All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SPHB total return snapshot: SPHB returned +39.75% over the past year and +33.56% YTD, with dividends reinvested. Since May 5, 2011, SPHB is up +670.30% in nominal total return, or +14.16%/yr, and is currently −0.67% below its total-return high on Jun. 22, 2026.
Data ending Mon Oct. 5, 2026
| Thu 2011-05-05💬 to Mon 2026-10-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPHB × |
+670.30%
+14.16%/yr |
+13.78%/yr
R2=0.939 |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Thu 2011-05-05💬 to Mon 2026-10-05 |
Start
Value |
End
Value |
|---|---|---|
| SPHB × |
$10,000.00
2011-05-05 |
$77,030.10
2026-10-05 |
| YTD | YoY | |
|---|---|---|
| SPHB × | +33.56% | +39.75% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPHB × |
−0.67%
on 2026-10-05 from 2026-06-22 peak |
−46.84%
on 2020-03-23 from 2020-01-17 peak |
| Period ending Mon 2026-10-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPHB × | +39.75% |
+76.66% +32.91%/yr |
+132.27% +32.43%/yr |
+116.60% +16.72%/yr |
+427.94% +18.10%/yr |
| Year | SPHB |
|---|---|
| 2026 (YTD) | +33.56% |
| 2025 | +32.88% |
| 2024 | +8.48% |
| 2023 | +33.28% |
| 2022 | −20.59% |
| 2021 | +40.58% |
| 2020 | +25.56% |
| 2019 | +33.96% |
| 2018 | −15.55% |
| 2017 | +17.87% |
| 2016 | +26.21% |
| 2015 | −12.85% |
| 2014 | +12.68% |
| 2013 | +40.68% |
| 2012 | +17.93% |
| 2011 | −21.89% |
