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Invesco FTSE RAFI Developed Markets ex-U.S. ETF (P...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US46138E7435
CUSIP
46138E743
Issuer
Invesco
Inception Date
Jun 25, 2007
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
FTSE RAFI Developed Markets ex-U.S. Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Invesco FTSE RAFI Developed Markets ex-U.S. ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) has returned 7.42% so far this year and 39.79% over the past 12 months. Over the last ten years, PXF has returned 10.96% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Invesco FTSE RAFI Developed Markets ex-U.S. ETF

1D
3.20%
1M
-7.54%
YTD
7.42%
6M
16.47%
1Y
39.79%
3Y*
21.01%
5Y*
12.53%
10Y*
10.96%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 25, 2007, PXF's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, your investment would double in approximately 10.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2009 with a return of +21.8%, while the worst month was Oct 2008 at -20.3%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PXF closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.2%, while the worst single day was Mar 12, 2020 at -11.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.92%8.66%-7.54%7.42%
20254.11%3.33%1.79%2.96%5.26%3.23%-0.19%4.98%2.39%2.02%2.21%3.98%42.51%
2024-1.49%2.56%4.47%-2.32%4.85%-3.01%3.49%2.62%1.48%-4.97%0.04%-2.70%4.54%
20238.98%-2.16%0.33%2.81%-4.55%5.47%3.83%-3.68%-2.47%-3.35%8.03%5.07%18.46%
20220.40%-2.88%0.64%-6.09%3.92%-10.16%3.14%-4.90%-9.38%7.53%12.20%-1.47%-9.09%
20210.16%5.08%4.15%2.25%4.59%-2.04%-0.66%0.79%-2.03%3.05%-5.59%5.77%15.93%

Benchmark Metrics

Invesco FTSE RAFI Developed Markets ex-U.S. ETF has an annualized alpha of -1.83%, beta of 0.96, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since June 26, 2007.

  • This ETF participated in 108.42% of S&P 500 Index downside but only 95.00% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 0.96 and R² of 0.67, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.83%
Beta
0.96
0.67
Upside Capture
95.00%
Downside Capture
108.42%

Expense Ratio

PXF has an expense ratio of 0.45%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PXF ranks 93 for risk / return — in the top 93% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


PXF Risk / Return Rank: 9393
Overall Rank
PXF Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
PXF Sortino Ratio Rank: 9494
Sortino Ratio Rank
PXF Omega Ratio Rank: 9595
Omega Ratio Rank
PXF Calmar Ratio Rank: 9292
Calmar Ratio Rank
PXF Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) and compare them to a chosen benchmark (S&P 500 Index).


PXFBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.29

0.90

+1.39

Sortino ratio

Return per unit of downside risk

2.97

1.39

+1.59

Omega ratio

Gain probability vs. loss probability

1.46

1.21

+0.25

Calmar ratio

Return relative to maximum drawdown

3.34

1.40

+1.94

Martin ratio

Return relative to average drawdown

13.24

6.61

+6.64

Explore PXF risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Invesco FTSE RAFI Developed Markets ex-U.S. ETF provided a 3.45% dividend yield over the last twelve months, with an annual payout of $2.41 per share.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.41$2.38$1.66$1.68$1.49$1.77$0.90$1.49$1.27$1.26$1.21$1.12

Dividend yield

3.45%3.64%3.48%3.55%3.58%3.74%2.11%3.50%3.38%2.78%3.21%3.10%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco FTSE RAFI Developed Markets ex-U.S. ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.49$0.49
2025$0.00$0.00$0.46$0.00$0.00$0.72$0.00$0.00$0.43$0.00$0.00$0.77$2.38
2024$0.00$0.00$0.37$0.00$0.00$0.63$0.00$0.00$0.33$0.00$0.00$0.33$1.66
2023$0.00$0.00$0.35$0.00$0.00$0.65$0.00$0.00$0.33$0.00$0.00$0.35$1.68
2022$0.00$0.00$0.36$0.00$0.00$0.65$0.00$0.00$0.32$0.00$0.00$0.16$1.49
2021$0.00$0.00$0.30$0.00$0.00$0.29$0.00$0.00$0.36$0.00$0.00$0.82$1.77

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 FTSE RAFI Developed Markets ex-U.S. 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 FTSE RAFI Developed Markets ex-U.S. ETF was 64.74%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.

The current Invesco FTSE RAFI Developed Markets ex-U.S. ETF drawdown is 7.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.74%Dec 20, 2007305Mar 9, 20092106Jul 19, 20172411
-41.59%Jan 29, 2018541Mar 23, 2020201Jan 7, 2021742
-26.82%Jan 13, 2022177Sep 27, 2022207Jul 26, 2023384
-14.06%Mar 20, 202514Apr 8, 202517May 2, 202531
-11.27%Jul 16, 200724Aug 16, 200739Oct 11, 200763

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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