- Issuer
- Invesco
- Inception Date
- Sep 7, 2022
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
IQSE.DE Performance Chart
Invesco Global Active ESG Equity UCITS ETF EUR PfHedged Acc (IQSE.DE) is up 15.3% since the beginning of the year. IQSE.DE is currently trading at €102 per share. Investors who bought €1,000 worth of IQSE.DE shares 5 years ago would now be looking at an investment worth €1,899.
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Returns By Period
Invesco Global Active ESG Equity UCITS ETF EUR PfHedged Acc (IQSE.DE) has returned 15.26% so far this year and 28.52% over the past 12 months.
Invesco Global Active ESG Equity UCITS ETF EUR PfHedged Acc
- 1D
- 0.51%
- 1M
- 1.73%
- 6M
- 15.25%
- YTD
- 15.26%
- 1Y
- 28.52%
- 3Y*
- 22.25%
- 5Y*
- 13.68%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.43%
- 1M
- 0.48%
- 6M
- 11.83%
- YTD
- 12.30%
- 1Y
- 22.52%
- 3Y*
- 17.03%
- 5Y*
- 12.27%
- 10Y*
- 13.23%
IQSE.DE Monthly Returns History
Based on dividend-adjusted daily data since Jul 30, 2019, IQSE.DE's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, an investment would double in approximately 4.8 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +10.2%, while the worst month was Mar 2020 at -10.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, IQSE.DE closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.5%, while the worst single day was Mar 12, 2020 at -11.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.97% | 2.17% | -7.11% | 10.19% | 5.38% | 2.71% | -0.14% | 15.26% | |||||
| 2025 | 4.19% | -3.20% | -4.22% | -0.68% | 7.36% | 2.53% | 2.69% | 0.14% | 3.26% | 2.61% | 1.11% | 2.30% | 19.02% |
| 2024 | 4.55% | 5.15% | 5.65% | -3.46% | 2.18% | 3.10% | 0.55% | 0.83% | 1.86% | -0.51% | 5.77% | -3.31% | 24.13% |
| 2023 | 7.06% | -0.25% | -1.36% | 0.39% | -0.68% | 8.29% | 2.22% | -2.02% | -2.70% | -3.92% | 8.66% | 5.78% | 22.41% |
| 2022 | -4.47% | -1.38% | 2.84% | -4.45% | -2.20% | -9.52% | 5.73% | -2.59% | -8.01% | 7.99% | 4.95% | -3.16% | -14.80% |
| 2021 | 1.23% | 1.87% | 6.84% | 2.64% | 2.22% | 1.49% | 1.80% | 2.64% | -3.83% | 2.79% | -1.18% | 5.93% | 26.85% |
Benchmark Metrics
Invesco Global Active ESG Equity UCITS ETF EUR PfHedged Acc has an annualized alpha of 7.65%, beta of 0.42, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since July 30, 2019.
- This ETF participated in 93.00% of S&P 500 Index downside but only 90.58% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.42 may look defensive, but with R2 of 0.23 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 0.23 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 7.65%
- Beta
- 0.42
- R²
- 0.23
- Upside Capture
- 90.58%
- Downside Capture
- 93.00%
Expense Ratio
IQSE.DE has an expense ratio of 0.30%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IQSE.DE ranks 85 for risk / return — in the top 85% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Invesco Global Active ESG Equity UCITS ETF EUR PfHedged Acc (IQSE.DE) 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.
| IQSE.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.35 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.50 | 3.18 | +0.32 |
| Martin ratioReturn relative to average drawdown | 14.74 | 11.76 | +2.98 |
Dividends
Dividend History
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 Global Active ESG Equity UCITS ETF EUR PfHedged Acc. 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 Global Active ESG Equity UCITS ETF EUR PfHedged Acc was 33.78%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
The current Invesco Global Active ESG Equity UCITS ETF EUR PfHedged Acc drawdown is 0.20%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.78%Mar 2020 | 1mo 9d | 8mo 6d | 9mo 15dFeb 2020 - Nov 2020 |
Bear market2022 | -23.46%Sep 2022 | 8mo 26d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
2025 selloff2025 | -18.04%Apr 2025 | 4mo 4d | 2mo 19d | 6mo 23dDec 2024 - Jun 2025 |
2024 pullback2024 | -9.27%Aug 2024 | 19d | 1mo 15d | 2mo 4dJul 2024 - Sep 2024 |
2026 pullback2026 | -8.11%Mar 2026 | 1mo 2d | 16d | 1mo 18dFeb 2026 - Apr 2026 |
Drawdown Indicators
| IQSE.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.78% | -51.62% | +17.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -7.57% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -18.04% | -23.99% | +5.95% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -23.99% | +0.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -0.20% | -0.43% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -9.08% | +4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 2.04% | -0.11% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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