Summary
IGPT
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 123.95% Volatility 30.30% Sharpe 1.34
Official loaded data — not a live quote.

INVESCO AI AND NEXT GEN SOFTWARE ETF

Symbol: IGPT

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 23/06/2005

Latest date: 03/06/2026

Current price: $102.58

Expense ratio: 0.56%

Assets under management
$875.3M
0.00% 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

28.39%

Ann. -51.02% (Sharpe / Sortino numerator)

Volatility

39.39%

Sharpe ratio

-1.388

VaR 95%

-3.89%

CVaR 95%: -4.20%
Max drawdown: -12.09%
Sortino ratio: -2.522
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

68.25%

Ann. -10.18% (Sharpe / Sortino numerator)

Volatility

31.93%

Sharpe ratio

-0.432

VaR 95%

-3.47%

CVaR 95%: -4.08%
Max drawdown: -16.68%
Sortino ratio: -0.683
Calmar ratio: -0.61

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

75.56%

Ann. 14.42% (Sharpe / Sortino numerator)

Volatility

30.26%

Sharpe ratio

0.356

VaR 95%

-3.47%

CVaR 95%: -4.09%
Max drawdown: -16.68%
Sortino ratio: 0.518
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

123.95%

Ann. 44.37% (Sharpe / Sortino numerator)

Volatility

30.30%

Sharpe ratio

1.344

VaR 95%

-2.96%

CVaR 95%: -4.45%
Max drawdown: -16.68%
Sortino ratio: 1.821
Calmar ratio: 2.66

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

127.32%

Ann. 14.92% (Sharpe / Sortino numerator)

Volatility

27.93%

Sharpe ratio

0.404

VaR 95%

-2.97%

CVaR 95%: -4.21%
Max drawdown: -29.30%
Sortino ratio: 0.547
Calmar ratio: 0.51

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

192.91%

Ann. 20.78% (Sharpe / Sortino numerator)

Volatility

25.63%

Sharpe ratio

0.669

VaR 95%

-2.55%

CVaR 95%: -3.82%
Max drawdown: -29.30%
Sortino ratio: 0.925
Calmar ratio: 0.71

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.

Methodology: adjusted prices + daily simple return
Average daily return

0.338%

Best day

6.393%

26/05/2026
Worst day

-4.701%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $102.58 $102.93 $100.88 $102.58 392,100
02/06/2026 $101.16 $102.24 $100.37 $102.18 172,500
01/06/2026 $99.86 $102.47 $99.23 $101.87 233,300
29/05/2026 $99.83 $100.75 $99.00 $99.70 284,800
28/05/2026 $97.99 $100.26 $97.08 $99.47 351,700
27/05/2026 $99.04 $99.04 $95.86 $97.56 196,800
26/05/2026 $94.93 $97.98 $94.76 $97.69 307,200
22/05/2026 $91.63 $92.76 $91.38 $91.82 156,800
21/05/2026 $88.94 $91.22 $88.80 $91.03 166,800
20/05/2026 $87.46 $89.17 $86.99 $89.08 162,800