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Invesco 1-30 Laddered Treasury ETF (PLW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46138E1073

CUSIP

46138E107

Issuer

Invesco

Inception Date

Oct 11, 2007

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Ryan/NASDAQ 1-30 Year Treasury Laddered Index

Asset Class

Bond

Expense Ratio

PLW has an expense ratio of 0.25%, which is considered low.


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.


Performance

Performance Chart


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Returns By Period


PLW

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

5.53%

6M

-5.60%

1Y

8.37%

5Y*

14.61%

10Y*

10.35%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.00%0.00%0.00%0.00%0.00%0.00%0.00%
20230.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20220.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20210.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20200.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20190.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20180.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20170.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20160.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20150.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20140.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PLW is 53, 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 PLW is 5353
Overall Rank
The Sharpe Ratio Rank of PLW is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of PLW is 4343
Sortino Ratio Rank
The Omega Ratio Rank of PLW is 7777
Omega Ratio Rank
The Calmar Ratio Rank of PLW is 1414
Calmar Ratio Rank
The Martin Ratio Rank of PLW is 9797
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 1-30 Laddered Treasury ETF (PLW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There isn't enough data available to calculate the Sharpe ratio for Invesco 1-30 Laddered Treasury ETF. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Dividends

Dividend History

Invesco 1-30 Laddered Treasury ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


0.00%$0.00$0.20$0.40$0.60$0.802014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.16$0.83$0.57$0.42$0.38$0.68$0.69$0.66$0.64$0.69$0.76

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco 1-30 Laddered Treasury ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.08$0.08$0.08$0.08$0.08$0.08$0.48
2023$0.05$0.05$0.06$0.06$0.06$0.07$0.07$0.07$0.08$0.07$0.08$0.11$0.83
2022$0.04$0.04$0.04$0.04$0.04$0.05$0.05$0.05$0.05$0.05$0.05$0.07$0.57
2021$0.03$0.03$0.03$0.03$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.42
2020$0.05$0.05$0.05$0.04$0.03$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.38
2019$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.05$0.05$0.05$0.05$0.05$0.68
2018$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.05$0.69
2017$0.05$0.05$0.06$0.06$0.06$0.06$0.05$0.05$0.06$0.05$0.06$0.05$0.66
2016$0.06$0.06$0.06$0.06$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.64
2015$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.05$0.05$0.05$0.06$0.06$0.69
2014$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.76

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 1-30 Laddered Treasury 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 1-30 Laddered Treasury ETF was 16.67%, occurring on Jun 10, 2009. Recovery took 301 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-16.67%Dec 31, 2008111Jun 10, 2009301Aug 19, 2010412
-10.21%Sep 1, 2010111Feb 8, 2011121Aug 2, 2011232
-6.66%Mar 24, 200860Jun 16, 200859Sep 9, 2008119
-6.44%Sep 23, 201125Oct 27, 201136Dec 19, 201161
-5.97%Dec 20, 201161Mar 19, 201239May 14, 2012100

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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