Summary
IBBQ
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 47.89% Volatility 23.20% Sharpe 1.57
Official loaded data — not a live quote.

INVESCO NASDAQ BIOTECHNOLOGY ETF

Symbol: IBBQ

Exchange: NASDAQ

Sector: Healthcare

Category: Health

Inception date: 11/06/2021

Latest date: 20/07/2026

Current price: $32.04

Expense ratio: 0.19%

Assets under management
$72.8M
-2.08% 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

5.05%

Ann. -26.10% (Sharpe / Sortino numerator)

Volatility

28.51%

Sharpe ratio

-1.043

VaR 95%

-2.73%

CVaR 95%: -2.86%
Max drawdown: -6.96%
Sortino ratio: -1.799
Calmar ratio: -3.75

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

5.80%

Ann. 10.47% (Sharpe / Sortino numerator)

Volatility

23.27%

Sharpe ratio

0.294

VaR 95%

-2.41%

CVaR 95%: -2.65%
Max drawdown: -8.45%
Sortino ratio: 0.500
Calmar ratio: 1.24

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

11.48%

Ann. 35.64% (Sharpe / Sortino numerator)

Volatility

19.93%

Sharpe ratio

1.606

VaR 95%

-2.07%

CVaR 95%: -2.45%
Max drawdown: -8.45%
Sortino ratio: 2.716
Calmar ratio: 4.22

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

47.89%

Ann. 40.06% (Sharpe / Sortino numerator)

Volatility

23.20%

Sharpe ratio

1.570

VaR 95%

-2.04%

CVaR 95%: -3.08%
Max drawdown: -9.33%
Sortino ratio: 2.269
Calmar ratio: 4.30

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

35.09%

Ann. 17.25% (Sharpe / Sortino numerator)

Volatility

20.85%

Sharpe ratio

0.653

VaR 95%

-1.99%

CVaR 95%: -2.84%
Max drawdown: -23.66%
Sortino ratio: 0.940
Calmar ratio: 0.73

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

58.81%

Ann. 13.11% (Sharpe / Sortino numerator)

Volatility

19.53%

Sharpe ratio

0.486

VaR 95%

-1.98%

CVaR 95%: -2.69%
Max drawdown: -23.66%
Sortino ratio: 0.713
Calmar ratio: 0.55

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

0.165%

Best day

4.453%

31/03/2026
Worst day

-2.916%

02/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $32.72 $32.72 $32.04 $32.04 12,500
17/07/2026 $32.43 $32.88 $32.28 $32.62 14,200
16/07/2026 $32.58 $32.81 $32.38 $32.59 20,300
15/07/2026 $32.21 $32.65 $32.21 $32.62 24,500
14/07/2026 $32.59 $32.59 $32.30 $32.46 16,200
13/07/2026 $33.00 $33.00 $32.34 $32.61 22,600
10/07/2026 $34.11 $34.11 $32.76 $33.09 34,900
09/07/2026 $34.16 $34.22 $33.78 $33.97 41,400
08/07/2026 $34.06 $34.06 $33.46 $33.82 41,300
07/07/2026 $33.94 $34.20 $33.64 $34.20 49,000