Summary
PSCH
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 36.13% Volatility 23.18% Sharpe -0.30
Official loaded data — not a live quote.

INVESCO S&P SMALLCAP HEALTH CARE ETF

Symbol: PSCH

Exchange: NASDAQ

Sector: Healthcare

Category: Health

Inception date: 07/04/2010

Latest date: 16/07/2026

Current price: $53.55

Expense ratio: 0.29%

Assets under management
$158.7M
-0.26% 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

11.45%

Ann. -41.31% (Sharpe / Sortino numerator)

Volatility

28.63%

Sharpe ratio

-1.570

VaR 95%

-2.58%

CVaR 95%: -2.96%
Max drawdown: -9.12%
Sortino ratio: -2.822
Calmar ratio: -4.53

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

23.10%

Ann. -21.38% (Sharpe / Sortino numerator)

Volatility

22.59%

Sharpe ratio

-1.107

VaR 95%

-2.20%

CVaR 95%: -2.77%
Max drawdown: -14.88%
Sortino ratio: -1.838
Calmar ratio: -1.44

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

19.88%

Ann. -4.16% (Sharpe / Sortino numerator)

Volatility

21.09%

Sharpe ratio

-0.369

VaR 95%

-2.01%

CVaR 95%: -2.67%
Max drawdown: -15.36%
Sortino ratio: -0.615
Calmar ratio: -0.27

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

36.13%

Ann. -3.41% (Sharpe / Sortino numerator)

Volatility

23.18%

Sharpe ratio

-0.304

VaR 95%

-2.49%

CVaR 95%: -3.15%
Max drawdown: -15.36%
Sortino ratio: -0.469
Calmar ratio: -0.22

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

16.01%

Ann. -1.11% (Sharpe / Sortino numerator)

Volatility

22.42%

Sharpe ratio

-0.211

VaR 95%

-2.25%

CVaR 95%: -3.05%
Max drawdown: -22.98%
Sortino ratio: -0.324
Calmar ratio: -0.05

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

20.10%

Ann. -1.71% (Sharpe / Sortino numerator)

Volatility

21.76%

Sharpe ratio

-0.245

VaR 95%

-2.17%

CVaR 95%: -2.92%
Max drawdown: -23.44%
Sortino ratio: -0.393
Calmar ratio: -0.07

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.131%

Best day

5.028%

31/03/2026
Worst day

-3.256%

12/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $53.69 $54.33 $53.55 $53.55 10,700
15/07/2026 $52.63 $53.46 $52.59 $53.35 14,100
14/07/2026 $53.53 $53.53 $52.58 $52.86 13,000
13/07/2026 $53.43 $53.58 $53.26 $53.36 39,100
10/07/2026 $54.33 $54.33 $53.28 $53.60 44,400
09/07/2026 $54.13 $54.57 $54.13 $54.39 20,500
08/07/2026 $54.00 $54.27 $53.53 $53.85 30,200
07/07/2026 $54.44 $54.62 $53.81 $54.44 23,400
06/07/2026 $53.89 $54.34 $53.88 $54.19 29,700
02/07/2026 $52.87 $53.82 $52.87 $53.78 8,700