NYSEArca - Nasdaq Real Time Price USD

Invesco S&P 500 Value with Momentum ETF (SPVM)

59.12
+0.61
+(1.04%)
At close: May 16 at 3:59:45 PM EDT
59.12
0.00
(0.00%)
After hours: May 16 at 4:05:15 PM EDT

ETF Summary

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed tomeasure the performance of 100 stocks in the S&P 500® Index (the “Parent Index”) that have relatively high “value” and “momentum” scores.

Risk Overview

Performance & Risk

YTD Return 2.31%
5y Average Return 17.32%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
SPVMCategory AverageSPVMCategory AverageSPVMCategory Average
Alpha -5.41 -5.91 0.76 -0.57 -2.84 -4.79
BETA 0.95 1.02 0.88 0.95 1 1.06
Mean Annual Return 0.59 0.59 1.26 1.22 0.84 0.72
R-squared 68.14 73.59 66.5 69.91 75.28 76.61
Standard Deviation 18.8 19.47 17.34 18.3 17.72 18.61
Sharpe Ratio 0.13 0.13 0.7 0.64 0.45 0.36
Treynor Ratio 0.76 0.64 13.21 11.53 6.74 4.94

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