Summary
SPHQ
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 22.00% Volatility 17.12% Sharpe 0.67
Official loaded data — not a live quote.

INVESCO S&P 500 QUALITY ETF

Symbol: SPHQ

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 06/12/2005

Latest date: 16/07/2026

Current price: $85.58

Expense ratio: 0.15%

Assets under management
$20.4B
0.26% 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

-3.26%

Ann. -49.54% (Sharpe / Sortino numerator)

Volatility

18.65%

Sharpe ratio

-2.851

VaR 95%

-2.00%

CVaR 95%: -2.05%
Max drawdown: -7.47%
Sortino ratio: -4.800
Calmar ratio: -6.63

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

8.40%

Ann. 1.90% (Sharpe / Sortino numerator)

Volatility

16.17%

Sharpe ratio

-0.107

VaR 95%

-1.80%

CVaR 95%: -1.96%
Max drawdown: -9.24%
Sortino ratio: -0.162
Calmar ratio: 0.21

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

11.11%

Ann. 5.57% (Sharpe / Sortino numerator)

Volatility

13.81%

Sharpe ratio

0.141

VaR 95%

-1.51%

CVaR 95%: -1.82%
Max drawdown: -9.24%
Sortino ratio: 0.213
Calmar ratio: 0.60

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

22.00%

Ann. 15.06% (Sharpe / Sortino numerator)

Volatility

17.12%

Sharpe ratio

0.667

VaR 95%

-1.48%

CVaR 95%: -2.38%
Max drawdown: -9.24%
Sortino ratio: 0.897
Calmar ratio: 1.63

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

33.70%

Ann. 13.50% (Sharpe / Sortino numerator)

Volatility

15.18%

Sharpe ratio

0.650

VaR 95%

-1.44%

CVaR 95%: -2.12%
Max drawdown: -16.57%
Sortino ratio: 0.887
Calmar ratio: 0.81

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

73.40%

Ann. 18.42% (Sharpe / Sortino numerator)

Volatility

14.03%

Sharpe ratio

1.054

VaR 95%

-1.38%

CVaR 95%: -1.92%
Max drawdown: -16.57%
Sortino ratio: 1.478
Calmar ratio: 1.11

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

0.083%

Best day

3.406%

08/04/2026
Worst day

-2.926%

23/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $85.36 $86.04 $85.02 $85.58 2,814,200
15/07/2026 $87.27 $87.34 $85.19 $86.10 2,088,900
14/07/2026 $87.69 $88.01 $86.96 $87.03 1,075,300
13/07/2026 $87.31 $87.60 $86.52 $86.82 1,469,500
10/07/2026 $87.36 $88.19 $87.02 $88.12 1,394,000
09/07/2026 $88.01 $88.34 $87.61 $87.76 1,545,300
08/07/2026 $86.25 $86.79 $85.72 $86.63 1,580,800
07/07/2026 $87.13 $87.50 $86.14 $86.69 2,083,000
06/07/2026 $88.73 $88.83 $88.20 $88.51 1,362,900
02/07/2026 $89.37 $89.56 $87.12 $87.87 1,751,500