Invesco Large Cap Growth ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$87.78
- Net Assets:$0 Million
- NAV:$88.94
- Premium-1.3%
- Peer Rank:195 of 559
- Investment Rating:B
- Performance:A-
- RiskC
We rate Invesco Large Cap Growth at B. Positive factors that influence this rating include a well above average total return, 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 a Growth - Domestic strategy.
Total return ranks very high in comparison with peers over the last three years. The Invesco Large Cap Growth has returned an annual rate of 10.42% since inception. More recently, the fund has generated a total return of 14.62% in the last five years, 11.30% in the last three years, and 40.47% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 92% of them. It has also outpaced 88% of its competitors on a three year basis and 95% of them over the last year for the period ending 2/29/2024. On a year to date basis, PWB has returned 14.52%.
Downside risk has been below average. PWB has a draw down risk of -29.49%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 21.2%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
High expense ratio hinders performance. As PWB is an exchange traded fund, it has no front end or back end load.
The Invesco Large Cap Growth 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.