Invesco DWA Consumer Staples Momentum ETF (PSL)
PSL is a passive ETF by Invesco tracking the investment results of the DWA Consumer Staples Technical Leaders Index. PSL launched on Oct 12, 2006 and has a 0.60% expense ratio.
ETF Info
US73935X3935
46137V886
Oct 12, 2006
North America (U.S.)
1x
DWA Consumer Staples Technical Leaders Index
Multi-Cap
Blend
Expense Ratio
PSL features an expense ratio of 0.60%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco DWA Consumer Staples Momentum ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco DWA Consumer Staples Momentum ETF had a return of 15.72% year-to-date (YTD) and 15.26% in the last 12 months. Over the past 10 years, Invesco DWA Consumer Staples Momentum ETF had an annualized return of 8.67%, while the S&P 500 had an annualized return of 11.14%, indicating that Invesco DWA Consumer Staples Momentum ETF did not perform as well as the benchmark.
PSL
15.72%
-4.25%
8.54%
15.26%
8.58%
8.67%
^GSPC (Benchmark)
25.18%
-0.47%
9.35%
24.83%
13.03%
11.14%
Monthly Returns
The table below presents the monthly returns of PSL, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.51% | 6.29% | 1.13% | -4.04% | 4.65% | -0.73% | 1.40% | 1.89% | 1.48% | -0.14% | 8.58% | 15.72% | |
2023 | 2.48% | -0.77% | 2.78% | 3.00% | -4.81% | 3.24% | 0.50% | 0.80% | -4.85% | -5.25% | 7.64% | 7.99% | 12.32% |
2022 | -7.88% | 0.95% | 0.95% | -1.58% | -1.49% | -4.98% | 4.04% | -0.58% | -7.58% | 9.49% | 7.62% | -5.31% | -7.77% |
2021 | 0.83% | 3.00% | 3.15% | 1.80% | 1.98% | -2.36% | -1.12% | -0.34% | -2.61% | 1.97% | -5.03% | 5.92% | 6.88% |
2020 | -1.36% | -10.11% | -14.06% | 8.33% | 8.10% | -1.12% | 13.87% | 4.18% | -1.30% | 1.76% | 8.61% | 3.47% | 18.15% |
2019 | 3.08% | 3.99% | 1.54% | 2.50% | -4.46% | 3.59% | 2.00% | 2.83% | -4.23% | -1.66% | 2.57% | 2.06% | 14.16% |
2018 | 2.29% | -1.16% | 2.10% | 0.83% | 2.06% | 2.74% | -0.07% | 2.46% | -0.88% | -0.72% | 1.30% | -9.40% | 0.92% |
2017 | 2.74% | 3.74% | 3.11% | 0.71% | 1.67% | -1.14% | 0.60% | 1.77% | 1.18% | 0.42% | 3.85% | 1.35% | 21.82% |
2016 | -2.03% | 0.06% | 2.37% | -1.65% | 1.03% | 3.75% | 0.98% | -1.95% | -2.24% | -2.62% | -3.62% | 2.54% | -3.64% |
2015 | 0.08% | 5.53% | 0.77% | -4.58% | 3.09% | 1.38% | 6.08% | -2.74% | -2.48% | 5.33% | 0.81% | -0.46% | 12.85% |
2014 | -5.21% | 6.67% | 0.36% | -3.89% | 3.56% | 4.17% | -4.53% | 7.61% | -0.22% | 3.73% | 3.62% | 0.65% | 16.67% |
2013 | 5.72% | 3.93% | 5.71% | 2.98% | 0.83% | -0.06% | 5.93% | -4.74% | 3.55% | 4.27% | 1.87% | 0.63% | 34.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PSL is 65, 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 Consumer Staples Momentum ETF (PSL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco DWA Consumer Staples Momentum ETF provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.63 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.63 | $1.26 | $1.64 | $1.14 | $0.69 | $0.35 | $0.49 | $0.22 | $1.12 | $0.67 | $0.48 | $0.57 |
Dividend yield | 0.60% | 1.37% | 1.98% | 1.24% | 0.80% | 0.47% | 0.75% | 0.34% | 2.08% | 1.18% | 0.95% | 1.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco DWA Consumer Staples 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.21 | $0.63 |
2023 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.40 | $1.26 |
2022 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.82 | $1.64 |
2021 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.31 | $1.14 |
2020 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.69 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.13 | $0.35 |
2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.49 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.22 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.65 | $1.12 |
2015 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.16 | $0.67 |
2014 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.48 |
2013 | $0.05 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.19 | $0.57 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco DWA Consumer Staples 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 Consumer Staples Momentum ETF was 41.58%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.
The current Invesco DWA Consumer Staples Momentum ETF drawdown is 4.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.58% | Sep 25, 2008 | 113 | Mar 9, 2009 | 420 | Nov 4, 2010 | 533 |
-34.66% | Jan 21, 2020 | 44 | Mar 23, 2020 | 94 | Aug 5, 2020 | 138 |
-22.35% | Jun 9, 2021 | 260 | Jun 17, 2022 | 422 | Feb 23, 2024 | 682 |
-14.94% | Sep 13, 2018 | 71 | Dec 24, 2018 | 131 | Jul 3, 2019 | 202 |
-14.04% | Jun 4, 2007 | 275 | Jul 3, 2008 | 57 | Sep 24, 2008 | 332 |
Volatility
Volatility Chart
The current Invesco DWA Consumer Staples Momentum ETF volatility is 3.34%, 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.