Summary
PTH
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 56.88% Volatility 24.47% Sharpe 1.16
Official loaded data — not a live quote.

INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF

Symbol: PTH

Exchange: NASDAQ

Sector: Healthcare

Category: Health

Inception date: 12/10/2006

Latest date: 16/07/2026

Current price: $58.22

Expense ratio: 0.60%

Assets under management
$135.4M
-2.80% 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

12.37%

Ann. 3.83% (Sharpe / Sortino numerator)

Volatility

33.06%

Sharpe ratio

0.006

VaR 95%

-3.19%

CVaR 95%: -3.37%
Max drawdown: -5.83%
Sortino ratio: 0.011
Calmar ratio: 0.66

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

11.40%

Ann. 3.85% (Sharpe / Sortino numerator)

Volatility

26.48%

Sharpe ratio

0.008

VaR 95%

-2.79%

CVaR 95%: -3.12%
Max drawdown: -8.37%
Sortino ratio: 0.015
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

18.65%

Ann. 31.60% (Sharpe / Sortino numerator)

Volatility

24.05%

Sharpe ratio

1.163

VaR 95%

-2.25%

CVaR 95%: -2.80%
Max drawdown: -11.98%
Sortino ratio: 2.166
Calmar ratio: 2.64

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

56.88%

Ann. 32.03% (Sharpe / Sortino numerator)

Volatility

24.47%

Sharpe ratio

1.161

VaR 95%

-2.35%

CVaR 95%: -3.20%
Max drawdown: -11.98%
Sortino ratio: 1.872
Calmar ratio: 2.67

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

29.37%

Ann. 9.96% (Sharpe / Sortino numerator)

Volatility

24.98%

Sharpe ratio

0.253

VaR 95%

-2.45%

CVaR 95%: -3.50%
Max drawdown: -27.51%
Sortino ratio: 0.383
Calmar ratio: 0.36

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

49.21%

Ann. 11.09% (Sharpe / Sortino numerator)

Volatility

24.72%

Sharpe ratio

0.302

VaR 95%

-2.49%

CVaR 95%: -3.38%
Max drawdown: -29.16%
Sortino ratio: 0.467
Calmar ratio: 0.38

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

0.191%

Best day

5.512%

31/03/2026
Worst day

-4.916%

02/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $59.90 $59.99 $58.01 $58.22 11,100
15/07/2026 $59.19 $59.85 $58.87 $59.82 16,200
14/07/2026 $58.92 $59.50 $58.74 $59.30 11,800
13/07/2026 $59.72 $59.72 $58.34 $58.70 18,700
10/07/2026 $61.49 $61.49 $59.09 $59.90 10,800
09/07/2026 $60.56 $61.78 $60.56 $61.67 38,900
08/07/2026 $60.66 $60.81 $59.46 $60.46 23,400
07/07/2026 $61.02 $61.48 $60.12 $60.95 103,500
06/07/2026 $60.78 $61.40 $60.78 $60.86 370,000
02/07/2026 $60.23 $60.57 $59.99 $60.56 55,800