Invesco Dividend Achievers ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$41.45
- Net Assets:$0 Million
- NAV:$41.69
- Premium-0.58%
- Peer Rank:138 of 397
- Investment Rating:B
- Performance:B-
- RiskC+
We rate Invesco Div Achievers at B. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The Invesco Div Achievers has returned an annual rate of 7.94% since inception. More recently, the fund has generated a total return of 10.95% in the last five years, 9.91% in the last three years, and 15.78% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 79% of them. It has also outpaced 82% of its competitors on a three year basis and 68% of them over the last year for the period ending 2/29/2024. On a year to date basis, PFM has returned 4.46%.
Downside risk has been below average. PFM has a draw down risk of -18.60%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 15.3%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As PFM is an exchange traded fund, it has no front end or back end load.
The Invesco Div Achievers is managed by Peter Hubbard at Invesco Capital Management LLC. This fund is one of 201 Invesco Capital Management LLC exchange-traded funds launched since 3/10/1999 that we track.