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Invesco Conservative Multi-Asset Allocation ETF (PSMC)

ETF · Currency in USD
Issuer
Invesco
Inception Date
Feb 23, 2017
Region
North America (U.S.)
Category
Diversified Portfolio
Expense Ratio
0.36%
Index Tracked
No Index (Active)
Asset Class
Multi-Asset

Asset Class Size

Multi-Cap

Asset Class Style

Blend

PSMCPrice Chart


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PSMCPerformance

The chart shows the growth of $10,000 invested in Invesco Conservative Multi-Asset Allocation ETF on Feb 24, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,171 for a total return of roughly 31.71%. All prices are adjusted for splits and dividends.


PSMC (Invesco Conservative Multi-Asset Allocation ETF)
Benchmark (S&P 500)

PSMCReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-1.15%-2.17%
1M-0.64%0.62%
6M0.47%6.95%
1Y4.09%22.39%
5Y5.85%15.50%
10Y5.85%15.50%

PSMCMonthly Returns Heatmap


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PSMCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Invesco Conservative Multi-Asset Allocation ETF Sharpe ratio is 0.96. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


PSMC (Invesco Conservative Multi-Asset Allocation ETF)
Benchmark (S&P 500)

PSMCDividends

Invesco Conservative Multi-Asset Allocation ETF granted a 2.48% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.34 per share.


PeriodTTM20212020201920182017
Dividend$0.34$0.34$0.35$0.95$0.44$0.30

Dividend yield

2.48%2.45%2.67%7.79%4.09%2.73%

PSMCDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


PSMC (Invesco Conservative Multi-Asset Allocation ETF)
Benchmark (S&P 500)

PSMCWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco Conservative Multi-Asset Allocation ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Invesco Conservative Multi-Asset Allocation ETF is 19.52%, recorded on Mar 23, 2020. It took 88 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-19.52%Feb 20, 202023Mar 23, 202088Jul 30, 2020111
-5.39%Aug 29, 201880Dec 24, 201834Feb 13, 2019114
-2.52%Sep 3, 202015Sep 24, 202032Nov 9, 202047
-2.32%Jan 22, 201815Feb 9, 2018120Aug 3, 2018135
-2.29%Feb 16, 202113Mar 4, 202125Apr 9, 202138
-1.78%Nov 10, 202113Nov 29, 2021
-1.66%Sep 3, 202126Oct 11, 202117Nov 3, 202143
-1.4%Aug 28, 20171Aug 28, 20175Sep 5, 20176
-1.28%May 10, 20213May 12, 202110May 26, 202113
-0.91%Jan 21, 20217Jan 29, 20215Feb 5, 202112

PSMCVolatility Chart

Current Invesco Conservative Multi-Asset Allocation ETF volatility is 4.44%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


PSMC (Invesco Conservative Multi-Asset Allocation ETF)
Benchmark (S&P 500)

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