ETFs - Profile

Invesco Balanced Multi-Asset Allocation ETF

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Rank

Universe Rank
30 10

Summary

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $16.52
    -0.07
  • 52 Week HL
  • $17.08 - $13.36
  • Net Assets
  • $21.3 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
9.4 % YTD

  • 3 Year
  • 32.43%
  • 5 Year
  • 0%
  • Best
  • 12.58%
    2019
  • Worst
  • -4.36%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PSMB 9%8%13%-4%0%0%0%0%0%0%0%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.2% -17.2% 9.2% -0.6% - - - - - - -
Q2 2.7% 14% 2.1% 3% 3% - - - - - -
Q3 -0.2% -100% -0.1% 3.1% 3.8% - - - - - -
Q4 - - 0.1% -7.6% 2.9% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 1.5% 1.3% 1.4% 3.5% 1% 0.2% 1% 2.2% -3% - - -
2020 0.3% -5.3% -12.8% 8.3% 3.8% 1.4% 2.8% 3.1% - - 8.8% 1.9%

Annual Return

Index Comparison

Alpha

NAV