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Invesco S&P MidCap Value with Momentum ETF (PXMV)

32.54 -0.18 (-0.55%)
At close: June 28 at 6:07 PM EDT

ETF Summary

The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 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 80 stocks in the S&P MidCap 400® that have the highest “value” and “momentum” scores.

Risk Overview

Performance & Risk

YTD Return 17.89%
5y Average Return 6.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
PXMVCategory AveragePXMVCategory AveragePXMVCategory Average
Alpha -3.94 -- -3.3 -- -1.28 --
BETA 0.9 -- 0.93 -- 1.02 --
Mean Annual Return 0.74 -- 0.58 -- 1.14 --
R-squared 72.85 -- 74.81 -- 82.73 --
Standard Deviation 12.91 -- 13 -- 14.31 --
Sharpe Ratio 0.58 -- 0.47 -- 0.92 --
Treynor Ratio 7.69 -- 5.79 -- 12.6 --

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