Invesco S&P 500® Equal Weight Energy ETF/ US46137V3657 /
| NAV3/29/2023 | Chg.+1.0510 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 66.5285USD | +1.61% | paying dividend | Equity ETF Stocks | Invesco Capital M. ▶ |
- Dividends adjusted Dividends adjusted
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | -1.08 | - |
| 2022 | 18.90 | 4.55 | 13.52 | -2.21 | 18.07 | -19.28 | 2.46 | 8.39 | -11.83 | 21.83 | 2.32 | -5.64 | +51.51% |
| 2023 | 3.58 | -6.93 | -4.48 | - | - | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 27.24% | 30.34% | 35.94% | -% | -% |
| Sharpe ratio | -1.19 | 0.48 | -0.12 | - | - |
| Best month | +3.58% | +21.83% | +21.83% | - | - |
| Worst month | -6.93% | -11.83% | -19.28% | - | - |
| Maximum loss | -16.65% | -20.51% | -29.01% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | -7.91% | ||
|---|---|---|---|
| 6 Months | +8.33% | ||
| 1 Year | -1.13% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +39.10% | ||
| Year | |||
| 2022 | +51.51% | ||