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Invesco Dynamic Large Cap Growth ETF (PWB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US73935X6094

CUSIP

46137V746

Issuer

Invesco

Inception Date

Mar 3, 2005

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Dynamic Large Cap Growth Intellidex Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

PWB has an expense ratio of 0.56%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Invesco Dynamic Large Cap Growth ETF (PWB) returned 5.26% year-to-date (YTD) and 20.75% over the past 12 months. Over the past 10 years, PWB delivered an annualized return of 13.74%, outperforming the S&P 500 benchmark at 10.69%.


PWB

YTD

5.26%

1M

14.40%

6M

1.97%

1Y

20.75%

5Y*

17.21%

10Y*

13.74%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

Monthly Returns

The table below presents the monthly returns of PWB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.96%-3.22%-7.95%3.68%7.55%5.26%
20245.42%7.16%1.73%-4.75%4.41%6.37%-1.96%3.58%2.88%-0.09%7.22%-3.69%31.04%
20236.63%-2.83%5.13%0.74%1.14%6.76%1.39%0.28%-5.54%-1.19%12.19%3.53%30.61%
2022-9.40%-5.41%4.39%-11.78%1.10%-8.93%11.98%-5.39%-8.30%8.13%4.95%-7.39%-25.81%
20210.41%-0.36%0.68%4.70%0.07%4.43%2.34%3.14%-5.79%6.95%0.15%1.87%19.56%
20200.58%-6.38%-9.46%12.05%7.86%3.69%6.94%8.40%-2.48%-2.94%8.61%3.60%31.89%
20199.02%3.56%1.56%2.76%-6.77%6.65%1.49%0.45%-1.89%0.28%3.00%3.02%24.68%
20187.38%-1.82%-2.14%1.38%3.92%0.07%2.16%4.40%0.75%-7.90%2.54%-8.60%0.88%
20172.72%3.98%0.71%1.98%3.14%-0.18%4.04%1.47%2.69%3.70%2.11%0.81%30.71%
2016-4.89%-1.31%5.19%-0.19%1.17%0.36%3.62%-1.67%-0.17%-1.96%2.26%0.85%2.90%
2015-1.47%5.55%0.79%-1.49%2.31%-0.36%3.42%-6.02%-1.65%6.25%0.10%0.62%7.66%
2014-2.51%5.63%-2.36%-1.61%3.98%2.17%-1.44%3.03%-0.58%3.00%3.19%0.72%13.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 78, PWB is among the top 22% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PWB is 7878
Overall Rank
The Sharpe Ratio Rank of PWB is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of PWB is 7878
Sortino Ratio Rank
The Omega Ratio Rank of PWB is 7979
Omega Ratio Rank
The Calmar Ratio Rank of PWB is 8080
Calmar Ratio Rank
The Martin Ratio Rank of PWB is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Invesco Dynamic Large Cap Growth ETF (PWB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Invesco Dynamic Large Cap Growth ETF Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.89
  • 5-Year: 0.80
  • 10-Year: 0.67
  • All Time: 0.53

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Invesco Dynamic Large Cap Growth ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Invesco Dynamic Large Cap Growth ETF provided a 0.07% dividend yield over the last twelve months, with an annual payout of $0.07 per share.


0.00%0.20%0.40%0.60%0.80%1.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.07$0.08$0.29$0.19$0.03$0.14$0.30$0.40$0.22$0.26$0.21$0.13

Dividend yield

0.07%0.08%0.37%0.31%0.03%0.21%0.58%0.97%0.54%0.82%0.67%0.43%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco Dynamic Large Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.08
2023$0.00$0.00$0.08$0.00$0.00$0.07$0.00$0.00$0.03$0.00$0.00$0.10$0.29
2022$0.00$0.00$0.01$0.00$0.00$0.02$0.00$0.00$0.05$0.00$0.00$0.11$0.19
2021$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.00$0.03
2020$0.00$0.00$0.06$0.00$0.00$0.05$0.00$0.00$0.01$0.00$0.00$0.02$0.14
2019$0.00$0.00$0.09$0.00$0.00$0.13$0.00$0.00$0.04$0.00$0.00$0.05$0.30
2018$0.00$0.00$0.05$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.16$0.40
2017$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.05$0.00$0.00$0.06$0.22
2016$0.00$0.00$0.01$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.10$0.26
2015$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.04$0.00$0.00$0.06$0.21
2014$0.05$0.00$0.00$0.04$0.00$0.00$0.04$0.13

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco Dynamic Large Cap Growth 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 Dynamic Large Cap Growth ETF was 52.57%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.

The current Invesco Dynamic Large Cap Growth ETF drawdown is 3.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.57%Oct 15, 2007352Mar 9, 2009769Mar 26, 20121121
-32.36%Feb 20, 202023Mar 23, 202071Jul 2, 202094
-31.41%Dec 28, 2021202Oct 14, 2022319Jan 24, 2024521
-22.1%Feb 19, 202533Apr 4, 2025
-20.51%Oct 2, 201858Dec 24, 201870Apr 5, 2019128

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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