Summary
PBUS
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 19.42% Volatility 18.40% Sharpe 0.73
Official loaded data — not a live quote.

INVESCO MSCI USA ETF

Symbol: PBUS

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception date: 22/09/2017

Latest date: 17/07/2026

Current price: $74.60

Expense ratio: 0.04%

Assets under management
$11.2B
0.38% 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

0.68%

Ann. -39.17% (Sharpe / Sortino numerator)

Volatility

18.20%

Sharpe ratio

-2.352

VaR 95%

-1.70%

CVaR 95%: -1.74%
Max drawdown: -7.47%
Sortino ratio: -4.336
Calmar ratio: -5.24

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

5.11%

Ann. -16.05% (Sharpe / Sortino numerator)

Volatility

14.72%

Sharpe ratio

-1.337

VaR 95%

-1.65%

CVaR 95%: -1.82%
Max drawdown: -9.31%
Sortino ratio: -2.034
Calmar ratio: -1.72

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

10.37%

Ann. -4.31% (Sharpe / Sortino numerator)

Volatility

13.75%

Sharpe ratio

-0.577

VaR 95%

-1.55%

CVaR 95%: -1.89%
Max drawdown: -9.31%
Sortino ratio: -0.812
Calmar ratio: -0.46

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

19.42%

Ann. 17.05% (Sharpe / Sortino numerator)

Volatility

18.40%

Sharpe ratio

0.729

VaR 95%

-1.61%

CVaR 95%: -2.64%
Max drawdown: -9.31%
Sortino ratio: 0.907
Calmar ratio: 1.83

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

37.12%

Ann. 13.71% (Sharpe / Sortino numerator)

Volatility

16.42%

Sharpe ratio

0.614

VaR 95%

-1.65%

CVaR 95%: -2.41%
Max drawdown: -19.07%
Sortino ratio: 0.774
Calmar ratio: 0.72

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

71.81%

Ann. 18.66% (Sharpe / Sortino numerator)

Volatility

15.00%

Sharpe ratio

1.002

VaR 95%

-1.46%

CVaR 95%: -2.13%
Max drawdown: -19.07%
Sortino ratio: 1.320
Calmar ratio: 0.98

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

2.905%

31/03/2026
Worst day

-2.739%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $74.32 $74.93 $74.31 $74.60 191,900
16/07/2026 $75.35 $75.68 $75.07 $75.28 176,000
15/07/2026 $75.76 $75.80 $75.29 $75.69 47,800
14/07/2026 $75.55 $75.55 $75.18 $75.48 84,200
13/07/2026 $75.33 $75.57 $75.05 $75.13 96,400
10/07/2026 $75.42 $75.73 $75.10 $75.71 39,700
09/07/2026 $75.04 $75.45 $74.90 $75.43 34,100
08/07/2026 $74.66 $74.85 $74.25 $74.80 84,500
07/07/2026 $75.31 $75.31 $74.84 $75.07 127,900
06/07/2026 $75.00 $75.52 $75.00 $75.36 238,700