Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSP (Invesco S&P 500 Equal Weight ETF) | 10.53% | 20.68% | 15.65% | 8.50% | 11.87% | 12.03% | 10.03% | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSP (Invesco S&P 500 Equal Weight ETF) | 05/01/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 20.68 | 15.65 | 8.50 | 11.87 | 12.03 | 10.03 | … | … | 10.53 | 11.21 | 12.79 | 13.70 | -11.62 | 29.41 | 12.66 | 28.91 | -7.82 | 18.51 | 14.50 | -2.66 | 14.06 | 35.54 | 17.16 | -0.67 | 21.37 | 44.64 | -40.07 | 0.90 | 15.46 | 7.41 | 16.48 | 33.87 |
| Sharpe Ratio | NA | 1.53 | 0.91 | 0.37 | 0.56 | NA | NA | … | … | 1.80 | 0.49 | 0.80 | 0.71 | -0.58 | 2.15 | 0.33 | 2.15 | -0.59 | 2.52 | 0.97 | -0.17 | 1.21 | 2.96 | 1.24 | -0.03 | 1.05 | 1.33 | -0.96 | -0.14 | 1.10 | 0.45 | 1.25 | 3.67 |
| Standard Deviation(%) | NA | 11.56 | 13.91 | 16.17 | 18.42 | NA | NA | … | … | 12.38 | 17.12 | 11.51 | 14.24 | 22.75 | 13.70 | 37.98 | 12.75 | 15.61 | 7.11 | 14.71 | 15.46 | 11.63 | 12.01 | 13.94 | 25.90 | 20.18 | 33.60 | 42.74 | 16.26 | 11.01 | 11.48 | 12.41 | 14.65 |
| Draw Down(%) | NA | 7.85 | 17.81 | 21.38 | 39.04 | NA | NA | … | … | 7.85 | 15.96 | 7.14 | 13.39 | 21.38 | 6.45 | 39.04 | 7.06 | 19.77 | 3.20 | 11.16 | 12.62 | 8.16 | 6.21 | 11.22 | 22.88 | 16.56 | 30.37 | 52.30 | 12.93 | 8.85 | 7.52 | 8.68 | 4.15 |
| Yield(%) | 0.00 | 1.76 | 1.98 | 1.73 | 2.69 | 3.67 | 3.50 | … | … | 0.42 | 1.80 | 1.68 | 1.83 | 1.57 | 1.65 | 1.80 | 2.14 | 1.82 | 1.76 | 1.37 | 1.63 | 1.65 | 1.66 | 1.86 | 1.50 | 1.49 | 1.83 | 1.39 | 1.29 | 1.24 | 1.13 | 1.09 | 0.98 |
Data as of 06/04/2026, Common starting date is 05/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSP (Invesco S&P 500 Equal Weight ETF) |
-18.35%
Feb 2006 – Feb 2009 |
-7.39%
Feb 2004 – Feb 2009 |
6.90%
Jan 2006 – Jan 2016 |
7.08%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSP (Invesco S&P 500 Equal Weight ETF) |
33.05%
Feb 2009 – Feb 2012 |
28.31%
Feb 2009 – Feb 2014 |
18.33%
Feb 2009 – Feb 2019 |
15.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart