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PSCU: Invesco S&P SmallCap Utilities & Communication Services ETF (ETF)
Basic Info 64.43 1.07(1.63%) June 05
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 04/07/2010 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.16% |
| Expenses | 0.29% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/07/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 12.3 | 19.9 | 6.9 | 1.1 | 6.0 | 8.1 | 8.7 | -1.9 | 10.7 | 2.1 | -19.7 | 30.1 | 3.8 | 9.7 | -4.8 | 12.4 | 24.4 | 5.8 | 17.7 | 22.1 | 0.2 | 12.1 | 13.9 |
| Sharpe Ratio | NA | 2.42 | 1.24 | 0.28 | -0.04 | 0.24 | NA | 0.43 | -0.27 | 0.36 | -0.08 | -1.05 | 1.77 | 0.1 | 0.62 | -0.37 | 0.94 | 1.62 | 0.35 | 1.46 | 1.63 | 0.01 | 0.61 | 0.83 |
| Draw Down(%) | NA | 5.6 | 8.3 | 23.6 | 30.0 | 30.0 | NA | 30.0 | 16.0 | 11.8 | 22.2 | 24.1 | 7.9 | 28.7 | 8.4 | 18.5 | 7.0 | 11.3 | 12.0 | 8.8 | 11.1 | 12.3 | 13.2 | 11.5 |
| Standard Deviation(%) | NA | 16.1 | 15.7 | 18.3 | 18.4 | 19.5 | NA | 18.3 | 17.6 | 19.6 | 18.4 | 20.2 | 17.0 | 35.0 | 13.3 | 16.6 | 12.6 | 14.9 | 16.6 | 12.1 | 13.6 | 11.5 | 19.7 | 23.1 |
| Treynor Ratio | NA | 1.01 | 0.49 | 0.09 | -0.01 | 0.07 | NA | 0.11 | -0.08 | 0.11 | -0.02 | -0.31 | 0.59 | 0.05 | 0.2 | -0.09 | 0.17 | 0.32 | 0.08 | 0.32 | 0.28 | 0.0 | 0.12 | 0.22 |
| Alpha | NA | 0.12 | 0.06 | 0.0 | -0.02 | 0.0 | NA | 0.01 | -0.05 | -0.01 | 0.03 | -0.09 | 0.08 | 0.02 | 0.0 | -0.03 | 0.02 | 0.04 | 0.04 | 0.01 | 0.04 | 0.0 | -0.02 | 0.04 |
| Beta | NA | 0.39 | 0.4 | 0.59 | 0.62 | 0.66 | NA | 0.69 | 0.62 | 0.62 | 0.65 | 0.68 | 0.51 | 0.71 | 0.42 | 0.7 | 0.68 | 0.76 | 0.71 | 0.55 | 0.8 | 0.83 | 0.97 | 0.88 |
| RSquared | NA | 0.15 | 0.13 | 0.27 | 0.33 | 0.42 | NA | 0.44 | 0.31 | 0.23 | 0.39 | 0.51 | 0.2 | 0.64 | 0.13 | 0.39 | 0.26 | 0.61 | 0.52 | 0.36 | 0.52 | 0.49 | 0.72 | 0.35 |
| Yield(%) | N/A | 0.2 | 1.2 | 1.2 | 1.4 | 2.7 | 4.0 | N/A | 1.1 | 1.1 | 1.6 | 1.3 | 3.4 | 1.2 | 2.7 | 2.2 | 2.0 | 8.2 | 3.1 | 2.8 | 3.3 | 4.1 | 3.2 | 2.3 |
| Dividend Growth(%) | N/A | -81.8 | 13.1 | -42.8 | -36.7 | N/A | N/A | N/A | 9.0 | -33.1 | -6.1 | -49.6 | 182.6 | -50.2 | 12.6 | 18.8 | -70.6 | 173.9 | 24.7 | -4.6 | -20.0 | 37.4 | 59.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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Best Closed End Funds
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