Summary
QOWZ
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return -2.43% Volatility 20.93% Sharpe -0.16
Official loaded data — not a live quote.

Invesco Nasdaq Free Cash Flow Achievers ETF

Symbol: QOWZ

Exchange: NASDAQ

Sector: Technology

Category: Large Growth

Inception date: 06/12/2023

Latest date: 20/07/2026

Current price: $34.64

Expense ratio: 0.39%

Assets under management
$11.4M
0.08% 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

4.71%

Ann. -49.49% (Sharpe / Sortino numerator)

Volatility

18.32%

Sharpe ratio

-2.900

VaR 95%

-1.80%

CVaR 95%: -2.14%
Max drawdown: -10.49%
Sortino ratio: -5.354
Calmar ratio: -4.72

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

2.44%

Ann. -36.54% (Sharpe / Sortino numerator)

Volatility

17.90%

Sharpe ratio

-2.244

VaR 95%

-2.09%

CVaR 95%: -2.61%
Max drawdown: -15.91%
Sortino ratio: -3.071
Calmar ratio: -2.30

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

-0.04%

Ann. -25.71% (Sharpe / Sortino numerator)

Volatility

16.11%

Sharpe ratio

-1.822

VaR 95%

-1.85%

CVaR 95%: -2.44%
Max drawdown: -17.87%
Sortino ratio: -2.456
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

-2.43%

Ann. 0.32% (Sharpe / Sortino numerator)

Volatility

20.93%

Sharpe ratio

-0.158

VaR 95%

-1.92%

CVaR 95%: -3.03%
Max drawdown: -17.87%
Sortino ratio: -0.215
Calmar ratio: 0.02

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

13.56%

Ann. 5.77% (Sharpe / Sortino numerator)

Volatility

19.72%

Sharpe ratio

0.109

VaR 95%

-2.15%

CVaR 95%: -2.89%
Max drawdown: -20.36%
Sortino ratio: 0.147
Calmar ratio: 0.28

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

47.27%

Ann. 15.43% (Sharpe / Sortino numerator)

Volatility

19.22%

Sharpe ratio

0.616

VaR 95%

-1.96%

CVaR 95%: -2.77%
Max drawdown: -20.36%
Sortino ratio: 0.840
Calmar ratio: 0.76

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.005%

Best day

2.886%

01/06/2026
Worst day

-3.176%

03/02/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $34.61 $34.81 $34.61 $34.64 1,800
17/07/2026 $34.62 $34.66 $34.62 $34.66 400
16/07/2026 $34.90 $35.04 $34.90 $35.02 6,500
15/07/2026 $35.00 $35.00 $34.63 $34.68 2,000
14/07/2026 $34.73 $34.73 $34.73 $34.73 100
13/07/2026 $34.83 $34.83 $34.70 $34.74 1,700
10/07/2026 $34.71 $34.71 $34.71 $34.71 100
09/07/2026 $34.62 $34.62 $34.62 $34.62 100
08/07/2026 $34.29 $34.29 $34.29 $34.29 100
07/07/2026 $34.60 $34.60 $34.32 $34.44 2,300