PortfoliosLab logo

Invesco S&P SmallCap 600 Revenue ETF

RWJ
ETF · Currency in USD
ISIN
US46138G6641
CUSIP
46138G664
Issuer
Invesco
Inception Date
Feb 22, 2008
Region
North America (U.S.)
Category
Small Cap Value Equities
Expense Ratio
0.39%
Index Tracked
S&P SmallCap 600 Revenue-Weighted Index
ETF Home Page
www.invesco.com
Asset Class
Equity

Asset Class Size

Micro-Cap

Asset Class Style

Blend

RWJPrice Chart


Chart placeholderClick Calculate to get results
S&P 500

RWJPerformance

The chart shows the growth of $10,000 invested in Invesco S&P SmallCap 600 Revenue ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $47,794 for a total return of roughly 377.94%. All prices are adjusted for splits and dividends.


RWJ (Invesco S&P SmallCap 600 Revenue ETF)
Benchmark (S&P 500)

RWJReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.57%
6M-0.31%
YTD42.32%
1Y83.97%
5Y16.08%
10Y15.75%

RWJMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

RWJSharpe 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 S&P SmallCap 600 Revenue ETF Sharpe ratio is 2.70. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


RWJ (Invesco S&P SmallCap 600 Revenue ETF)
Benchmark (S&P 500)

RWJDividends

Invesco S&P SmallCap 600 Revenue ETF granted a 0.38% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.44 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.44$0.60$0.83$0.83$0.64$0.26$0.38$0.33$0.68$0.49$0.12$0.13

Dividend yield

0.38%0.74%1.22%1.44%0.91%0.39%0.74%0.57%1.27%1.31%0.36%0.39%

RWJDrawdowns Chart

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


RWJ (Invesco S&P SmallCap 600 Revenue ETF)
Benchmark (S&P 500)

RWJWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco S&P SmallCap 600 Revenue 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 S&P SmallCap 600 Revenue ETF is 51.33%, recorded on Mar 18, 2020. It took 174 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.33%Aug 23, 2018394Mar 18, 2020174Nov 23, 2020568
-27.42%Jul 8, 201161Oct 3, 201184Feb 2, 2012145
-25.83%Jun 24, 2015161Feb 11, 2016190Nov 10, 2016351
-22.98%Apr 26, 201050Jul 6, 2010110Dec 9, 2010160
-15.4%Mar 27, 201248Jun 4, 201271Sep 13, 2012119
-13.64%Jul 7, 201470Oct 13, 201452Dec 26, 2014122
-12.72%Jun 9, 202128Jul 19, 2021
-12.59%Jan 28, 20214Feb 2, 202122Mar 5, 202126
-12.33%Feb 22, 2017126Aug 21, 201729Oct 2, 2017155
-12.23%Mar 15, 20218Mar 24, 202147Jun 1, 202155

RWJVolatility Chart

Current Invesco S&P SmallCap 600 Revenue ETF volatility is 16.34%. 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.


RWJ (Invesco S&P SmallCap 600 Revenue ETF)
Benchmark (S&P 500)

Portfolios with Invesco S&P SmallCap 600 Revenue ETF


Loading data...

More Tools for Invesco S&P SmallCap 600 Revenue ETF