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Issuer
Invesco
Inception Date
Oct 29, 2021
Leveraged
1x (No leverage)
Index Tracked
Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

FASE.L Performance Chart

Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF (FASE.L) is up 5.0% since the beginning of the year. FASE.L is currently trading at £56 per share. Investors who bought £1,000 worth of FASE.L shares 5 years ago would now be looking at an investment worth £1,513.


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S&P 500 Index

Returns By Period

Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF (FASE.L) has returned 5.03% so far this year and 15.43% over the past 12 months.


Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF

1D
0.22%
1M
2.11%
6M
3.40%
YTD
5.03%
1Y
15.43%
3Y*
12.81%
5Y*
8.64%
10Y*

Benchmark (S&P 500 Index)

1D
-0.66%
1M
-0.64%
6M
8.66%
YTD
10.17%
1Y
19.99%
3Y*
17.60%
5Y*
12.23%
10Y*
13.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FASE.L Monthly Returns History

Based on dividend-adjusted daily data since Mar 10, 2021, FASE.L's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, an investment would double in approximately 7.3 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2022 with a return of +6.7%, while the worst month was Mar 2026 at -8.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 2 months.

On a daily basis, FASE.L closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +4.0%, while the worst single day was Apr 7, 2025 at -4.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.60%5.17%-8.22%2.93%0.57%2.24%1.20%5.03%
20255.69%0.89%-2.01%0.84%3.44%-0.96%3.56%0.35%0.74%4.54%0.78%0.93%20.17%
2024-1.14%0.52%4.73%1.86%2.94%-1.72%2.56%0.81%-0.81%-2.47%2.78%-0.85%9.31%
20234.50%1.41%-2.29%3.67%-5.46%0.69%1.92%-2.62%1.82%-5.08%2.37%4.58%4.95%
2022-0.73%-2.44%0.56%1.49%-0.57%-4.66%4.74%-2.74%-5.46%3.01%6.69%-1.91%-2.71%
20210.80%4.39%1.31%0.84%-0.01%1.87%-0.68%2.21%-0.39%4.18%15.34%

Benchmark Metrics

Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF has an annualized alpha of 6.44%, beta of 0.21, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since March 10, 2021.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (41.23%) than losses (30.61%) - typical of diversified or defensive assets.
  • Beta of 0.21 may look defensive, but with R2 of 0.06 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.06 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.44%
Beta
0.21
0.06
Upside Capture
41.23%
Downside Capture
30.61%

Expense Ratio

FASE.L has an expense ratio of 0.12%, which is considered low.


Return for Risk

Risk / Return Rank

FASE.L ranks 39 for risk / return — below 39% 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.


FASE.L Risk / Return Rank: 3939
Overall Rank
FASE.L Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
FASE.L Sortino Ratio Rank: 4242
Sortino Ratio Rank
FASE.L Omega Ratio Rank: 4141
Omega Ratio Rank
FASE.L Calmar Ratio Rank: 3333
Calmar Ratio Rank
FASE.L Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF (FASE.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FASE.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.41

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.23

1.31

-0.08

Calmar ratioReturn relative to maximum drawdown

1.41

2.50

-1.09

Martin ratioReturn relative to average drawdown

4.40

9.11

-4.71

Dividends

Dividend History

Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF provided a 2.71% dividend yield over the last twelve months, with an annual payout of £1.52 per share.


2.50%3.00%3.50%£0.00£0.50£1.00£1.5020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend£1.52£1.42£1.74£1.57£1.52£1.09

Dividend yield

2.71%2.61%3.72%3.54%3.47%2.35%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.00£0.00£0.32£0.00£0.00£0.69£0.00£1.00
2025£0.00£0.00£0.28£0.00£0.00£0.62£0.00£0.00£0.52£0.00£0.00£0.00£1.42
2024£0.00£0.00£0.29£0.00£0.00£0.62£0.00£0.00£0.57£0.00£0.00£0.27£1.74
2023£0.00£0.00£0.25£0.00£0.00£0.51£0.00£0.00£0.53£0.00£0.00£0.28£1.57
2022£0.00£0.00£0.24£0.00£0.00£0.55£0.00£0.00£0.50£0.00£0.00£0.23£1.52
2021£0.84£0.00£0.00£0.25£1.09

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS 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 Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF was 12.61%, occurring on Mar 8, 2022. Recovery took 212 trading sessions.

The current Invesco Markets II PLC - Invesco FTSE All Share Screened & Tilted UCITS ETF drawdown is 1.70%.


Drawdown

Fall

Recovery

Underwater

Related event

-12.61%Mar 2022
2mo 1d10mo 10d
1y 6dJan 2022 - Jan 2023
Bear market2022
-12.20%Apr 2025
1mo 6d1mo 6d
2mo 12dMar 2025 - May 2025
2025 selloff2025
-10.89%Mar 2026
21d
4mo 16dMar 2026 - now
-9.58%Oct 2023
6mo 5d4mo 27d
11mo 2dApr 2023 - Mar 2024
-8.00%Mar 2023
26d1mo 10d
2mo 6dFeb 2023 - Apr 2023

Drawdown Indicators


FASE.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-12.61%

-37.07%

+24.46%

Max Drawdown (1Y)

Largest decline over 1 year

-10.89%

-8.03%

-2.86%

Max Drawdown (3Y)

Largest decline over 3 years

-12.20%

-22.15%

+9.95%

Max Drawdown (5Y)

Largest decline over 5 years

-12.61%

-22.15%

+9.54%

Max Drawdown (10Y)

Largest decline over 10 years

-26.01%

Current Drawdown

Current decline from peak

-1.70%

-1.42%

-0.28%

Average Drawdown

Average peak-to-trough decline

-2.94%

-5.29%

+2.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

2.20%

+1.30%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FASE.L

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