INVESCO DIVIDEND ACHIEVERS ETF
Symbol: PFM
Exchange: NASDAQ
Sector: Technology
Category: Large Value
Inception date: 15/09/2005
Latest date: 03/06/2026
Current price: $55.50
Expense ratio: 0.52%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
3.39%
Ann. -41.71% (Sharpe / Sortino numerator)
Volatility
13.06%
Sharpe ratio
-3.471
VaR 95%
-1.31%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
4.37%
Ann. -2.88% (Sharpe / Sortino numerator)
Volatility
11.30%
Sharpe ratio
-0.576
VaR 95%
-1.18%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
7.74%
Ann. 2.08% (Sharpe / Sortino numerator)
Volatility
10.36%
Sharpe ratio
-0.149
VaR 95%
-1.07%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
19.65%
Ann. 12.88% (Sharpe / Sortino numerator)
Volatility
14.63%
Sharpe ratio
0.633
VaR 95%
-1.08%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
35.28%
Ann. 11.95% (Sharpe / Sortino numerator)
Volatility
12.85%
Sharpe ratio
0.648
VaR 95%
-1.09%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
57.13%
Ann. 13.69% (Sharpe / Sortino numerator)
Volatility
11.89%
Sharpe ratio
0.846
VaR 95%
-1.05%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.
Average daily return
0.073%
Best day
2.278%
Worst day
-1.71%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $55.48 | $55.68 | $55.46 | $55.50 | 9,700 |
| 02/06/2026 | $55.24 | $55.64 | $55.24 | $55.63 | 19,000 |
| 01/06/2026 | $55.25 | $55.32 | $55.02 | $55.24 | 14,200 |
| 29/05/2026 | $55.29 | $55.38 | $55.20 | $55.38 | 17,600 |
| 28/05/2026 | $55.02 | $55.22 | $54.99 | $55.18 | 18,000 |
| 27/05/2026 | $55.01 | $55.07 | $54.94 | $54.97 | 22,700 |
| 26/05/2026 | $55.12 | $55.22 | $54.97 | $55.01 | 25,700 |
| 22/05/2026 | $54.73 | $55.11 | $54.73 | $55.06 | 32,100 |
| 21/05/2026 | $54.44 | $54.62 | $54.20 | $54.61 | 18,200 |
| 20/05/2026 | $54.29 | $54.61 | $54.29 | $54.55 | 10,400 |