Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)

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The chart shows the growth of an initial investment of $10,000 in Invesco S&P SmallCap Utilities & Communication Services 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 Utilities & Communication Services ETF (PSCU) has returned 4.93% so far this year and 7.20% over the past 12 months. Over the last ten years, PSCU has returned 5.27% 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, PSCU's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2020 with a return of +16.5%, while the worst month was Dec 2018 at -11.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PSCU closed higher 51% of trading days. The best single day was Mar 17, 2020 with a return of +10.4%, while the worst single day was Mar 12, 2020 at -8.7%.

Invesco S&P SmallCap Utilities & Communication Services ETF has an annualized alpha of 1.05%, beta of 0.71, and R² of 0.45 versus S&P 500 Index. Calculated based on daily prices since April 08, 2010.

• This ETF participated in 75.01% of S&P 500 Index downside but only 68.48% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.45 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

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

PSCU ranks 24 for risk / return — below 24% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) and compare them to a chosen benchmark (S&P 500 Index).

Invesco S&P SmallCap Utilities & Communication Services ETF provided a 1.06% dividend yield over the last twelve months, with an annual payout of $0.64 per share.

The table displays the monthly dividend distributions for Invesco S&P SmallCap Utilities & Communication Services 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 Utilities & Communication Services 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 Utilities & Communication Services ETF was 29.97%, occurring on Oct 27, 2023. Recovery took 261 trading sessions.

The current Invesco S&P SmallCap Utilities & Communication Services ETF drawdown is 8.79%.

The chart below shows the rolling one-month volatility.