Summary
IGPT
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 77.37% 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: 20/07/2026

Current price: $88.97

Expense ratio: 0.56%

Assets under management
$1.3B
-0.86% 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

-17.70%

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

25.90%

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

44.71%

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

77.37%

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

89.68%

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

140.79%

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.255%

Best day

6.743%

11/06/2026
Worst day

-9.589%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $89.74 $90.63 $88.83 $88.97 658,800
17/07/2026 $86.72 $89.94 $85.23 $88.47 240,200
16/07/2026 $92.00 $92.43 $89.15 $89.74 176,000
15/07/2026 $96.65 $96.78 $92.16 $94.31 85,900
14/07/2026 $96.85 $96.85 $95.07 $96.37 69,200
13/07/2026 $95.85 $96.14 $94.08 $94.53 179,600
10/07/2026 $97.80 $99.44 $97.44 $98.96 140,500
09/07/2026 $97.76 $99.31 $97.48 $98.75 202,700
08/07/2026 $93.28 $95.56 $92.90 $95.56 217,000
07/07/2026 $94.94 $95.27 $92.79 $94.62 206,500