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PZD: Invesco MSCI Sustainable Future ETF (ETF)
Basic Info
Asset Class: | MISCELLANEOUS SECTOR |
MyPlanIQ Rating: | (81%) |
Start Date: | 10/24/2006 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 1.16% |
Expenses | 0.55% |
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Performance Analytics (As of 01/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/24/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -11.4 | -19.7 | -17.1 | 1.7 | 4.0 | 7.1 | 3.8 | 0.2 | -27.6 | -10.5 | 51.0 | 36.4 | -12.5 | 30.5 | 12.4 | 2.3 | -8.2 | 38.8 | 8.7 | -17.8 | 7.6 | 35.6 | -49.2 | 41.9 | 1.7 |
Sharpe Ratio | NA | -4.77 | -1.1 | -0.73 | 0.01 | 0.14 | NA | 0.11 | -0.18 | -0.95 | -0.4 | 1.35 | 2.22 | -0.77 | 2.8 | 0.66 | 0.14 | -0.58 | 2.67 | 0.45 | -0.55 | 0.29 | 0.94 | -0.95 | 1.65 | 0.36 |
Draw Down(%) | NA | 12.3 | 27.0 | 51.1 | 51.6 | 51.6 | NA | 64.5 | 27.0 | 32.3 | 24.5 | 36.6 | 10.1 | 22.0 | 4.9 | 12.7 | 18.4 | 20.0 | 7.3 | 20.1 | 34.4 | 19.8 | 31.9 | 64.2 | 12.2 | 4.5 |
Standard Deviation(%) | NA | 17.5 | 21.9 | 26.1 | 27.4 | 22.4 | NA | 26.6 | 22.2 | 30.5 | 26.2 | 37.5 | 15.8 | 17.9 | 10.7 | 18.6 | 16.3 | 14.2 | 14.5 | 19.4 | 32.4 | 25.6 | 37.8 | 52.7 | 23.8 | 17.3 |
Treynor Ratio | NA | -0.54 | -0.24 | -0.14 | 0.0 | 0.03 | NA | 0.04 | -0.04 | -0.18 | -0.06 | 0.58 | 0.21 | -0.07 | 0.3 | 0.1 | 0.01 | -0.05 | 0.36 | 0.04 | -0.12 | 0.05 | 0.63 | -0.77 | 0.74 | 0.0 |
Alpha | NA | -0.86 | -0.1 | -0.06 | 0.0 | 0.01 | NA | 0.01 | -0.04 | 0.01 | -0.08 | 0.15 | 0.03 | -0.01 | 0.08 | 0.05 | -0.01 | -0.11 | 0.14 | -0.09 | -0.05 | -0.03 | 0.05 | -0.17 | 0.17 | NA |
Beta | NA | 1.54 | 1.02 | 1.38 | 1.02 | 1.06 | NA | 0.76 | 1.04 | 1.58 | 1.73 | 0.87 | 1.69 | 1.85 | 0.99 | 1.22 | 1.68 | 1.56 | 1.08 | 1.97 | 1.47 | 1.39 | 0.56 | 0.65 | 0.53 | NA |
RSquared | NA | 0.3 | 0.33 | 0.37 | 0.39 | 0.34 | NA | 0.31 | 0.35 | 0.52 | 0.18 | 0.53 | 0.21 | 0.22 | 0.13 | 0.22 | 0.26 | 0.15 | 0.2 | 0.27 | 0.47 | 0.32 | 0.45 | 0.36 | 0.13 | 0.0 |
Yield(%) | N/A | 0.0 | 1.2 | 0.8 | 1.1 | 1.2 | 1.7 | N/A | 1.3 | 0.9 | 0.8 | 0.3 | 0.7 | 0.5 | 1.2 | 1.2 | 0.8 | 0.8 | 1.1 | 1.1 | 0.7 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 3.0 | 178.3 | 53.3 | N/A | N/A | N/A | 1.7 | 3.5 | 256.2 | -36.0 | 8.7 | -39.5 | 8.6 | 45.8 | 0.0 | -11.1 | 8.0 | 31.6 | 1800.0 | -80.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2006
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