Summary
DIVG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 24.06% Volatility 15.54% Sharpe 0.66
Official loaded data — not a live quote.

Invesco S&P 500 High Dividend Growers ETF

Symbol: DIVG

Exchange: NYSE

Sector: Financial_Services

Category: Mid-Cap Value

Inception date: 06/12/2023

Latest date: 16/07/2026

Current price: $37.80

Expense ratio: 0.39%

Assets under management
$11.7M
0.37% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

3.32%

Ann. -22.08% (Sharpe / Sortino numerator)

Volatility

9.86%

Sharpe ratio

-2.606

VaR 95%

-1.11%

CVaR 95%: -1.17%
Max drawdown: -4.44%
Sortino ratio: -4.173
Calmar ratio: -4.97

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

7.88%

Ann. 28.20% (Sharpe / Sortino numerator)

Volatility

11.40%

Sharpe ratio

2.156

VaR 95%

-1.11%

CVaR 95%: -1.23%
Max drawdown: -5.37%
Sortino ratio: 3.961
Calmar ratio: 5.26

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

13.99%

Ann. 15.55% (Sharpe / Sortino numerator)

Volatility

11.34%

Sharpe ratio

1.051

VaR 95%

-1.16%

CVaR 95%: -1.43%
Max drawdown: -5.37%
Sortino ratio: 1.694
Calmar ratio: 2.90

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

24.06%

Ann. 13.88% (Sharpe / Sortino numerator)

Volatility

15.54%

Sharpe ratio

0.660

VaR 95%

-1.20%

CVaR 95%: -2.24%
Max drawdown: -8.49%
Sortino ratio: 0.812
Calmar ratio: 1.63

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

36.61%

Ann. 14.94% (Sharpe / Sortino numerator)

Volatility

13.60%

Sharpe ratio

0.832

VaR 95%

-1.14%

CVaR 95%: -1.90%
Max drawdown: -14.94%
Sortino ratio: 1.088
Calmar ratio: 1.00

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

58.65%

Ann. 17.94% (Sharpe / Sortino numerator)

Volatility

13.34%

Sharpe ratio

1.076

VaR 95%

-1.13%

CVaR 95%: -1.83%
Max drawdown: -14.94%
Sortino ratio: 1.439
Calmar ratio: 1.20

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.088%

Best day

1.909%

22/08/2025
Worst day

-1.861%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $37.66 $37.80 $37.66 $37.80 6,500
15/07/2026 $37.18 $37.31 $37.12 $37.14 2,300
14/07/2026 $37.20 $37.20 $37.17 $37.20 1,000
13/07/2026 $37.39 $37.39 $37.30 $37.30 1,300
10/07/2026 $37.08 $37.10 $37.05 $37.10 1,000
09/07/2026 $36.97 $36.97 $36.85 $36.85 700
08/07/2026 $36.84 $36.84 $36.76 $36.76 600
07/07/2026 $37.02 $37.32 $37.02 $37.24 12,200
06/07/2026 $36.73 $36.88 $36.73 $36.84 1,300
02/07/2026 $36.73 $36.88 $36.65 $36.88 17,100