Summary
RZG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 37.02% Volatility 22.60% Sharpe 0.83
Official loaded data — not a live quote.

INVESCO S&P SMALLCAP 600 PURE GROWTH ETF

Symbol: RZG

Exchange: NYSE

Sector: Healthcare

Category: Small Growth

Inception date: 01/03/2006

Latest date: 16/07/2026

Current price: $70.02

Expense ratio: 0.35%

Assets under management
$135.9M
-0.86% 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

3.19%

Ann. -25.53% (Sharpe / Sortino numerator)

Volatility

27.96%

Sharpe ratio

-1.043

VaR 95%

-2.45%

CVaR 95%: -2.71%
Max drawdown: -7.32%
Sortino ratio: -1.938
Calmar ratio: -3.49

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

13.87%

Ann. 25.24% (Sharpe / Sortino numerator)

Volatility

21.60%

Sharpe ratio

1.000

VaR 95%

-2.14%

CVaR 95%: -2.47%
Max drawdown: -8.71%
Sortino ratio: 1.605
Calmar ratio: 2.90

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

20.96%

Ann. 13.34% (Sharpe / Sortino numerator)

Volatility

20.03%

Sharpe ratio

0.485

VaR 95%

-2.02%

CVaR 95%: -2.36%
Max drawdown: -8.71%
Sortino ratio: 0.812
Calmar ratio: 1.53

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

37.02%

Ann. 22.30% (Sharpe / Sortino numerator)

Volatility

22.60%

Sharpe ratio

0.826

VaR 95%

-2.01%

CVaR 95%: -3.00%
Max drawdown: -8.71%
Sortino ratio: 1.214
Calmar ratio: 2.56

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

37.01%

Ann. 10.96% (Sharpe / Sortino numerator)

Volatility

21.93%

Sharpe ratio

0.334

VaR 95%

-2.03%

CVaR 95%: -2.95%
Max drawdown: -25.73%
Sortino ratio: 0.521
Calmar ratio: 0.43

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

65.93%

Ann. 14.72% (Sharpe / Sortino numerator)

Volatility

20.70%

Sharpe ratio

0.535

VaR 95%

-1.83%

CVaR 95%: -2.73%
Max drawdown: -25.73%
Sortino ratio: 0.862
Calmar ratio: 0.57

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

0.133%

Best day

4.17%

31/03/2026
Worst day

-2.911%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $70.63 $70.70 $69.67 $70.02 24,600
15/07/2026 $70.53 $70.68 $70.19 $70.55 59,700
14/07/2026 $70.38 $70.38 $69.94 $70.24 10,200
13/07/2026 $70.76 $70.76 $69.52 $69.61 9,400
10/07/2026 $71.70 $71.70 $70.82 $70.82 13,200
09/07/2026 $71.36 $71.61 $71.21 $71.43 12,500
08/07/2026 $71.21 $71.21 $70.30 $70.30 49,100
07/07/2026 $72.46 $72.46 $71.08 $71.40 8,900
06/07/2026 $71.90 $72.73 $71.90 $72.19 57,600
02/07/2026 $72.46 $72.46 $70.84 $71.55 30,500