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RYH: Invesco S&P 500® Equal Weight Health Care ETF (ETF)
Basic Info
Asset Class: | Health |
MyPlanIQ Rating: | (81%) |
Start Date: | 11/07/2006 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.64% |
Expenses | 0.40% |
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Performance Analytics (As of 04/05/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/07/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.2 | 3.5 | 4.7 | 5.1 | 9.7 | 10.7 | 15.4 | 11.6 | 3.9 | -9.4 | 23.2 | 18.7 | 25.5 | -0.7 | 23.7 | -4.6 | 8.2 | 29.7 | 41.5 | 20.0 | 6.3 | 10.7 | 38.8 | -26.5 | 10.4 | 1.3 |
Sharpe Ratio | NA | 0.86 | 0.08 | 0.18 | 0.41 | 0.54 | NA | 0.59 | -0.02 | -0.49 | 1.88 | 0.58 | 1.65 | -0.11 | 2.43 | -0.29 | 0.46 | 2.15 | 3.61 | 1.61 | 0.28 | 0.66 | 1.74 | -0.94 | 0.66 | 0.69 |
Draw Down(%) | NA | 3.9 | 17.1 | 22.0 | 30.4 | 30.4 | NA | 40.8 | 17.1 | 21.6 | 9.0 | 30.4 | 7.7 | 19.3 | 5.5 | 13.4 | 16.8 | 6.9 | 4.3 | 8.1 | 19.6 | 14.6 | 21.4 | 39.3 | 9.1 | 3.1 |
Standard Deviation(%) | NA | 12.1 | 12.4 | 16.2 | 20.0 | 17.9 | NA | 18.2 | 13.2 | 21.9 | 12.3 | 31.6 | 14.6 | 18.3 | 9.5 | 16.7 | 17.6 | 13.8 | 11.5 | 12.5 | 22.1 | 16.1 | 22.2 | 29.2 | 11.2 | 9.0 |
Treynor Ratio | NA | 0.15 | 0.01 | 0.03 | 0.08 | 0.09 | NA | 0.1 | 0.0 | -0.1 | 0.24 | 0.17 | 0.23 | -0.02 | 0.28 | -0.05 | 0.08 | 0.29 | 0.41 | 0.18 | 0.05 | 0.09 | 0.36 | -0.29 | 0.1 | 0.2 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.01 | 0.0 | -0.03 | 0.03 | 0.02 | 0.01 | 0.0 | 0.04 | 0.02 | -0.02 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | 0.05 | -0.05 | 0.02 | 0.03 |
Beta | NA | 0.71 | 0.84 | 0.99 | 1.05 | 1.03 | NA | 1.03 | 0.95 | 1.04 | 0.97 | 1.11 | 1.03 | 1.1 | 0.82 | 0.99 | 1.02 | 1.03 | 1.01 | 1.14 | 1.16 | 1.16 | 1.09 | 0.94 | 0.73 | 0.3 |
RSquared | NA | 0.67 | 0.69 | 0.82 | 0.88 | 0.89 | NA | 0.86 | 0.7 | 0.9 | 0.77 | 0.94 | 0.89 | 0.9 | 0.73 | 0.92 | 0.95 | 0.92 | 0.85 | 0.83 | 0.9 | 0.86 | 0.81 | 0.85 | 0.51 | 0.07 |
Yield(%) | N/A | 0.2 | 0.2 | 0.5 | 0.7 | 0.9 | 2.2 | N/A | 0.4 | 0.6 | 0.6 | 0.5 | 0.7 | 0.5 | 0.6 | 0.3 | 0.5 | 0.6 | 0.6 | 1.8 | 0.6 | 0.4 | 0.5 | 0.3 | 0.2 | 0.1 |
Dividend Growth(%) | N/A | -95.4 | -63.1 | 27.5 | 76.6 | N/A | N/A | N/A | -40.8 | 14.3 | 54.8 | -13.3 | 27.7 | 10.6 | 80.9 | -36.5 | 21.3 | 32.6 | -63.2 | 257.1 | 66.7 | 0.0 | 31.2 | 60.0 | 233.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2006
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