Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSP (Invesco S&P 500 Equal Weight ETF) | -6.66% | 3.03% | 3.38% | 14.55% | 8.85% | 10.86% | 9.49% | 10.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSP (Invesco S&P 500 Equal Weight ETF) | 05/01/2003 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 05/01/2003.
AR inception is since 05/01/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.95 | 3.03 | 3.38 | 14.55 | 8.85 | 10.86 | 9.49 | 10.99 | -6.66 | 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 | -40.91 | -7.41 | 60.30 | 37.96 | NA | NA | 45.67 | -108.37 | 53.88 | 66.92 | -57.35 | 214.54 | 32.58 | 215.64 | -58.75 | 252.53 | 97.20 | -17.38 | 120.78 | 295.54 | 123.75 | -2.70 | 105.45 | 132.55 | -95.61 | -12.91 | 111.17 | 45.62 | 125.23 | 367.57 |
| Standard Deviation(%) | NA | 16.64 | 17.67 | 18.38 | 18.76 | NA | NA | 20.15 | 25.40 | 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 | 18.20 | 19.13 | 21.38 | 39.04 | NA | NA | 59.93 | 16.36 | 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 | 1.23 | 1.54 | 2.51 | 2.34 | 3.57 | 3.65 | 5.09 | 0.00 | 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 |
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