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PWZInvesco California AMT-Free Municipal Bond ETF

Get income#172 of 1640 for Get income

Seeks to track the investment results of the ICE BofA California Long-Term Core Plus Municipal Securities Index.

Invesco · Since 2007 (18 years)

Annual Cost

0.28%

#1170 out of 5,332 ETFs

Fund Size

$1.1B

#977 out of 5,332 ETFs

Dividend Yield

3.58%

Track Record

18 years

#549 out of 5,332 ETFs

Performance

1 Year

+6.8%

3 Years

+2.9%

5 Years

+0.0%

What's inside

Asset class
Strategy
index tracking

Asset allocation

Bonds
99.9%
Cash
0.1%

Risk profile

Volatility (1Y)

4.5%

Moderate

Max drawdown

-17.7%

Worst peak-to-trough loss

Sharpe (3Y)

-0.07

Below average

Sortino (3Y)

-0.10

Moderate downside risk

Bond profile

Duration

4.6 years

Avg maturity

10.0 years

Credit ratings

AAA
6.7%
AA
75.7%
A
14.4%
BBB
3.1%
BB
0.1%

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Data updated on 2026-05-05