Summary
VRIG
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 5.02% Volatility 1.03% Sharpe 0.90
Official loaded data — not a live quote.

INVESCO VARIABLE RATE INVESTMENT GRADE ETF

Symbol: VRIG

Exchange: NASDAQ

Sector: N/A

Category: Ultrashort Bond

Inception date: 20/09/2016

Latest date: 02/06/2026

Current price: $25.07

Expense ratio: 0.30%

Assets under management
$1.5B
-0.02% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

0.38%

Ann. -2.16% (Sharpe / Sortino numerator)

Volatility

1.53%

Sharpe ratio

-3.783

VaR 95%

-0.08%

CVaR 95%: -0.25%
Max drawdown: -0.08%
Sortino ratio: -2.596
Calmar ratio: N/A

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

0.96%

Ann. 2.49% (Sharpe / Sortino numerator)

Volatility

1.03%

Sharpe ratio

-1.113

VaR 95%

-0.06%

CVaR 95%: -0.15%
Max drawdown: -0.41%
Sortino ratio: -0.629
Calmar ratio: 6.07

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

2.27%

Ann. 3.75% (Sharpe / Sortino numerator)

Volatility

0.79%

Sharpe ratio

0.146

VaR 95%

-0.04%

CVaR 95%: -0.10%
Max drawdown: -0.41%
Sortino ratio: 0.088
Calmar ratio: 9.14

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

5.02%

Ann. 4.55% (Sharpe / Sortino numerator)

Volatility

1.03%

Sharpe ratio

0.896

VaR 95%

-0.04%

CVaR 95%: -0.15%
Max drawdown: -0.74%
Sortino ratio: 0.516
Calmar ratio: 6.17

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

9.34%

Ann. 5.20% (Sharpe / Sortino numerator)

Volatility

0.87%

Sharpe ratio

1.809

VaR 95%

-0.04%

CVaR 95%: -0.11%
Max drawdown: -0.78%
Sortino ratio: 1.235
Calmar ratio: 6.69

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

17.71%

Ann. 6.17% (Sharpe / Sortino numerator)

Volatility

0.89%

Sharpe ratio

2.850

VaR 95%

-0.04%

CVaR 95%: -0.11%
Max drawdown: -0.78%
Sortino ratio: 2.351
Calmar ratio: 7.94

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.02%

Best day

0.1%

30/09/2025
Worst day

-0.08%

19/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.08 $25.08 $25.07 $25.07 222,300
01/06/2026 $25.07 $25.08 $25.06 $25.08 308,900
29/05/2026 $25.06 $25.07 $25.06 $25.07 382,300
28/05/2026 $25.07 $25.07 $25.06 $25.07 534,700
27/05/2026 $25.05 $25.06 $25.05 $25.06 377,200
26/05/2026 $25.06 $25.06 $25.05 $25.05 291,800
22/05/2026 $25.05 $25.05 $25.04 $25.05 293,900
21/05/2026 $25.04 $25.04 $25.03 $25.04 240,900
20/05/2026 $25.03 $25.04 $25.03 $25.04 236,100
19/05/2026 $25.03 $25.04 $25.03 $25.04 299,900