Invesco MSCI Global Climate 500 ETF (KLMT) Performance
KLMT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.4% since Dec 31, 2025
- 1 year
- +14.2% total return
- Since first price
- +43.1% since 2024
KLMT trailing returns vs SPY, QQQ, AGG
| Period | KLMT 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 | +1.8% | +1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.6% | +5.7% | +7.8% | +8.4% | −1.5% |
| YTD | +12.4% | +11.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.2% | +12.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionJun 26, 2024 | +43.1% | +37.2% | — | — | — |
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: KLMT vs SPY
From Jun 26, 2024: KLMT grew to $14,309, SPY to $14,297.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
KLMT returns by calendar year
1 of 1 full years positive. Best 2025 (+21.3%), worst 2025 (+21.3%). 2026 is year to date.
KLMT annual returns table
| Year | KLMT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.4% | −9.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +21.3% | −16.9% | +17.7% | +20.8% | +7.2% |
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.
KLMT largest drawdowns
Now 3.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −16.9% | Apr 8, 2025 | Jun 2, 2025 | 49 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.
KLMT risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +18.0% |
| Volatility (annualized) | 10.8% |
| Sharpe ratio | 1.21 |
| Sortino ratio | 2.28 |
| Best month | +9.6% |
| Worst month | −5.9% |
| Best 12 months | +30.2% |
| Worst 12 months | +15.1% |
| Positive months | 70% |
| 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.
KLMT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 17 | +12.9% | +20.2% | +30.2% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
KLMT performance overview
Invesco MSCI Global Climate 500 ETF (KLMT) returned +14.2% over the past year, with distributions reinvested. Since its first recorded price on Jun 26, 2024 it has returned +43.1%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −16.9%, from Feb 18, 2025 to Apr 8, 2025, and it took 55 days to get back to the old high. Volatility has been 10.8% a year.
Related: KLMT chart, KLMT holdings, KLMT dividends, KLMT valuation. See the KLMT overview for the latest quote and fund facts.
KLMT performance FAQ
What is the KLMT return over the past year?
KLMT returned +14.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.1%.
How much would $10,000 invested in KLMT be worth?
$10,000 invested in KLMT at its first recorded close on June 26, 2024 would be worth about $14,309 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of KLMT?
The largest peak-to-trough decline was −16.9% between February 18, 2025 and April 8, 2025. It recovered to the old high on June 2, 2025, 55 days after the bottom.
How volatile is KLMT?
Over the past history KLMT had an annualized volatility of 10.8% and a Sharpe ratio of 1.21 (excess return over 1–3 month T-bills per unit of risk).