SPHB YTD Return
Start date: 12/31/2021
End date: 06/28/2022
Start price/share: $79.02
End price/share: $60.46
Starting shares: 126.55
Ending shares: 127.04
Dividends reinvested/share: $0.27
SPHB YTD return: -23.19%
Annualized Gain: -47.55%
Starting investment: $10,000.00
Ending investment: $7,681.00


SPHB YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Compare SPHB YTD return (see YTD Return Meaning) versus benchmarks:

YTD Return S&P
YTD Return Dow
YTD Return Nasdaq 100
YTD Return Russell 2000
YTD Return Gold
YTD Return 10 Year Treasury
YTD Return By Sector
YTD Return on $10,000.00
With Dividends Reinvested Into SPHB


Also see: SPHB Average Annual Return
PowerShares S&P 500 High Beta Portfolio is an open-end management investment company. The Fund seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® High Beta Index. The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. Beta is a measure of how closely correlated a stock's returns are to that of the market, which for the underlying index includes all of the stocks included in the S&P 500® Index. As of Oct 31 2013, the Fund's total assets were $533,200,311 and the Fund's investment portfolio was valued at $530,109,921. The SPHB YTD return is shown above.

The YTD Return on the SPHB YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether SPHB YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the SPHB YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Invesco Exchange-Traded Fund Trust II - S and P 500 High Beta ETF (SPHB) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

SPHY YTD Return
SPIB YTD Return
SPLB YTD Return
SPLG YTD Return
SPSB YTD Return
SPTL YTD Return
SPTM YTD Return
SPTS YTD Return
SPXL YTD Return
SPXS YTD Return
More Financials companies »

 

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