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Invesco S&P 500 High Beta ETF (SPHB)

73.52
-6.65
(-8.29%)
As of 2:33:06 PM EDT. Market Open.

Performance Overview: SPHB

Trailing returns as of 4/2/2025. Category is Mid-Cap Blend.

YTD Return

SPHB
9.40%
Category
0.60%

1-Year Return

SPHB
5.70%
Category
9.87%

3-Year Return

SPHB
2.59%
Category
6.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPHB
Category
YTD
-2.02%
0.60%
1-Month
-4.92%
-3.34%
3-Month
-6.60%
-6.36%
1-Year
3.73%
9.87%
3-Year
5.56%
6.85%
5-Year
17.93%
12.41%
10-Year
11.00%
8.62%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SPHB
Category
2024
8.48%
14.40%
2023
33.28%
16.00%
2022
-20.58%
-14.01%
2021
40.58%
23.40%
2020
25.63%
12.39%
2019
33.96%
26.21%
2018
-15.54%
-11.15%
2017
17.86%
15.93%

2016
26.21%
14.14%
2015
-12.83%
-4.75%
2014
12.68%
7.80%
2013
40.68%
34.10%
2012
17.93%
16.15%

ETF Summary

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC compiles, maintains and calculates the index, which is designed to measure the performance of the 100 constituents of the S&P 500® Index that have the highest sensitivity to market returns, or “beta,” over the past 12 months as determined by the index provider. The fund is non-diversified.

ETF Overview

Category Mid-Cap Blend
Fund Family Invesco
Net Assets 299.67M
YTD Daily Total Return -9.40%
Yield 0.82%
Legal Type Exchange Traded Fund

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