Invesco Zacks Mid-Cap ETF chart

Last update: 2022-12-30
Key statistics and financials
Three year average return 17.76%
YTD return -1.74%
Beta 3Y 1.10
Total Assets 227.69M
Annual report expense ratio 0.69%

Company description

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index, as well as American depositary receipts ("ADRs") that represent securities in the underlying index. The underlying index is composed of 100 securities that Zacks selects from a universe of mid-capitalization securities including common stocks, master limited partnerships ("MLPs"), ADRs, real estate investment trusts ("REITs") and business development companies ("BDCs").

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Invesco Zacks Mid-Cap ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Invesco Zacks Mid-Cap ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Invesco Zacks Mid-Cap ETF

Here is the result of two systematic investment strategies applied to Invesco Zacks Mid-Cap ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Invesco Zacks Mid-Cap ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Invesco Zacks Mid-Cap ETF:

Invesco Zacks Mid-Cap ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 34.13% on the backtest period.

Performance at glance

Performance

34.13 %

Latent gain

683.74 $

Invested capital

2003.11 $

Annualized return

8.24 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on Invesco Zacks Mid-Cap ETF

This is the result of two momentum investment strategies applied to Invesco Zacks Mid-Cap ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Invesco Zacks Mid-Cap ETF

The following chart shows all the entries opened by the momentum investment system on Invesco Zacks Mid-Cap ETF:

Invesco Zacks Mid-Cap ETF momentum entries
  • The first momentum investment strategy would give 35.48% of return on Invesco Zacks Mid-Cap ETF. That represents 1722.64$ of latent gain with 4855.51$ of employed capital.
  • The second momentum investment strategy would give 31.65% of return on Invesco Zacks Mid-Cap ETF. That represents 1158.35$ of latent gain with 3659.45$ of employed capital.
Performance at glance (1Q Momentum)

Performance

35.48 %

Latent gain

1722.64 $

Invested capital

4855.51 $

Annualized return

16.01 %
Performance at glance (2Q Momentum)

Performance

31.65 %

Latent gain

1158.35 $

Invested capital

3659.45 $

Annualized return

8.65 %

Momentum equity curve on Invesco Zacks Mid-Cap ETF

The following chart shows the equity curve of the two momentum strategies applied to Invesco Zacks Mid-Cap ETF:

Invesco Zacks Mid-Cap ETF momentum equity

Note: the dividends potentially given by Invesco Zacks Mid-Cap ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco Zacks Mid-Cap ETF

The following chart shows the employed capital evolution of the two momentum strategies on Invesco Zacks Mid-Cap ETF since the beginning:

Invesco Zacks Mid-Cap ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Invesco Zacks Mid-Cap ETF

Buy the dip entry openings on Invesco Zacks Mid-Cap ETF

Invesco Zacks Mid-Cap ETF

The performance achieved by the robo-advisor on Invesco Zacks Mid-Cap ETF is 34.26%. That represents 94.56$ of latent gain with 276.04$ of employed capital. The following chart shows Invesco Zacks Mid-Cap ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Invesco Zacks Mid-Cap ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

34.26 %

Latent gain

94.56 $

Invested capital

276.04 $

Annualized return

16.01 %

Equity curve of the strategy applied to Invesco Zacks Mid-Cap ETF

The following chart shows the result of the investment strategy applied to Invesco Zacks Mid-Cap ETF:

Invesco Zacks Mid-Cap ETF

Note: the dividends potentially given by Invesco Zacks Mid-Cap ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco Zacks Mid-Cap ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Invesco Zacks Mid-Cap ETF:

Invesco Zacks Mid-Cap ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Invesco Zacks Mid-Cap ETF

In this section, I will compare the three previous investment strategies applied to Invesco Zacks Mid-Cap ETF.

Equity curve comparison on Invesco Zacks Mid-Cap ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Invesco Zacks Mid-Cap ETF investment strategy comparison

Employed capital comparison on Invesco Zacks Mid-Cap ETF

Invesco Zacks Mid-Cap ETF investment comparison

Performance comparison on Invesco Zacks Mid-Cap ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 34.13% 683.74$ 2003.11$ 8.24%
Momentum 1 quarter 35.48% 1722.64$ 4855.51$ 9.1%
Momentum 2 quarters 31.65% 1158.35$ 3659.45$ 8.65%
Non-directional 34.26% 94.56$ 276.04$ 16.01%
Annualized return comparison

Automatic investment

8.24 %

Momentum 1Q

8.65 %

Momentum 2Q

8.65 %

Non-directional

16.01 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Invesco Zacks Mid-Cap ETF:

Positive correlations

Most correlated stocks this year

  • Invesco Zacks Mid-Cap ETF
  • Invesco Defensive Equity ETF
  • ALPS Equal Sector Weight ETF
  • Pacer CFRA Stovall Equal Weight Seasonal Rotation

  • Most correlated stocks last 3 months

  • Barclays Return on Disability ETN
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  • UBS Group AG
  • Credit Suisse Group AG
  • Morgan Stanley
  • IRIDEX Corp
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  • Cbiz Inc
  • Applied Industrial Technologies Inc
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  • Nelnet Inc - Class A
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  • National Presto Industries Inc
  • Post Holdings Inc
  • Pioneer Natural Resources Company
  • Solaris Oilfield Infrastructure Inc - Class A
  • R1 RCM Inc
  • Faro Technologies Inc
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  • Digi International Inc
  • First Trust S-Network Future Vehicles & Technology
  • Enersys
  • ArcelorMittal
  • Weyerhaeuser Company
  • Ritchie Bros Auctioneers Inc
  • iShares International Developed Real Estate ETF
  • SPDR Dow Jones International Real Estate ETF
  • Century Aluminum Company
  • FIRST TRUST SWITZERLAND ALPHADEX FUND
  • UNITE GROUP PLC ORD 25P
  • TFI International Inc
  • WisdomTree Europe SmallCap Dividend Fund
  • Commvault Systems Inc
  • OFG Bancorp
  • Valmont Industries Inc
  • Royce Micro-Cap Trust Inc
  • Sprott Focus Trust Inc
  • Cummins Inc
  • Illinois Tool Works Inc
  • Parker-Hannifin Corp
  • Invesco MSCI Global Timber ETF
  • Hubbell Inc
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  • U.S. Xpress Enterprises Inc - Class A
  • Inspire Global Hope ETF
  • Hartford Multifactor Small Cap ETF
  • Invesco DWA Basic Materials Momentum ETF
  • Fidelity MSCI Materials Index ETF
  • First Trust Materials AlphaDEX Fund
  • Cabot Corp
  • Invesco S&P SmallCap Utilities & Communication Ser
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  • Owens Corning
  • Mueller Water Products Inc - Series A
  • CSW Industrials Inc
  • Cognizant Technology Solutions Corp - Class A
  • SPX Technologies Inc
  • Univar Solutions Inc
  • Standex International Corp
  • Masonite International Corp
  • First Community Bankshares Inc
  • Calamp Corp
  • Altra Industrial Motion Corp
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  • Royal Bank Of Canada
  • Invesco S&P SmallCap 600 Revenue ETF
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  • Direxion Dialy Small Cap Bull 3X Shares
  • Ametek Inc
  • RiverFront Dynamic US Flex-Cap ETF
  • Invesco S&P 500 Revenue ETF
  • First Trust BuyWrite Income ETF
  • First Trust Small Cap Growth AlphaDEX Fund
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  • American Woodmark Corp
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  • Davis Select U.S. Equity ETF
  • Invesco S&P 500 Equal Weight Industrials ETF
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  • VICTORYSHARES US SMALL CAP VOLATILITY WTD ETF
  • VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD
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  • Texas Instruments Inc
  • iShares MSCI EAFE ETF
  • Invesco International Dividend Achievers ETF
  • Ulta Beauty Inc
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  • First Trust Indxx Innovative Transaction & Process
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  • ISHARES MSCI EUROPE SMALL-CAP ETF
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  • Invesco Dividend Achievers ETF
  • ISHARES MSCI ACWI LOW CARBON TARGET ETF
  • iShares Core Dividend Growth ETF
  • Fidelity Dividend ETF for Rising Rates
  • Fidelity Quality Factor ETF
  • First Trust Long/Short Equity ETF
  • SPDR SSgA Global Allocation ETF
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  • TTEC Holdings Inc
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  • Fidelity Low Volatility Factor ETF
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  • COGECO INC., SV
  • WisdomTree India Earnings Fund
  • Franklin FTSE India ETF
  • KEPPEL DC REIT
  • ProShares S&P Technology Dividend Aristocrats ETF
  • VanEck Inflation Allocation ETF

  • Note: The algorithm computes the probability of correlation between Invesco Zacks Mid-Cap ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Invesco Zacks Mid-Cap ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Invesco Zacks Mid-Cap ETF
    Country
    City
    Address
    Phone
    Website
    FullTime employees
    Industry
    Sector
    Exchange ARCX
    Ticker CZA
    Market

    Invesco Zacks Mid-Cap ETF ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown