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 +42.15% over the past year and +20.45% YTD, with dividends reinvested. Since May 5, 2011, SPHB is up +382.54% in real purchasing-power return, or +10.93%/yr, and is currently −7.13% below its real total-return high on Jun. 22, 2026.
Data ending Tue Jul. 7, 2026
| Thu 2011-05-05💬 to Tue 2026-07-07 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPHB × |
+20.45%
2026-07-07 |
+42.15%
2026-07-07 |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Thu 2011-05-05💬 to Tue 2026-07-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPHB × |
+382.54%
+10.93%/yr |
+10.61%/yr
(R2=0.911) |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Thu 2011-05-05💬 to Tue 2026-07-07 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPHB × |
$10,000.00
2011-05-05 |
$48,254.12
2026-07-07 |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Year | SPHB |
|---|---|
| 2026 (YTD) | +20.45% |
| 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 Tue 2026-07-07 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPHB × |
−7.13%
from 2026-06-22 peak |
−46.99%
2020-03-23 from 2020-01-17 peak |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Period ending Tue 2026-07-07 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPHB × | +42.15% |
+62.02% +27.29%/yr |
+78.73% +21.36%/yr |
+66.98% +10.80%/yr |
+310.31% +15.16%/yr |
|
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
