Invesco Comstock Contrarian Equity ETF (CSTK) Performance
CSTK total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.6% since Dec 31, 2025
- 1 year
- +21.2% total return
- Since first price
- +38.0% since 2025
CSTK trailing returns vs SPY, QQQ, AGG
| Period | CSTK total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.9% | +1.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.6% | +2.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.6% | +8.8% | +7.8% | +8.4% | −1.5% |
| YTD | +16.6% | +15.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +21.2% | +18.8% | +14.4% | +15.9% | −1.1% |
| Since inceptionMay 7, 2025 | +38.0% | +34.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: CSTK vs SPY
From May 7, 2025: CSTK grew to $13,795, SPY to $13,768.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CSTK returns by calendar year
2026 is year to date.
CSTK annual returns table
| Year | CSTK | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.6% | −8.9% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
CSTK risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +21.3% |
| Volatility (annualized) | 11.0% |
| Sharpe ratio | 1.49 |
| Sortino ratio | 2.80 |
| Best month | +9.0% |
| Worst month | −5.5% |
| Best 12 months | +27.3% |
| Worst 12 months | +18.0% |
| Positive months | 81% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
CSTK rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 6 | +18.0% | +23.2% | +27.3% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
CSTK performance overview
Invesco Comstock Contrarian Equity ETF (CSTK) returned +21.2% over the past year, with distributions reinvested. Since its first recorded price on May 7, 2025 it has returned +38.0%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: CSTK chart, CSTK holdings, CSTK dividends, CSTK valuation. See the CSTK overview for the latest quote and fund facts.
CSTK performance FAQ
What is the CSTK return over the past year?
CSTK returned +21.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 18.8%.
How much would $10,000 invested in CSTK be worth?
$10,000 invested in CSTK at its first recorded close on May 7, 2025 would be worth about $13,795 on October 23, 2026 with distributions reinvested.
How volatile is CSTK?
Over the past history CSTK had an annualized volatility of 11.0% and a Sharpe ratio of 1.49 (excess return over 1–3 month T-bills per unit of risk).