Invesco MSCI Sustainable Future ETF (ERTH) Performance
ERTH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −12.4% since Dec 31, 2025
- 1 year
- −13.0% total return
- 5 years
- −8.7% a year
- 10 years
- +4.9% a year
- Since first price
- +4.0% a year since 2006
ERTH trailing returns vs SPY, QQQ, AGG
| Period | ERTH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −6.5% | −6.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −10.4% | −10.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −16.8% | −17.7% | +7.8% | +8.4% | −1.5% |
| YTD | −12.4% | −13.5% | +12.3% | +15.1% | −1.0% |
| 1 year | −13.0% | −14.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +8.3%+2.7%/yr | +3.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −36.7%−8.7%/yr | −40.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +62.0%+4.9%/yr | +27.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +146.8%+6.2%/yr | +85.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionOct 24, 2006 | +120.9%+4.0%/yr | +65.0% | — | — | — |
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: ERTH vs SPY
From Oct 24, 2006: ERTH grew to $22,092, SPY to $79,449.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ERTH returns by calendar year
13 of 19 full years positive. Best 2020 (+51.0%), worst 2008 (−49.2%). 2026 is year to date.
ERTH annual returns table
| Year | ERTH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −12.4% | −19.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.5% | −17.4% | +17.7% | +20.8% | +7.2% |
| 2024 | −13.6% | −15.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +0.1% | −27.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −27.6% | −32.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +2.6% | −16.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +51.0% | −36.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +36.8% | −10.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.5% | −22.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +30.5% | −4.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.4% | −11.1% | +12.0% | +7.1% | +2.4% |
| 2015 | +2.3% | −18.4% | +1.2% | +9.4% | +0.5% |
| 2014 | −8.2% | −20.0% | +13.5% | +19.2% | +6.0% |
| 2013 | +38.8% | −7.3% | +32.3% | +36.6% | −2.0% |
| 2012 | +8.7% | −20.1% | +16.0% | +18.1% | +3.8% |
| 2011 | −17.8% | −34.4% | +1.9% | +3.4% | +7.7% |
| 2010 | +7.6% | −19.8% | +15.1% | +19.9% | +6.4% |
| 2009 | +35.6% | −31.9% | +26.4% | +54.7% | +3.0% |
| 2008 | −49.2% | −64.2% | −36.8% | −41.7% | +7.9% |
| 2007 | +41.9% | −12.2% | +5.1% | +19.0% | +6.6% |
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.
ERTH largest drawdowns
Now 41.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 26, 2007 | −64.5% | Nov 20, 2008 | Feb 23, 2017 | 11 months | 9.2 years |
| Nov 1, 2021 | −51.7% | Apr 8, 2025 | not yet | 3.4 years | 5.0 years so far |
| Feb 20, 2020 | −36.6% | Mar 18, 2020 | Jul 17, 2020 | 27 days | 5 months |
| Jan 26, 2018 | −22.0% | Dec 24, 2018 | Apr 18, 2019 | 11 months | 1.2 years |
| Jan 7, 2021 | −16.5% | May 13, 2021 | Oct 28, 2021 | 4 months | 10 months |
| Jul 13, 2007 | −12.2% | Aug 16, 2007 | Oct 1, 2007 | 34 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ERTH risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | −0.1% | −6.6% | +5.0% | +4.2% |
| Volatility (annualized) | 19.0% | 22.0% | 21.6% | 22.7% |
| Sharpe ratio | -0.14 | -0.36 | 0.23 | 0.24 |
| Sortino ratio | -0.19 | -0.47 | 0.33 | 0.33 |
| Best month | +10.2% | +13.9% | +17.5% | +20.2% |
| Worst month | −13.0% | −13.0% | −20.0% | −30.0% |
| Best 12 months | +28.6% | +28.6% | +101.3% | +101.3% |
| Worst 12 months | −13.6% | −33.2% | −33.2% | −52.6% |
| Positive months | 56% | 50% | 57% | 56% |
| Beta vs S&P 500 | 0.89 | 0.99 | 1.09 | — |
| Correlation with S&P 500 | 0.58 | 0.70 | 0.78 | — |
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.
ERTH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 229 | −52.6% | +5.9% | +101.3% | 59% |
| 3-year (a year) | 205 | −16.2% | +6.2% | +29.4% | 71% |
| 5-year (a year) | 181 | −9.6% | +6.3% | +24.0% | 77% |
| 10-year (a year) | 121 | +2.4% | +7.6% | +14.7% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
ERTH performance overview
Invesco MSCI Sustainable Future ETF (ERTH) returned −13.0% over the past year and +4.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +4.0% a year, turning $10,000 into about $22,092. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −64.5%, from Dec 26, 2007 to Nov 20, 2008, and it took 8.3 years to get back to the old high. ERTH finished 13 of its 19 full calendar years with a gain; the best year was 2020 (+51.0%) and the worst 2008 (−49.2%). Volatility has been 22.7% a year.
Related: ERTH chart, ERTH holdings, ERTH dividends. See the ERTH overview for the latest quote and fund facts.
ERTH performance FAQ
What is the ERTH return over the past year?
ERTH returned −13.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 14.5%.
What is the average annual return of ERTH?
ERTH has returned −8.7% a year over 5 years, +4.9% a year over 10 years, +4.0% a year since October 24, 2006 (total return, distributions reinvested).
How much would $10,000 invested in ERTH be worth?
$10,000 invested in ERTH at its first recorded close on October 24, 2006 would be worth about $22,092 on October 23, 2026 with distributions reinvested.
What was the worst year for ERTH?
The worst calendar year was 2008, with a total return of −49.2%. The best was 2020 at +51.0%.
What is the biggest drawdown of ERTH?
The largest peak-to-trough decline was −64.5% between December 26, 2007 and November 20, 2008. It recovered to the old high on February 23, 2017, 8.3 years after the bottom.
How volatile is ERTH?
Over the past 3 years ERTH had an annualized volatility of 19.0% and a Sharpe ratio of -0.14 (excess return over 1–3 month T-bills per unit of risk).