Invesco Dynamic Building & Construction ETF chart

Last update: 2022-12-30
Key statistics and financials
Three year average return 27.85%
YTD return -5.76%
Beta 3Y 1.44
Total Assets 295.64M
Annual report expense ratio 0.59%

Company description

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying intellidex. The underlying intellidex was composed of common stocks of U.S. building and construction companies. These companies are engaged primarily in providing construction and related engineering services for building and remodeling residential properties, commercial or industrial buildings, etc. It is non-diversified.

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Invesco Dynamic Building & Construction 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 Dynamic Building & Construction 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 Dynamic Building & Construction ETF

Here is the result of two systematic investment strategies applied to Invesco Dynamic Building & Construction 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 Dynamic Building & Construction ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Invesco Dynamic Building & Construction ETF:

Invesco Dynamic Building & Construction ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 50.31% on the backtest period.

Performance at glance

Performance

50.31 %

Latent gain

1100.24 $

Invested capital

2186.78 $

Annualized return

12.15 %
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Momentum strategy results on Invesco Dynamic Building & Construction ETF

This is the result of two momentum investment strategies applied to Invesco Dynamic Building & Construction 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 Dynamic Building & Construction ETF

The following chart shows all the entries opened by the momentum investment system on Invesco Dynamic Building & Construction ETF:

Invesco Dynamic Building & Construction ETF momentum entries
  • The first momentum investment strategy would give 57.77% of return on Invesco Dynamic Building & Construction ETF. That represents 2443.05$ of latent gain with 4229.11$ of employed capital.
  • The second momentum investment strategy would give 66.66% of return on Invesco Dynamic Building & Construction ETF. That represents 1157.77$ of latent gain with 1736.77$ of employed capital.
Performance at glance (1Q Momentum)

Performance

57.77 %

Latent gain

2443.05 $

Invested capital

4229.11 $

Annualized return

10.68 %
Performance at glance (2Q Momentum)

Performance

66.66 %

Latent gain

1157.77 $

Invested capital

1736.77 $

Annualized return

18.21 %

Momentum equity curve on Invesco Dynamic Building & Construction ETF

The following chart shows the equity curve of the two momentum strategies applied to Invesco Dynamic Building & Construction ETF:

Invesco Dynamic Building & Construction ETF momentum equity

Note: the dividends potentially given by Invesco Dynamic Building & Construction 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 Dynamic Building & Construction ETF

The following chart shows the employed capital evolution of the two momentum strategies on Invesco Dynamic Building & Construction ETF since the beginning:

Invesco Dynamic Building & Construction 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 Dynamic Building & Construction ETF

Buy the dip entry openings on Invesco Dynamic Building & Construction ETF

Invesco Dynamic Building & Construction ETF

The performance achieved by the robo-advisor on Invesco Dynamic Building & Construction ETF is 22.86%. That represents 118.65$ of latent gain with 519.13$ of employed capital. The following chart shows Invesco Dynamic Building & Construction ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Invesco Dynamic Building & Construction 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

22.86 %

Latent gain

118.65 $

Invested capital

519.13 $

Annualized return

10.68 %

Equity curve of the strategy applied to Invesco Dynamic Building & Construction ETF

The following chart shows the result of the investment strategy applied to Invesco Dynamic Building & Construction ETF:

Invesco Dynamic Building & Construction ETF

Note: the dividends potentially given by Invesco Dynamic Building & Construction 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 Dynamic Building & Construction ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Invesco Dynamic Building & Construction ETF:

Invesco Dynamic Building & Construction 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 Dynamic Building & Construction ETF

In this section, I will compare the three previous investment strategies applied to Invesco Dynamic Building & Construction ETF.

Equity curve comparison on Invesco Dynamic Building & Construction ETF

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

Invesco Dynamic Building & Construction ETF investment strategy comparison

Employed capital comparison on Invesco Dynamic Building & Construction ETF

Invesco Dynamic Building & Construction ETF investment comparison

Performance comparison on Invesco Dynamic Building & Construction ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 50.31% 1100.24$ 2186.78$ 12.15%
Momentum 1 quarter 57.77% 2443.05$ 4229.11$ 14.81%
Momentum 2 quarters 66.66% 1157.77$ 1736.77$ 18.21%
Non-directional 22.86% 118.65$ 519.13$ 10.68%
Annualized return comparison

Automatic investment

12.15 %

Momentum 1Q

18.21 %

Momentum 2Q

18.21 %

Non-directional

10.68 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Invesco Dynamic Building & Construction ETF:

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


Company information

Company name Invesco Dynamic Building & Construction ETF
Country
City
Address
Phone
Website
FullTime employees
Industry
Sector
Exchange ARCX
Ticker PKB
Market

Invesco Dynamic Building & Construction 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