INVESCO RAFI US 1500 SMALL-MID ETF

Symbol: PRFZ

Exchange: NASDAQ

Sector: Healthcare

Category: Small Blend

Inception Date: 20/09/2006

Latest Date: 17/04/2026

Current Price: $50.41

Expense Ratio: 0.34%

Assets Under Management
$2.6B
0.82% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

10.51%

Volatility

23.25%

Sharpe Ratio

-1.946

VaR 95%

-2.13%

CVaR 95%: -2.28%
Max Drawdown: -8.20%
Sortino Ratio: -3.989
Calmar Ratio: -5.08
Return

4.37%

Volatility

19.95%

Sharpe Ratio

-0.044

VaR 95%

-2.05%

CVaR 95%: -2.18%
Max Drawdown: -10.58%
Sortino Ratio: -0.074
Calmar Ratio: 0.26
Return

10.12%

Volatility

19.30%

Sharpe Ratio

0.025

VaR 95%

-2.00%

CVaR 95%: -2.33%
Max Drawdown: -10.58%
Sortino Ratio: 0.042
Calmar Ratio: 0.39
Return

43.98%

Volatility

22.36%

Sharpe Ratio

0.816

VaR 95%

-2.00%

CVaR 95%: -3.00%
Max Drawdown: -10.58%
Sortino Ratio: 1.160
Calmar Ratio: 2.07
Return

42.37%

Volatility

20.93%

Sharpe Ratio

0.369

VaR 95%

-1.95%

CVaR 95%: -2.88%
Max Drawdown: -26.52%
Sortino Ratio: 0.540
Calmar Ratio: 0.43
Return

60.11%

Volatility

20.45%

Sharpe Ratio

0.488

VaR 95%

-1.89%

CVaR 95%: -2.71%
Max Drawdown: -26.52%
Sortino Ratio: 0.761
Calmar Ratio: 0.51

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.155%

Best Day

3.874%

22/08/2025
Worst Day

-3.214%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $50.00 $50.72 $50.00 $50.41 107,800
16/04/2026 $49.21 $49.42 $49.10 $49.34 77,000
15/04/2026 $49.04 $49.19 $48.92 $49.19 86,200
14/04/2026 $48.75 $49.15 $48.68 $48.99 79,500
13/04/2026 $47.62 $48.55 $47.62 $48.53 91,600
10/04/2026 $48.13 $48.13 $47.65 $47.80 58,900
02/04/2026 $45.39 $46.67 $45.39 $46.48 60,700
01/04/2026 $46.23 $46.66 $46.11 $46.19 95,800
31/03/2026 $45.11 $45.99 $45.02 $45.87 80,900
30/03/2026 $45.38 $45.38 $44.30 $44.47 109,100