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RYT: Invesco S&P 500® Equal Weight Technology ETF (ETF)
Basic Info
| Asset Class: | Technology |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 11/07/2006 |
| Last Dividend Date: | 03/19/2024 |
| 12-Mo. Yield | 0.27% |
| Expenses | 0.40% |
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Performance Analytics (As of 04/05/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/07/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 30.8 | 8.1 | 15.7 | 17.1 | 18.6 | 12.8 | 6.5 | 35.6 | -24.5 | 28.5 | 30.3 | 42.1 | -0.6 | 33.0 | 19.1 | 2.9 | 19.2 | 40.7 | 11.7 | -6.6 | 17.9 | 69.1 | -45.7 | 1.0 | 1.6 |
| Sharpe Ratio | NA | 1.5 | 0.26 | 0.53 | 0.72 | NA | 0.51 | 1.26 | 1.68 | -0.82 | 1.55 | 0.76 | 2.22 | -0.09 | 2.95 | 1.07 | 0.16 | 1.33 | 2.95 | 0.64 | -0.24 | 0.79 | 2.13 | -1.35 | -0.14 | 0.58 |
| Draw Down(%) | NA | 13.4 | 32.5 | 34.0 | 34.0 | NA | 58.9 | 4.6 | 13.4 | 32.1 | 8.6 | 34.0 | 11.7 | 22.4 | 4.5 | 14.2 | 14.7 | 11.0 | 5.4 | 16.9 | 26.9 | 16.9 | 18.9 | 54.6 | 14.1 | 3.7 |
| Standard Deviation(%) | NA | 17.9 | 23.5 | 26.7 | 22.4 | NA | 23.3 | 18.6 | 19.1 | 31.7 | 18.4 | 39.2 | 18.3 | 21.5 | 11.0 | 17.6 | 17.4 | 14.4 | 13.8 | 18.4 | 27.6 | 22.6 | 32.4 | 34.5 | 16.1 | 14.5 |
| Treynor Ratio | NA | 0.29 | 0.07 | 0.16 | 0.18 | NA | 0.14 | 0.25 | 0.35 | -0.29 | 0.33 | 0.33 | 0.41 | -0.02 | 0.35 | 0.19 | 0.03 | 0.2 | 0.42 | 0.12 | -0.06 | 0.16 | 0.83 | -0.75 | -0.03 | 0.09 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.04 | 0.01 | 0.01 | -0.03 | -0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | -0.03 | 0.02 | 0.06 | -0.1 | -0.04 | 0.0 |
| Beta | NA | 0.92 | 0.91 | 0.91 | 0.91 | NA | 0.87 | 0.93 | 0.93 | 0.91 | 0.87 | 0.89 | 0.98 | 0.9 | 0.92 | 1.0 | 0.93 | 0.98 | 0.97 | 1.02 | 1.05 | 1.08 | 0.83 | 0.62 | 0.71 | 0.9 |
| RSquared | NA | 0.84 | 0.92 | 0.89 | 0.89 | NA | 0.78 | 0.91 | 0.84 | 0.96 | 0.89 | 0.84 | 0.94 | 0.95 | 0.87 | 0.89 | 0.92 | 0.91 | 0.79 | 0.82 | 0.91 | 0.94 | 0.52 | 0.54 | 0.62 | 0.52 |
| Yield(%) | N/A | 0.3 | 0.5 | 1.1 | 2.0 | 3.9 | N/A | 0.3 | 0.5 | 0.5 | 0.7 | 1.6 | 1.3 | 1.0 | 1.1 | 1.4 | 1.2 | 1.4 | 1.1 | 1.1 | 0.4 | 0.3 | 0.4 | 0.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -60.3 | -39.2 | 48.3 | N/A | N/A | N/A | -92.5 | -37.6 | 6.1 | -49.9 | 80.8 | 32.9 | 14.2 | -4.4 | 15.5 | 3.4 | 70.6 | 8.2 | 140.9 | 62.3 | 27.0 | 19.8 | 540.0 | 1400.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2006
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See Technology Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
- QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) (98%)
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