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Invesco DWA Energy Momentum ETF

PXI
ETF · Currency in USD
ISIN
US46137V8789
CUSIP
73935X385
Issuer
Invesco
Inception Date
Oct 12, 2006
Region
North America (U.S.)
Category
Energy Equities
Expense Ratio
0.60%
Index Tracked
Dynamic Energy Sector Intellidex Index
ETF Home Page
www.invesco.com
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend

PXIPrice Chart


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S&P 500

PXIPerformance

The chart shows the growth of $10,000 invested in Invesco DWA Energy Momentum ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,242 for a total return of roughly 12.42%. All prices are adjusted for splits and dividends.


PXI (Invesco DWA Energy Momentum ETF)
Benchmark (S&P 500)

PXIReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M12.84%
YTD54.87%
6M121.21%
1Y82.91%
5Y-4.37%
10Y-2.78%

PXIMonthly Returns Heatmap


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PXISharpe 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 Energy Momentum ETF Sharpe ratio is 1.84. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


PXI (Invesco DWA Energy Momentum ETF)
Benchmark (S&P 500)

PXIDividends

Invesco DWA Energy Momentum ETF granted a 0.78% dividend yield in the last twelve months, as of May 9, 2021. The annual payout for that period amounted to $0.21 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.21$0.30$0.79$0.26$0.31$0.32$0.69$0.52$0.42$0.57$0.25$0.22
Dividend yield
0.78%1.73%2.80%0.93%0.80%0.73%2.06%1.15%0.75%1.33%0.64%0.57%

PXIDrawdowns Chart

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


PXI (Invesco DWA Energy Momentum ETF)
Benchmark (S&P 500)

PXIWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco DWA Energy 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 Energy Momentum ETF is 85.08%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-85.08%Jun 24, 20141444Mar 18, 2020
-34.17%Jul 25, 201150Oct 3, 2011322Jan 15, 2013372
-16.98%Apr 27, 201025Jun 1, 201086Oct 1, 2010111
-12.42%May 2, 201130Jun 13, 201126Jul 20, 201156
-9.46%May 21, 201324Jun 24, 201377Oct 11, 2013101
-9.17%Feb 20, 201340Apr 17, 201322May 17, 201362
-9.06%Jan 11, 201019Feb 5, 201022Mar 10, 201041
-7.42%Jan 2, 201424Feb 5, 201413Feb 25, 201437
-6.1%Mar 4, 20115Mar 10, 201110Mar 24, 201115
-6.09%Apr 6, 20115Apr 12, 201112Apr 29, 201117

PXIVolatility Chart

Current Invesco DWA Energy Momentum ETF volatility is 44.54%. 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.


PXI (Invesco DWA Energy Momentum ETF)
Benchmark (S&P 500)

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