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Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)

81.13 -0.30 (-0.36%)
At close: November 6 at 12:02:40 PM EST
Trade UPGD on Coinbase

Performance Overview

Trailing returns as of 11/6/2026. Category is Mid-Cap Blend.

YTD Return

UPGD
9.65%
Category
9.32%

1-Year Return

UPGD
13.72%
Category
27.18%

3-Year Return

UPGD
15.89%
Category
15.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UPGD
Category
YTD
11.58%
9.32%
1-Month
3.41%
8.08%
3-Month
0.68%
5.31%
1-Year
13.51%
27.18%
3-Year
17.92%
15.46%
5-Year
6.67%
7.67%
10-Year
9.94%
10.93%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
UPGD
Category
2025
8.86%
9.08%
2024
13.28%
14.40%
2023
15.65%
16.00%
2022
-13.16%
-14.01%
2021
24.10%
23.40%
2020
6.21%
12.39%
2019
32.02%
26.21%
2018
-14.81%
-11.15%

2017
13.31%
15.93%
2016
19.68%
14.14%
2015
-6.06%
-4.75%
2014
4.62%
7.80%
2013
43.35%
34.10%
2012
14.72%
16.15%
2011
-2.24%
-3.81%
2010
27.42%
22.52%
2009
56.30%
37.39%
2008
-38.75%
-39.18%
2007
3.65%
4.85%

ETF Summary

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations (“ANR”), an affiliate of the index provider.

ETF Overview

Category Mid-Cap Blend
Fund Family Invesco
Net Assets 110.07M
YTD Daily Total Return 9.65%
Yield 1.57%
Legal Type Exchange Traded Fund

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