Summary
PXE
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 31.96% Volatility 33.99% Sharpe 0.85
Official loaded data — not a live quote.

INVESCO ENERGY EXPLORATION & PRODUCTION ETF

Symbol: PXE

Exchange: NYSE

Sector: Energy

Category: Equity Energy

Inception date: 26/10/2005

Latest date: 16/07/2026

Current price: $36.29

Expense ratio: 0.61%

Assets under management
$78.9M
0.58% 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

5.91%

Ann. 226.69% (Sharpe / Sortino numerator)

Volatility

25.76%

Sharpe ratio

8.658

VaR 95%

-1.97%

CVaR 95%: -2.76%
Max drawdown: -6.08%
Sortino ratio: 13.719
Calmar ratio: 37.29

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

0.26%

Ann. 242.84% (Sharpe / Sortino numerator)

Volatility

27.65%

Sharpe ratio

8.652

VaR 95%

-2.01%

CVaR 95%: -2.88%
Max drawdown: -6.08%
Sortino ratio: 17.043
Calmar ratio: 39.95

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

29.28%

Ann. 78.08% (Sharpe / Sortino numerator)

Volatility

27.19%

Sharpe ratio

2.739

VaR 95%

-2.36%

CVaR 95%: -3.44%
Max drawdown: -9.91%
Sortino ratio: 4.493
Calmar ratio: 7.88

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

31.96%

Ann. 32.48% (Sharpe / Sortino numerator)

Volatility

33.99%

Sharpe ratio

0.849

VaR 95%

-2.89%

CVaR 95%: -5.19%
Max drawdown: -14.60%
Sortino ratio: 1.009
Calmar ratio: 2.22

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

13.09%

Ann. 5.40% (Sharpe / Sortino numerator)

Volatility

29.39%

Sharpe ratio

0.060

VaR 95%

-2.89%

CVaR 95%: -4.43%
Max drawdown: -37.65%
Sortino ratio: 0.076
Calmar ratio: 0.14

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

40.69%

Ann. 15.39% (Sharpe / Sortino numerator)

Volatility

27.86%

Sharpe ratio

0.422

VaR 95%

-2.72%

CVaR 95%: -4.05%
Max drawdown: -37.65%
Sortino ratio: 0.556
Calmar ratio: 0.41

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

0.126%

Best day

3.68%

13/07/2026
Worst day

-5.801%

06/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $36.08 $36.53 $36.08 $36.29 45,300
15/07/2026 $36.11 $36.11 $35.53 $35.92 7,300
14/07/2026 $36.42 $36.43 $35.65 $36.13 33,900
13/07/2026 $35.32 $36.28 $35.32 $36.06 118,200
10/07/2026 $35.02 $35.02 $34.40 $34.78 6,000
09/07/2026 $35.52 $35.52 $34.97 $34.97 2,000
08/07/2026 $35.29 $35.87 $35.02 $35.63 18,700
07/07/2026 $34.11 $34.82 $34.11 $34.67 8,000
06/07/2026 $34.07 $34.17 $33.88 $33.88 37,200
02/07/2026 $33.90 $34.28 $33.88 $34.09 16,800