Summary
RPV
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 30.24% Volatility 17.23% Sharpe 0.84
Official loaded data — not a live quote.

INVESCO S&P 500 PURE VALUE ETF

Symbol: RPV

Exchange: NYSE

Sector: Financial_Services

Category: Mid-Cap Value

Inception date: 01/03/2006

Latest date: 16/07/2026

Current price: $118.08

Expense ratio: 0.35%

Assets under management
$1.7B
0.53% 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

2.83%

Ann. -36.73% (Sharpe / Sortino numerator)

Volatility

13.68%

Sharpe ratio

-2.951

VaR 95%

-1.30%

CVaR 95%: -1.57%
Max drawdown: -5.80%
Sortino ratio: -5.037
Calmar ratio: -6.33

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

8.74%

Ann. 12.66% (Sharpe / Sortino numerator)

Volatility

14.53%

Sharpe ratio

0.622

VaR 95%

-1.30%

CVaR 95%: -1.53%
Max drawdown: -8.33%
Sortino ratio: 1.122
Calmar ratio: 1.52

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

11.41%

Ann. 18.04% (Sharpe / Sortino numerator)

Volatility

13.97%

Sharpe ratio

1.031

VaR 95%

-1.41%

CVaR 95%: -1.67%
Max drawdown: -8.33%
Sortino ratio: 1.707
Calmar ratio: 2.16

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

30.24%

Ann. 18.15% (Sharpe / Sortino numerator)

Volatility

17.23%

Sharpe ratio

0.843

VaR 95%

-1.46%

CVaR 95%: -2.41%
Max drawdown: -8.33%
Sortino ratio: 1.136
Calmar ratio: 2.18

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

41.17%

Ann. 13.68% (Sharpe / Sortino numerator)

Volatility

16.03%

Sharpe ratio

0.627

VaR 95%

-1.41%

CVaR 95%: -2.17%
Max drawdown: -14.90%
Sortino ratio: 0.907
Calmar ratio: 0.92

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

61.89%

Ann. 14.97% (Sharpe / Sortino numerator)

Volatility

15.94%

Sharpe ratio

0.711

VaR 95%

-1.45%

CVaR 95%: -2.08%
Max drawdown: -15.50%
Sortino ratio: 1.094
Calmar ratio: 0.97

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

0.108%

Best day

2.306%

13/08/2025
Worst day

-2.392%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $117.46 $118.44 $117.46 $118.08 87,300
15/07/2026 $117.00 $117.60 $116.88 $117.15 73,500
14/07/2026 $117.90 $118.20 $117.08 $117.41 52,500
13/07/2026 $117.17 $118.21 $117.17 $117.72 118,300
10/07/2026 $116.26 $116.90 $116.24 $116.57 77,800
09/07/2026 $115.54 $116.32 $115.39 $115.88 47,300
08/07/2026 $116.09 $116.09 $115.42 $115.54 300,300
07/07/2026 $116.23 $116.88 $115.88 $116.15 236,100
06/07/2026 $115.72 $115.72 $114.95 $115.52 40,400
02/07/2026 $115.42 $116.20 $114.67 $115.76 145,900