PortfoliosLab logoPortfoliosLab logo
ISIN
US73935X1533
CUSIP
73935X153
Issuer
Invesco
Inception Date
Mar 1, 2007
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Dorsey Wright Technical Leaders Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth
Assets Under Management
$2B

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

PDP Performance Chart

Invesco Dorsey Wright Momentum ETF (PDP) is up 25.0% since the beginning of the year. PDP is currently trading at $145 per share. Investors who bought $1,000 worth of PDP shares 5 years ago would now be looking at an investment worth $1,709.


Loading charts...

S&P 500 Index

Returns By Period

Invesco Dorsey Wright Momentum ETF (PDP) has returned 24.95% so far this year and 37.20% over the past 12 months. Over the last ten years, PDP has had an annualized return of 13.60%, just under the S&P 500 Index benchmark’s 13.66%.


Invesco Dorsey Wright Momentum ETF

1D
0.57%
1M
6.22%
YTD
24.95%
6M
24.18%
1Y
37.20%
3Y*
24.44%
5Y*
11.32%
10Y*
13.60%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PDP Monthly Returns History

Based on dividend-adjusted daily data since Mar 1, 2007, PDP's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +13.1%, while the worst month was Oct 2008 at -20.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PDP closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +11.2%, while the worst single day was Mar 16, 2020 at -13.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.96%5.56%-6.38%13.10%4.60%1.83%24.95%
20254.41%-4.36%-6.92%0.12%5.37%2.99%4.32%-1.68%6.10%3.01%-3.44%-0.88%8.37%
20241.54%9.62%3.83%-6.28%4.33%1.31%0.69%2.58%2.16%0.33%12.68%-7.71%26.06%
20236.36%-1.77%2.52%-0.93%-1.57%9.53%0.47%-0.20%-5.21%-4.44%9.84%5.91%20.88%
2022-13.73%-2.65%2.07%-8.01%2.87%-11.18%10.98%-2.01%-8.63%10.61%3.02%-7.43%-24.49%
2021-2.42%1.57%-2.10%2.81%-1.13%3.57%2.16%2.95%-5.09%9.19%-2.34%-0.91%7.72%

Benchmark Metrics

Invesco Dorsey Wright Momentum ETF has an annualized alpha of 1.14%, beta of 1.03, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since March 02, 2007.

  • This ETF captured 106.03% of S&P 500 Index gains and 101.53% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.03 and R2 of 0.84, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.14%
Beta
1.03
0.84
Upside Capture
106.03%
Downside Capture
101.53%

Expense Ratio

PDP has an expense ratio of 0.62%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PDP ranks 55 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


PDP Risk / Return Rank: 5555
Overall Rank
PDP Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
PDP Sortino Ratio Rank: 4747
Sortino Ratio Rank
PDP Omega Ratio Rank: 4949
Omega Ratio Rank
PDP Calmar Ratio Rank: 6464
Calmar Ratio Rank
PDP Martin Ratio Rank: 6363
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 Dorsey Wright Momentum ETF (PDP) and compare them to S&P 500 Index.


PDPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.54

Sortino ratioReturn per unit of downside risk

-0.78

Omega ratioGain probability vs. loss probability

1.30

1.41

-0.11

Calmar ratioReturn relative to maximum drawdown

3.15

2.93

+0.22

Martin ratioReturn relative to average drawdown

11.16

13.52

-2.36

Dividends

Dividend History

Invesco Dorsey Wright Momentum ETF provided a 0.11% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


0.00%0.20%0.40%0.60%0.80%$0.00$0.10$0.20$0.30$0.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.16$0.20$0.16$0.36$0.32$0.00$0.09$0.16$0.09$0.14$0.34$0.16

Dividend yield

0.11%0.17%0.15%0.42%0.45%0.00%0.11%0.25%0.18%0.28%0.81%0.39%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco Dorsey Wright Momentum 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$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.11$0.00$0.00$0.00$0.20
2024$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.16
2023$0.00$0.00$0.13$0.00$0.00$0.11$0.00$0.00$0.03$0.00$0.00$0.10$0.36
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.24$0.32
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco Dorsey Wright Momentum 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 Dorsey Wright Momentum ETF was 59.34%, occurring on Mar 9, 2009. Recovery took 775 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-59.34%Mar 2009
1y 2mo3y 26d
4y 3moDec 2007 - Apr 2012
COVID crash2020
-34.70%Mar 2020
1mo 2d3mo 26d
4mo 28dFeb 2020 - Jul 2020
Bear market2022
-33.91%Sep 2022
10mo 21d1y 9mo
2y 8moNov 2021 - Jul 2024
Rate-hike selloffLate 2018
-24.54%Dec 2018
3mo 8d5mo 18d
8mo 26dSep 2018 - Jun 2019
2025 selloff2025
-23.79%Apr 2025
4mo 4d5mo 14d
9mo 18dDec 2024 - Sep 2025

Drawdown Indicators


PDPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-59.34%

-56.78%

-2.56%

Max Drawdown (1Y)

Largest decline over 1 year

-11.87%

-9.10%

-2.77%

Max Drawdown (3Y)

Largest decline over 3 years

-23.79%

-18.90%

-4.89%

Max Drawdown (5Y)

Largest decline over 5 years

-33.91%

-25.43%

-8.48%

Max Drawdown (10Y)

Largest decline over 10 years

-34.70%

-33.92%

-0.78%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-10.61%

-10.72%

+0.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

1.97%

+1.37%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with PDP

Add Invesco Dorsey Wright Momentum ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with PDP