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XSLV: Invesco S&P SmallCap Low Volatility ETF (STOCK)
Basic Info 45.42 0.84(1.88%) May 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/19/2013 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 2.20% |
| Expenses | - |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/19/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | -3.8 | 8.2 | 1.5 | 6.5 | 5.4 | 7.3 | 9.8 | 1.3 | -11.8 | 29.3 | -17.4 | 22.3 | -5.4 | 8.6 | 31.4 | 2.7 | 10.8 | 24.3 |
| Sharpe Ratio | NA | -1.05 | -0.01 | -0.22 | 0.31 | 0.17 | 0.3 | 0.2 | -0.16 | -0.7 | 1.87 | -0.4 | 1.8 | -0.47 | 0.72 | 2.19 | 0.19 | 0.89 | 2.49 |
| Draw Down(%) | NA | 14.0 | 18.4 | 20.1 | 24.7 | 44.3 | 44.3 | 7.4 | 20.1 | 20.9 | 6.1 | 44.3 | 6.3 | 18.7 | 4.9 | 7.2 | 8.9 | 7.5 | 6.5 |
| Standard Deviation(%) | NA | 20.5 | 17.7 | 18.3 | 19.5 | 20.2 | 19.0 | 16.1 | 18.3 | 18.8 | 15.7 | 44.1 | 11.6 | 14.3 | 11.0 | 14.3 | 13.9 | 12.1 | 11.4 |
| Treynor Ratio | NA | -0.38 | 0.0 | -0.06 | 0.08 | 0.04 | 0.07 | 0.04 | -0.03 | -0.21 | 0.36 | -0.17 | 0.28 | -0.1 | 0.07 | 0.35 | 0.03 | 0.13 | 0.34 |
| Alpha | NA | -0.04 | -0.01 | -0.03 | -0.01 | -0.01 | -0.01 | -0.03 | -0.08 | 0.0 | 0.03 | -0.14 | 0.0 | -0.01 | -0.05 | 0.07 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 0.57 | 0.66 | 0.72 | 0.78 | 0.85 | 0.85 | 0.84 | 0.94 | 0.63 | 0.82 | 1.06 | 0.73 | 0.68 | 1.17 | 0.88 | 0.78 | 0.8 | 0.84 |
| RSquared | NA | 0.66 | 0.53 | 0.56 | 0.54 | 0.63 | 0.63 | 0.45 | 0.49 | 0.7 | 0.51 | 0.73 | 0.64 | 0.66 | 0.56 | 0.7 | 0.74 | 0.6 | 0.72 |
| Yield(%) | N/A | 0.0 | 2.2 | 2.4 | 2.7 | 3.0 | N/A | 2.7 | 2.3 | 2.4 | 1.3 | 2.0 | 2.8 | 2.5 | 2.0 | 2.6 | 2.2 | 2.6 | 1.9 |
| Dividend Growth(%) | N/A | -100.0 | -3.1 | 10.8 | -11.5 | N/A | N/A | 16.2 | -16.6 | 127.8 | -46.0 | -15.3 | 1.9 | 35.8 | 1.8 | 14.2 | -7.2 | 62.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2013
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