PortfoliosLab logoPortfoliosLab logo
ISIN
US46138G7060
CUSIP
46138G706
Issuer
Invesco
Inception Date
Apr 15, 2008
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
MAC Global Solar Energy Index
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$2B

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

TAN Performance Chart

Invesco Solar ETF (TAN) is up 19.2% since the beginning of the year. TAN is currently trading at $59 per share. Investors who bought $1,000 worth of TAN shares 5 years ago would now be looking at an investment worth $693.


Loading charts...

S&P 500 Index

Returns By Period

Invesco Solar ETF (TAN) has returned 19.22% so far this year and 82.66% over the past 12 months. Over the last ten years, TAN has returned 12.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.


Invesco Solar ETF

1D
-4.17%
1M
-11.21%
YTD
19.22%
6M
16.19%
1Y
82.66%
3Y*
-4.69%
5Y*
-7.06%
10Y*
12.35%

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TAN Monthly Returns History

Based on dividend-adjusted daily data since Apr 15, 2008, TAN's average daily return is +0.01%, while the average monthly return is +0.28%. At this rate, an investment would double in approximately 20.7 years.

Historically, 50% of months were positive and 50% were negative. The best month was Mar 2009 with a return of +29.7%, while the worst month was Oct 2008 at -42.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TAN closed higher 50% of trading days. The best single day was Nov 24, 2008 with a return of +21.9%, while the worst single day was Nov 20, 2008 at -18.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.63%2.14%1.29%4.85%26.57%-20.79%19.22%
20252.05%-4.29%-5.84%-6.83%13.99%5.90%7.41%12.91%5.01%12.58%-0.43%0.43%48.31%
2024-20.58%1.84%5.14%-11.11%19.71%-16.71%4.77%-2.02%4.43%-7.61%-7.53%-9.63%-37.61%
202310.78%-8.06%4.50%-7.27%-2.79%2.06%-4.03%-15.04%-11.06%-18.94%9.19%16.49%-26.79%
2022-14.93%9.15%5.58%-14.88%10.70%0.41%19.86%-1.45%-12.71%-3.17%17.82%-13.15%-5.24%
20215.77%-6.78%-9.43%-9.39%-4.86%12.92%-4.10%-0.05%-6.63%23.95%-9.70%-13.99%-25.10%

Benchmark Metrics

Invesco Solar ETF has an annualized alpha of -12.08%, beta of 1.43, and R2 of 0.41 versus S&P 500 Index. Calculated based on daily prices since April 15, 2008.

  • This ETF participated in 174.14% of S&P 500 Index downside but only 128.63% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.41 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
-12.08%
Beta
1.43
0.41
Upside Capture
128.63%
Downside Capture
174.14%

Expense Ratio

TAN has an expense ratio of 0.69%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TAN ranks 68 for risk / return — better than 68% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


TAN Risk / Return Rank: 6868
Overall Rank
TAN Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
TAN Sortino Ratio Rank: 6363
Sortino Ratio Rank
TAN Omega Ratio Rank: 5555
Omega Ratio Rank
TAN Calmar Ratio Rank: 7979
Calmar Ratio Rank
TAN Martin Ratio Rank: 7070
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 Solar ETF (TAN) 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.


TANBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.38

Sortino ratioReturn per unit of downside risk

+0.37

Omega ratioGain probability vs. loss probability

1.33

1.32

+0.01

Calmar ratioReturn relative to maximum drawdown

3.97

2.46

+1.51

Martin ratioReturn relative to average drawdown

12.49

10.92

+1.57

Dividends

Dividend History

Invesco Solar ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.00$0.00$0.17$0.05$0.00$0.00$0.09$0.09$0.13$0.44$0.83$0.49

Dividend yield

0.00%0.00%0.50%0.09%0.00%0.00%0.09%0.30%0.69%1.77%5.04%1.60%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco Solar 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 Solar ETF was 95.29%, occurring on Nov 20, 2012. The portfolio has not yet recovered.

The current Invesco Solar ETF drawdown is 73.11%.


Related event

Drawdown

Fall

Recovery

Underwater

2012 bear market2012
-95.29%Nov 2012
4y 6mo
18y 1moMay 2008 - now
Financial crisis2007–2009
-6.53%May 2008
14d12d
26dApr 2008 - May 2008
Financial crisis2007–2009
-0.10%May 2008
0s1d
1dMay 2008 - May 2008

Drawdown Indicators


TANBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-95.29%

-56.78%

-38.51%

Max Drawdown (1Y)

Largest decline over 1 year

-20.94%

-9.10%

-11.84%

Max Drawdown (3Y)

Largest decline over 3 years

-64.40%

-18.90%

-45.50%

Max Drawdown (5Y)

Largest decline over 5 years

-73.95%

-25.43%

-48.52%

Max Drawdown (10Y)

Largest decline over 10 years

-78.53%

-33.92%

-44.61%

Current Drawdown

Current decline from peak

-73.11%

-3.21%

-69.90%

Average Drawdown

Average peak-to-trough decline

-78.47%

-10.71%

-67.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.64%

2.04%

+4.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with TAN

Add Invesco Solar ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with TAN