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PSCH: Invesco S&P SmallCap Health Care ETF (ETF)
Basic Info 41.08 0.14(0.34%) April 24
Asset Class: | Health |
MyPlanIQ Rating: | (25%) |
Start Date: | 04/07/2010 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.00% |
Expenses | 0.29% |
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Performance Analytics (As of 04/19/2024)
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(%) | 1.6 | -3.9 | -9.1 | -13.1 | 1.8 | 9.0 | 12.4 | -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 | -1.03 | -0.7 | -0.65 | 0.02 | 0.34 | 0.51 | -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 | 8.5 | 23.4 | 47.3 | 47.3 | 47.3 | 47.3 | 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 | 20.7 | 20.4 | 23.2 | 26.7 | 23.2 | 22.5 | 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 | -0.15 | -0.11 | -0.13 | 0.0 | 0.07 | 0.1 | -0.06 | -0.23 | 0.05 | 0.26 | 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 | -0.07 | -0.03 | 0.0 | 0.0 | -0.03 | -0.11 | -0.03 | 0.06 | -0.02 | 0.04 | 0.07 | 0.05 | 0.03 | -0.06 | 0.04 | -0.02 | -0.01 | 0.05 |
Beta | NA | 1.42 | 1.24 | 1.2 | 1.19 | 1.13 | 1.16 | 1.17 | 1.21 | 1.07 | 1.19 | 1.2 | 1.09 | 0.89 | 1.07 | 1.03 | 1.02 | 0.99 | 1.31 | 1.41 | 1.27 |
RSquared | NA | 0.58 | 0.48 | 0.57 | 0.63 | 0.63 | 0.65 | 0.46 | 0.71 | 0.35 | 0.72 | 0.65 | 0.62 | 0.38 | 0.68 | 0.71 | 0.61 | 0.53 | 0.61 | 0.83 | 0.68 |
Yield(%) | N/A | 0.1 | 0.0 | 0.0 | 0.0 | 0.3 | N/A | 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 | N/A | N/A | N/A | -97.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 7350.0 | -88.2 | -41.4 | 314.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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Top Rated Funds in Health
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Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 0.03% (100%)
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