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Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE00BF2FNQ44
WKN
A2N8PA
Issuer
Invesco
Inception Date
Feb 20, 2024
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Treasury 3-7 Year Index
Domicile
Ireland
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Invesco US Treasury Bond 3-7 Year UCITS ETF Dist, 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 US Treasury Bond 3-7 Year UCITS ETF Dist (TRE7.L) has returned -0.30% so far this year and 4.17% over the past 12 months.


Invesco US Treasury Bond 3-7 Year UCITS ETF Dist

1D
0.07%
1M
-1.46%
YTD
-0.30%
6M
1.00%
1Y
4.17%
3Y*
3.65%
5Y*
0.56%
10Y*

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 Jan 14, 2019, TRE7.L's average daily return is +0.01%, while the average monthly return is +0.16%. At this rate, your investment would double in approximately 36.1 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2023 with a return of +2.7%, while the worst month was Mar 2022 at -2.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TRE7.L closed higher 50% of trading days. The best single day was Mar 15, 2023 with a return of +1.8%, while the worst single day was Feb 3, 2023 at -1.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.27%1.45%-1.46%-0.30%
20250.51%1.57%0.61%1.34%-0.79%1.13%-0.13%1.27%0.30%0.40%0.75%0.14%7.31%
20240.36%-1.26%0.45%-1.73%1.15%1.16%1.72%1.76%0.88%-2.18%0.67%-0.82%2.08%
20231.79%-2.13%2.64%0.84%-0.88%-1.15%0.06%-0.04%-1.13%-0.57%2.70%2.18%4.25%
2022-1.57%-0.59%-2.86%-2.07%0.63%-0.74%1.81%-2.41%-2.83%-0.82%1.31%0.48%-9.37%
2021-0.26%-1.56%-0.30%0.40%0.41%-0.11%0.96%-0.27%-0.89%-0.82%0.24%-0.14%-2.35%

Benchmark Metrics

Invesco US Treasury Bond 3-7 Year UCITS ETF Dist has an annualized alpha of 2.44%, beta of -0.02, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 15, 2019.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (8.12%) than losses (6.27%) — typical of diversified or defensive assets.
  • Beta of -0.02 may look defensive, but with R² of 0.01 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.01 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.44%
Beta
-0.02
0.01
Upside Capture
8.12%
Downside Capture
6.27%

Expense Ratio

TRE7.L has an expense ratio of 0.06%, which is considered low.


Return for Risk

Risk / Return Rank

TRE7.L ranks 64 for risk / return — better than 64% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


TRE7.L Risk / Return Rank: 6464
Overall Rank
TRE7.L Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
TRE7.L Sortino Ratio Rank: 7171
Sortino Ratio Rank
TRE7.L Omega Ratio Rank: 6262
Omega Ratio Rank
TRE7.L Calmar Ratio Rank: 6464
Calmar Ratio Rank
TRE7.L Martin Ratio Rank: 5656
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 US Treasury Bond 3-7 Year UCITS ETF Dist (TRE7.L) and compare them to a chosen benchmark (S&P 500 Index).


TRE7.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.24

0.90

+0.34

Sortino ratio

Return per unit of downside risk

1.84

1.39

+0.46

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.68

1.40

+0.28

Martin ratio

Return relative to average drawdown

5.70

6.61

-0.91

Explore TRE7.L 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 US Treasury Bond 3-7 Year UCITS ETF Dist provided a 4.13% dividend yield over the last twelve months, with an annual payout of $1.56 per share.


1.00%2.00%3.00%4.00%$0.00$0.50$1.00$1.502019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$1.56$1.57$1.58$1.37$0.65$0.37$0.56$0.78

Dividend yield

4.13%4.09%4.23%3.61%1.72%0.87%1.29%1.89%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco US Treasury Bond 3-7 Year UCITS ETF Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.39$0.39
2025$0.00$0.00$0.39$0.00$0.00$0.40$0.00$0.00$0.39$0.00$0.00$0.39$1.57
2024$0.00$0.00$0.39$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.39$1.58
2023$0.00$0.00$0.30$0.00$0.00$0.35$0.00$0.00$0.36$0.00$0.00$0.37$1.37
2022$0.00$0.00$0.10$0.00$0.00$0.14$0.00$0.00$0.18$0.00$0.00$0.23$0.65
2021$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.37

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 US Treasury Bond 3-7 Year UCITS ETF Dist. 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 US Treasury Bond 3-7 Year UCITS ETF Dist was 14.12%, occurring on Oct 21, 2022. Recovery took 755 trading sessions.

The current Invesco US Treasury Bond 3-7 Year UCITS ETF Dist drawdown is 1.46%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.12%Aug 7, 2020552Oct 21, 2022755Oct 17, 20251307
-1.98%Mar 2, 202620Mar 27, 2026
-1.72%Sep 5, 20197Sep 13, 201992Jan 27, 202099
-1.5%Mar 10, 20207Mar 18, 20203Mar 23, 202010
-0.84%May 15, 202015Jun 5, 202015Jun 26, 202030

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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