It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PEJ: Invesco Leisure and Entertainment ETF (ETF)
Basic Info 63 0.24(0.38%) June 05
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 06/23/2005 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 0.46% |
| Expenses | 0.55% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/23/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 2.9 | 17.6 | 16.4 | 4.1 | 6.7 | 9.0 | 8.0 | 7.9 | 17.8 | 25.1 | 15.7 | -25.4 | 22.8 | -10.3 | 13.8 | -9.3 | 11.2 | 9.7 | 3.4 | 5.3 | 49.3 | 23.6 | 1.9 | 39.1 | 42.8 | -39.9 | -8.7 | 18.6 | 2.5 |
| Sharpe Ratio | NA | 0.21 | 0.81 | 0.63 | 0.07 | 0.2 | NA | NA | 0.28 | 0.59 | 1.24 | 0.68 | -0.9 | 0.88 | -0.21 | 0.99 | -0.63 | 1.01 | 0.53 | 0.18 | 0.33 | 3.41 | 1.5 | 0.07 | 1.71 | 1.33 | -0.93 | -0.67 | 0.96 | 0.16 |
| Draw Down(%) | NA | 9.8 | 10.3 | 25.7 | 35.4 | 59.0 | NA | NA | 66.0 | 25.7 | 9.3 | 19.1 | 31.6 | 23.0 | 56.8 | 8.0 | 21.0 | 6.9 | 16.5 | 13.2 | 13.4 | 6.1 | 8.9 | 23.9 | 20.4 | 28.3 | 59.8 | 16.8 | 14.4 | 10.7 |
| Standard Deviation(%) | NA | 21.0 | 18.5 | 20.8 | 22.8 | 24.8 | NA | NA | 24.3 | 25.2 | 17.3 | 18.0 | 29.8 | 25.8 | 49.7 | 12.5 | 17.2 | 10.5 | 17.8 | 18.9 | 15.8 | 14.5 | 15.8 | 27.9 | 22.8 | 32.0 | 43.9 | 17.6 | 15.8 | 14.6 |
| Treynor Ratio | NA | 0.04 | 0.15 | 0.12 | 0.01 | 0.05 | NA | NA | 0.07 | 0.13 | 0.2 | 0.12 | -0.26 | 0.22 | -0.09 | 0.15 | -0.13 | 0.09 | 0.09 | 0.04 | 0.05 | 0.45 | 0.22 | 0.02 | 0.35 | 0.43 | -0.49 | -0.13 | 0.13 | 0.02 |
| Alpha | NA | -0.05 | -0.02 | -0.02 | -0.03 | -0.03 | NA | NA | -0.01 | 0.0 | 0.0 | -0.04 | -0.03 | -0.01 | -0.1 | -0.04 | -0.02 | -0.05 | -0.01 | 0.01 | -0.03 | 0.04 | 0.02 | 0.0 | 0.07 | 0.05 | -0.04 | -0.05 | 0.0 | -0.02 |
| Beta | NA | 1.08 | 1.0 | 1.11 | 1.07 | 1.06 | NA | NA | 1.0 | 1.14 | 1.05 | 1.05 | 1.04 | 1.06 | 1.14 | 0.8 | 0.8 | 1.16 | 1.11 | 0.93 | 1.13 | 1.1 | 1.06 | 1.09 | 1.11 | 0.99 | 0.83 | 0.93 | 1.2 | 1.09 |
| RSquared | NA | 0.51 | 0.44 | 0.63 | 0.64 | 0.6 | NA | NA | 0.63 | 0.71 | 0.59 | 0.58 | 0.72 | 0.28 | 0.64 | 0.65 | 0.63 | 0.55 | 0.68 | 0.59 | 0.66 | 0.72 | 0.74 | 0.84 | 0.78 | 0.71 | 0.6 | 0.71 | 0.58 | 0.53 |
| Yield(%) | N/A | 0.2 | 0.5 | 0.4 | 0.4 | 0.7 | 1.1 | 1.3 | N/A | 0.3 | 0.5 | 0.5 | 0.3 | 0.4 | 0.8 | 0.4 | 0.7 | 0.7 | 0.8 | 0.5 | 0.5 | 0.6 | 0.8 | 0.7 | 1.1 | 0.6 | 0.6 | 3.4 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | -17.7 | 288.9 | -30.5 | -31.8 | 36.1 | N/A | N/A | N/A | -30.7 | 9.8 | 22.2 | -4.9 | -55.0 | 109.7 | -43.4 | 3.9 | 9.9 | 41.7 | 6.1 | 24.8 | -3.3 | 18.1 | -13.0 | 165.5 | -44.4 | -83.6 | 886.9 | 258.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Cyclical Asset Class Trend Rankings |
Top Rated Funds in Consumer Cyclical
Best Mutual Funds
- FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) (75%)
- FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) (72%)
- FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) (72%)
- FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) (72%)
- FCNIX (FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND CLASS I) (72%)
- FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) (71%)
- FBMPX (MULTIMEDIA PORTFOLIO MULTIMEDIA PORTFOLIO) (71%)
- RYLIX (LEISURE FUND INVESTOR CLASS) (55%)
- VCDAX (VANGUARD CONSUMER DISCRETIONARY INDEX FUND ADMIRAL SHARES) (54%)
- RYRIX (RETAILING FUND INVESTOR CLASS) (54%)
Best ETFs
- FCL (Focus Morningstar Consumer Cyclical Index ETF) (100%)
- XLY (Consumer Discretionary Select Sector SPDR Fund) (96%)
- XHB (SPDR S&P Homebuilders ETF) (95%)
- ITB (iShares U.S. Home Construction ETF) (94%)
- RTH (VanEck Retail ETF) (94%)
- RXI (iShares Global Consumer Discretionary ETF) (92%)
- BJK (VanEck Gaming ETF) (92%)
- FXD (First Trust Consumer Discretionary AlphaDEX Fund) (91%)
- IYC (iShares U.S. Consumer Discretionary ETF) (87%)
- PEJ (Invesco Leisure and Entertainment ETF) (84%)
Latest Articles Related to PEJ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
