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)

×
Thu 2011-05-05? to Thu 2020-12-31?
SPHB ×
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Returns

Thu 2011-05-05? to Thu 2020-12-31? Overall
Return 		Exponential
Trendline
SPHB × 		+132.37%
+9.12%/yr 		+8.99%/yr
(R2=0.789)
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-05-05? to Thu 2020-12-31? Start
Value 		End
Value
SPHB × 		$10,000.00
2011-05-05 		$23,236.91
2020-12-31
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Annual Returns

Year SPHB
2025 (YTD) −7.44%
2024 +5.44%
2023 +28.97%
2022 −25.41%
2021 +31.33%
2020 +23.86%
2019 +30.96%
2018 −17.11%
2017 +15.43%
2016 +23.63%
2015 −13.48%
2014 +11.83%
2013 +38.63%
2012 +15.92%
2011 −22.11%

Drawdowns

Thu 2011-05-05? to Thu 2020-12-31? Final
Drawdown 		Worst
Drawdown
SPHB × 		−1.53% −46.99%
2020-03-23
Invesco S&P 500 High Beta ETF Exchange-Traded Fund