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PTH: Invesco DWA Healthcare Momentum ETF (ETF)
Basic Info 39.18 0.42(1.06%) April 25
Asset Class: | Health |
MyPlanIQ Rating: | (83%) |
Start Date: | 10/12/2006 |
Last Dividend Date: | 12/20/2013 |
12-Mo. Yield | 0.00% |
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(%) | -0.9 | 0.1 | -2.0 | -9.0 | 9.1 | 9.9 | 13.7 | 9.4 | -4.5 | -20.6 | -3.2 | 67.3 | 34.4 | -1.2 | 50.1 | -12.9 | 1.5 | 14.8 | 44.7 | 15.6 | 6.9 | 13.6 | 21.1 | -34.8 | 16.0 | 4.1 |
Sharpe Ratio | NA | -0.19 | -0.05 | -0.11 | 0.11 | 0.16 | NA | 0.19 | -0.06 | -0.76 | -0.1 | 1.71 | 1.5 | -0.09 | 2.67 | -0.5 | 0.05 | 0.67 | 3.71 | 1.12 | 0.28 | 0.73 | 0.89 | -1.09 | 0.96 | 1.65 |
Draw Down(%) | NA | 17.0 | 67.6 | 77.2 | 78.7 | 78.7 | NA | 78.7 | 67.9 | 30.9 | 25.3 | 27.9 | 15.0 | 34.2 | 6.2 | 30.1 | 23.5 | 18.8 | 4.6 | 8.9 | 24.2 | 15.9 | 24.1 | 46.9 | 7.4 | 2.8 |
Standard Deviation(%) | NA | 27.7 | 157.3 | 93.3 | 75.5 | 56.2 | NA | 44.6 | 157.7 | 29.0 | 30.8 | 39.0 | 22.1 | 29.7 | 18.7 | 26.1 | 27.2 | 21.9 | 12.0 | 13.9 | 24.7 | 18.4 | 23.6 | 32.8 | 13.6 | 10.6 |
Treynor Ratio | NA | -0.03 | -0.06 | -0.08 | 0.07 | 0.07 | NA | 0.07 | -0.08 | -0.18 | -0.02 | 0.6 | 0.25 | -0.02 | 0.44 | -0.1 | 0.01 | 0.1 | 0.45 | 0.13 | 0.05 | 0.11 | 0.18 | -0.34 | 0.14 | 0.17 |
Alpha | NA | 0.03 | 0.52 | 0.13 | 0.1 | 0.06 | NA | 0.03 | 0.5 | -0.08 | -0.09 | 0.16 | 0.02 | 0.01 | 0.1 | 0.0 | -0.05 | -0.08 | 0.01 | -0.01 | -0.02 | 0.02 | -0.01 | -0.08 | 0.04 | 0.07 |
Beta | NA | 1.77 | 1.21 | 1.27 | 1.23 | 1.28 | NA | 1.21 | 1.12 | 1.26 | 1.64 | 1.12 | 1.33 | 1.45 | 1.12 | 1.3 | 1.39 | 1.44 | 1.0 | 1.2 | 1.27 | 1.28 | 1.15 | 1.04 | 0.96 | 1.02 |
RSquared | NA | 0.5 | 0.0 | 0.02 | 0.05 | 0.08 | NA | 0.13 | 0.0 | 0.75 | 0.36 | 0.64 | 0.66 | 0.59 | 0.35 | 0.64 | 0.74 | 0.73 | 0.75 | 0.74 | 0.87 | 0.8 | 0.81 | 0.83 | 0.59 | 0.51 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 1.2 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -57.1 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2006
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