NYSEArca - Delayed Quote USD

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)

63.11
-1.00
(-1.55%)
At close: 3:51:06 PM EDT

ETF Summary

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations (“ANR”), an affiliate of the index provider.

Risk Overview

Performance & Risk

YTD Return -7.26%
5y Average Return 20.52%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
UPGDCategory AverageUPGDCategory AverageUPGDCategory Average
Alpha -2.63 -4.12 1.37 -2.18 -5.72 -4.47
BETA 1.03 1.04 1.06 1.02 1.22 1.08
Mean Annual Return 0.64 0.53 1.74 1.4 0.82 0.78
R-squared 76.56 80.82 74.34 80.49 75.97 82.68
Standard Deviation 20.34 20.07 20.7 19.28 21.61 18.24
Sharpe Ratio 0.16 0.09 0.87 0.72 0.36 0.41
Treynor Ratio 1.23 -0.09 16.76 12.98 4.62 5.66

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