Invesco DWA Financial Momentum ETF (PFI)
PFI is a passive ETF by Invesco tracking the investment results of the DWA Financial Technical Leaders Index. PFI launched on Oct 12, 2006 and has a 0.60% expense ratio.
ETF Info
US73935X3778
46137V860
Oct 12, 2006
North America (U.S.)
1x
DWA Financial Technical Leaders Index
Multi-Cap
Blend
Expense Ratio
PFI has an expense ratio of 0.60%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Invesco DWA Financial Momentum ETF (PFI) returned -2.64% year-to-date (YTD) and 16.47% over the past 12 months. Over the past 10 years, PFI returned 7.71% annually, underperforming the S&P 500 benchmark at 10.69%.
PFI
-2.64%
11.30%
-9.85%
16.47%
14.23%
7.71%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of PFI, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.98% | -3.44% | -8.14% | -2.39% | 6.11% | -2.64% | |||||||
| 2024 | -0.00% | 6.09% | 4.51% | -5.92% | 5.93% | -0.51% | 9.97% | 2.22% | 1.10% | 0.40% | 14.05% | -8.72% | 30.58% |
| 2023 | 6.28% | -0.39% | -7.18% | 1.96% | -3.64% | 7.84% | 9.57% | -6.48% | -3.55% | -4.37% | 8.92% | 5.05% | 12.59% |
| 2022 | -9.60% | -0.67% | 0.63% | -7.53% | -3.46% | -9.10% | 7.53% | -2.47% | -7.44% | 11.75% | 2.08% | -6.52% | -24.10% |
| 2021 | -0.80% | 12.11% | 0.87% | 6.27% | 1.38% | -1.84% | 0.95% | 5.46% | -1.40% | 10.40% | -6.57% | 0.18% | 28.70% |
| 2020 | 3.92% | -9.82% | -18.93% | 10.06% | 6.73% | 1.20% | 5.06% | 5.73% | -2.33% | -3.77% | 12.18% | 7.63% | 13.85% |
| 2019 | 9.50% | 5.35% | 1.33% | 6.13% | -0.47% | 5.57% | 0.94% | 1.59% | -1.40% | 1.02% | 1.47% | 1.07% | 36.54% |
| 2018 | 4.19% | -3.55% | -0.18% | 0.49% | 1.19% | -1.99% | 0.36% | 1.66% | -3.57% | -6.70% | 1.63% | -11.17% | -17.18% |
| 2017 | 0.19% | 3.46% | -2.64% | -0.85% | -3.55% | 6.69% | 2.54% | -1.33% | 3.63% | 3.33% | 3.09% | -0.00% | 15.00% |
| 2016 | -7.54% | -0.03% | 6.64% | -2.64% | 3.50% | 2.73% | 2.53% | -2.42% | -1.05% | -4.00% | 2.17% | 3.04% | 2.07% |
| 2015 | -0.26% | 2.57% | 1.80% | -3.94% | 1.04% | -1.42% | 4.39% | -6.85% | -0.04% | 4.91% | 1.91% | -2.23% | 1.25% |
| 2014 | -5.78% | 3.05% | 1.53% | -3.89% | 0.39% | 5.42% | -4.52% | 5.06% | -2.58% | 5.62% | 1.86% | 0.83% | 6.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PFI is 64, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco DWA Financial Momentum ETF (PFI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Invesco DWA Financial Momentum ETF provided a 2.85% dividend yield over the last twelve months, with an annual payout of $1.58 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.58 | $1.58 | $0.83 | $0.79 | $0.70 | $0.67 | $0.36 | $0.57 | $0.12 | $0.66 | $0.44 | $0.34 |
Dividend yield | 2.85% | 2.77% | 1.85% | 1.93% | 1.28% | 1.56% | 0.92% | 1.98% | 0.35% | 2.16% | 1.44% | 1.10% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco DWA Financial Momentum 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | |||||||
| 2024 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.84 | $1.58 |
| 2023 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.33 | $0.83 |
| 2022 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.11 | $0.79 |
| 2021 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.13 | $0.70 |
| 2020 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.07 | $0.67 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.36 |
| 2018 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.57 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.39 | $0.66 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.14 | $0.44 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.34 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco DWA Financial 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 DWA Financial Momentum ETF was 59.53%, occurring on Mar 9, 2009. Recovery took 1084 trading sessions.
The current Invesco DWA Financial Momentum ETF drawdown is 11.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.53% | Jun 5, 2007 | 442 | Mar 9, 2009 | 1084 | Jul 12, 2013 | 1526 |
| -43.1% | Feb 20, 2020 | 23 | Mar 23, 2020 | 186 | Dec 15, 2020 | 209 |
| -35.43% | Nov 4, 2021 | 155 | Jun 16, 2022 | 583 | Oct 11, 2024 | 738 |
| -25.68% | Jan 24, 2018 | 231 | Dec 24, 2018 | 110 | Jun 6, 2019 | 341 |
| -24.82% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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