Summary
SPGP
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 15.57% Volatility 21.76% Sharpe 0.18
Official loaded data — not a live quote.

INVESCO S&P 500 GARP ETF

Symbol: SPGP

Exchange: NYSE

Sector: Financial_Services

Category: Large Value

Inception date: 16/06/2011

Latest date: 16/07/2026

Current price: $123.64

Expense ratio: 0.36%

Assets under management
$2.2B
0.63% 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

2.29%

Ann. -49.26% (Sharpe / Sortino numerator)

Volatility

21.14%

Sharpe ratio

-2.502

VaR 95%

-2.03%

CVaR 95%: -2.16%
Max drawdown: -8.79%
Sortino ratio: -4.484
Calmar ratio: -5.61

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

7.63%

Ann. -21.14% (Sharpe / Sortino numerator)

Volatility

18.80%

Sharpe ratio

-1.317

VaR 95%

-2.03%

CVaR 95%: -2.30%
Max drawdown: -11.43%
Sortino ratio: -2.134
Calmar ratio: -1.85

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

7.26%

Ann. -10.70% (Sharpe / Sortino numerator)

Volatility

16.81%

Sharpe ratio

-0.852

VaR 95%

-1.98%

CVaR 95%: -2.30%
Max drawdown: -11.43%
Sortino ratio: -1.299
Calmar ratio: -0.94

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

15.57%

Ann. 7.45% (Sharpe / Sortino numerator)

Volatility

21.76%

Sharpe ratio

0.176

VaR 95%

-1.93%

CVaR 95%: -3.16%
Max drawdown: -11.43%
Sortino ratio: 0.233
Calmar ratio: 0.65

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

18.91%

Ann. 2.12% (Sharpe / Sortino numerator)

Volatility

19.03%

Sharpe ratio

-0.079

VaR 95%

-1.85%

CVaR 95%: -2.79%
Max drawdown: -22.87%
Sortino ratio: -0.108
Calmar ratio: 0.09

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

38.95%

Ann. 9.52% (Sharpe / Sortino numerator)

Volatility

17.38%

Sharpe ratio

0.339

VaR 95%

-1.59%

CVaR 95%: -2.48%
Max drawdown: -22.87%
Sortino ratio: 0.473
Calmar ratio: 0.42

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

0.063%

Best day

3.501%

08/04/2026
Worst day

-2.786%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $122.87 $123.64 $122.87 $123.64 56,100
15/07/2026 $123.42 $123.66 $122.82 $122.99 77,800
14/07/2026 $123.92 $123.97 $123.22 $123.22 152,400
13/07/2026 $124.61 $125.09 $124.01 $124.29 53,600
10/07/2026 $124.59 $124.59 $123.55 $124.43 91,300
09/07/2026 $122.77 $124.18 $122.77 $124.18 83,500
08/07/2026 $123.48 $123.48 $122.28 $122.83 206,600
07/07/2026 $125.11 $125.47 $124.24 $124.37 31,200
06/07/2026 $124.38 $124.74 $123.92 $124.74 121,900
02/07/2026 $123.96 $124.66 $123.71 $124.38 34,900