Invesco S&P SmallCap Financials ETF (PSCF) Performance
PSCF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.0% since Dec 31, 2025
- 1 year
- +14.6% total return
- 5 years
- +3.1% a year
- 10 years
- +6.9% a year
- Since first price
- +8.5% a year since 2010
PSCF trailing returns vs SPY, QQQ, AGG
| Period | PSCF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.6% | +1.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.5% | −5.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.1% | +1.0% | +7.8% | +8.4% | −1.5% |
| YTD | +11.0% | +9.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.6% | +12.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +73.1%+20.1%/yr | +60.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +16.5%+3.1%/yr | +1.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +95.2%+6.9%/yr | +42.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +287.1%+9.4%/yr | +149.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionApr 7, 2010 | +288.5%+8.5%/yr | +143.9% | — | — | — |
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: PSCF vs SPY
From Apr 7, 2010: PSCF grew to $38,849, SPY to $85,896.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
PSCF returns by calendar year
12 of 15 full years positive. Best 2016 (+32.5%), worst 2022 (−19.3%). 2026 is year to date.
PSCF annual returns table
| Year | PSCF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.0% | −11.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.2% | −19.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +15.5% | −10.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +6.0% | −26.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.3% | −27.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +27.8% | −11.0% | +28.7% | +27.4% | −1.8% |
| 2020 | −9.1% | −45.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.1% | −8.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.4% | −21.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +6.7% | −9.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +32.5% | −11.5% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.0% | −11.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +7.7% | −8.1% | +13.5% | +19.2% | +6.0% |
| 2013 | +31.8% | −7.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.0% | −10.2% | +16.0% | +18.1% | +3.8% |
| 2011 | +1.7% | −24.0% | +1.9% | +3.4% | +7.7% |
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.
PSCF largest drawdowns
Now 7.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 13, 2020 | −45.5% | Mar 23, 2020 | Feb 22, 2021 | 39 days | 1.0 years |
| Nov 5, 2021 | −36.8% | May 12, 2023 | Nov 6, 2024 | 1.5 years | 3.0 years |
| Nov 25, 2024 | −24.3% | Apr 8, 2025 | Jan 15, 2026 | 4 months | 1.1 years |
| Apr 29, 2011 | −24.0% | Oct 3, 2011 | Jan 24, 2012 | 5 months | 9 months |
| Aug 21, 2018 | −21.5% | Dec 24, 2018 | Dec 16, 2019 | 4 months | 1.3 years |
| Apr 23, 2010 | −18.3% | Aug 24, 2010 | Dec 22, 2010 | 4 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
PSCF risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +16.3% | +3.5% | +6.3% | +8.2% |
| Volatility (annualized) | 20.1% | 22.2% | 21.8% | 19.4% |
| Sharpe ratio | 0.63 | 0.10 | 0.29 | 0.43 |
| Sortino ratio | 1.20 | 0.16 | 0.42 | 0.65 |
| Best month | +15.4% | +15.4% | +16.2% | +16.2% |
| Worst month | −8.4% | −13.5% | −25.3% | −25.3% |
| Best 12 months | +45.1% | +45.1% | +61.9% | +61.9% |
| Worst 12 months | −4.1% | −23.2% | −27.0% | −27.0% |
| Positive months | 58% | 52% | 58% | 62% |
| Beta vs S&P 500 | 0.92 | 0.96 | 1.02 | — |
| Correlation with S&P 500 | 0.57 | 0.68 | 0.72 | — |
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.
PSCF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 187 | −27.0% | +9.1% | +61.9% | 76% |
| 3-year (a year) | 163 | −7.4% | +9.3% | +20.5% | 88% |
| 5-year (a year) | 139 | −3.5% | +9.0% | +17.2% | 93% |
| 10-year (a year) | 79 | +3.4% | +7.3% | +13.1% | 100% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
PSCF performance overview
Invesco S&P SmallCap Financials ETF (PSCF) returned +14.6% over the past year and +6.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +8.5% a year, turning $10,000 into about $38,849. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −45.5%, from Feb 13, 2020 to Mar 23, 2020, and it took 11 months to get back to the old high. PSCF finished 12 of its 15 full calendar years with a gain; the best year was 2016 (+32.5%) and the worst 2022 (−19.3%). Volatility has been 19.4% a year.
Related: PSCF chart, PSCF holdings, PSCF dividends, PSCF valuation. See the PSCF overview for the latest quote and fund facts.
PSCF performance FAQ
What is the PSCF return over the past year?
PSCF returned +14.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.0%.
What is the average annual return of PSCF?
PSCF has returned +3.1% a year over 5 years, +6.9% a year over 10 years, +8.5% a year since April 7, 2010 (total return, distributions reinvested).
How much would $10,000 invested in PSCF be worth?
$10,000 invested in PSCF at its first recorded close on April 7, 2010 would be worth about $38,849 on October 23, 2026 with distributions reinvested.
What was the worst year for PSCF?
The worst calendar year was 2022, with a total return of −19.3%. The best was 2016 at +32.5%.
What is the biggest drawdown of PSCF?
The largest peak-to-trough decline was −45.5% between February 13, 2020 and March 23, 2020. It recovered to the old high on February 22, 2021, 11 months after the bottom.
How volatile is PSCF?
Over the past 3 years PSCF had an annualized volatility of 20.1% and a Sharpe ratio of 0.63 (excess return over 1–3 month T-bills per unit of risk).