Invesco Dynamic Market ETF (PWC)

Basic Info

Invesco Dynamic Market ETF started on 05/01/2003
Invesco Dynamic Market ETF is classified as asset class MID-CAP BLEND
Invesco Dynamic Market ETF expense ratio is 0.60%
Invesco Dynamic Market ETF rating is
Not Rated

Invesco Dynamic Market ETF (PWC) Dividend Info

Invesco Dynamic Market ETF (PWC) dividend growth in the last 12 months is -42.05%

The trailing 12-month yield of Invesco Dynamic Market ETF is 0.85%. its dividend history:

DateDividend
12/18/2023 0.4104
09/18/2023 0.1452
06/20/2023 0.19
03/20/2023 0.17
12/19/2022 0.74
09/19/2022 0.33
06/21/2022 0.26
03/21/2022 0.25
12/20/2021 0.23
09/20/2021 0.15
06/21/2021 0.26
03/22/2021 0.074
12/21/2020 0.223
09/21/2020 0.139
06/22/2020 0.459
03/23/2020 0.33
12/23/2019 0.345
09/23/2019 0.175
06/24/2019 0.298
03/18/2019 0.127
12/24/2018 0.311
09/24/2018 0.188
06/18/2018 0.496
03/19/2018 0.275
12/18/2017 0.927
09/18/2017 0.496
06/16/2017 0.242
12/16/2016 0.364
09/16/2016 0.171
06/17/2016 0.288
03/18/2016 0.265
12/18/2015 0.203
09/18/2015 0.172
06/19/2015 0.172
03/20/2015 0.2
12/19/2014 0.171
09/19/2014 0.154
06/20/2014 0.211
03/21/2014 0.071
12/20/2013 0.145
09/20/2013 0.131
06/21/2013 0.232
03/15/2013 0.025
12/21/2012 0.475
09/21/2012 0.227
06/15/2012 0.119
03/16/2012 0.046
12/16/2011 0.198
09/16/2011 0.098
06/17/2011 0.057
03/18/2011 0.075
12/17/2010 0.312
09/17/2010 0.161
06/18/2010 0.084
03/19/2010 0.029
12/18/2009 0.121
09/18/2009 0.094
06/19/2009 0.1
03/20/2009 0.07
12/19/2008 0.156
09/19/2008 0.122
06/20/2008 0.128
03/20/2008 0.013
12/21/2007 0.157
09/21/2007 0.095
06/15/2007 0.214
03/16/2007 0.065
12/15/2006 0.16
09/15/2006 0.05
06/16/2006 0.049
03/31/2006 0.048
03/17/2006 0.045
12/16/2005 0.131
09/16/2005 0.047
06/17/2005 0.108
03/18/2005 0.029
12/17/2004 0.088
09/17/2004 0.031
06/18/2004 0.072
03/19/2004 0.053
12/24/2003 0.113
09/19/2003 0.044
06/20/2003 0.042

Dividend Growth History for Invesco Dynamic Market ETF (PWC)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.9156 0.89% -42.05% -
2022 $1.58 1.27% 121.29% -42.05%
2021 $0.714 0.68% -37.97% 13.24%
2020 $1.151 1.16% 21.80% -7.34%
2019 $0.945 1.08% -25.59% -0.79%
2018 $1.27 1.33% -23.72% -6.33%
2017 $1.665 2.06% 53.03% -9.49%
2016 $1.088 1.54% 45.65% -2.43%
2015 $0.747 1.02% 23.06% 2.58%
2014 $0.607 0.90% 13.88% 4.67%
2013 $0.533 1.07% -38.52% 5.56%
2012 $0.867 2.09% 102.57% 0.50%
2011 $0.428 0.96% -26.96% 6.54%
2010 $0.586 1.51% 52.21% 3.49%
2009 $0.385 1.16% -8.11% 6.38%
2008 $0.419 0.82% -21.09% 5.35%
2007 $0.531 1.06% 50.85% 3.46%
2006 $0.352 0.76% 11.75% 5.78%
2005 $0.315 0.79% 29.10% 6.11%
2004 $0.244 0.71% 22.61% 7.21%
2003 $0.199 0.74% - 7.93%

Dividend Growth Chart for Invesco Dynamic Market ETF (PWC)


Invesco Dynamic Market ETF (PWC) Historical Returns And Risk Info

From 05/01/2003 to 01/29/2024, the compound annualized total return (dividend reinvested) of Invesco Dynamic Market ETF (PWC) is 8.88%. Its cumulative total return (dividend reinvested) is 482.753%.

From 05/01/2003 to 01/29/2024, the Maximum Drawdown of Invesco Dynamic Market ETF (PWC) is 68.7%.

From 05/01/2003 to 01/29/2024, the Sharpe Ratio of Invesco Dynamic Market ETF (PWC) is 0.15.

From 05/01/2003 to 01/29/2024, the Annualized Standard Deviation of Invesco Dynamic Market ETF (PWC) is 52.5%.

From 05/01/2003 to 01/29/2024, the Beta of Invesco Dynamic Market ETF (PWC) is 0.92.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
05/01/2003
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return(%) 1.3 2.1 16.2 5.2 7.4 7.9 11.1 7.8 8.9 19.1 -16.0 19.4 8.5 13.5 -6.4 20.2 11.9 0.1 9.1 41.2 21.1 -5.8 17.3 18.5 -36.7 4.0 12.0 12.8 18.8 27.8
Sharpe Ratio NA 3.2 0.05 0.02 0.06 0.1 NA NA 0.15 0.07 -0.71 1.03 0.22 0.9 -0.46 2.0 0.76 0.01 0.65 3.13 1.53 -0.22 0.89 0.76 -0.95 0.06 0.71 0.86 1.28 3.37
Draw Down(%) NA 1.6 66.9 68.7 68.7 68.7 NA NA 68.7 66.9 25.8 10.5 38.0 9.6 21.7 4.4 14.4 11.7 12.2 6.3 10.7 27.8 17.0 23.1 49.4 13.3 9.6 7.2 8.8 5.9
Standard Deviation(%) NA 8.8 222.1 129.2 101.6 72.5 NA NA 52.5 223.0 24.6 18.7 37.6 13.5 16.9 9.8 15.5 16.0 13.9 13.1 13.9 27.1 19.4 24.3 39.5 15.6 12.3 12.2 13.9 12.9
Treynor Ratio NA 0.44 0.06 0.03 0.06 0.07 NA NA 0.09 0.08 -0.19 0.17 0.09 0.12 -0.08 0.2 0.13 0.0 0.09 0.43 0.25 -0.06 0.2 0.26 -0.44 0.01 0.09 0.11 0.18 0.54
Alpha NA 0.12 1.09 0.35 0.2 0.1 NA NA 0.05 1.05 0.0 -0.03 -0.03 -0.06 0.01 0.0 0.01 0.01 -0.01 0.02 0.03 -0.02 -0.02 -0.03 0.0 -0.01 0.0 0.0 -0.01 0.02
Beta NA 0.63 1.98 1.17 1.05 1.02 NA NA 0.92 1.88 0.92 1.16 0.97 0.99 0.91 1.0 0.89 0.93 0.99 0.97 0.85 0.96 0.87 0.72 0.85 0.87 0.93 0.95 1.01 0.8
RSquare NA 0.74 0.01 0.02 0.03 0.04 NA NA 0.08 0.01 0.92 0.86 0.89 0.88 0.77 0.65 0.78 0.79 0.79 0.85 0.83 0.93 0.94 0.93 0.92 0.86 0.89 0.89 0.84 0.78
Yield(%) N/A 0.0 0.8 1.0 1.1 1.6 2.9 2.2 N/A 0.9 1.3 0.7 1.2 1.1 1.3 2.1 1.5 1.0 0.9 1.1 2.1 1.0 1.5 1.2 0.8 1.1 0.8 0.8 0.7 0.7
Dividend Growth(%) N/A -100.0 -42.1 -4.6 -1.3 129.2 N/A N/A N/A -42.1 121.3 -38.0 21.8 -25.6 -23.7 53.0 45.6 23.1 13.9 -38.5 102.6 -27.0 52.2 -8.1 -21.1 50.9 11.7 29.1 22.6 N/A

Return Calculator for Invesco Dynamic Market ETF (PWC)

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Invesco Dynamic Market ETF (PWC) Historical Return Chart

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Invesco Dynamic Market ETF (PWC) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/01/2003 to 01/29/2024, the worst annualized return of 3-year rolling returns for Invesco Dynamic Market ETF (PWC) is -15.27%.
From 05/01/2003 to 01/29/2024, the worst annualized return of 5-year rolling returns for Invesco Dynamic Market ETF (PWC) is -4.51%.
From 05/01/2003 to 01/29/2024, the worst annualized return of 10-year rolling returns for Invesco Dynamic Market ETF (PWC) is 4.65%.
From 05/01/2003 to 01/29/2024, the worst annualized return of 20-year rolling returns for Invesco Dynamic Market ETF (PWC) is 7.29%.

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