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
CGW: Invesco S&P Global Water Index ETF (ETF)
Basic Info 62.33 0.39(0.62%) June 05
| Asset Class: | MISCELLANEOUS SECTOR |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 05/14/2007 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 1.63% |
| Expenses | 0.56% |
| 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 | Since 05/14/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -1.1 | 3.6 | 9.5 | 4.6 | 9.5 | 9.2 | 7.1 | 18.1 | 4.5 | 15.5 | -22.0 | 31.7 | 15.4 | 34.0 | -10.5 | 27.1 | 6.6 | -1.7 | 3.3 | 26.2 | 21.1 | -7.8 | 15.0 | 31.3 | -40.1 | 4.8 |
| Sharpe Ratio | NA | -0.33 | 0.07 | 0.43 | 0.13 | 0.44 | NA | 0.29 | 1.06 | 0.07 | 0.78 | -0.97 | 2.43 | 0.44 | 3.02 | -0.87 | 3.34 | 0.41 | -0.11 | 0.26 | 2.07 | 1.38 | -0.29 | 0.68 | 1.06 | -0.91 | 0.24 |
| Draw Down(%) | NA | 10.9 | 10.9 | 16.2 | 32.7 | 35.7 | NA | 57.3 | 9.8 | 9.4 | 16.2 | 32.7 | 8.0 | 35.7 | 5.5 | 16.5 | 3.0 | 8.5 | 14.2 | 13.7 | 10.3 | 9.7 | 19.9 | 16.0 | 30.2 | 54.8 | 13.6 |
| Standard Deviation(%) | NA | 15.2 | 13.3 | 14.5 | 16.8 | 17.8 | NA | 21.0 | 14.4 | 13.9 | 15.3 | 24.3 | 13.0 | 34.1 | 10.8 | 13.7 | 7.9 | 15.4 | 15.2 | 12.4 | 12.7 | 15.3 | 26.8 | 22.0 | 29.5 | 44.8 | 19.4 |
| Treynor Ratio | NA | -0.04 | 0.01 | 0.06 | 0.02 | 0.09 | NA | 0.1 | 0.15 | 0.01 | 0.17 | -0.18 | 0.28 | 0.2 | 0.25 | -0.08 | 0.34 | 0.05 | -0.01 | 0.02 | 0.26 | 0.14 | -0.07 | 0.12 | 0.74 | -0.78 | 0.12 |
| Alpha | NA | -0.03 | -0.02 | 0.01 | 0.02 | 0.03 | NA | 0.02 | 0.05 | -0.01 | 0.03 | 0.02 | 0.08 | 0.04 | 0.04 | -0.01 | 0.07 | 0.02 | -0.03 | -0.06 | 0.1 | -0.02 | -0.01 | 0.0 | 0.05 | -0.13 | 0.06 |
| Beta | NA | 1.3 | 1.21 | 1.07 | 1.08 | 0.89 | NA | 0.62 | 1.04 | 1.01 | 0.72 | 1.34 | 1.14 | 0.75 | 1.3 | 1.44 | 0.78 | 1.18 | 1.46 | 1.44 | 1.02 | 1.5 | 1.17 | 1.21 | 0.42 | 0.53 | 0.4 |
| RSquared | NA | 0.44 | 0.39 | 0.39 | 0.44 | 0.4 | NA | 0.31 | 0.39 | 0.33 | 0.34 | 0.59 | 0.31 | 0.48 | 0.26 | 0.23 | 0.15 | 0.29 | 0.22 | 0.17 | 0.23 | 0.25 | 0.43 | 0.33 | 0.41 | 0.32 | 0.17 |
| Yield(%) | N/A | 0.0 | 1.6 | 2.0 | 1.7 | 2.6 | 3.1 | N/A | 1.9 | 2.3 | 1.8 | 1.1 | 2.1 | 1.6 | 2.0 | 1.9 | 2.1 | 1.8 | 1.6 | 1.8 | 1.9 | 2.4 | 2.0 | 2.2 | 1.4 | 4.9 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -19.0 | 32.4 | 55.6 | N/A | N/A | N/A | -19.0 | 49.5 | 21.4 | -29.8 | 46.1 | 8.7 | -8.9 | 9.5 | 29.6 | 3.5 | -8.8 | 18.6 | -6.9 | 9.7 | -1.4 | 108.5 | -83.9 | 1050.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2007
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 MISCELLANEOUS SECTOR Asset Class Trend Rankings |
Top Rated Funds in MISCELLANEOUS SECTOR
Best Mutual Funds
- LPEIX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS I) 2.32% (50%)
- LPECX (Vista Listed Private Equity Plus C) (18%)
Best ETFs
- PHO (Invesco Water Resources ETF) (94%)
- PSP (Invesco Global Listed Private Equity ETF) (93%)
- ICLN (iShares Global Clean Energy ETF) (93%)
- NLR (VanEck Uranium and Nuclear ETF) (93%)
- PBD (Invesco Global Clean Energy ETF) (93%)
- GII (SPDR S&P Global Infrastructure ETF) (92%)
- CGW (Invesco S&P Global Water Index ETF) (92%)
- FAN (First Trust Global Wind Energy ETF) (91%)
- FIW (First Trust Water ETF) (91%)
- GEX (VanEck Vectors Global Alternative Energy ETF) (89%)
Latest Articles Related to CGW
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
