Invesco High Yield Equity Dividend Achievers™ ETF (PEY)

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The chart shows the growth of an initial investment of $10,000 in Invesco High Yield Equity Dividend Achievers™ 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 High Yield Equity Dividend Achievers™ ETF (PEY) has returned 6.22% so far this year and 4.68% over the past 12 months. Over the last ten years, PEY has returned 8.66% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 9, 2004, PEY's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +16.7%, while the worst month was Jan 2009 at -22.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PEY closed higher 50% of trading days. The best single day was Sep 18, 2008 with a return of +15.2%, while the worst single day was Dec 1, 2008 at -13.8%.

Invesco High Yield Equity Dividend Achievers™ ETF has an annualized alpha of -1.04%, beta of 0.96, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since December 10, 2004.

• This ETF participated in 89.71% of S&P 500 Index downside but only 80.10% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.96 and R² of 0.67, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

PEY has an expense ratio of 0.54%, placing it in the medium range.

PEY ranks 19 for risk / return — in the bottom 19% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Invesco High Yield Equity Dividend Achievers™ ETF (PEY) and compare them to a chosen benchmark (S&P 500 Index).

Invesco High Yield Equity Dividend Achievers™ ETF provided a 4.66% dividend yield over the last twelve months, with an annual payout of $1.00 per share.

The table displays the monthly dividend distributions for Invesco High Yield Equity Dividend Achievers™ 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 High Yield Equity Dividend Achievers™ 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 High Yield Equity Dividend Achievers™ ETF was 72.81%, occurring on Mar 9, 2009. Recovery took 1265 trading sessions.

The current Invesco High Yield Equity Dividend Achievers™ ETF drawdown is 3.40%.

The chart below shows the rolling one-month volatility.