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PFM: Invesco Dividend Achievers ETF (ETF)
Basic Info 55.06 0.62(1.11%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 09/15/2005 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.59% |
| Expenses | 0.53% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/15/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 7.3 | 19.0 | 16.0 | 10.5 | 11.8 | 11.4 | 8.8 | 8.8 | 14.0 | 16.9 | 11.4 | -6.2 | 23.1 | 9.6 | 26.9 | -4.6 | 17.6 | 14.3 | -3.0 | 11.2 | 25.7 | 10.6 | 9.1 | 14.8 | 10.7 | -29.2 | -0.4 | 15.7 | 1.9 |
| Sharpe Ratio | NA | 1.7 | 1.94 | 1.15 | 0.6 | 0.67 | NA | NA | 0.45 | 0.75 | 1.33 | 0.7 | -0.41 | 2.01 | 0.3 | 2.44 | -0.42 | 2.88 | 1.28 | -0.22 | 1.15 | 2.57 | 1.06 | 0.49 | 1.05 | 0.43 | -0.79 | -0.25 | 1.39 | 0.41 |
| Draw Down(%) | NA | 7.1 | 7.1 | 14.5 | 17.8 | 32.2 | NA | NA | 53.2 | 14.5 | 5.0 | 9.7 | 17.8 | 4.9 | 32.2 | 5.0 | 15.1 | 2.2 | 6.8 | 12.9 | 6.6 | 6.0 | 6.4 | 14.5 | 11.5 | 30.3 | 40.1 | 11.0 | 5.1 | 3.9 |
| Standard Deviation(%) | NA | 10.6 | 9.5 | 11.8 | 13.5 | 15.2 | NA | NA | 16.7 | 14.8 | 10.0 | 11.2 | 18.9 | 11.5 | 30.7 | 10.4 | 14.3 | 5.9 | 11.1 | 14.1 | 9.7 | 10.0 | 10.0 | 18.7 | 14.0 | 24.6 | 37.9 | 14.5 | 8.9 | 9.7 |
| Treynor Ratio | NA | 0.21 | 0.21 | 0.15 | 0.09 | 0.12 | NA | NA | 0.09 | 0.12 | 0.15 | 0.09 | -0.08 | 0.27 | 0.12 | 0.3 | -0.07 | 0.24 | 0.18 | -0.03 | 0.13 | 0.3 | 0.14 | 0.12 | 0.2 | 0.14 | -0.37 | -0.04 | 0.14 | 0.05 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.03 | 0.02 | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 0.87 | 0.86 | 0.93 | 0.94 | 0.86 | NA | NA | 0.82 | 0.96 | 0.91 | 0.91 | 0.98 | 0.84 | 0.81 | 0.84 | 0.86 | 0.71 | 0.76 | 0.89 | 0.86 | 0.85 | 0.75 | 0.77 | 0.73 | 0.76 | 0.81 | 0.81 | 0.85 | 0.75 |
| RSquared | NA | 0.85 | 0.83 | 0.92 | 0.93 | 0.89 | NA | NA | 0.9 | 0.94 | 0.91 | 0.93 | 0.95 | 0.88 | 0.88 | 0.85 | 0.9 | 0.71 | 0.84 | 0.94 | 0.93 | 0.9 | 0.9 | 0.95 | 0.92 | 0.96 | 0.87 | 0.89 | 0.83 | 0.72 |
| Yield(%) | N/A | 0.4 | 1.6 | 2.0 | 2.0 | 2.9 | 3.9 | 3.3 | N/A | 1.6 | 1.8 | 2.0 | 1.8 | 2.1 | 2.1 | 2.4 | 2.1 | 2.0 | 2.9 | 2.2 | 2.1 | 2.3 | 2.5 | 2.3 | 2.2 | 2.5 | 2.2 | 1.9 | 1.7 | 0.6 |
| Dividend Growth(%) | N/A | -73.1 | 2.1 | 8.7 | 26.2 | 83.2 | N/A | N/A | N/A | -0.3 | -2.0 | 4.1 | 6.1 | 6.3 | 6.1 | 6.1 | 24.7 | -23.3 | 21.0 | 16.0 | 12.1 | -2.1 | 17.2 | 16.5 | -6.1 | -17.3 | 8.8 | 29.9 | 192.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2005
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