Summary
PBE
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 30.26% 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: 03/06/2026

Current price: $82.54

Expense ratio: 0.58%

Assets under management
$247.4M
2.38% 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

2.67%

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

3.56%

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

1.15%

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

30.26%

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

30.69%

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

34.98%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.112%

Best day

4.067%

05/11/2025
Worst day

-2.84%

27/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $80.62 $82.54 $80.58 $82.54 3,000
02/06/2026 $81.98 $81.98 $80.73 $80.89 2,200
01/06/2026 $82.55 $83.15 $82.54 $82.73 8,000
29/05/2026 $83.91 $84.10 $83.74 $83.80 4,900
28/05/2026 $82.67 $84.06 $82.67 $83.89 3,200
27/05/2026 $82.37 $83.13 $82.37 $82.89 2,400
26/05/2026 $82.23 $82.45 $82.20 $82.32 1,300
22/05/2026 $82.00 $82.35 $81.92 $82.15 2,600
21/05/2026 $81.61 $82.37 $81.54 $82.05 6,400
20/05/2026 $81.20 $81.80 $81.20 $81.77 28,700