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PSL: Invesco Dorsey Wright Consumer Staples Momentum ETF (ETF)
Basic Info 111.12 0.44(0.40%) July 01
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 10/12/2006 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 0.32% |
| Expenses | 0.60% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/12/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 5.9 | 14.6 | 12.6 | 12.9 | 8.5 | 12.0 | 9.7 | 15.4 | 12.3 | -7.8 | 6.9 | 18.2 | 14.2 | 0.9 | 21.8 | -3.6 | 12.9 | 16.7 | 34.6 | 9.0 | 9.0 | 19.5 | 19.8 | -22.0 | 5.0 | 5.2 |
| Sharpe Ratio | NA | 0.48 | 0.75 | 0.64 | 0.7 | 0.42 | NA | 0.51 | 0.74 | 0.63 | -0.45 | 0.44 | 0.57 | 1.08 | -0.03 | 2.5 | -0.29 | 0.88 | 1.34 | 3.03 | 0.86 | 0.48 | 1.42 | 1.0 | -0.71 | 0.17 | 3.0 |
| Draw Down(%) | NA | 10.7 | 10.7 | 11.5 | 22.4 | 34.7 | NA | 41.6 | 6.3 | 11.0 | 17.4 | 13.1 | 34.7 | 7.8 | 14.9 | 3.6 | 11.8 | 9.0 | 7.4 | 6.4 | 5.7 | 13.8 | 9.7 | 21.2 | 34.9 | 8.3 | 2.6 |
| Standard Deviation(%) | NA | 17.2 | 14.7 | 14.3 | 15.8 | 16.8 | NA | 17.0 | 12.0 | 12.9 | 20.4 | 15.5 | 31.1 | 11.8 | 14.4 | 8.5 | 13.2 | 14.5 | 12.4 | 11.4 | 10.6 | 18.7 | 13.7 | 19.7 | 32.3 | 12.1 | 7.8 |
| Treynor Ratio | NA | 0.17 | 0.23 | 0.16 | 0.17 | 0.1 | NA | 0.13 | 0.16 | 0.13 | -0.13 | 0.08 | 0.23 | 0.19 | -0.01 | 0.28 | -0.05 | 0.16 | 0.2 | 0.46 | 0.16 | 0.13 | 0.29 | 0.32 | -0.4 | 0.03 | 0.29 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | NA | 0.01 | 0.0 | -0.02 | 0.02 | -0.06 | 0.01 | -0.02 | 0.01 | 0.02 | -0.05 | 0.04 | 0.02 | 0.03 | 0.0 | 0.03 | 0.03 | 0.01 | 0.01 | 0.0 | 0.03 |
| Beta | NA | 0.49 | 0.49 | 0.58 | 0.67 | 0.71 | NA | 0.66 | 0.56 | 0.64 | 0.72 | 0.85 | 0.78 | 0.67 | 0.64 | 0.76 | 0.75 | 0.81 | 0.83 | 0.76 | 0.58 | 0.69 | 0.66 | 0.61 | 0.57 | 0.62 | 0.81 |
| RSquared | NA | 0.48 | 0.44 | 0.49 | 0.54 | 0.62 | NA | 0.61 | 0.35 | 0.43 | 0.73 | 0.52 | 0.77 | 0.5 | 0.58 | 0.35 | 0.56 | 0.74 | 0.58 | 0.55 | 0.48 | 0.75 | 0.77 | 0.71 | 0.52 | 0.67 | 0.57 |
| Yield(%) | N/A | 0.0 | 0.3 | 1.2 | 1.5 | 1.4 | 2.9 | N/A | 0.7 | 1.5 | 1.8 | 1.3 | 0.9 | 0.5 | 0.8 | 0.4 | 2.0 | 1.3 | 1.1 | 1.7 | 2.3 | 1.6 | 1.9 | 2.0 | 1.2 | 1.3 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | -67.2 | 10.5 | 84.7 | N/A | N/A | N/A | -50.0 | -23.2 | 43.7 | 64.2 | 98.0 | -28.6 | 120.2 | -80.1 | 67.0 | 38.5 | -14.7 | -19.8 | 53.5 | -3.2 | 13.6 | 25.1 | -4.6 | 46.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2006
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See Consumer Defensive Asset Class Trend Rankings |
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