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RSP: Invesco S&P 500 Equal Weight ETF (ETF)
Basic Info 174.33 0.7(0.40%) May 23
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/01/2003 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.20% |
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Performance Analytics (As of 05/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/01/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | -0.5 | 5.5 | 9.0 | 14.3 | 9.5 | 12.1 | 9.5 | 10.8 | 12.8 | 13.7 | -11.6 | 29.4 | 12.7 | 28.9 | -7.8 | 18.5 | 14.5 | -2.7 | 14.1 | 35.5 | 17.2 | -0.7 | 21.4 | 44.6 | -40.1 | 0.9 | 15.5 | 7.4 | 16.5 | 33.9 |
| Sharpe Ratio | NA | 0.19 | 0.13 | 0.29 | 0.77 | 0.44 | NA | NA | 0.48 | 0.54 | 0.67 | -0.57 | 2.15 | 0.33 | 2.16 | -0.59 | 2.53 | 0.97 | -0.17 | 1.21 | 2.96 | 1.24 | -0.03 | 1.05 | 1.33 | -0.96 | -0.13 | 1.11 | 0.46 | 1.25 | 3.68 |
| Draw Down(%) | NA | 16.4 | 18.2 | 18.2 | 21.4 | 39.0 | NA | NA | 59.9 | 7.1 | 13.4 | 21.4 | 6.5 | 39.0 | 7.1 | 19.8 | 3.2 | 11.2 | 12.6 | 8.2 | 6.2 | 11.2 | 22.9 | 16.6 | 30.4 | 52.3 | 12.9 | 8.9 | 7.5 | 8.7 | 4.1 |
| Standard Deviation(%) | NA | 23.8 | 17.3 | 17.3 | 17.8 | 18.8 | NA | NA | 20.1 | 11.5 | 14.2 | 22.8 | 13.7 | 38.0 | 12.8 | 15.6 | 7.1 | 14.7 | 15.5 | 11.6 | 12.0 | 13.9 | 25.9 | 20.2 | 33.6 | 42.7 | 16.3 | 11.0 | 11.5 | 12.4 | 14.6 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.06 | 0.15 | 0.09 | NA | NA | 0.1 | 0.08 | 0.1 | -0.15 | 0.33 | 0.12 | 0.28 | -0.1 | 0.18 | 0.13 | -0.03 | 0.14 | 0.33 | 0.16 | -0.01 | 0.19 | 0.37 | -0.4 | -0.02 | 0.12 | 0.05 | 0.14 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | -0.02 | 0.0 | -0.01 | NA | NA | 0.0 | -0.02 | -0.04 | 0.03 | 0.02 | -0.03 | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.03 | -0.01 | -0.02 | 0.0 | 0.0 | 0.03 | NA |
| Beta | NA | 0.82 | 0.79 | 0.88 | 0.9 | 0.94 | NA | NA | 1.02 | 0.73 | 0.97 | 0.89 | 0.9 | 1.04 | 0.99 | 0.9 | 1.0 | 1.08 | 0.99 | 1.0 | 1.06 | 1.07 | 1.09 | 1.1 | 1.21 | 1.03 | 1.0 | 1.04 | 1.09 | 1.09 | NA |
| RSquared | NA | 0.89 | 0.82 | 0.86 | 0.82 | 0.87 | NA | NA | 0.9 | 0.66 | 0.82 | 0.95 | 0.77 | 0.91 | 0.94 | 0.96 | 0.88 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.99 | 0.98 | 0.96 | 0.96 | 0.95 | 0.93 | 0.95 | 0.88 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.7 | 2.3 | 2.4 | 4.0 | 3.5 | N/A | 1.7 | 1.8 | 1.6 | 1.7 | 1.8 | 2.1 | 1.8 | 1.8 | 1.4 | 1.6 | 1.7 | 1.7 | 1.9 | 1.5 | 1.5 | 1.8 | 1.4 | 1.3 | 1.2 | 1.1 | 1.1 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | -23.0 | 13.4 | 39.0 | 167.1 | N/A | N/A | N/A | 3.0 | 0.6 | 23.5 | -0.8 | 6.9 | 5.9 | 20.1 | 48.6 | -20.5 | 11.8 | 28.3 | 4.1 | 21.8 | 19.7 | 13.9 | -18.7 | 5.7 | 16.9 | 20.0 | 18.4 | 47.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2003
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