Summary
PBUS
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 27.65% 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: 03/06/2026

Current price: $75.62

Expense ratio: 0.04%

Assets under management
$10.7B
-0.53% 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

5.14%

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

11.34%

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

10.68%

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

27.65%

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

46.59%

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

83.85%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.1%

Best day

2.905%

31/03/2026
Worst day

-2.648%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $76.02 $76.03 $75.56 $75.62 71,200
02/06/2026 $75.83 $76.22 $75.82 $76.11 254,100
01/06/2026 $75.64 $76.13 $75.64 $75.97 789,300
29/05/2026 $75.77 $75.89 $75.61 $75.72 1,202,200
28/05/2026 $75.15 $75.64 $75.05 $75.61 190,500
27/05/2026 $75.18 $75.23 $74.95 $75.15 74,800
26/05/2026 $75.14 $75.31 $75.00 $75.11 144,100
22/05/2026 $74.91 $75.01 $74.61 $74.71 244,500
21/05/2026 $73.86 $74.58 $73.86 $74.35 83,500
20/05/2026 $73.58 $74.26 $73.52 $74.25 289,900