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PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

Beat inflation11y track recordRanked #26 of 109 in this goal

Seeks long-term capital appreciation.

By Invesco · Launched 2014

Annual Cost

0.59%

#3,117 of 5,853 · average

Fund Size

$5.3B

#433 of 5,853 · large

Return (1Y)Goal

+35.1%

Track Record

11 years

#1,226 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,861+48.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Commodity

What it actually holds

By weight

Concentration

Top 10 holdings = 97.2% of fundconcentrated

Invesco Premier U.S. Government Money Portfolio
75.2%
Invesco Liquidity Funds PLC, Invesco US Dollar Liquidity Portfolio
17.4%
N/AGSEBA001
0.9%
N/AMQCP322E
0.6%
N/AJMCUINVE
0.6%
N/ARBCAPS01
0.6%
N/ACIXBICPI
0.6%
N/AMLBXIVMB
0.6%
N/ABCKTOPY1
0.4%
N/A
0.4%

Asset allocation

Cash
84.1%
Other
15.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.6%Moderate

Year-on-year price swings

Max drawdown
-40.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.47Below average
Sortino (3Y)
0.66Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of financial instruments linked to the world's most heavily traded commodities to achieve long-term capital appreciation. The Fund invests in Commodities Futures and Commodity-Linked Instruments, aiming for high correlation to commodity markets without directly investing in physical commodities.
Inception date
November 7, 2014
Fund family
Invesco

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Data updated on 2026-08-02