INVESCO S&P 500 DOWNSIDE HEDGED ETF
Symbol: PHDG
Exchange: NYSE ARCA
Sector: Technology
Category: Equity Hedged
Inception Date: 06/12/2012
Latest Date: 02/04/2026
Current Price: $37.91
Expense Ratio: 0.39%
Assets Under Management
$64.9M
0.13% daily change
Period Performance
Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.
Adjusted Return
--
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Performance Metrics
Return
-0.81%
Volatility
9.37%
Sharpe Ratio
-1.299
VaR 95%
-0.77%
CVaR 95%:
-0.82%
Max Drawdown:
-3.36%
Sortino Ratio:
-3.066
Calmar Ratio:
-2.54
Return
1.47%
Volatility
8.28%
Sharpe Ratio
0.301
VaR 95%
-0.67%
CVaR 95%:
-1.06%
Max Drawdown:
-3.36%
Sortino Ratio:
0.429
Calmar Ratio:
1.82
Return
1.57%
Volatility
8.98%
Sharpe Ratio
-0.050
VaR 95%
-0.81%
CVaR 95%:
-1.19%
Max Drawdown:
-3.52%
Sortino Ratio:
-0.076
Calmar Ratio:
0.90
Return
6.01%
Volatility
10.70%
Sharpe Ratio
0.225
VaR 95%
-0.82%
CVaR 95%:
-1.54%
Max Drawdown:
-7.66%
Sortino Ratio:
0.253
Calmar Ratio:
0.79
Return
7.90%
Volatility
10.63%
Sharpe Ratio
0.025
VaR 95%
-0.91%
CVaR 95%:
-1.53%
Max Drawdown:
-14.79%
Sortino Ratio:
0.031
Calmar Ratio:
0.26
Return
21.91%
Volatility
10.48%
Sharpe Ratio
0.308
VaR 95%
-0.91%
CVaR 95%:
-1.46%
Max Drawdown:
-14.79%
Sortino Ratio:
0.418
Calmar Ratio:
0.46
Daily Returns for Period 12M
Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.
Average Daily Return
0.026%
Best Day
1.867%
18/12/2025
Worst Day
-5.571%
04/04/2025
Days with Data
251
Recent Price History (Last 90 Days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 02/04/2026 | $37.86 | $37.99 | $37.86 | $37.91 | 4,700 |
| 01/04/2026 | $37.78 | $37.94 | $37.78 | $37.92 | 1,000 |
| 31/03/2026 | $37.45 | $37.79 | $37.45 | $37.79 | 1,700 |
| 30/03/2026 | $37.41 | $37.50 | $37.32 | $37.33 | 10,300 |
| 27/03/2026 | $37.63 | $37.63 | $37.53 | $37.55 | 10,400 |
| 26/03/2026 | $37.84 | $37.87 | $37.67 | $37.69 | 2,200 |
| 25/03/2026 | $37.89 | $37.93 | $37.85 | $37.85 | 2,600 |
| 24/03/2026 | $37.78 | $37.78 | $37.78 | $37.78 | 600 |
| 23/03/2026 | $37.85 | $37.89 | $37.80 | $37.82 | 6,700 |
| 20/03/2026 | $37.83 | $37.88 | $37.83 | $37.86 | 1,900 |