NYSEArca - Delayed Quote USD

Invesco S&P 500 Value with Momentum ETF (PXLV)

40.29 -0.01 (-0.03%)
At close: June 21 at 3:59 PM EDT

ETF Summary

The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest “value” and “momentum” scores.

Risk Overview

Performance & Risk

YTD Return 19.88%
5y Average Return 8.90%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
PXLVCategory AveragePXLVCategory AveragePXLVCategory Average
Alpha 0.09 -- -1.2 -- -- --
BETA 0.93 -- 0.94 -- -- --
Mean Annual Return 1.11 -- 0.77 -- -- --
R-squared 85.84 -- 87.89 -- -- --
Standard Deviation 12.25 -- 12.12 -- -- --
Sharpe Ratio 0.96 -- 0.68 -- -- --
Treynor Ratio 12.72 -- 8.34 -- -- --

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