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Invesco Russell 1000 Enhanced Equal Weight ETF (USEQ)

ETF · Currency in USD
Issuer
Invesco
Inception Date
Jul 13, 2017
Region
North America (U.S.)
Category
All Cap Equities
Expense Ratio
0.29%
Index Tracked
Russell 1000 Enhanced Value Equal Weight
ETF Home Page
www.invesco.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

USEQPrice Chart


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USEQPerformance

The chart shows the growth of $10,000 invested in Invesco Russell 1000 Enhanced Equal Weight ETF on Jul 14, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,918 for a total return of roughly 69.18%. All prices are adjusted for splits and dividends.


USEQ (Invesco Russell 1000 Enhanced Equal Weight ETF)
Benchmark (S&P 500)

USEQReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-0.72%-1.87%
1M1.80%-0.21%
6M9.00%8.24%
1Y24.56%24.78%
5Y12.50%16.03%
10Y12.50%16.03%

USEQMonthly Returns Heatmap


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USEQSharpe 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 Russell 1000 Enhanced Equal Weight ETF Sharpe ratio is 1.75. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


USEQ (Invesco Russell 1000 Enhanced Equal Weight ETF)
Benchmark (S&P 500)

USEQDividends

Invesco Russell 1000 Enhanced Equal Weight ETF granted a 1.35% dividend yield in the last twelve months, as of Jan 8, 2022. The annual payout for that period amounted to $0.52 per share.


PeriodTTM20212020201920182017
Dividend$0.52$0.52$0.87$0.47$0.64$0.18

Dividend yield

1.35%1.34%2.85%1.63%2.87%0.70%

USEQDrawdowns Chart

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


USEQ (Invesco Russell 1000 Enhanced Equal Weight ETF)
Benchmark (S&P 500)

USEQWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco Russell 1000 Enhanced Equal Weight 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 Russell 1000 Enhanced Equal Weight ETF is 41.35%, recorded on Mar 23, 2020. It took 171 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.35%Jan 21, 202044Mar 23, 2020171Nov 24, 2020215
-20.08%Sep 20, 201866Dec 24, 201889May 3, 2019155
-8.13%Jan 30, 20189Feb 9, 2018131Aug 20, 2018140
-6.89%May 6, 201919May 31, 201921Jul 1, 201940
-6.72%Jul 29, 201920Aug 23, 201944Oct 28, 201964
-6.13%Nov 17, 202110Dec 1, 202118Dec 28, 202128
-4.89%Sep 3, 202119Sep 30, 202114Oct 20, 202133
-4.29%Jun 9, 20218Jun 18, 202128Jul 29, 202136
-4.25%Jan 21, 20217Jan 29, 20216Feb 8, 202113
-3.95%May 10, 20213May 12, 202118Jun 8, 202121

USEQVolatility Chart

Current Invesco Russell 1000 Enhanced Equal Weight ETF volatility is 10.42%. 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.


USEQ (Invesco Russell 1000 Enhanced Equal Weight ETF)
Benchmark (S&P 500)

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