All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPHB: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SPHB real return snapshot: after CPI-U inflation, SPHB returned +32.70% over the past year and +27.57% YTD, with dividends reinvested. Since May 5, 2011, SPHB is up +411.06% in real purchasing-power return, or +11.15%/yr, and is currently −2.13% below its real total-return high on Jun. 22, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Thu 2011-05-05💬 to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
SPHB × 		+411.06%
+11.15%/yr 		+10.80%/yr
R2=0.914
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Fri 2026-10-09 Start
Value 		End
Value
SPHB × 		$10,000.00
2011-05-05 		$51,106.15
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
SPHB × 		+27.57% +32.70%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPHB × 		−2.13%
on 2026-10-09
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
SPHB × 		+32.70% +61.97%
+27.27%/yr 		+107.55%
+27.56%/yr 		+74.07%
+11.72%/yr 		+279.51%
+14.27%/yr

Annual Returns

Year SPHB
2026 (YTD) +27.57%
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%