Invesco Zacks Mid-Cap ETF (CZA)
CZA is a passive ETF by Invesco tracking the investment results of the Zacks Mid-Cap Core Index. CZA launched on Apr 2, 2007 and has a 0.69% expense ratio.
ETF Info
| ISIN | US46137Y4017 |
|---|---|
| CUSIP | 46137Y401 |
| Issuer | Invesco |
| Inception Date | Apr 2, 2007 |
| Region | North America (U.S.) |
| Category | Mid Cap Blend Equities |
| Index Tracked | Zacks Mid-Cap Core Index |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
The Invesco Zacks Mid-Cap ETF has a high expense ratio of 0.69%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: CZA vs. IJH, CZA vs. t
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco Zacks Mid-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco Zacks Mid-Cap ETF had a return of 3.89% year-to-date (YTD) and 15.49% in the last 12 months. Over the past 10 years, Invesco Zacks Mid-Cap ETF had an annualized return of 9.25%, while the S&P 500 had an annualized return of 10.55%, indicating that Invesco Zacks Mid-Cap ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.89% | 6.33% |
| 1 month | -2.12% | -2.81% |
| 6 months | 23.09% | 21.13% |
| 1 year | 15.49% | 24.56% |
| 5 years (annualized) | 8.16% | 11.55% |
| 10 years (annualized) | 9.25% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.65% | 4.61% | 5.37% | |||||||||
| 2023 | -4.12% | -4.63% | 9.14% | 7.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Invesco Zacks Mid-Cap ETF(CZA)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Zacks Mid-Cap ETF (CZA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco Zacks Mid-Cap ETF granted a 1.31% dividend yield in the last twelve months. The annual payout for that period amounted to $1.28 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.28 | $1.28 | $1.52 | $0.85 | $1.08 | $1.07 | $0.75 | $0.72 | $1.02 | $0.65 | $0.37 | $0.46 |
Dividend yield | 1.31% | 1.36% | 1.71% | 0.89% | 1.42% | 1.40% | 1.27% | 1.10% | 1.87% | 1.37% | 0.74% | 1.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco Zacks Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 |
| 2013 | $0.46 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Zacks Mid-Cap 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 Zacks Mid-Cap ETF was 53.20%, occurring on Mar 6, 2009. Recovery took 304 trading sessions.
The current Invesco Zacks Mid-Cap ETF drawdown is 4.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.2% | Jul 18, 2007 | 277 | Mar 6, 2009 | 304 | Nov 2, 2010 | 581 |
| -46.18% | Feb 21, 2020 | 22 | Mar 23, 2020 | 204 | Jan 12, 2021 | 226 |
| -23.45% | Jul 8, 2011 | 61 | Oct 3, 2011 | 113 | Mar 15, 2012 | 174 |
| -18.83% | Jun 22, 2015 | 163 | Feb 11, 2016 | 76 | Jun 1, 2016 | 239 |
| -18.08% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
Volatility
Volatility Chart
The current Invesco Zacks Mid-Cap ETF volatility is 3.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.