Invesco MSCI Sustainable Future ETF (ERTH)

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The chart shows the growth of an initial investment of $10,000 in Invesco MSCI Sustainable Future 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 MSCI Sustainable Future ETF (ERTH) has returned 0.63% so far this year and 23.97% over the past 12 months. Over the last ten years, ERTH has returned 7.19% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 24, 2006, ERTH's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, your investment would double in approximately 9.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2009 with a return of +20.2%, while the worst month was Oct 2008 at -30.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ERTH closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +15.5%, while the worst single day was Oct 15, 2008 at -15.1%.

Invesco MSCI Sustainable Future ETF has an annualized alpha of -2.70%, beta of 1.09, and R² of 0.70 versus S&P 500 Index. Calculated based on daily prices since October 25, 2006.

• This ETF participated in 120.67% of S&P 500 Index downside but only 107.71% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -2.70% versus S&P 500 Index — delivering less than market exposure alone would predict.
• With beta of 1.09 and R² of 0.70, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ERTH has an expense ratio of 0.55%, placing it in the medium range.

ERTH ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Invesco MSCI Sustainable Future ETF (ERTH) and compare them to a chosen benchmark (S&P 500 Index).

Invesco MSCI Sustainable Future ETF provided a 1.48% dividend yield over the last twelve months, with an annual payout of $0.70 per share.

The table displays the monthly dividend distributions for Invesco MSCI Sustainable Future 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 MSCI Sustainable Future 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 MSCI Sustainable Future ETF was 64.45%, occurring on Nov 20, 2008. Recovery took 2077 trading sessions.

The current Invesco MSCI Sustainable Future ETF drawdown is 32.20%.

The chart below shows the rolling one-month volatility.