 | 16.7 | 27.9 | 20.4 |
| Treynor Ratio | NA | -0.21 | -0.07 | -0.07 | -0.02 | 0.04 | NA | 0.09 | -0.04 | -0.07 | -0.24 | 0.06 | 0.28 | 0.16 | 0.07 | 0.39 | 0.01 | 0.2 | 0.11 | 0.56 | 0.1 | 0.09 | 0.14 |
| Alpha | NA | -0.05 | 0.04 | -0.02 | -0.01 | 0.01 | NA | 0.0 | 0.05 | 0.0 | -0.09 | 0.01 | 0.1 | -0.02 | 0.04 | 0.07 | 0.05 | 0.03 | -0.06 | 0.04 | -0.02 | -0.01 | 0.05 |
| Beta | NA | 0.95 | 1.04 | 1.12 | 1.11 | 1.12 | NA | 1.14 | 0.74 | 1.0 | 1.17 | 0.89 | 1.1 | 1.2 | 1.09 | 0.89 | 1.07 | 1.03 | 1.02 | 0.99 | 1.31 | 1.41 | 1.27 |
| RSquared | NA | 0.49 | 0.47 | 0.52 | 0.51 | 0.6 | NA | 0.62 | 0.26 | 0.37 | 0.68 | 0.3 | 0.64 | 0.65 | 0.62 | 0.38 | 0.68 | 0.71 | 0.61 | 0.53 | 0.61 | 0.83 | 0.68 |
| Yield(%) | N/A | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.7 | N/A | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.7 | 0.1 | 0.5 | 1.0 | 0.3 |
| Dividend Growth(%) | N/A | -88.3 | -69.8 | N/A | 475.0 | N/A | N/A | N/A | 2900.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | 7763.2 | -88.7 | -41.5 | 287.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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Top Rated Funds in Health
Best Mutual Funds
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- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) 0.48% (75%)
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Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR Fund) 0.10% (96%)
- BBH (VanEck Biotech ETF) 0.15% (94%)
- IBB (iShares Biotechnology ETF) 0.35% (94%)
- PPH (VanEck Pharmaceutical ETF) 0.35% (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) 0.28% (91%)
- FXH (First Trust Health Care AlphaDEX Fund) 0.19% (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) 0.02% (88%)
- IHF (iShares U.S. Healthcare Providers ETF) 0.28% (88%)
- IHI (iShares U.S. Medical Devices ETF) 0.23% (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 0.05% (100%)
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- HQL (Tekla Life Sciences Investors) 0.54% (98%)
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