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
PJP: Invesco Pharmaceuticals ETF (ETF)
Basic Info 110.79 0.44(0.40%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/23/2005 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.32% |
| Expenses | 0.57% |
| 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 | 20 Yr | Since 06/23/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 6.3 | 39.8 | 14.6 | 8.3 | 6.5 | 11.6 | 11.6 | 11.4 | 28.0 | 9.6 | -2.2 | -2.1 | 14.6 | 11.3 | 4.6 | -1.8 | 15.3 | -19.2 | 10.9 | 28.1 | 55.7 | 24.5 | 20.0 | 27.5 | 17.5 | -10.9 | 0.7 | 10.8 | 11.3 |
| Sharpe Ratio | NA | 0.71 | 2.24 | 0.72 | 0.36 | 0.26 | NA | NA | 0.53 | 1.36 | 0.47 | -0.43 | -0.18 | 1.05 | 0.36 | 0.2 | -0.16 | 1.07 | -0.87 | 0.46 | 1.53 | 3.95 | 1.83 | 0.93 | 1.67 | 0.82 | -0.37 | -0.18 | 0.6 | 1.71 |
| Draw Down(%) | NA | 9.4 | 9.4 | 16.3 | 17.5 | 33.9 | NA | NA | 37.0 | 14.3 | 8.1 | 15.2 | 17.3 | 7.7 | 27.5 | 19.7 | 20.7 | 8.5 | 22.8 | 23.1 | 11.5 | 5.2 | 6.9 | 15.7 | 12.4 | 23.5 | 28.0 | 10.9 | 11.3 | 7.5 |
| Standard Deviation(%) | NA | 18.0 | 16.6 | 15.8 | 16.2 | 18.4 | NA | NA | 19.0 | 18.5 | 12.8 | 13.7 | 19.8 | 13.9 | 30.4 | 16.0 | 20.0 | 13.8 | 22.2 | 23.8 | 18.4 | 14.1 | 13.5 | 21.5 | 16.4 | 21.1 | 31.7 | 13.7 | 12.3 | 11.7 |
| Treynor Ratio | NA | 0.13 | 0.4 | 0.13 | 0.06 | 0.05 | NA | NA | 0.1 | 0.28 | 0.07 | -0.06 | -0.04 | 0.15 | 0.11 | 0.03 | -0.03 | 0.14 | -0.16 | 0.08 | 0.22 | 0.48 | 0.22 | 0.18 | 0.24 | 0.17 | -0.12 | -0.02 | 0.07 | 0.17 |
| Alpha | NA | 0.07 | 0.07 | 0.04 | 0.01 | 0.0 | NA | NA | 0.01 | 0.04 | 0.04 | -0.03 | 0.0 | 0.0 | 0.0 | -0.06 | 0.0 | 0.0 | -0.03 | -0.02 | -0.03 | 0.01 | 0.03 | 0.03 | 0.07 | -0.01 | 0.04 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.98 | 0.92 | 0.9 | 0.9 | 0.99 | NA | NA | 1.05 | 0.89 | 0.81 | 0.92 | 0.9 | 0.98 | 1.01 | 1.03 | 1.15 | 1.04 | 1.24 | 1.29 | 1.3 | 1.16 | 1.11 | 1.12 | 1.14 | 1.03 | 0.97 | 1.1 | 1.08 | 1.18 |
| RSquared | NA | 0.74 | 0.69 | 0.66 | 0.7 | 0.76 | NA | NA | 0.77 | 0.68 | 0.55 | 0.63 | 0.83 | 0.62 | 0.84 | 0.75 | 0.83 | 0.55 | 0.81 | 0.84 | 0.83 | 0.74 | 0.67 | 0.89 | 0.79 | 0.81 | 0.78 | 0.77 | 0.65 | 0.74 |
| Yield(%) | N/A | 0.3 | 1.3 | 1.2 | 1.0 | 1.1 | 3.5 | 4.6 | N/A | 1.2 | 1.1 | 1.0 | 0.9 | 0.9 | 0.8 | 0.8 | 1.1 | 0.7 | 0.7 | 5.8 | 3.7 | 0.7 | 1.9 | 0.8 | 0.7 | 1.6 | 0.7 | 0.4 | 0.5 | 0.2 |
| Dividend Growth(%) | N/A | -69.8 | 16.8 | 34.2 | 48.6 | -6.8 | N/A | N/A | N/A | 27.3 | 4.3 | 3.2 | 12.9 | 22.4 | 8.0 | -28.0 | 66.6 | -18.4 | -86.7 | 95.2 | 734.3 | -56.9 | 204.4 | 42.9 | -51.4 | 107.2 | 56.2 | -12.1 | 193.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/2005
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 Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) (97%)
- HGHAX (THE HARTFORD HEALTHCARE FUND CLASS A) (79%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) (78%)
- FBIOX (BIOTECHNOLOGY PORTFOLIO BIOTECHNOLOGY PORTFOLIO) (77%)
- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) (74%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR Fund) (96%)
- BBH (VanEck Biotech ETF) (94%)
- IBB (iShares Biotechnology ETF) (94%)
- PPH (VanEck Pharmaceutical ETF) (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) (91%)
- FXH (First Trust Health Care AlphaDEX Fund) (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) (88%)
- IHF (iShares U.S. Healthcare Providers ETF) (88%)
- IHI (iShares U.S. Medical Devices ETF) (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) (100%)
- GRX (Gabelli Healthcare & WellnessRx Trust) (99%)
- HQH (Tekla Healthcare Investors) (98%)
- HQL (Tekla Life Sciences Investors) (98%)
