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 +37.76% over the past year and +23.13% YTD, with dividends reinvested. Since May 5, 2011, SPHB is up +393.25% in real purchasing-power return, or +10.97%/yr, and is currently −5.54% below its real total-return high on Jun. 22, 2026.
Data ending Fri Sep. 4, 2026
| Thu 2011-05-05💬 to Fri 2026-09-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPHB × |
+393.25%
+10.97%/yr |
+10.73%/yr
R2=0.913 |
||||
| Invesco S&P 500 High Beta ETF Exchange-Traded Fund | ||||||
| Thu 2011-05-05💬 to Fri 2026-09-04 |
Start
Value |
End
Value |
|---|---|---|
| SPHB × |
$10,000.00
2011-05-05 |
$49,325.17
2026-09-04 |
| YTD | YoY | |
|---|---|---|
| SPHB × | +23.13% | +37.76% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPHB × |
−5.54%
on 2026-09-04 from 2026-06-22 peak |
−46.99%
on 2020-03-23 from 2020-01-17 peak |
| Period ending Fri 2026-09-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPHB × | +37.76% |
+72.25% +31.25%/yr |
+82.10% +22.11%/yr |
+68.75% +11.03%/yr |
+273.89% +14.10%/yr |
| Year | SPHB |
|---|---|
| 2026 (YTD) | +23.13% |
| 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% |
