UPGDInvesco Bloomberg Analyst Rating Improvers ETF

Grow my money#1345 of 2944 for Grow my money

Seeks to track the investment results of the Bloomberg ANR Improvers Index.

Invesco · Since 2006 (19 years)

Annual Cost

0.40%

#1874 out of 5,332 ETFs

Fund Size

$100M

#2728 out of 5,332 ETFs

Dividend Yield

1.77%

Track Record

19 years

#308 out of 5,332 ETFs

Performance

1 Year

+15.7%

3 Years

+14.4%

5 Years

+6.2%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Sector

industrials

Asset allocation

Stocks

100.0%

Sector breakdown

Industrials

31.9%

Technology

20.8%

Consumer Cyclical

19.9%

Consumer Defensive

14.8%

Utilities

6.5%

Healthcare

6.1%

Top holdings

Palantir Technologies Inc Ordinary Shares - Class APLTR2.3%

Cloudflare IncNET2.3%

F5 IncFFIV2.2%

American Electric Power Co IncAEP2.2%

WEC Energy Group IncWEC2.2%

Airbnb Inc Ordinary Shares - Class AABNB2.2%

Bristol-Myers Squibb CoBMY2.2%

NetApp IncNTAP2.2%

Fastenal CoFAST2.2%

Old Dominion Freight Line Inc Ordinary SharesODFL2.2%

Risk profile

Volatility (1Y)

13.7%

Moderate

Max drawdown

-50.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.72

Decent risk-adjusted returns

Sortino (3Y)

1.08

Good downside protection

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