INVESCO S&P 500 HIGH BETA ETF

Symbol: SPHB

Exchange: NYSE ARCA

Sector: Technology

Category: Mid-Cap Blend

Inception Date: 05/05/2011

Latest Date: 17/04/2026

Current Price: $131.91

Expense Ratio: 0.25%

Assets Under Management
$591.7M
0.27% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
--
--

Performance Metrics

Return

11.72%

Volatility

30.02%

Sharpe Ratio

-1.499

VaR 95%

-2.76%

CVaR 95%: -2.88%
Max Drawdown: -8.75%
Sortino Ratio: -2.743
Calmar Ratio: -4.73
Return

10.04%

Volatility

26.27%

Sharpe Ratio

-0.409

VaR 95%

-2.76%

CVaR 95%: -2.88%
Max Drawdown: -10.88%
Sortino Ratio: -0.659
Calmar Ratio: -0.65
Return

17.33%

Volatility

25.01%

Sharpe Ratio

0.216

VaR 95%

-2.79%

CVaR 95%: -3.30%
Max Drawdown: -10.88%
Sortino Ratio: 0.307
Calmar Ratio: 0.83
Return

82.56%

Volatility

29.76%

Sharpe Ratio

1.450

VaR 95%

-2.72%

CVaR 95%: -4.15%
Max Drawdown: -10.88%
Sortino Ratio: 1.862
Calmar Ratio: 4.30
Return

65.45%

Volatility

26.77%

Sharpe Ratio

0.524

VaR 95%

-2.76%

CVaR 95%: -3.95%
Max Drawdown: -29.20%
Sortino Ratio: 0.690
Calmar Ratio: 0.60
Return

96.68%

Volatility

24.64%

Sharpe Ratio

0.648

VaR 95%

-2.46%

CVaR 95%: -3.58%
Max Drawdown: -29.20%
Sortino Ratio: 0.891
Calmar Ratio: 0.67

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.256%

Best Day

5.445%

12/05/2025
Worst Day

-4.785%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $131.55 $133.02 $131.16 $131.91 589,200
16/04/2026 $129.00 $129.74 $128.25 $129.55 493,000
15/04/2026 $127.42 $128.38 $126.93 $128.30 349,500
14/04/2026 $126.20 $127.26 $125.80 $127.07 351,600
13/04/2026 $121.68 $125.12 $121.66 $125.11 261,200
10/04/2026 $122.68 $122.85 $121.92 $122.25 126,000
02/04/2026 $114.39 $118.00 $113.78 $116.89 301,700
01/04/2026 $117.19 $118.34 $116.79 $117.18 573,300
31/03/2026 $112.93 $116.23 $112.60 $115.95 1,142,100
30/03/2026 $114.68 $115.01 $110.59 $111.36 456,600