Invesco Technology S&P US Select Sector UCITS ETF

10-Year Study

XLKQ.LSE · · GB · ETF

Executive Summary: Invesco Technology S&P US Select Sector UCITS ETF has compounded at 25.1% annually over the last 10 years, with a maximum drawdown of 20.6% and an annualized volatility of 18.2%.

1Y CAGR
+33.1%
3Y CAGR
+26.1%
5Y CAGR
+22.3%
10Y CAGR
+25.1%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
20.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
1.16
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
2.47
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
18.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +51.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -20.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
90%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-3.7-2.0-5.013.4————————1.7%
2025-1.0-6.2-11.5-0.911.37.910.1-2.37.39.2-5.1-0.915.8%
20245.07.13.1-3.15.313.1-5.0-1.61.04.05.63.944.0%
20237.02.97.0-2.213.53.42.10.9-3.0-1.48.74.751.8%
2022-8.2-3.46.5-6.2-3.6-5.711.4-0.4-6.12.1-2.0-5.3-20.6%
2021-0.6-0.22.75.0-3.39.32.75.0-2.94.68.21.736.3%
20205.0-6.1-3.110.27.77.2-1.210.8-1.2-5.77.14.137.9%
20193.36.26.95.9-4.37.19.7-3.61.2-1.55.71.844.6%
2018-1.03.7-8.95.89.70.62.47.5-0.6-5.9-3.0-7.50.9%
2017-0.06.21.4-1.64.2-3.32.93.8-3.08.7-0.43.323.6%
2016———-7.35.77.87.82.12.95.9-1.94.329.7%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 18.2%. The dominant macroeconomic risk driver is VTI.US, accounting for 48.0% of variance. Idiosyncratic stock-specific factors contribute 7.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019266.017286321854
2016-05-019792.152558650021
2016-06-0110551.515982988065
2016-07-0111377.418027164222
2016-08-0111618.191795856772
2016-09-0111958.430511730005
2016-10-0112668.404445054191
2016-11-0112432.432432432432
2016-12-0112969.543147208122
2017-01-0112968.171216902183
2017-02-0113769.378515571409
2017-03-0113965.564549320894
2017-04-0113735.766223075867
2017-05-0114314.720812182743
2017-06-0113840.718891480312
2017-07-0114241.322540814926
2017-08-0114785.292907120318
2017-09-0114336.671697077787
2017-10-0115581.698449718755
2017-11-0115513.787899574703
2017-12-0116025.517903690492
2018-01-0115866.373988201398
2018-02-0116461.10577582659
2018-03-0115000.68596515297
2018-04-0115871.86170942516
2018-05-0117406.365756619565
2018-06-0117517.49211140074
2018-07-0117929.75716833585
2018-08-0119279.05062422829
2018-09-0119154.204966387708
2018-10-0118026.47825490465
2018-11-0117479.764027987378
2018-12-0116173.686376732061
2019-01-0116714.91288242557
2019-02-0117744.546577033885
2019-03-0118976.53999176842
2019-04-0120104.266703251476
2019-05-0119242.008505967897
2019-06-0120610.508986143504
2019-07-0122614.899163122514
2019-08-0121810.948003841408
2019-09-0122079.846343805737
2019-10-0121751.269035532994
2019-11-0122985.320345726435
2019-12-0123392.097681437783
2020-01-0124554.12265056935
2020-02-0123058.03265194128
2020-03-0122337.76924132254
2020-04-0124611.74372341885
2020-05-0126516.668953217177
2020-06-0128423.652078474413
2020-07-0128069.008094388806
2020-08-0131087.940732610783
2020-09-0130719.57744546577
2020-10-0128953.21717656743
2020-11-0131006.996844560297
2020-12-0132264.37096995473
2021-01-0132055.151598298806
2021-02-0132002.3322815201
2021-03-0132864.59047880367
2021-04-0134517.08053230896
2021-05-0133363.973110166
2021-06-0136478.25490465084
2021-07-0137457.12717793936
2021-08-0139340.78748799561
2021-09-0138188.36603100562
2021-10-0139930.031554397036
2021-11-0143219.23446288928
2021-12-0143970.36630539168
2022-01-0140358.073809850466
2022-02-0138971.05227054466
2022-03-0141509.1233365345
2022-04-0138926.46453560159
2022-05-0137516.80614624777
2022-06-0135373.165043215806
2022-07-0139402.52435176293
2022-08-0139235.148854438194
2022-09-0136856.22170393744
2022-10-0137632.734257099735
2022-11-0136893.263822197834
2022-12-0134921.7999725614
2023-01-0137381.67101111264
2023-02-0138457.264370969955
2023-03-0141149.677596378104
2023-04-0140250.37728083413
2023-05-0145668.81602414598
2023-06-0147235.56043352998
2023-07-0148241.8713129373
2023-08-0148693.23638359171
2023-09-0147248.59377143641
2023-10-0146583.20757305529
2023-11-0150636.57566195637
2023-12-0153023.73439429277
2024-01-0155650.98093016875
2024-02-0159587.04897791192
2024-03-0161408.972424200845
2024-04-0159534.91562628619
2024-05-0162715.05007545617
2024-06-0170920.56523528605
2024-07-0167369.32363835917
2024-08-0166304.0197557964
2024-09-0166955.68665111813
2024-10-0169621.34723556043
2024-11-0173522.43106050213
2024-12-0176371.2443407875
2025-01-0175578.95458910687
2025-02-0170860.20030182466
2025-03-0162687.61146933736
2025-04-0162110.7147756894
2025-05-0169131.5681163397
2025-06-0174578.13143092331
2025-07-0182123.74811359582
2025-08-0180230.48429139801
2025-09-0186116.06530388255
2025-10-0194073.26107833722
2025-11-0189244.06640142681
2025-12-0188407.18891480312
2026-01-0185100.83687748662
2026-02-0183413.36260117986
2026-03-0179270.13307723968
2026-04-0189888.87364521883
Annual Return Matrix
YearAnnual Return
20170.23562701644893425
20180.009245783751391068
20190.4463058783611842
20200.37928506495410685
20210.3628149250558095
2022-0.20578783151326052
20230.5183562827790764
20240.4403218711997723
20250.15759785869545695
20260.016759776536312776
Total Factor Risk
0.1815527013489381
VTI.US Exposure
0.47975927576221244
VEA.US Exposure
0.006718779201578047
VWO.US Exposure
0.0005679328335479397
QQQ.US Exposure
0.26660799167272864
VTV.US Exposure
-0.06559824141715122
IJR.US Exposure
-0.03199731880580898
QUAL.US Exposure
0.16748354538579052
SHV.US Exposure
0.001145051991998993
TLT.US Exposure
0.04323592233558032
LQD.US Exposure
-0.027009848411114763
HYG.US Exposure
-0.021371137596117768
GLD.US Exposure
-0.0019377666415914328
USO.US Exposure
-0.0016817428582715686
VNQ.US Exposure
-0.030952463777390585
BTC-USD.CC Exposure
-0.006680203554838136
CPER.US Exposure
-0.002005862601636339
VIX.INDX Exposure
-0.0012966327089539203
UUP.US Exposure
0.1492323306311596
TIP.US Exposure
0.0035443635943845806
Idiosyncratic Exposure
0.07223602496389375
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
18.2%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+7.7%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+6.0%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
5.0% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Invesco Technology S&P US Select Sector UCITS ETF a high-risk investment?

Invesco Technology S&P US Select Sector UCITS ETF (XLKQ.LSE) has an annualized volatility of 18.2% and experienced a maximum drawdown of 20.6% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of XLKQ.LSE?

Over the past 10 years, XLKQ.LSE has generated a Compound Annual Growth Rate (CAGR) of 25.1%. It has had a positive return in 90% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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