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PBD: Invesco Global Clean Energy ETF (ETF)
Basic Info 20.75 1.45(6.53%) June 05
| Asset Class: | MISCELLANEOUS SECTOR |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/13/2007 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 3.08% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/13/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.5 | 29.2 | 78.3 | 6.6 | -5.0 | 8.7 | 4.4 | 0.4 | 43.6 | -26.4 | -10.7 | -29.7 | -22.3 | 145.5 | 40.0 | -19.3 | 28.7 | -7.1 | 0.3 | -3.6 | 54.5 | -2.0 | -40.2 | -16.1 | 31.8 | -60.0 | 26.1 |
| Sharpe Ratio | NA | 2.88 | 3.1 | 0.13 | -0.26 | 0.26 | NA | -0.02 | 1.6 | -1.22 | -0.57 | -0.81 | -0.71 | 3.32 | 2.9 | -0.95 | 2.77 | -0.38 | 0.01 | -0.2 | 2.97 | -0.09 | -1.15 | -0.59 | 0.74 | -1.02 | 1.78 |
| Draw Down(%) | NA | 8.2 | 10.7 | 52.4 | 69.1 | 75.4 | NA | 78.6 | 24.4 | 27.8 | 38.1 | 34.8 | 35.9 | 40.6 | 7.8 | 27.8 | 5.5 | 18.8 | 25.3 | 22.3 | 11.3 | 32.0 | 49.1 | 33.1 | 35.1 | 72.6 | 16.8 |
| Standard Deviation(%) | NA | 27.5 | 24.4 | 25.8 | 28.5 | 27.5 | NA | 30.1 | 25.6 | 24.5 | 25.5 | 38.4 | 31.5 | 43.4 | 13.3 | 21.8 | 10.2 | 19.3 | 20.3 | 18.0 | 18.3 | 21.5 | 35.1 | 27.3 | 42.6 | 59.9 | 27.9 |
| Treynor Ratio | NA | 0.3 | 0.31 | 0.02 | -0.04 | 0.06 | NA | -0.01 | 0.21 | -0.2 | -0.12 | -0.16 | -0.1 | 1.44 | 0.28 | -0.17 | 0.32 | -0.05 | 0.0 | -0.02 | 0.37 | -0.01 | -0.26 | -0.11 | 0.51 | -0.78 | 1.04 |
| Alpha | NA | 0.22 | 0.18 | 0.0 | -0.01 | 0.03 | NA | 0.0 | 0.13 | -0.15 | -0.07 | 0.04 | -0.14 | 0.34 | 0.06 | -0.05 | 0.07 | -0.03 | -0.02 | -0.12 | 0.18 | -0.14 | -0.17 | -0.13 | 0.04 | -0.24 | 0.21 |
| Beta | NA | 2.66 | 2.46 | 1.85 | 1.67 | 1.26 | NA | 0.89 | 1.92 | 1.5 | 1.16 | 1.9 | 2.27 | 1.0 | 1.36 | 1.23 | 0.89 | 1.48 | 1.73 | 2.09 | 1.47 | 2.16 | 1.52 | 1.47 | 0.62 | 0.78 | 0.48 |
| RSquared | NA | 0.56 | 0.48 | 0.36 | 0.37 | 0.34 | NA | 0.31 | 0.42 | 0.23 | 0.32 | 0.47 | 0.21 | 0.54 | 0.19 | 0.07 | 0.12 | 0.3 | 0.18 | 0.17 | 0.23 | 0.26 | 0.42 | 0.32 | 0.43 | 0.4 | 0.14 |
| Yield(%) | N/A | 0.1 | 3.0 | 1.9 | 1.2 | 2.6 | 1.7 | N/A | 3.7 | 1.3 | 2.5 | 2.0 | 0.5 | 1.1 | 2.5 | 1.5 | 2.2 | 1.9 | 1.2 | 1.0 | 1.3 | 2.0 | 0.9 | 0.1 | 0.1 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -95.4 | 22.3 | 9.7 | 73.0 | N/A | N/A | N/A | 107.1 | -53.9 | -16.6 | 202.0 | 8.4 | -36.3 | 34.6 | -16.1 | 8.9 | 50.0 | 17.4 | 14.2 | -38.7 | 33.1 | 584.2 | 18.8 | -30.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/13/2007
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