Summary
EQWL
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 18.06% Volatility 16.13% Sharpe 0.59
Official loaded data — not a live quote.

INVESCO S&P 100 EQUAL WEIGHT ETF

Symbol: EQWL

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 01/12/2006

Latest date: 20/07/2026

Current price: $128.68

Expense ratio: 0.25%

Assets under management
$2.7B
-0.59% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

0.27%

Ann. -45.02% (Sharpe / Sortino numerator)

Volatility

14.13%

Sharpe ratio

-3.444

VaR 95%

-1.47%

CVaR 95%: -1.55%
Max drawdown: -7.19%
Sortino ratio: -5.668
Calmar ratio: -6.26

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

6.33%

Ann. -9.24% (Sharpe / Sortino numerator)

Volatility

11.97%

Sharpe ratio

-1.074

VaR 95%

-1.40%

CVaR 95%: -1.50%
Max drawdown: -8.19%
Sortino ratio: -1.577
Calmar ratio: -1.13

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

9.32%

Ann. 1.70% (Sharpe / Sortino numerator)

Volatility

11.23%

Sharpe ratio

-0.172

VaR 95%

-1.27%

CVaR 95%: -1.52%
Max drawdown: -8.19%
Sortino ratio: -0.250
Calmar ratio: 0.21

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

18.06%

Ann. 13.22% (Sharpe / Sortino numerator)

Volatility

16.13%

Sharpe ratio

0.595

VaR 95%

-1.29%

CVaR 95%: -2.31%
Max drawdown: -8.19%
Sortino ratio: 0.723
Calmar ratio: 1.62

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

37.30%

Ann. 12.89% (Sharpe / Sortino numerator)

Volatility

14.03%

Sharpe ratio

0.660

VaR 95%

-1.23%

CVaR 95%: -2.00%
Max drawdown: -14.95%
Sortino ratio: 0.842
Calmar ratio: 0.86

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

61.53%

Ann. 16.10% (Sharpe / Sortino numerator)

Volatility

13.03%

Sharpe ratio

0.957

VaR 95%

-1.20%

CVaR 95%: -1.79%
Max drawdown: -14.95%
Sortino ratio: 1.285
Calmar ratio: 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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.069%

Best day

2.136%

31/03/2026
Worst day

-2.057%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $129.45 $129.63 $128.63 $128.68 75,900
17/07/2026 $129.91 $130.60 $129.25 $129.29 58,000
16/07/2026 $129.68 $130.57 $129.68 $130.57 51,500
15/07/2026 $129.69 $129.94 $129.25 $129.56 81,200
14/07/2026 $129.85 $129.91 $129.08 $129.08 83,900
13/07/2026 $130.33 $130.53 $129.85 $130.00 77,700
10/07/2026 $130.16 $130.43 $129.69 $130.33 60,400
09/07/2026 $129.34 $130.05 $129.18 $129.80 42,500
08/07/2026 $130.00 $130.00 $129.03 $129.24 60,700
07/07/2026 $131.38 $131.47 $130.52 $130.67 88,300