Invesco Variable Rate Preferred ETF (VRP)

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The chart shows the growth of an initial investment of $10,000 in Invesco Variable Rate Preferred ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco Variable Rate Preferred ETF had a return of 11.20% year-to-date (YTD) and 15.47% in the last 12 months. Over the past 10 years, Invesco Variable Rate Preferred ETF had an annualized return of 5.08%, while the S&P 500 had an annualized return of 11.16%, indicating that Invesco Variable Rate Preferred ETF did not perform as well as the benchmark.

The table below presents the monthly returns of VRP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

VRP features an expense ratio of 0.50%, falling within the medium range.

The current risk-adjusted rank of VRP is 94, placing it in the top 6% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The charts below present risk-adjusted performance metrics for Invesco Variable Rate Preferred ETF (VRP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current Invesco Variable Rate Preferred ETF Sharpe ratio is 3.43. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Invesco Variable Rate Preferred ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Invesco Variable Rate Preferred ETF provided a 5.87% dividend yield over the last twelve months, with an annual payout of $1.43 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Invesco Variable Rate Preferred ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Invesco Variable Rate Preferred 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 Variable Rate Preferred ETF was 46.04%, occurring on Mar 18, 2020. Recovery took 169 trading sessions.

The current Invesco Variable Rate Preferred ETF drawdown is 0.23%.

The current Invesco Variable Rate Preferred ETF volatility is 0.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.