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PWB: Invesco Large Cap Growth ETF (ETF)
Basic Info 117.47 0.09(0.08%) July 07
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 03/03/2005 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 0.08% |
| Expenses | 0.56% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/03/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 15.5 | 23.0 | 26.4 | 16.7 | 14.9 | 16.3 | 11.4 | 11.3 | 31.0 | 30.6 | -25.8 | 19.6 | 31.9 | 24.7 | 0.9 | 30.7 | 2.9 | 7.7 | 13.6 | 37.4 | 18.8 | 0.1 | 13.7 | 34.7 | -42.2 | 12.4 | 5.5 | 6.7 |
| Sharpe Ratio | NA | 1.07 | 0.84 | 1.17 | 0.67 | 0.65 | NA | NA | 0.49 | 1.52 | 1.91 | -0.93 | 1.01 | 0.92 | 1.75 | -0.02 | 3.72 | 0.2 | 0.47 | 0.95 | 3.01 | 1.44 | 0.0 | 0.7 | 1.56 | -1.02 | 0.58 | 0.18 | 0.5 |
| Draw Down(%) | NA | 22.1 | 22.1 | 22.1 | 31.4 | 32.4 | NA | NA | 52.6 | 10.0 | 9.4 | 30.3 | 13.5 | 32.4 | 7.0 | 20.5 | 2.5 | 12.1 | 11.4 | 8.4 | 6.5 | 9.5 | 21.5 | 16.6 | 18.9 | 50.4 | 9.2 | 12.2 | 8.2 |
| Standard Deviation(%) | NA | 28.5 | 23.7 | 19.7 | 21.5 | 20.6 | NA | NA | 20.6 | 16.1 | 13.9 | 29.4 | 19.4 | 34.4 | 13.3 | 19.5 | 8.1 | 13.3 | 16.1 | 14.2 | 12.4 | 13.1 | 24.0 | 19.4 | 22.2 | 42.3 | 16.1 | 12.9 | 11.5 |
| Treynor Ratio | NA | 0.35 | 0.23 | 0.29 | 0.18 | 0.16 | NA | NA | 0.11 | 0.33 | 0.41 | -0.36 | 0.3 | 0.36 | 0.4 | 0.0 | 0.34 | 0.03 | 0.08 | 0.13 | 0.38 | 0.22 | 0.0 | 0.14 | 0.4 | -0.4 | 0.1 | 0.02 | 0.06 |
| Alpha | NA | 0.05 | 0.02 | 0.02 | 0.02 | 0.01 | NA | NA | 0.0 | 0.03 | 0.0 | 0.03 | 0.07 | -0.04 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.03 |
| Beta | NA | 0.88 | 0.85 | 0.78 | 0.79 | 0.82 | NA | NA | 0.88 | 0.74 | 0.65 | 0.77 | 0.65 | 0.88 | 0.58 | 0.9 | 0.88 | 0.86 | 0.96 | 1.01 | 0.98 | 0.84 | 0.89 | 0.99 | 0.87 | 1.08 | 0.94 | 0.94 | 0.9 |
| RSquared | NA | 0.95 | 0.94 | 0.9 | 0.9 | 0.87 | NA | NA | 0.89 | 0.89 | 0.78 | 0.93 | 0.63 | 0.85 | 0.63 | 0.92 | 0.87 | 0.91 | 0.94 | 0.95 | 0.91 | 0.88 | 0.97 | 0.95 | 0.92 | 0.92 | 0.91 | 0.89 | 0.81 |
| Yield(%) | N/A | 0.0 | 0.1 | 0.3 | 0.2 | 0.6 | 1.4 | 1.0 | N/A | 0.1 | 0.5 | 0.2 | 0.0 | 0.3 | 0.7 | 1.0 | 0.7 | 0.9 | 0.7 | 0.5 | 0.6 | 1.3 | 0.9 | 0.7 | 0.8 | 0.4 | 0.2 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -49.0 | 94.1 | -55.9 | 97.1 | N/A | N/A | N/A | -72.1 | 55.1 | 563.1 | -79.9 | -53.0 | -26.0 | 80.6 | -14.9 | 24.2 | 67.5 | 15.6 | -48.3 | 48.6 | 37.9 | 18.4 | 13.0 | 113.9 | 80.0 | 900.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2005
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