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PSL: Invesco DWA Consumer Staples Momentum ETF (ETF)
Basic Info 94.42 0.29(0.31%) April 25
Asset Class: | Consumer Defensive |
MyPlanIQ Rating: | (83%) |
Start Date: | 10/12/2006 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.88% |
Expenses | 0.60% |
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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 | 15 Yr | Since 10/12/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.8 | 3.4 | 8.9 | 1.4 | 6.9 | 9.3 | 12.3 | 9.3 | 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 | 0.0 | 0.25 | -0.07 | 0.25 | 0.49 | NA | 0.48 | 0.63 | -0.45 | 0.45 | 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 | 6.3 | 11.0 | 22.4 | 34.7 | 34.7 | NA | 41.6 | 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 | 11.9 | 12.5 | 16.1 | 19.6 | 16.5 | NA | 17.2 | 12.9 | 20.4 | 15.4 | 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 | 0.0 | 0.05 | -0.02 | 0.06 | 0.11 | NA | 0.12 | 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 | -0.03 | -0.03 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -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 | 0.63 | 0.67 | 0.72 | 0.75 | 0.74 | NA | 0.67 | 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 | 0.37 | 0.4 | 0.59 | 0.68 | 0.65 | NA | 0.62 | 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 | 0.2 | 1.3 | 1.4 | 1.5 | 1.9 | 3.6 | N/A | 1.5 | 1.8 | 1.3 | 1.0 | 0.5 | 0.8 | 0.4 | 2.0 | 1.3 | 1.1 | 1.6 | 2.3 | 1.6 | 1.9 | 2.0 | 1.2 | 1.3 | 1.0 |
Dividend Growth(%) | N/A | -85.7 | -31.2 | 157.2 | 80.8 | N/A | N/A | N/A | -23.2 | 45.1 | 61.4 | 100.0 | -28.6 | 122.7 | -80.2 | 65.7 | 39.6 | -14.3 | -21.1 | 54.3 | -2.1 | 11.9 | 27.3 | -5.7 | 45.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2006
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