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Issuer
Invesco
Inception Date
Dec 10, 2018
Leveraged
1x (No leverage)
Index Tracked
Invesco Variable Rate Preferred Shares UCITS ETF USD
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

VPAC.L Performance Chart

Invesco Variable Rate Preferred Shares UCITS ETF USD (VPAC.L) is up 2.0% since the beginning of the year. VPAC.L is currently trading at $60 per share. Investors who bought $1,000 worth of VPAC.L shares 5 years ago would now be looking at an investment worth $1,188.


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S&P 500 Index

Returns By Period

Invesco Variable Rate Preferred Shares UCITS ETF USD (VPAC.L) has returned 2.04% so far this year and 5.32% over the past 12 months.


Invesco Variable Rate Preferred Shares UCITS ETF USD

1D
-0.12%
1M
0.03%
6M
1.83%
YTD
2.04%
1Y
5.32%
3Y*
8.42%
5Y*
3.51%
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VPAC.L Monthly Returns History

Based on dividend-adjusted daily data since Dec 10, 2018, VPAC.L's average daily return is +0.02%, while the average monthly return is +0.47%. At this rate, an investment would double in approximately 12.3 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +9.3%, while the worst month was Mar 2020 at -14.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, VPAC.L closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.5%, while the worst single day was Mar 12, 2020 at -13.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.56%0.61%-1.68%1.72%0.61%0.30%-0.08%2.04%
20250.87%0.34%-0.32%-0.94%1.37%1.31%0.76%0.49%1.54%0.22%-0.09%0.62%6.34%
20242.28%0.53%1.43%-1.14%2.07%0.69%0.69%1.25%1.55%-0.11%1.05%0.09%10.84%
20235.73%-1.04%-4.04%1.06%-0.66%1.36%2.58%-0.50%-0.34%-2.46%4.81%2.84%9.27%
2022-1.84%-2.44%-0.37%-2.70%-2.12%-3.37%4.22%-0.19%-3.23%-0.73%2.25%0.65%-9.70%
2021-0.08%-0.63%1.18%1.21%0.60%0.84%0.72%0.27%0.05%-0.35%-1.30%1.12%3.64%

Benchmark Metrics

Invesco Variable Rate Preferred Shares UCITS ETF USD has an annualized alpha of 2.19%, beta of 0.28, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since December 10, 2018.

  • This ETF participated in 35.11% of S&P 500 Index downside but only 30.67% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.28 may look defensive, but with R2 of 0.25 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 0.25 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
2.19%
Beta
0.28
0.25
Upside Capture
30.67%
Downside Capture
35.11%

Expense Ratio

VPAC.L has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

VPAC.L ranks 65 for risk / return — better than 65% 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.


VPAC.L Risk / Return Rank: 6565
Overall Rank
VPAC.L Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
VPAC.L Sortino Ratio Rank: 6464
Sortino Ratio Rank
VPAC.L Omega Ratio Rank: 6767
Omega Ratio Rank
VPAC.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
VPAC.L Martin Ratio Rank: 6969
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 Variable Rate Preferred Shares UCITS ETF USD (VPAC.L) 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.


VPAC.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.32

1.31

+0.01

Calmar ratioReturn relative to maximum drawdown

2.54

2.35

+0.19

Martin ratioReturn relative to average drawdown

9.98

10.19

-0.21

Dividends

Dividend History


Invesco Variable Rate Preferred Shares UCITS ETF USD doesn't pay dividends

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 Variable Rate Preferred Shares UCITS ETF USD. 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 Variable Rate Preferred Shares UCITS ETF USD was 34.25%, occurring on Mar 23, 2020. Recovery took 171 trading sessions.

The current Invesco Variable Rate Preferred Shares UCITS ETF USD drawdown is 0.33%.


Drawdown

Fall

Recovery

Underwater

Related event

-34.25%Mar 2020
1mo 4d8mo 6d
9mo 10dFeb 2020 - Nov 2020
COVID crash2020
-13.89%Oct 2022
1y 28d1y 4mo
2y 5moSep 2021 - Feb 2024
Bear market2022
-3.40%Apr 2025
1mo 8d1mo 3d
2mo 11dMar 2025 - May 2025
2025 selloff2025
-2.02%Mar 2026
1mo1mo 12d
2mo 12dFeb 2026 - May 2026
-1.58%Jan 2025
25d17d
1mo 12dDec 2024 - Jan 2025

Drawdown Indicators


VPAC.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.25%

-56.78%

+22.53%

Max Drawdown (1Y)

Largest decline over 1 year

-2.02%

-9.10%

+7.08%

Max Drawdown (3Y)

Largest decline over 3 years

-3.40%

-18.90%

+15.50%

Max Drawdown (5Y)

Largest decline over 5 years

-13.89%

-25.43%

+11.54%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.33%

-0.49%

+0.16%

Average Drawdown

Average peak-to-trough decline

-3.14%

-10.70%

+7.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.52%

2.09%

-1.57%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with VPAC.L

Add Invesco Variable Rate Preferred Shares UCITS ETF USD 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 VPAC.L