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ENY: Invesco Canadian Energy Income ETF (ETF)
Basic Info
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/27/2007 |
| Last Dividend Date: | 12/24/2018 |
| 12-Mo. Yield | 2.43% |
| Expenses | 0.71% |
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Performance Analytics (As of 05/03/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/27/2007 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 735.0 | 642.3 | 98.5 | 33.3 | 21.2 | 10.8 | 895.9 | -28.2 | -4.5 | 38.6 | -40.3 | -17.7 | -2.2 | -5.1 | -14.0 | 22.6 | 60.3 | -54.2 | 0.7 |
| Sharpe Ratio | NA | 2.66 | 0.75 | 0.32 | 0.28 | 0.14 | 167.3 | -1.41 | -0.28 | 1.22 | -1.2 | -0.74 | -0.15 | -0.24 | -0.42 | 0.83 | 1.24 | -0.81 | -0.05 |
| Draw Down(%) | NA | 31.9 | 36.0 | 66.5 | 72.7 | 77.7 | 4.5 | 34.1 | 14.2 | 17.3 | 44.0 | 42.5 | 15.0 | 24.4 | 44.1 | 21.1 | 40.7 | 69.8 | 17.4 |
| Standard Deviation(%) | NA | 240.8 | 130.8 | 102.4 | 74.3 | 72.0 | 543.8 | 21.1 | 18.2 | 31.5 | 33.6 | 23.9 | 15.4 | 22.2 | 33.5 | 27.0 | 48.5 | 67.6 | 27.5 |
| Treynor Ratio | NA | 0.88 | 0.29 | 0.15 | 0.14 | 0.08 | 27.85 | -0.38 | -0.05 | 0.34 | -0.34 | -0.16 | -0.03 | -0.05 | -0.14 | 0.22 | 0.53 | -0.62 | -0.02 |
| Alpha | NA | 4.03 | 1.01 | 0.61 | 0.28 | 0.23 | 8.87 | -0.07 | -0.03 | 0.01 | -0.08 | -0.01 | -0.07 | -0.03 | -0.05 | 0.03 | 0.05 | -0.09 | -0.09 |
| Beta | NA | 7.24 | 3.31 | 2.13 | 1.52 | 1.23 | 32.66 | 0.78 | 1.1 | 1.14 | 1.19 | 1.11 | 0.89 | 1.06 | 0.98 | 1.0 | 1.14 | 0.89 | 0.82 |
| RSquared | NA | 0.03 | 0.02 | 0.02 | 0.02 | 0.02 | 0.12 | 0.61 | 0.62 | 0.83 | 0.8 | 0.71 | 0.62 | 0.83 | 0.84 | 0.81 | 0.79 | 0.62 | 0.54 |
| Yield(%) | N/A | 2.4 | 3.1 | 1.8 | 3.3 | N/A | 0.0 | 2.8 | 3.3 | 3.8 | 2.6 | 2.9 | 2.8 | 2.7 | 2.4 | 3.3 | 5.6 | 3.4 | 2.8 |
| Dividend Growth(%) | N/A | -35.2 | -34.3 | -43.5 | N/A | N/A | -100.0 | -18.7 | 16.3 | -16.1 | -28.4 | -4.5 | -4.5 | -2.3 | -16.8 | -12.4 | -27.5 | 24.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/2007
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