All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SPHB real return snapshot: after CPI-U inflation, SPHB returned +61.74% over the past year and +22.94% YTD, with dividends reinvested. Since May 5, 2011, SPHB is up +392.50% in real purchasing-power return, or +11.16%/yr, and is currently at its real total-return high.
| Thu 2011-05-05💬 to Thu 2026-05-28 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPHB × |
+22.94%
2026-05-28 |
+61.74%
2026-05-28 |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Thu 2011-05-05💬 to Thu 2026-05-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPHB × |
+392.50%
+11.16%/yr |
+10.52%/yr
(R2=0.911) |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Thu 2011-05-05💬 to Thu 2026-05-28 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPHB × |
$10,000.00
2011-05-05 |
$49,250.41
2026-05-28 |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Year | SPHB |
|---|---|
| 2026 (YTD) | +22.94% |
| 2025 | +29.42% |
| 2024 | +5.44% |
| 2023 | +28.96% |
| 2022 | −25.41% |
| 2021 | +31.34% |
| 2020 | +23.87% |
| 2019 | +30.97% |
| 2018 | −17.13% |
| 2017 | +15.43% |
| 2016 | +23.65% |
| 2015 | −13.49% |
| 2014 | +11.84% |
| 2013 | +38.60% |
| 2012 | +15.92% |
| 2011 | −22.10% |
| Thu 2011-05-05💬 to Thu 2026-05-28 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPHB × | — |
−46.99%
2020-03-23 from 2020-01-17 peak |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-05-28 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPHB × | +61.74% |
+67.06% +29.28%/yr |
+97.75% +25.46%/yr |
+61.61% +10.08%/yr |
+295.51% +14.74%/yr |
|
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
