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PTF: Invesco DWA Technology Momentum ETF (ETF)
Basic Info 53.16 0.23(0.43%) April 24
Asset Class: | Technology |
MyPlanIQ Rating: | (83%) |
Start Date: | 10/12/2006 |
Last Dividend Date: | 09/18/2023 |
12-Mo. Yield | 0.06% |
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(%) | -0.3 | 5.2 | 28.1 | 4.2 | 18.0 | 16.9 | 16.3 | 11.2 | 33.7 | -31.7 | 18.1 | 82.1 | 46.7 | 0.0 | 32.1 | 0.8 | 3.4 | 8.8 | 35.8 | 13.3 | -9.2 | 11.2 | 43.7 | -41.1 | 5.3 | 1.6 |
Sharpe Ratio | NA | 0.01 | 0.1 | 0.01 | 0.21 | 0.27 | NA | 0.22 | 0.19 | -0.83 | 0.48 | 1.83 | 1.88 | -0.05 | 1.81 | 0.03 | 0.18 | 0.44 | 2.4 | 0.81 | -0.31 | 0.48 | 1.65 | -1.17 | 0.13 | 0.31 |
Draw Down(%) | NA | 12.7 | 66.5 | 73.1 | 73.1 | 73.1 | NA | 73.1 | 66.5 | 39.1 | 29.1 | 34.6 | 17.2 | 29.6 | 9.2 | 21.3 | 16.6 | 17.3 | 6.5 | 14.6 | 29.2 | 20.7 | 22.1 | 51.5 | 12.8 | 3.7 |
Standard Deviation(%) | NA | 30.6 | 159.0 | 96.1 | 78.5 | 57.6 | NA | 46.3 | 159.3 | 40.1 | 37.3 | 44.4 | 24.1 | 28.9 | 17.4 | 21.5 | 19.4 | 19.9 | 14.9 | 16.4 | 30.1 | 23.0 | 26.5 | 35.9 | 17.5 | 13.4 |
Treynor Ratio | NA | 0.0 | 0.09 | 0.01 | 0.14 | 0.14 | NA | 0.1 | 0.18 | -0.3 | 0.12 | 0.83 | 0.43 | -0.01 | 0.23 | 0.01 | 0.04 | 0.07 | 0.39 | 0.16 | -0.09 | 0.11 | 0.5 | -0.54 | 0.03 | 0.04 |
Alpha | NA | 0.04 | 0.46 | 0.16 | 0.1 | 0.04 | NA | 0.02 | 0.39 | 0.01 | -0.09 | 0.1 | -0.01 | -0.01 | -0.05 | -0.05 | 0.0 | -0.04 | 0.02 | 0.01 | -0.04 | -0.01 | -0.02 | -0.04 | -0.03 | -0.02 |
Beta | NA | 1.32 | 1.85 | 1.28 | 1.16 | 1.15 | NA | 1.03 | 1.67 | 1.11 | 1.57 | 0.99 | 1.06 | 1.11 | 1.35 | 1.15 | 0.97 | 1.24 | 0.92 | 0.81 | 1.05 | 1.05 | 0.87 | 0.77 | 0.87 | 0.98 |
RSquared | NA | 0.74 | 0.02 | 0.06 | 0.1 | 0.13 | NA | 0.17 | 0.02 | 0.88 | 0.71 | 0.81 | 0.63 | 0.81 | 0.75 | 0.8 | 0.8 | 0.77 | 0.61 | 0.66 | 0.77 | 0.84 | 0.85 | 0.78 | 0.78 | 0.75 |
Yield(%) | N/A | 0.0 | 0.1 | 0.0 | 0.0 | 0.1 | 0.3 | N/A | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.3 | 0.0 | 0.7 | 0.2 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 100.0 | -81.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 100.0 | -80.0 | N/A | -100.0 | 333.3 | -70.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2006
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