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Invesco DWA Healthcare Momentum ETF

PTH
ETF · Currency in USD
ISIN
US73935X3513
CUSIP
73935X351
Issuer
Invesco
Inception Date
Oct 12, 2006
Region
North America (U.S.)
Category
Health & Biotech Equities
Expense Ratio
0.60%
Index Tracked
Dynamic Healthcare Sector Intellidex Index
ETF Home Page
www.invesco.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Growth

PTHPrice Chart


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PTHPerformance

The chart shows the growth of $10,000 invested in Invesco DWA Healthcare Momentum ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $67,558 for a total return of roughly 575.58%. All prices are adjusted for splits and dividends.


PTH (Invesco DWA Healthcare Momentum ETF)
Benchmark (S&P 500)

PTHReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-5.43%
6M4.14%
YTD-0.09%
1Y13.31%
5Y26.84%
10Y19.11%

PTHMonthly Returns Heatmap


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PTHSharpe 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 DWA Healthcare Momentum ETF Sharpe ratio is 0.36. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


PTH (Invesco DWA Healthcare Momentum ETF)
Benchmark (S&P 500)

PTHDividends

Invesco DWA Healthcare Momentum ETF granted a 0.00% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.00 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.35$0.00$0.00

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.32%1.07%0.00%0.00%

PTHDrawdowns Chart

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


PTH (Invesco DWA Healthcare Momentum ETF)
Benchmark (S&P 500)

PTHWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco DWA Healthcare Momentum 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 DWA Healthcare Momentum ETF is 42.34%, recorded on Feb 8, 2016. It took 414 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.34%Jul 20, 2015141Feb 8, 2016414Sep 28, 2017555
-34.22%Oct 1, 201859Dec 24, 2018288Feb 18, 2020347
-27.9%Feb 20, 202018Mar 16, 202024Apr 20, 202042
-25.06%Feb 16, 202162May 13, 2021
-24.23%Jul 8, 201161Oct 3, 2011188Jul 2, 2012249
-18.78%Feb 28, 201432Apr 14, 2014140Oct 31, 2014172
-18.54%Aug 6, 202023Sep 8, 202021Oct 7, 202044
-15.88%Apr 30, 201086Aug 31, 201068Dec 7, 2010154
-13.32%Mar 13, 201818Apr 6, 201825May 11, 201843
-10.9%Jan 20, 20216Jan 27, 20218Feb 8, 202114

PTHVolatility Chart

Current Invesco DWA Healthcare Momentum ETF volatility is 11.24%. 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.


PTH (Invesco DWA Healthcare Momentum ETF)
Benchmark (S&P 500)

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