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XLG: Invesco S&P 500® Top 50 ETF (ETF)
Basic Info 50.11 0.34(0.68%) December 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/10/2005 |
| Last Dividend Date: | 09/23/2024 |
| 12-Mo. Yield | 0.98% |
| Expenses | 0.20% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/10/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 33.7 | 38.1 | 12.5 | 18.4 | 15.1 | 14.6 | 11.2 | 38.2 | -24.3 | 30.8 | 23.7 | 32.0 | -3.6 | 23.0 | 11.3 | 4.2 | 11.4 | 28.9 | 15.3 | 4.2 | 9.3 | 20.3 | -33.8 | 4.5 | 18.1 | 3.8 |
| Sharpe Ratio | NA | 1.93 | 2.06 | 0.42 | 0.72 | 0.73 | NA | 0.53 | 2.38 | -0.98 | 2.24 | 0.71 | 2.35 | -0.27 | 3.36 | 0.88 | 0.27 | 1.06 | 2.82 | 1.26 | 0.2 | 0.56 | 0.84 | -0.91 | 0.09 | 1.6 | 0.42 |
| Draw Down(%) | NA | 11.3 | 11.3 | 28.0 | 30.5 | 30.5 | NA | 52.4 | 8.7 | 28.0 | 5.6 | 30.5 | 8.3 | 19.8 | 2.3 | 8.9 | 13.4 | 7.3 | 5.0 | 9.0 | 15.4 | 16.0 | 26.2 | 43.2 | 9.8 | 5.8 | 4.6 |
| Standard Deviation(%) | NA | 15.2 | 14.8 | 19.5 | 21.9 | 18.4 | NA | 18.7 | 14.4 | 26.2 | 13.7 | 33.1 | 13.1 | 18.5 | 6.7 | 12.5 | 15.8 | 10.7 | 10.2 | 12.2 | 21.2 | 16.3 | 24.1 | 38.2 | 15.9 | 9.3 | 8.5 |
| Treynor Ratio | NA | 0.25 | 0.27 | 0.08 | 0.16 | 0.13 | NA | 0.1 | 0.33 | -0.25 | 0.31 | 0.25 | 0.3 | -0.05 | 0.24 | 0.12 | 0.04 | 0.13 | 0.32 | 0.17 | 0.05 | 0.1 | 0.23 | -0.38 | 0.02 | 0.17 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.03 | -0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 1.16 | 1.14 | 1.06 | 0.99 | 1.0 | NA | 0.94 | 1.04 | 1.05 | 0.98 | 0.94 | 1.02 | 1.07 | 0.93 | 0.93 | 1.0 | 0.9 | 0.89 | 0.92 | 0.88 | 0.88 | 0.87 | 0.92 | 0.98 | 0.86 | 0.79 |
| RSquared | NA | 0.92 | 0.91 | 0.95 | 0.95 | 0.95 | NA | 0.95 | 0.91 | 0.98 | 0.9 | 0.95 | 0.96 | 0.97 | 0.87 | 0.95 | 0.96 | 0.95 | 0.93 | 0.95 | 0.98 | 0.97 | 0.97 | 0.97 | 0.96 | 0.9 | 0.79 |
| Yield(%) | N/A | 0.7 | 1.0 | 0.6 | 1.2 | 2.1 | 3.2 | N/A | 0.8 | 1.0 | 1.2 | 1.2 | 2.0 | 1.9 | 2.2 | 2.2 | 2.1 | 2.2 | 2.4 | 2.4 | 2.1 | 2.0 | 2.6 | 2.0 | 2.0 | 2.0 | 1.0 |
| Dividend Growth(%) | N/A | -87.0 | -87.9 | -32.1 | -21.4 | N/A | N/A | N/A | -43.6 | 7.1 | 25.8 | -25.6 | 2.8 | 1.9 | 11.9 | 4.1 | 8.5 | 8.9 | 12.8 | 21.4 | 8.3 | -10.6 | -12.7 | 1.4 | 17.4 | 99.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2005
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