Invesco WilderHill Clean Energy ETF (PBW)

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The chart shows the growth of an initial investment of $10,000 in Invesco WilderHill 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.

Invesco WilderHill Clean Energy ETF (PBW) has returned 3.51% so far this year and 102.59% over the past 12 months. Over the last ten years, PBW has returned 6.57% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 3, 2005, PBW's average daily return is +0.02%, while the average monthly return is +0.28%. At this rate, your investment would double in approximately 20.7 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2020 with a return of +45.1%, while the worst month was Oct 2008 at -32.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PBW closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +16.9%, while the worst single day was Mar 16, 2020 at -14.5%.

Invesco WilderHill Clean Energy ETF has an annualized alpha of -9.29%, beta of 1.39, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since March 04, 2005.

• This ETF participated in 155.43% of S&P 500 Index downside but only 114.46% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -9.29% versus S&P 500 Index — delivering less than market exposure alone would predict.

PBW has an expense ratio of 0.61%, placing it in the medium range.

PBW ranks 92 for risk / return — in the top 92% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Invesco WilderHill Clean Energy ETF (PBW) and compare them to a chosen benchmark (S&P 500 Index).

Invesco WilderHill Clean Energy ETF provided a 0.86% dividend yield over the last twelve months, with an annual payout of $0.27 per share.

The table displays the monthly dividend distributions for Invesco WilderHill Clean Energy 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 WilderHill 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 WilderHill Clean Energy ETF was 89.02%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Invesco WilderHill Clean Energy ETF drawdown is 73.91%.

The chart below shows the rolling one-month volatility.