Invesco Real Assets ESG ETF (IVRA)

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The chart shows the growth of an initial investment of $10,000 in Invesco Real Assets ESG 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 Real Assets ESG ETF (IVRA) has returned 11.70% so far this year and 16.21% over the past 12 months.

Based on dividend-adjusted daily data since Dec 22, 2020, IVRA's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, your investment would double in approximately 5.4 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2023 with a return of +11.4%, while the worst month was Sep 2022 at -11.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, IVRA closed higher 52% of trading days. The best single day was Nov 10, 2022 with a return of +6.4%, while the worst single day was Jun 13, 2022 at -5.5%.

Invesco Real Assets ESG ETF has an annualized alpha of 4.42%, beta of 0.69, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since December 23, 2020.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (86.65%) than losses (82.41%) — typical of diversified or defensive assets.
• Beta of 0.69 may look defensive, but with R² of 0.48 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 0.48 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

IVRA has an expense ratio of 0.59%, placing it in the medium range.

IVRA ranks 63 for risk / return — better than 63% 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 Real Assets ESG ETF (IVRA) and compare them to a chosen benchmark (S&P 500 Index).

Invesco Real Assets ESG ETF provided a 17.39% dividend yield over the last twelve months, with an annual payout of $2.78 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Invesco Real Assets ESG 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 Real Assets ESG 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 Real Assets ESG ETF was 25.99%, occurring on Oct 14, 2022. Recovery took 466 trading sessions.

The current Invesco Real Assets ESG ETF drawdown is 0.92%.

The chart below shows the rolling one-month volatility.