Invesco Bloomberg MVP Multi-factor ETF (BMVP)

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The chart shows the growth of an initial investment of $10,000 in Invesco Bloomberg MVP Multi-factor ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco Bloomberg MVP Multi-factor ETF (BMVP) has returned 2.60% so far this year and 6.46% over the past 12 months. Over the last ten years, BMVP has returned 9.15% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 1, 2003, BMVP's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, your investment would double in approximately 10.5 years.

Historically, 62% of months were positive and 38% were negative. The best month was Oct 2011 with a return of +13.3%, while the worst month was Jul 2003 at -74.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BMVP closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +13.6%, while the worst single day was Jul 21, 2003 at -75.4%.

Invesco Bloomberg MVP Multi-factor ETF has an annualized alpha of -2.54%, beta of 0.96, and R² of 0.51 versus S&P 500 Index. Calculated based on daily prices since May 02, 2003.

• This ETF participated in 99.77% of S&P 500 Index downside but only 71.28% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -2.54% versus S&P 500 Index — delivering less than market exposure alone would predict.
• With beta of 0.96 and R² of 0.51, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

BMVP has an expense ratio of 0.29%, placing it in the medium range.

BMVP ranks 27 for risk / return — below 27% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Invesco Bloomberg MVP Multi-factor ETF (BMVP) and compare them to a chosen benchmark (S&P 500 Index).

Invesco Bloomberg MVP Multi-factor ETF provided a 1.73% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Invesco Bloomberg MVP Multi-factor ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Invesco Bloomberg MVP Multi-factor ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco Bloomberg MVP Multi-factor ETF was 78.13%, occurring on Mar 9, 2009. Recovery took 2357 trading sessions.

The current Invesco Bloomberg MVP Multi-factor ETF drawdown is 5.36%.

The chart below shows the rolling one-month volatility.