PTH vs. LYFIX

In the year-to-date period, PTH achieves a -8.72% return, which is significantly lower than LYFIX's -4.91% return.

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PTH has a 0.60% expense ratio, which is lower than LYFIX's 1.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Healthcare Momentum ETF (PTH) and AlphaCentric LifeSci Healthcare Fund (LYFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PTH Sharpe Ratio is -0.43, which is lower than the LYFIX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of PTH and LYFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PTH's dividend yield for the trailing twelve months is around 0.07%, less than LYFIX's 2.35% yield.

The maximum PTH drawdown since its inception was -53.52%, which is greater than LYFIX's maximum drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for PTH and LYFIX.

Invesco DWA Healthcare Momentum ETF (PTH) has a higher volatility of 8.23% compared to AlphaCentric LifeSci Healthcare Fund (LYFIX) at 6.66%. This indicates that PTH's price experiences larger fluctuations and is considered to be riskier than LYFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.