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Invesco BuyBack Achievers™ ETF (PKW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46137V3087

CUSIP

46137V308

Issuer

Invesco

Inception Date

Dec 20, 2006

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Share BuyBack Achievers Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

PKW features an expense ratio of 0.62%, falling within the medium range.


Expense ratio chart for PKW: current value at 0.62% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.62%

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
PKW vs. DIVB PKW vs. PBW PKW vs. VOO PKW vs. SPY PKW vs. SCHD PKW vs. DHS PKW vs. QQQ PKW vs. SYLD PKW vs. COWZ PKW vs. BRK-B
Popular comparisons:
PKW vs. DIVB PKW vs. PBW PKW vs. VOO PKW vs. SPY PKW vs. SCHD PKW vs. DHS PKW vs. QQQ PKW vs. SYLD PKW vs. COWZ PKW vs. BRK-B

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
11.16%
8.87%
PKW (Invesco BuyBack Achievers™ ETF)
Benchmark (^GSPC)

Returns By Period

Invesco BuyBack Achievers™ ETF had a return of 18.25% year-to-date (YTD) and 18.86% in the last 12 months. Over the past 10 years, Invesco BuyBack Achievers™ ETF had an annualized return of 10.54%, which was very close to the S&P 500 benchmark's annualized return of 11.06%.


PKW

YTD

18.25%

1M

-3.78%

6M

11.61%

1Y

18.86%

5Y*

12.39%

10Y*

10.54%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of PKW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.99%2.44%5.97%-5.86%2.69%-0.48%5.81%1.86%2.48%-0.44%9.82%18.25%
20236.76%-3.66%-2.98%1.45%-4.83%9.24%4.91%-0.86%-3.06%-4.53%7.22%7.94%17.24%
2022-5.69%-0.66%0.32%-6.61%2.30%-10.00%7.44%-2.52%-8.27%14.40%6.19%-4.80%-10.21%
20211.02%6.22%7.26%4.16%1.55%1.54%0.43%5.03%-5.16%4.50%-2.22%4.95%32.62%
2020-3.93%-10.19%-18.03%12.34%3.86%2.11%4.06%4.40%-3.14%-1.83%16.45%6.94%8.41%
201910.22%3.60%0.32%6.67%-8.62%8.17%1.53%-4.31%3.29%3.18%4.54%2.56%34.09%
20185.64%-5.55%-3.19%0.02%-0.61%0.64%3.84%3.29%0.45%-5.05%1.95%-11.24%-10.53%
20170.63%3.39%-1.05%0.42%0.13%2.96%1.94%-1.30%3.24%0.43%3.35%2.46%17.75%
2016-6.51%0.92%5.95%0.75%1.49%-2.01%4.36%1.02%-0.10%-1.26%7.47%0.85%12.88%
2015-3.06%6.70%-0.68%-1.05%1.11%-1.13%0.37%-6.74%-3.50%7.83%0.49%-3.83%-4.35%
2014-4.90%5.83%0.41%-0.11%1.47%2.11%-1.52%4.14%-2.49%2.79%3.78%1.02%12.74%
20135.57%2.07%6.06%1.73%3.41%-0.50%7.09%-1.89%4.81%4.43%2.67%3.08%45.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PKW is 71, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PKW is 7171
Overall Rank
The Sharpe Ratio Rank of PKW is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of PKW is 7272
Sortino Ratio Rank
The Omega Ratio Rank of PKW is 7070
Omega Ratio Rank
The Calmar Ratio Rank of PKW is 7373
Calmar Ratio Rank
The Martin Ratio Rank of PKW is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Invesco BuyBack Achievers™ ETF (PKW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PKW, currently valued at 1.67, compared to the broader market0.002.004.001.672.10
The chart of Sortino ratio for PKW, currently valued at 2.37, compared to the broader market-2.000.002.004.006.008.0010.002.372.80
The chart of Omega ratio for PKW, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.001.301.39
The chart of Calmar ratio for PKW, currently valued at 2.38, compared to the broader market0.005.0010.0015.002.383.09
The chart of Martin ratio for PKW, currently valued at 7.38, compared to the broader market0.0020.0040.0060.0080.00100.007.3813.49
PKW
^GSPC

The current Invesco BuyBack Achievers™ ETF Sharpe ratio is 1.67. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Invesco BuyBack Achievers™ ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.67
2.10
PKW (Invesco BuyBack Achievers™ ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Invesco BuyBack Achievers™ ETF provided a 0.66% dividend yield over the last twelve months, with an annual payout of $0.77 per share. The fund has been increasing its distributions for 2 consecutive years.


0.60%0.80%1.00%1.20%1.40%1.60%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.77$1.16$1.05$0.70$1.09$0.90$0.68$0.38$0.80$0.52$0.50$0.27

Dividend yield

0.66%1.17%1.22%0.72%1.48%1.30%1.30%0.65%1.59%1.14%1.03%0.62%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco BuyBack Achievers™ ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.31$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.00$0.77
2023$0.00$0.00$0.30$0.00$0.00$0.26$0.00$0.00$0.22$0.00$0.00$0.38$1.16
2022$0.00$0.00$0.22$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$1.05
2021$0.00$0.00$0.21$0.00$0.00$0.19$0.00$0.00$0.13$0.00$0.00$0.18$0.70
2020$0.00$0.00$0.29$0.00$0.00$0.34$0.00$0.00$0.23$0.00$0.00$0.23$1.09
2019$0.00$0.00$0.13$0.00$0.00$0.27$0.00$0.00$0.25$0.00$0.00$0.25$0.90
2018$0.00$0.00$0.08$0.00$0.00$0.21$0.00$0.00$0.18$0.00$0.00$0.21$0.68
2017$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.15$0.00$0.00$0.12$0.38
2016$0.00$0.00$0.12$0.00$0.00$0.21$0.00$0.00$0.16$0.00$0.00$0.32$0.80
2015$0.00$0.00$0.05$0.00$0.00$0.17$0.00$0.00$0.13$0.00$0.00$0.16$0.52
2014$0.00$0.00$0.02$0.00$0.00$0.19$0.00$0.00$0.12$0.00$0.00$0.17$0.50
2013$0.02$0.00$0.00$0.09$0.00$0.00$0.07$0.00$0.00$0.10$0.27

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.16%
-2.62%
PKW (Invesco BuyBack Achievers™ ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco BuyBack 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 BuyBack Achievers™ ETF was 54.59%, occurring on Mar 9, 2009. Recovery took 487 trading sessions.

The current Invesco BuyBack Achievers™ ETF drawdown is 7.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.59%Jun 5, 2007444Mar 9, 2009487Feb 16, 2011931
-40.93%Jan 21, 202044Mar 23, 2020172Nov 24, 2020216
-23.51%Nov 8, 2021223Sep 27, 2022305Dec 13, 2023528
-21.24%Jan 29, 2018229Dec 24, 201877Apr 16, 2019306
-20.19%Feb 25, 2015244Feb 11, 2016192Nov 14, 2016436

Volatility

Volatility Chart

The current Invesco BuyBack Achievers™ ETF volatility is 4.61%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.61%
3.79%
PKW (Invesco BuyBack Achievers™ ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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