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PXSG: Invesco S&P SmallCap Momentum ETF (ETF)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/04/2005 |
Last Dividend Date: | 12/24/2018 |
12-Mo. Yield | 0.33% |
Expenses | 0.39% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/04/2005 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 9.6 | 8.9 | 12.4 | 6.9 | 22.4 | -3.4 | 24.0 | 6.4 | -0.4 | 5.8 | 33.3 | 13.6 | -1.4 | 27.3 | 17.5 | -37.8 | -1.0 | 5.2 | 10.3 |
Sharpe Ratio | NA | -0.05 | 0.82 | 0.44 | 0.67 | 0.27 | 2.46 | -0.22 | 1.86 | 0.31 | -0.02 | 0.41 | 2.59 | 0.83 | -0.05 | 1.11 | 0.6 | -1.01 | -0.19 | 0.09 | 0.62 |
Draw Down(%) | NA | 29.5 | 29.5 | 29.5 | 29.5 | 58.1 | 9.1 | 29.5 | 6.6 | 22.4 | 18.3 | 12.4 | 5.4 | 13.2 | 28.9 | 18.9 | 26.9 | 49.9 | 12.7 | 21.0 | 9.4 |
Standard Deviation(%) | NA | 21.8 | 17.4 | 20.2 | 20.8 | 22.9 | 18.5 | 21.4 | 12.6 | 20.3 | 27.5 | 14.0 | 12.8 | 16.5 | 30.9 | 24.5 | 29.0 | 38.4 | 20.6 | 20.2 | 16.7 |
Treynor Ratio | NA | -0.01 | 0.14 | 0.09 | 0.15 | 0.07 | 0.44 | -0.05 | 0.22 | 0.06 | 0.0 | 0.08 | 0.42 | 0.16 | -0.02 | 0.28 | 0.21 | -0.46 | -0.04 | 0.02 | 0.11 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.05 | -0.02 | -0.04 | -0.03 | 0.01 |
Beta | NA | 1.06 | 1.04 | 1.01 | 0.94 | 0.91 | 1.03 | 1.04 | 1.05 | 1.0 | 1.08 | 0.75 | 0.79 | 0.87 | 0.91 | 0.98 | 0.82 | 0.84 | 1.06 | 1.14 | 0.97 |
RSquared | NA | 0.91 | 0.84 | 0.65 | 0.76 | 0.81 | 0.87 | 0.89 | 0.74 | 0.74 | 0.4 | 0.71 | 0.79 | 0.83 | 0.91 | 0.92 | 0.87 | 0.9 | 0.88 | 0.91 | 0.73 |
Yield(%) | N/A | 0.2 | 0.4 | 0.5 | 1.1 | N/A | 0.0 | 0.6 | 0.3 | 0.3 | 0.4 | 1.4 | 1.2 | 0.7 | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -35.7 | -49.2 | 14.3 | N/A | N/A | -100.0 | 122.2 | 12.5 | -11.1 | -72.7 | 50.0 | 83.3 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2005
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