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PBW: Invesco WilderHill Clean Energy ETF (ETF)
Basic Info 40.78 4.94(10.80%) June 05
| Asset Class: | MISCELLANEOUS SECTOR |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 03/03/2005 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.49% |
| Expenses | 0.62% |
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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 | 20 Yr | Since 03/03/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -10.0 | 33.7 | 126.1 | 4.6 | -11.9 | 10.0 | 1.4 | -3.0 | -1.5 | 54.0 | -30.8 | -20.0 | -44.5 | -29.9 | 204.8 | 62.6 | -13.5 | 39.9 | -20.3 | -8.8 | -15.4 | 60.5 | -16.6 | -50.3 | -5.5 | 27.6 | -68.9 | 59.9 | 7.3 | 3.7 |
| Sharpe Ratio | NA | 2.13 | 2.94 | 0.03 | -0.34 | 0.21 | NA | NA | -0.07 | 1.21 | -0.89 | -0.62 | -0.86 | -0.66 | 3.65 | 2.84 | -0.7 | 2.35 | -0.85 | -0.35 | -0.54 | 2.29 | -0.66 | -1.3 | -0.19 | 0.6 | -1.1 | 1.87 | 0.14 | 0.11 |
| Draw Down(%) | NA | 16.9 | 21.2 | 68.0 | 84.5 | 89.0 | NA | NA | 89.0 | 40.3 | 39.4 | 47.8 | 48.6 | 48.6 | 48.9 | 10.0 | 24.0 | 7.2 | 25.1 | 32.5 | 35.9 | 13.6 | 43.3 | 56.4 | 31.3 | 37.6 | 77.5 | 14.4 | 31.1 | 18.9 |
| Standard Deviation(%) | NA | 44.3 | 42.0 | 40.8 | 43.1 | 38.9 | NA | NA | 36.9 | 42.3 | 38.7 | 38.6 | 53.8 | 45.3 | 55.7 | 21.5 | 21.3 | 16.7 | 24.1 | 25.3 | 28.7 | 26.4 | 25.3 | 38.7 | 29.8 | 45.8 | 63.6 | 30.5 | 27.5 | 19.9 |
| Treynor Ratio | NA | 0.23 | 0.31 | 0.01 | -0.06 | 0.05 | NA | NA | -0.03 | 0.17 | -0.16 | -0.14 | -0.18 | -0.11 | 1.72 | 0.31 | -0.08 | 0.26 | -0.13 | -0.05 | -0.05 | 0.34 | -0.07 | -0.31 | -0.03 | 0.42 | -0.88 | 0.83 | 0.0 | 0.0 |
| Alpha | NA | 0.26 | 0.27 | 0.0 | -0.02 | 0.05 | NA | NA | 0.0 | 0.17 | -0.16 | -0.12 | 0.03 | -0.17 | 0.44 | 0.09 | -0.01 | 0.09 | -0.09 | -0.06 | -0.2 | 0.21 | -0.22 | -0.24 | -0.09 | 0.03 | -0.33 | 0.24 | NA | NA |
| Beta | NA | 4.08 | 3.96 | 2.67 | 2.37 | 1.62 | NA | NA | 1.01 | 2.95 | 2.1 | 1.69 | 2.55 | 2.63 | 1.18 | 1.94 | 1.79 | 1.52 | 1.58 | 1.9 | 2.94 | 1.79 | 2.41 | 1.64 | 1.63 | 0.65 | 0.79 | 0.69 | NA | NA |
| RSquared | NA | 0.52 | 0.42 | 0.3 | 0.32 | 0.28 | NA | NA | 0.24 | 0.36 | 0.18 | 0.3 | 0.43 | 0.14 | 0.45 | 0.15 | 0.15 | 0.13 | 0.22 | 0.14 | 0.13 | 0.16 | 0.24 | 0.41 | 0.33 | 0.42 | 0.36 | 0.13 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.1 | 1.5 | 1.3 | 1.0 | 3.6 | 1.5 | 0.5 | N/A | 1.2 | 2.0 | 2.9 | 2.2 | 1.2 | 1.3 | 2.3 | 2.4 | 1.7 | 2.1 | 1.4 | 2.4 | 3.3 | 3.1 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -87.1 | -35.1 | -59.1 | 96.3 | 92.0 | N/A | N/A | N/A | -57.6 | -48.1 | -32.1 | 31.8 | 170.1 | -8.6 | -19.7 | 91.3 | -34.7 | 35.6 | -53.2 | 12.2 | -13.7 | 36.4 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2005
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