Performance analysis of RSPF (INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF)
Annual Return
Over the past 3 years, RSPF has had an average annual return of +17.08%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, RSPF has had an average annual return of +9.05%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, RSPF has had an average annual return of +12.39%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 7, 2006, RSPF has had an average annual return of +6.63%, underperforming the benchmark SPY, which returned +10.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.93% | +10.21% | +25.74% | +6.42% | -10.65% | +36.39% | +5.56% | +31.52% | -15.80% | +21.57% | +23.35% | -1.40% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +14.83% | +38.36% | +24.72% | -11.73% | +22.42% | +31.91% | -55.64% | -17.40% | +4.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.82% | -3.76% | -4.20% | +6.47% | -0.67% | +3.10% | +6.25% | +5.93% | |||||
| 2025 | +6.20% | -1.57% | -3.69% | -4.11% | +5.27% | +4.37% | +0.21% | +2.86% | -0.49% | -4.13% | +2.36% | +3.21% | +10.21% |
| 2024 | +1.42% | +2.46% | +6.01% | -5.77% | +2.49% | -0.74% | +7.99% | +3.89% | +0.73% | +2.67% | +10.19% | -6.87% | +25.74% |
| 2023 | +8.54% | -2.82% | -14.62% | +1.19% | -5.45% | +6.72% | +6.21% | -3.31% | -3.06% | -2.47% | +11.39% | +7.02% | +6.42% |
| 2022 | -0.57% | +0.30% | -0.37% | -9.67% | +2.67% | -9.48% | +6.33% | -1.52% | -7.56% | +10.54% | +5.39% | -5.01% | -10.65% |
| 2021 | -0.91% | +11.62% | +5.62% | +6.92% | +4.04% | -3.40% | -0.53% | +5.52% | -1.74% | +6.50% | -4.96% | +4.08% | +36.39% |
| 2020 | -1.67% | -11.18% | -22.51% | +12.93% | +3.75% | +2.09% | +2.71% | +3.39% | -3.08% | +1.60% | +16.61% | +6.93% | +5.56% |
| 2019 | +10.29% | +4.71% | -3.48% | +8.72% | -6.30% | +6.16% | +2.61% | -6.01% | +4.92% | +0.85% | +5.40% | +1.44% | +31.52% |
| 2018 | +5.01% | -2.98% | -1.98% | +0.35% | -1.36% | -2.06% | +3.85% | +0.57% | -2.26% | -5.93% | +2.65% | -11.76% | -15.80% |
| 2017 | +0.54% | +4.92% | -2.46% | -0.38% | -0.37% | +5.94% | +2.20% | -2.62% | +5.40% | +1.70% | +4.02% | +1.26% | +21.57% |
Drawdown analysis of RSPF (INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF)
The maximum drawdown for the RSPF was -81.34%, occurring on Mar 6, 2009. Recovery took 1519 trading sessions.
The current RSPF drawdown is -0.94%.
Since Nov 7, 2006 RSPF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.34% | Feb 20, 2007 | 515 | Mar 6, 2009 | 1519 | Mar 20, 2015 | 2034 |
| -44.77% | Feb 20, 2020 | 22 | Mar 23, 2020 | 179 | Dec 4, 2020 | 201 |
| -27.69% | Jan 12, 2022 | 328 | May 4, 2023 | 300 | Jul 16, 2024 | 628 |
| -26.24% | Jan 26, 2018 | 229 | Dec 24, 2018 | 220 | Nov 7, 2019 | 449 |
| -20.28% | Jul 22, 2015 | 141 | Feb 11, 2016 | 122 | Aug 5, 2016 | 263 |
| -18.27% | Nov 29, 2024 | 87 | Apr 8, 2025 | 59 | Jul 3, 2025 | 146 |
| -14.13% | Jan 6, 2026 | 56 | Mar 27, 2026 | 66 | Jul 2, 2026 | 122 |
| -8.83% | Jun 4, 2021 | 30 | Jul 19, 2021 | 17 | Aug 11, 2021 | 47 |
| -7.91% | Oct 22, 2021 | 27 | Dec 1, 2021 | 25 | Jan 6, 2022 | 52 |
| -7.60% | Mar 1, 2017 | 31 | Apr 13, 2017 | 45 | Jun 19, 2017 | 76 |
| -7.50% | Jan 14, 2021 | 10 | Jan 29, 2021 | 10 | Feb 12, 2021 | 20 |
| -7.02% | Jul 30, 2024 | 4 | Aug 5, 2024 | 10 | Aug 19, 2024 | 14 |
| -6.86% | Aug 4, 2017 | 23 | Sep 7, 2017 | 14 | Sep 27, 2017 | 37 |
| -6.49% | Sep 4, 2025 | 55 | Nov 20, 2025 | 14 | Dec 11, 2025 | 69 |
| -6.11% | Aug 27, 2021 | 16 | Sep 21, 2021 | 12 | Oct 7, 2021 | 28 |
| -4.20% | Mar 12, 2021 | 7 | Mar 23, 2021 | 8 | Apr 5, 2021 | 15 |
| -4.09% | Jul 25, 2025 | 5 | Aug 1, 2025 | 15 | Aug 22, 2025 | 20 |
| -3.98% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -3.74% | Sep 7, 2016 | 13 | Sep 26, 2016 | 32 | Nov 9, 2016 | 45 |
| -3.62% | Jan 17, 2020 | 5 | Jan 27, 2020 | 7 | Feb 5, 2020 | 12 |
| -3.46% | Jun 18, 2015 | 7 | Jun 29, 2015 | 12 | Jul 16, 2015 | 19 |
| -3.34% | Aug 12, 2021 | 5 | Aug 19, 2021 | 4 | Aug 25, 2021 | 9 |
| -3.27% | Mar 20, 2015 | 32 | May 6, 2015 | 30 | Jun 18, 2015 | 62 |
| -3.25% | May 7, 2021 | 3 | May 12, 2021 | 2 | May 14, 2021 | 5 |
| -3.14% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |