Invesco WilderHill Clean Energy ETF (PBW)
PBW is a passive ETF by Invesco tracking the investment results of the The WilderHill Clean Energy Index (AMEX). PBW launched on Mar 3, 2005 and has a 0.61% expense ratio.
ETF Info
US73935X5005
46137V134
Mar 3, 2005
North America (U.S.)
1x
The WilderHill Clean Energy Index (AMEX)
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Invesco WilderHill Clean Energy ETF had a return of -30.98% year-to-date (YTD) and -21.47% in the last 12 months. Over the past 10 years, Invesco WilderHill Clean Energy ETF had an annualized return of -1.49%, while the S&P 500 had an annualized return of 11.16%, indicating that Invesco WilderHill Clean Energy ETF did not perform as well as the benchmark.
PBW
-30.98%
-1.27%
-6.89%
-21.47%
-5.75%
-1.49%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of PBW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -20.39% | 0.42% | -2.32% | -11.58% | 12.81% | -11.75% | 7.00% | -10.25% | 3.90% | 0.10% | -30.98% | ||
| 2023 | 20.14% | -6.78% | -4.70% | -12.32% | 3.27% | 10.38% | 8.62% | -16.66% | -12.99% | -20.52% | 6.12% | 12.84% | -20.02% |
| 2022 | -20.92% | 5.10% | 10.18% | -21.78% | 4.91% | -13.92% | 22.36% | 2.81% | -15.61% | -4.26% | 2.25% | -17.53% | -44.56% |
| 2021 | 15.57% | -9.57% | -8.82% | -10.67% | -5.46% | 12.48% | -10.22% | -2.27% | -5.22% | 14.94% | -3.82% | -15.72% | -29.86% |
| 2020 | 5.05% | 4.62% | -28.38% | 19.17% | 9.05% | 16.75% | 14.52% | 22.05% | 7.05% | 4.18% | 45.10% | 12.85% | 204.82% |
| 2019 | 19.33% | 10.21% | -4.76% | 5.60% | -5.09% | 11.25% | 2.46% | -3.72% | 0.06% | -0.51% | 7.34% | 10.46% | 62.58% |
| 2018 | -2.05% | -1.69% | 3.29% | -1.48% | 6.57% | -4.29% | 1.12% | 2.42% | -3.61% | -6.41% | 5.13% | -11.88% | -13.49% |
| 2017 | 2.17% | 5.32% | 1.35% | 4.00% | -0.48% | 5.58% | 4.61% | -3.08% | 7.19% | 4.68% | 1.30% | 1.88% | 39.92% |
| 2016 | -14.77% | 0.57% | 0.24% | 1.49% | -5.12% | -0.88% | 2.88% | -2.52% | 1.63% | -5.26% | -0.14% | 0.73% | -20.35% |
| 2015 | -6.64% | 11.59% | 1.84% | 3.05% | -1.91% | -3.35% | -9.41% | -10.59% | -6.14% | 8.78% | -4.04% | 10.89% | -8.79% |
| 2014 | 2.82% | 11.72% | -3.37% | -6.92% | -2.12% | 7.42% | -8.71% | 8.59% | -6.68% | -4.58% | -8.77% | -3.30% | -15.41% |
| 2013 | 8.82% | -0.90% | -1.14% | 10.11% | 13.99% | -0.18% | 9.83% | -7.09% | 15.93% | 1.10% | -0.78% | 1.25% | 60.50% |
Expense Ratio
PBW features an expense ratio of 0.61%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PBW is 3, indicating that it is in the bottom 3% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco WilderHill Clean Energy ETF (PBW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco WilderHill Clean Energy ETF provided a 2.74% dividend yield over the last twelve months, with an annual payout of $0.55 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.55 | $1.10 | $1.61 | $1.22 | $0.45 | $0.50 | $0.62 | $0.32 | $0.50 | $0.37 | $0.78 | $0.70 |
Dividend yield | 2.74% | 3.68% | 4.21% | 1.71% | 0.44% | 1.45% | 2.89% | 1.27% | 2.69% | 1.54% | 2.96% | 2.18% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.36 | |
| 2023 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $1.10 |
| 2022 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.63 | $1.61 |
| 2021 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.55 | $1.22 |
| 2020 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.28 | $0.45 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.50 |
| 2018 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.62 |
| 2017 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.03 | $0.32 |
| 2016 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.04 | $0.50 |
| 2015 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.03 | $0.37 |
| 2014 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.29 | $0.78 |
| 2013 | $0.29 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.29 | $0.70 |
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.
Worst Drawdowns
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 87.01%, occurring on Nov 16, 2012. Recovery took 2048 trading sessions.
The current Invesco WilderHill Clean Energy ETF drawdown is 83.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.01% | Dec 27, 2007 | 1233 | Nov 16, 2012 | 2048 | Jan 7, 2021 | 3281 |
| -85.67% | Feb 10, 2021 | 881 | Aug 12, 2024 | — | — | — |
| -31.07% | May 9, 2006 | 96 | Sep 22, 2006 | 260 | Oct 5, 2007 | 356 |
| -18.89% | Mar 8, 2005 | 48 | May 13, 2005 | 50 | Jul 26, 2005 | 98 |
| -17.63% | Sep 13, 2005 | 33 | Oct 27, 2005 | 56 | Jan 19, 2006 | 89 |
Volatility
Volatility Chart
The current Invesco WilderHill Clean Energy ETF volatility is 10.36%, 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.