INVESCO S&P 500 ENHANCED VALUE ETF

Symbol: SPVU

Exchange: NYSE ARCA

Sector: Financial_Services

Category: Large Value

Inception Date: 09/10/2015

Latest Date: 02/04/2026

Current Price: $60.05

Expense Ratio: 0.13%

Assets Under Management
$126.2M
1.11% 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

-3.79%

Volatility

15.47%

Sharpe Ratio

-2.466

VaR 95%

-1.40%

CVaR 95%: -1.70%
Max Drawdown: -5.64%
Sortino Ratio: -4.086
Calmar Ratio: -6.12
Return

4.46%

Volatility

14.74%

Sharpe Ratio

1.070

VaR 95%

-1.32%

CVaR 95%: -1.59%
Max Drawdown: -6.79%
Sortino Ratio: 1.846
Calmar Ratio: 2.86
Return

10.77%

Volatility

13.72%

Sharpe Ratio

1.419

VaR 95%

-1.32%

CVaR 95%: -1.71%
Max Drawdown: -6.79%
Sortino Ratio: 2.259
Calmar Ratio: 3.40
Return

17.70%

Volatility

16.82%

Sharpe Ratio

0.845

VaR 95%

-1.37%

CVaR 95%: -2.46%
Max Drawdown: -7.99%
Sortino Ratio: 1.068
Calmar Ratio: 2.23
Return

27.23%

Volatility

15.62%

Sharpe Ratio

0.592

VaR 95%

-1.34%

CVaR 95%: -2.15%
Max Drawdown: -14.42%
Sortino Ratio: 0.821
Calmar Ratio: 0.89
Return

61.66%

Volatility

15.24%

Sharpe Ratio

0.907

VaR 95%

-1.40%

CVaR 95%: -2.04%
Max Drawdown: -14.42%
Sortino Ratio: 1.328
Calmar Ratio: 1.21

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.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.071%

Best Day

6.224%

09/04/2025
Worst Day

-6.074%

04/04/2025
Days with Data

250

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $59.39 $60.14 $59.39 $60.05 4,115
01/04/2026 $59.84 $60.09 $59.80 $59.90 6,352
31/03/2026 $58.71 $59.55 $58.67 $59.45 9,538
30/03/2026 $59.13 $59.13 $57.92 $58.18 7,239
27/03/2026 $59.26 $59.28 $58.61 $58.61 8,523
26/03/2026 $59.86 $59.86 $59.28 $59.28 19,507
25/03/2026 $59.98 $60.30 $59.98 $60.12 12,577
24/03/2026 $59.25 $60.12 $59.01 $59.80 13,819
23/03/2026 $59.55 $60.10 $59.41 $59.46 19,567
20/03/2026 $59.74 $59.74 $58.90 $59.21 18,858