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RWK: Invesco S&P MidCap 400 Revenue ETF (ETF)
Basic Info 141.47 1.47(1.03%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 03/07/2008 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.43% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 12.2 | 27.6 | 17.6 | 10.4 | 12.8 | 12.0 | 11.4 | 10.3 | 11.9 | 23.8 | -8.2 | 34.3 | 11.1 | 28.2 | -14.7 | 13.1 | 20.7 | -5.6 | 9.6 | 41.1 | 14.8 | -1.6 | 23.2 | 51.9 | -34.0 |
| Sharpe Ratio | NA | 1.71 | 1.47 | 0.81 | 0.38 | 0.48 | NA | 0.44 | 0.34 | 0.5 | 1.1 | -0.34 | 1.68 | 0.24 | 1.47 | -0.91 | 1.14 | 1.15 | -0.35 | 0.7 | 3.05 | 0.91 | -0.06 | 1.07 | 1.43 | -0.96 |
| Draw Down(%) | NA | 11.1 | 11.1 | 24.6 | 24.6 | 46.2 | NA | 56.5 | 22.8 | 8.6 | 13.2 | 21.8 | 10.0 | 46.2 | 13.4 | 25.2 | 6.9 | 12.1 | 14.1 | 12.5 | 6.5 | 13.5 | 28.2 | 20.2 | 31.1 | 54.9 |
| Standard Deviation(%) | NA | 17.8 | 16.7 | 18.8 | 21.1 | 23.1 | NA | 24.0 | 21.8 | 16.8 | 18.5 | 28.1 | 20.5 | 44.6 | 18.2 | 17.6 | 10.9 | 17.8 | 16.3 | 13.8 | 13.5 | 16.4 | 28.5 | 21.7 | 36.1 | 42.4 |
| Treynor Ratio | NA | 0.24 | 0.19 | 0.12 | 0.07 | 0.1 | NA | 0.11 | 0.06 | 0.07 | 0.18 | -0.08 | 0.28 | 0.11 | 0.2 | -0.15 | 0.1 | 0.19 | -0.06 | 0.09 | 0.4 | 0.13 | -0.02 | 0.24 | 0.57 | -0.57 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | NA | 0.01 | -0.01 | -0.02 | 0.05 | 0.01 | 0.0 | 0.04 | -0.03 | 0.0 | -0.03 | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.01 | 0.05 | -0.08 |
| Beta | NA | 1.29 | 1.29 | 1.24 | 1.22 | 1.12 | NA | 0.99 | 1.22 | 1.27 | 1.15 | 1.22 | 1.24 | 1.02 | 1.35 | 1.1 | 1.22 | 1.11 | 1.02 | 1.11 | 1.03 | 1.1 | 1.06 | 0.98 | 0.91 | 0.71 |
| RSquared | NA | 0.76 | 0.78 | 0.82 | 0.85 | 0.85 | NA | 0.81 | 0.84 | 0.8 | 0.85 | 0.89 | 0.86 | 0.86 | 0.84 | 0.88 | 0.82 | 0.9 | 0.9 | 0.86 | 0.87 | 0.89 | 0.95 | 0.95 | 0.82 | 0.64 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 1.2 | 1.3 | 1.1 | 1.2 | 1.0 | 1.4 | 1.0 | 0.8 | 1.2 | 0.9 | 1.1 | 1.7 | 0.9 | 2.9 | 0.7 | 0.9 | 0.7 |
| Dividend Growth(%) | N/A | -74.7 | N/A | N/A | N/A | N/A | N/A | N/A | 22.7 | 17.0 | 9.2 | 25.4 | 18.6 | -4.0 | 13.1 | 39.6 | -18.5 | 32.5 | -17.0 | -13.0 | 136.1 | -72.0 | 418.5 | 9.8 | -10.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2008
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