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RWJ: Invesco S&P SmallCap 600 Revenue ETF (ETF)
Basic Info 56.37 0.63(1.11%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 02/22/2008 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.37% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/22/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 16.1 | 37.5 | 16.5 | 7.5 | 13.1 | 12.6 | 12.2 | 7.7 | 11.8 | 16.2 | -11.0 | 52.8 | 20.8 | 20.3 | -17.0 | 5.1 | 30.4 | -8.8 | 6.5 | 45.9 | 18.3 | -0.9 | 26.0 | 46.5 | -27.3 |
| Sharpe Ratio | NA | 2.23 | 1.78 | 0.64 | 0.23 | 0.44 | NA | 0.42 | 0.19 | 0.38 | 0.57 | -0.45 | 1.81 | 0.43 | 0.91 | -0.99 | 0.3 | 1.47 | -0.52 | 0.41 | 3.17 | 1.03 | -0.03 | 1.02 | 1.23 | -0.7 |
| Draw Down(%) | NA | 11.3 | 11.3 | 29.3 | 29.3 | 51.3 | NA | 56.0 | 26.9 | 10.2 | 19.7 | 23.6 | 12.7 | 45.0 | 19.7 | 30.6 | 12.3 | 13.8 | 16.9 | 13.6 | 6.5 | 15.4 | 27.4 | 23.0 | 38.5 | 49.2 |
| Standard Deviation(%) | NA | 18.5 | 19.4 | 22.5 | 23.7 | 26.2 | NA | 26.7 | 25.2 | 21.3 | 22.4 | 27.9 | 29.1 | 48.2 | 20.7 | 18.7 | 14.7 | 20.5 | 16.9 | 15.8 | 14.5 | 17.9 | 32.2 | 25.4 | 37.9 | 45.1 |
| Treynor Ratio | NA | 0.44 | 0.32 | 0.13 | 0.05 | 0.11 | NA | 0.11 | 0.04 | 0.07 | 0.11 | -0.13 | 0.52 | 0.19 | 0.15 | -0.18 | 0.03 | 0.26 | -0.08 | 0.06 | 0.46 | 0.17 | -0.01 | 0.25 | 0.49 | -0.47 |
| Alpha | NA | 0.02 | 0.02 | -0.01 | 0.0 | 0.01 | NA | 0.01 | 0.0 | -0.01 | -0.01 | 0.03 | 0.11 | 0.01 | -0.04 | -0.03 | -0.06 | 0.03 | -0.02 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | 0.04 | -0.02 |
| Beta | NA | 0.94 | 1.08 | 1.11 | 1.07 | 1.09 | NA | 0.98 | 1.1 | 1.15 | 1.14 | 0.98 | 1.01 | 1.06 | 1.26 | 1.01 | 1.31 | 1.16 | 1.06 | 1.04 | 1.0 | 1.06 | 1.01 | 1.05 | 0.95 | 0.68 |
| RSquared | NA | 0.79 | 0.82 | 0.87 | 0.88 | 0.8 | NA | 0.78 | 0.91 | 0.84 | 0.9 | 0.91 | 0.42 | 0.79 | 0.79 | 0.84 | 0.82 | 0.9 | 0.92 | 0.89 | 0.89 | 0.93 | 0.97 | 0.97 | 0.8 | 0.51 |
| Yield(%) | N/A | 0.3 | 1.4 | 0.6 | 0.6 | 1.3 | 1.9 | N/A | 1.2 | 1.3 | 1.0 | 0.9 | 0.9 | 1.1 | 1.4 | 1.2 | 0.9 | 0.5 | 0.7 | 0.6 | 1.8 | 1.5 | 0.4 | 0.5 | 0.3 | 0.6 |
| Dividend Growth(%) | N/A | -70.4 | 8.8 | -33.9 | 14.9 | N/A | N/A | N/A | 3.0 | -51.7 | -1.4 | 47.3 | 3.6 | -12.8 | 0.5 | 30.1 | 142.4 | -31.8 | 17.1 | -52.0 | 39.6 | 318.8 | -7.9 | 104.8 | -58.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2008
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