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Issuer
Invesco
Inception Date
Dec 2, 2020
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$172M

Share Price Chart


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Performance

GTOQ Performance Chart

Invesco High Yield Systematic Bond ETF (GTOQ) is up 1.8% since the beginning of the year. GTOQ is currently trading at $22 per share. Investors who bought $1,000 worth of GTOQ shares 5 years ago would now be looking at an investment worth $1,210.


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S&P 500 Index

Returns By Period

Invesco High Yield Systematic Bond ETF (GTOQ) has returned 1.79% so far this year and 6.53% over the past 12 months.


Invesco High Yield Systematic Bond ETF

1D
-0.19%
1M
0.51%
YTD
1.79%
6M
2.02%
1Y
6.53%
3Y*
9.00%
5Y*
3.89%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GTOQ Monthly Returns History

Based on dividend-adjusted daily data since Dec 3, 2020, GTOQ's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, an investment would double in approximately 15.6 years.

Historically, 63% of months were positive and 37% were negative. The best month was Jul 2022 with a return of +5.4%, while the worst month was Jun 2022 at -6.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, GTOQ closed higher 48% of trading days. The best single day was Apr 9, 2025 with a return of +2.4%, while the worst single day was Jun 13, 2022 at -2.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.69%-0.26%-1.44%1.89%0.81%0.12%1.79%
20251.37%0.97%-1.25%-1.29%2.44%2.12%-0.04%1.38%1.00%0.00%0.47%0.65%8.04%
20240.02%-0.19%1.85%-1.64%1.81%0.72%1.92%1.10%1.34%-0.19%1.64%-0.46%8.13%
20234.22%-0.92%0.83%0.68%-1.09%2.38%1.53%0.15%-1.13%-1.34%4.72%3.55%14.17%
2022-2.29%-1.05%-0.88%-3.47%-0.39%-6.36%5.44%-2.94%-4.51%2.98%2.72%-1.53%-12.17%
20211.11%0.33%0.12%1.17%0.26%1.23%0.17%0.52%-0.09%-0.32%-1.01%1.77%5.37%

Benchmark Metrics

Invesco High Yield Systematic Bond ETF has an annualized alpha of 1.13%, beta of 0.23, and R2 of 0.47 versus S&P 500 Index. Calculated based on daily prices since December 03, 2020.

  • This ETF participated in 39.73% of S&P 500 Index downside but only 28.88% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.23 may look defensive, but with R2 of 0.47 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.47 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
1.13%
Beta
0.23
0.47
Upside Capture
28.88%
Downside Capture
39.73%

Expense Ratio

GTOQ has an expense ratio of 0.39%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GTOQ ranks 54 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


GTOQ Risk / Return Rank: 5454
Overall Rank
GTOQ Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
GTOQ Sortino Ratio Rank: 5757
Sortino Ratio Rank
GTOQ Omega Ratio Rank: 5555
Omega Ratio Rank
GTOQ Calmar Ratio Rank: 4646
Calmar Ratio Rank
GTOQ Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco High Yield Systematic Bond ETF (GTOQ) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GTOQBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

1.33

1.37

-0.03

Calmar ratioReturn relative to maximum drawdown

2.22

2.78

-0.56

Martin ratioReturn relative to average drawdown

9.50

12.44

-2.94

Dividends

Dividend History

Invesco High Yield Systematic Bond ETF provided a 7.40% dividend yield over the last twelve months, with an annual payout of $1.65 per share.


5.00%5.50%6.00%6.50%7.00%$0.00$0.50$1.00$1.5020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$1.65$1.60$1.62$1.51$1.30$1.23

Dividend yield

7.40%7.04%7.20%6.76%6.17%4.86%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco High Yield Systematic Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.13$0.12$0.12$0.13$0.13$0.13$0.75
2025$0.14$0.14$0.14$0.13$0.15$0.13$0.13$0.12$0.13$0.15$0.13$0.13$1.60
2024$0.13$0.13$0.14$0.14$0.12$0.13$0.14$0.14$0.14$0.14$0.14$0.13$1.62
2023$0.12$0.11$0.13$0.12$0.13$0.12$0.13$0.13$0.13$0.13$0.13$0.14$1.51
2022$0.09$0.09$0.10$0.10$0.11$0.10$0.11$0.11$0.11$0.12$0.11$0.14$1.30
2021$0.10$0.09$0.10$0.09$0.10$0.09$0.09$0.09$0.09$0.09$0.09$0.20$1.23

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco High Yield Systematic Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco High Yield Systematic Bond ETF was 15.96%, occurring on Sep 30, 2022. Recovery took 311 trading sessions.

The current Invesco High Yield Systematic Bond ETF drawdown is 0.23%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-15.96%Sep 2022
1y 8d1y 2mo
2y 3moSep 2021 - Dec 2023
2025 selloff2025
-5.25%Apr 2025
1mo 6d1mo 26d
3mo 2dMar 2025 - Jun 2025
2026 pullback2026
-2.95%Mar 2026
1mo 2d21d
1mo 23dFeb 2026 - Apr 2026
2024 pullback2024
-2.02%Apr 2024
19d20d
1mo 9dMar 2024 - May 2024
2024 pullback2024
-1.51%Dec 2024
10d1mo 3d
1mo 13dDec 2024 - Jan 2025

Drawdown Indicators


GTOQBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-15.96%

-56.78%

+40.82%

Max Drawdown (1Y)

Largest decline over 1 year

-2.95%

-9.10%

+6.15%

Max Drawdown (3Y)

Largest decline over 3 years

-5.25%

-18.90%

+13.65%

Max Drawdown (5Y)

Largest decline over 5 years

-15.96%

-25.43%

+9.47%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.23%

-1.80%

+1.57%

Average Drawdown

Average peak-to-trough decline

-3.28%

-10.71%

+7.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

2.03%

-1.34%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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