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Invesco Global Clean Energy ETF (PBD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS73936T6156
CUSIP46138G847
IssuerInvesco
Inception DateJun 13, 2007
RegionDeveloped Markets (Broad)
CategoryAlternative Energy Equities
Index TrackedWilderHill New Energy Global Innovation index
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

The Invesco Global Clean Energy ETF has a high expense ratio of 0.75%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.75%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with PBD

Invesco Global Clean Energy ETF

Popular comparisons: PBD vs. PBW, PBD vs. TDV, PBD vs. AIQ, PBD vs. FAN, PBD vs. ICLN, PBD vs. SCHD, PBD vs. RYLD, PBD vs. QQQ, PBD vs. IXN, PBD vs. ARKK

Performance

Performance Chart

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


0.00%50.00%100.00%150.00%200.00%250.00%OctoberNovemberDecember2024FebruaryMarch
-29.94%
246.67%
PBD (Invesco Global Clean Energy ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Invesco Global Clean Energy ETF had a return of -11.35% year-to-date (YTD) and -23.73% in the last 12 months. Over the past 10 years, Invesco Global Clean Energy ETF had an annualized return of 2.17%, while the S&P 500 had an annualized return of 10.89%, indicating that Invesco Global Clean Energy ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-11.35%10.16%
1 month3.71%3.47%
6 months-6.26%22.20%
1 year-23.73%30.45%
5 years (annualized)5.26%13.16%
10 years (annualized)2.17%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-13.28%-0.21%
2023-13.49%-10.32%-13.01%9.49%10.36%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Invesco Global Clean Energy ETF (PBD) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
PBD
Invesco Global Clean Energy ETF
-0.89
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Invesco Global Clean Energy ETF Sharpe ratio is -0.89. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.89
2.79
PBD (Invesco Global Clean Energy ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Invesco Global Clean Energy ETF granted a 2.67% dividend yield in the last twelve months. The annual payout for that period amounted to $0.38 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.38$0.46$0.55$0.18$0.17$0.26$0.19$0.23$0.21$0.14$0.12$0.11

Dividend yield

2.67%2.85%2.98%0.67%0.48%1.83%1.86%1.76%2.04%1.24%1.05%0.88%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco Global Clean Energy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.08$0.00$0.00$0.14$0.00$0.00$0.04$0.00$0.00$0.19
2022$0.00$0.00$0.06$0.00$0.00$0.11$0.00$0.00$0.08$0.00$0.00$0.30
2021$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.06
2020$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.02
2019$0.00$0.00$0.02$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.12
2018$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.10
2017$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.05$0.00$0.00$0.12
2016$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.08
2015$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.02$0.00$0.00$0.07
2014$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.02$0.00$0.00$0.06
2013$0.01$0.00$0.00$0.05$0.00$0.00$0.01$0.00$0.00$0.04

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-63.08%
0
PBD (Invesco Global Clean Energy ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco Global Clean Energy 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 Global Clean Energy ETF was 78.60%, occurring on Jul 24, 2012. Recovery took 2097 trading sessions.

The current Invesco Global Clean Energy ETF drawdown is 63.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.6%Dec 27, 20071153Jul 24, 20122097Nov 20, 20203250
-65.92%Jan 25, 2021696Oct 27, 2023
-16.85%Jul 16, 200724Aug 16, 200729Sep 27, 200753
-13%Nov 9, 20079Nov 21, 200723Dec 26, 200732
-5.8%Jan 8, 20216Jan 15, 20213Jan 21, 20219

Volatility

Volatility Chart

The current Invesco Global Clean Energy ETF volatility is 4.95%, 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.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
4.95%
2.80%
PBD (Invesco Global Clean Energy ETF)
Benchmark (^GSPC)