Invesco S&P SmallCap Health Care ETF (PSCH)

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The chart shows the growth of an initial investment of $10,000 in Invesco S&P SmallCap Health Care 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 S&P SmallCap Health Care ETF (PSCH) has returned -6.60% so far this year and -4.92% over the past 12 months. Over the last ten years, PSCH has returned 6.52% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 7, 2010, PSCH's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, your investment would double in approximately 5.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +15.3%, while the worst month was Dec 2018 at -16.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PSCH closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -13.2%.

Invesco S&P SmallCap Health Care ETF has an annualized alpha of 0.75%, beta of 1.00, and R² of 0.59 versus S&P 500 Index. Calculated based on daily prices since April 08, 2010.

• This ETF participated in 105.63% of S&P 500 Index downside but only 103.49% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.00 and R² of 0.59, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

PSCH has an expense ratio of 0.29%, placing it in the medium range.

PSCH ranks 9 for risk / return — in the bottom 9% 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 S&P SmallCap Health Care ETF (PSCH) and compare them to a chosen benchmark (S&P 500 Index).

Invesco S&P SmallCap Health Care ETF provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Invesco S&P SmallCap Health Care 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 S&P SmallCap Health Care 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 S&P SmallCap Health Care ETF was 46.32%, occurring on Oct 27, 2023. The portfolio has not yet recovered.

The current Invesco S&P SmallCap Health Care ETF drawdown is 36.32%.

The chart below shows the rolling one-month volatility.