Summary
PBE
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 42.83% Volatility 22.54% Sharpe 0.99
Official loaded data — not a live quote.

INVESCO BIOTECHNOLOGY & GENOME ETF

Symbol: PBE

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 23/06/2005

Latest date: 20/07/2026

Current price: $89.68

Expense ratio: 0.58%

Assets under management
$277.9M
-1.12% 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

5.83%

Ann. -28.77% (Sharpe / Sortino numerator)

Volatility

25.30%

Sharpe ratio

-1.281

VaR 95%

-2.65%

CVaR 95%: -2.79%
Max drawdown: -6.07%
Sortino ratio: -2.259
Calmar ratio: -4.74

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

11.05%

Ann. -16.14% (Sharpe / Sortino numerator)

Volatility

20.19%

Sharpe ratio

-0.979

VaR 95%

-2.02%

CVaR 95%: -2.46%
Max drawdown: -11.82%
Sortino ratio: -1.733
Calmar ratio: -1.37

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

10.83%

Ann. 21.34% (Sharpe / Sortino numerator)

Volatility

19.24%

Sharpe ratio

0.921

VaR 95%

-1.67%

CVaR 95%: -2.21%
Max drawdown: -11.82%
Sortino ratio: 1.643
Calmar ratio: 1.81

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

42.83%

Ann. 26.01% (Sharpe / Sortino numerator)

Volatility

22.54%

Sharpe ratio

0.993

VaR 95%

-2.03%

CVaR 95%: -3.04%
Max drawdown: -11.82%
Sortino ratio: 1.494
Calmar ratio: 2.20

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.

Period total return

32.07%

Ann. 12.40% (Sharpe / Sortino numerator)

Volatility

20.49%

Sharpe ratio

0.428

VaR 95%

-1.88%

CVaR 95%: -2.85%
Max drawdown: -22.43%
Sortino ratio: 0.632
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.

Period total return

43.35%

Ann. 8.36% (Sharpe / Sortino numerator)

Volatility

20.18%

Sharpe ratio

0.234

VaR 95%

-1.97%

CVaR 95%: -2.76%
Max drawdown: -22.43%
Sortino ratio: 0.361
Calmar ratio: 0.37

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

0.15%

Best day

4.067%

05/11/2025
Worst day

-2.84%

27/03/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $90.70 $90.70 $89.68 $89.68 3,400
17/07/2026 $90.95 $91.03 $90.95 $91.03 800
16/07/2026 $89.72 $91.08 $89.72 $91.08 1,300
15/07/2026 $88.67 $89.52 $88.67 $89.52 2,100
14/07/2026 $89.17 $89.53 $89.17 $89.33 3,000
13/07/2026 $89.89 $90.56 $89.89 $90.56 2,800
10/07/2026 $91.22 $91.23 $90.59 $91.17 2,200
09/07/2026 $94.06 $94.06 $92.68 $93.01 9,200
08/07/2026 $92.72 $93.04 $91.90 $92.45 5,700
07/07/2026 $92.87 $93.18 $92.10 $93.18 4,400