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Milan - Delayed Quote EUR

Invesco FTSE RAFI Europe Mid-small UCITS ETF (PWD.MI)

16.49
0.00
(0.00%)
At close: February 6 at 3:38:26 PM GMT+1

ETF Summary

The investment seeks to track the price and performance yield, before fees and expenses, of the FTSE RAFI Developed Europe Mid-Small index. The fund will achieve this by holding the shares from the index and their respective weightings, subject to the investment restrictions. It will invest in swaps and swaptions, options, FDIs, and in order to gain exposure to the components of the index or for cash management purposes, hold ancillary liquid assets such as cash, commercial paper and money market obligations such as short and medium-term treasury bills and treasury notes certificates of deposit, bankers’ acceptances, and variable and floating rate instruments which are either of investment grade or are issued or guaranteed by a national government or its agencies.

Risk Overview

Performance & Risk

YTD Return 1.51%
5y Average Return 7.14%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
PWD.MICategory AveragePWD.MICategory AveragePWD.MICategory Average
Alpha -0.94 -- -0.45 -- -0.79 --
BETA 1.01 -- 0.98 -- 1 --
Mean Annual Return 0.66 -- 0.62 -- 0.84 --
R-squared 98.14 -- 98.21 -- 97.52 --
Standard Deviation 11.83 -- 12.75 -- 13.08 --
Sharpe Ratio 0.7 -- 0.61 -- 0.77 --
Treynor Ratio 7.77 -- 7.32 -- 9.61 --

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