Find A Portfolio/Ticker
Comparison Box
PSCI: Invesco S&P SmallCap Industrials ETF (ETF)
Basic Info 121.35 1.01(0.83%) April 24
Asset Class: | Industrials |
MyPlanIQ Rating: | (20%) |
Start Date: | 04/07/2010 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.71% |
Expenses | 0.29% |
Sign up to get fund ranking change alerts |
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(%) | 2.4 | 4.8 | 32.0 | 9.6 | 13.6 | 11.2 | 12.7 | 31.6 | -9.0 | 24.4 | 12.0 | 29.8 | -13.2 | 17.5 | 29.0 | -6.5 | 3.0 | 43.5 | 19.5 | -6.0 | 16.1 |
Sharpe Ratio | NA | 0.34 | 1.32 | 0.3 | 0.4 | 0.41 | 0.49 | 1.37 | -0.4 | 1.03 | 0.25 | 1.54 | -0.69 | 1.1 | 1.58 | -0.37 | 0.17 | 2.69 | 1.08 | -0.19 | 0.85 |
Draw Down(%) | NA | 6.7 | 12.7 | 24.8 | 45.1 | 45.5 | 45.5 | 12.7 | 23.2 | 11.8 | 45.1 | 9.3 | 30.3 | 8.1 | 12.2 | 15.2 | 14.2 | 8.7 | 13.8 | 29.4 | 19.6 |
Standard Deviation(%) | NA | 18.6 | 19.1 | 22.6 | 29.2 | 24.3 | 24.0 | 20.2 | 26.2 | 23.6 | 47.8 | 18.5 | 21.2 | 15.4 | 18.2 | 17.8 | 17.5 | 16.1 | 18.3 | 31.0 | 26.1 |
Treynor Ratio | NA | 0.05 | 0.2 | 0.06 | 0.11 | 0.09 | 0.11 | 0.23 | -0.1 | 0.2 | 0.1 | 0.28 | -0.15 | 0.13 | 0.28 | -0.07 | 0.03 | 0.4 | 0.2 | -0.06 | 0.26 |
Alpha | NA | -0.05 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.03 | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | 0.03 |
Beta | NA | 1.32 | 1.23 | 1.12 | 1.12 | 1.09 | 1.05 | 1.18 | 1.04 | 1.25 | 1.12 | 1.02 | 0.97 | 1.3 | 1.04 | 0.94 | 1.06 | 1.08 | 1.0 | 1.0 | 0.85 |
RSquared | NA | 0.78 | 0.81 | 0.8 | 0.84 | 0.8 | 0.79 | 0.82 | 0.84 | 0.75 | 0.89 | 0.74 | 0.73 | 0.65 | 0.76 | 0.7 | 0.71 | 0.79 | 0.73 | 0.84 | 0.64 |
Yield(%) | N/A | 0.2 | 0.9 | 0.8 | 1.0 | 1.2 | N/A | 0.9 | 0.8 | 0.9 | 0.7 | 0.8 | 0.6 | 0.8 | 1.0 | 1.0 | 0.8 | 0.7 | 2.4 | 0.6 | 0.6 |
Dividend Growth(%) | N/A | -78.3 | 3.7 | 53.8 | 57.9 | N/A | N/A | 7.8 | 11.6 | 43.8 | 6.7 | 25.0 | -21.7 | 15.0 | -9.1 | 15.8 | 72.7 | -67.2 | 272.2 | 28.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Industrials Asset Class Trend Rankings |
Top Rated Funds in Industrials
Best Mutual Funds
- FSRFX (TRANSPORTATION PORTFOLIO TRANSPORTATION PORTFOLIO) (96%)
- FSDAX (DEFENSE AND AEROSPACE PORTFOLIO DEFENSE AND AEROSPACE PORTFOLIO) (76%)
- FCLIX (FIDELITY ADVISOR INDUSTRIALS FUND CLASS I) (74%)
- FCYIX (INDUSTRIALS PORTFOLIO INDUSTRIALS PORTFOLIO) (74%)
- FSLEX (ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO) (73%)
- FSAIX (AIR TRANPORTATION PORTFOLIO AIR TRANSPORTATION PORTFOLIO) (73%)
- PGIHX (Putnam Global Industrials Fund M Shs) (65%)
- RYPIX (TRANSPORTATION FUND INVESTOR CLASS) (55%)
- VINAX (VANGUARD INDUSTRIALS INDEX FUND ADMIRAL SHARES) (50%)
- FSCGX (INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO) (32%)
Best ETFs
- XLI (Industrial Select Sector SPDR® Fund) (95%)
- IYT (iShares Transportation Average ETF) (94%)
- EVX (VanEck Environmental Services ETF) (91%)
- EXI (iShares Global Industrials ETF) (91%)
- FLM (First Trust Global Engineering and Construction ETF) (91%)
- FXR (First Trust Industrials/Producer Durables AlphaDEX® Fund) (90%)
- ITA (iShares U.S. Aerospace & Defense ETF) (87%)
- IYJ (iShares U.S. Industrials ETF) (86%)
- PKB (Invesco Dynamic Building & Construction ETF) (83%)
- PPA (Invesco Aerospace & Defense ETF) (83%)