Performance analysis of RSPU (INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF)
Annual Return
Over the past 3 years, RSPU has had an average annual return of +15.70%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, RSPU has had an average annual return of +10.71%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, RSPU has had an average annual return of +9.40%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 7, 2006, RSPU has had an average annual return of +8.94%, underperforming the benchmark SPY, which returned +11.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.82% | +16.80% | +23.54% | -3.45% | +4.35% | +17.13% | -2.64% | +22.95% | +6.92% | +9.42% | +14.97% | -4.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +28.14% | +14.28% | +7.27% | +13.52% | +12.65% | +20.79% | -30.70% | +9.97% | +4.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.06% | +10.62% | -3.28% | +1.26% | -4.10% | -1.14% | +4.82% | ||||||
| 2025 | +1.69% | +3.98% | +0.89% | +0.03% | +2.96% | -0.20% | +5.39% | -0.80% | +3.79% | +0.88% | +1.95% | -4.53% | +16.80% |
| 2024 | -3.27% | +1.52% | +6.26% | +1.11% | +7.29% | -4.88% | +7.02% | +4.65% | +6.40% | -0.95% | +5.04% | -7.46% | +23.54% |
| 2023 | -0.31% | -5.63% | +4.16% | +1.93% | -5.86% | +2.28% | +2.89% | -6.07% | -5.07% | +1.39% | +5.78% | +2.02% | -3.45% |
| 2022 | -1.42% | -2.14% | +10.45% | -3.29% | +4.86% | -6.30% | +5.12% | +1.11% | -11.66% | +3.91% | +7.16% | -1.43% | +4.35% |
| 2021 | -1.53% | -5.21% | +11.62% | +4.39% | -1.82% | -2.04% | +3.48% | +3.29% | -6.30% | +3.69% | -2.03% | +10.05% | +17.13% |
| 2020 | +5.78% | -10.66% | -11.07% | +4.60% | +3.09% | -3.82% | +7.05% | -2.47% | +0.24% | +4.81% | +1.33% | +0.50% | -2.64% |
| 2019 | +2.95% | +3.55% | +3.11% | +0.35% | -1.07% | +3.43% | +0.19% | +4.32% | +3.95% | -1.20% | -2.05% | +3.61% | +22.95% |
| 2018 | -2.71% | -3.30% | +3.35% | +2.47% | -1.20% | +2.83% | +1.75% | +1.83% | +0.11% | +2.22% | +3.21% | -3.49% | +6.92% |
| 2017 | +1.91% | +3.58% | -0.50% | +1.09% | +2.90% | -2.49% | +3.61% | +1.90% | -2.95% | +2.71% | +2.75% | -5.00% | +9.42% |
Drawdown analysis of RSPU (INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF)
The maximum drawdown for the RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 550 trading sessions.
The current RSPU drawdown is -7.16%.
Since Nov 7, 2006 RSPU has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.10% | May 22, 2007 | 452 | Mar 9, 2009 | 550 | May 12, 2011 | 1002 |
| -36.82% | Feb 18, 2020 | 24 | Mar 23, 2020 | 351 | Aug 12, 2021 | 375 |
| -21.86% | Sep 12, 2022 | 265 | Oct 2, 2023 | 156 | May 15, 2024 | 421 |
| -16.12% | Apr 20, 2022 | 41 | Jun 17, 2022 | 39 | Aug 15, 2022 | 80 |
| -14.90% | May 20, 2011 | 54 | Aug 8, 2011 | 95 | Dec 21, 2011 | 149 |
| -14.16% | Dec 29, 2014 | 173 | Sep 4, 2015 | 118 | Feb 25, 2016 | 291 |
| -14.15% | Nov 30, 2017 | 47 | Feb 8, 2018 | 131 | Aug 16, 2018 | 178 |
| -12.99% | Jul 22, 2016 | 79 | Nov 11, 2016 | 132 | May 24, 2017 | 211 |
| -11.27% | Apr 30, 2013 | 36 | Jun 20, 2013 | 166 | Feb 18, 2014 | 202 |
| -9.30% | Nov 29, 2024 | 13 | Dec 18, 2024 | 93 | May 6, 2025 | 106 |
| -8.96% | Dec 13, 2018 | 7 | Dec 24, 2018 | 46 | Mar 4, 2019 | 53 |
| -8.66% | Oct 18, 2012 | 18 | Nov 15, 2012 | 58 | Feb 11, 2013 | 76 |
| -8.47% | Feb 27, 2026 | 64 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -8.31% | Sep 2, 2021 | 17 | Sep 28, 2021 | 55 | Dec 15, 2021 | 72 |
| -7.81% | Oct 15, 2025 | 57 | Jan 7, 2026 | 25 | Feb 12, 2026 | 82 |
| -7.05% | Dec 31, 2021 | 36 | Feb 23, 2022 | 7 | Mar 4, 2022 | 43 |
| -7.01% | Jun 30, 2014 | 26 | Aug 6, 2014 | 53 | Oct 21, 2014 | 79 |
| -6.16% | May 21, 2024 | 27 | Jul 1, 2024 | 20 | Jul 30, 2024 | 47 |
| -5.73% | Sep 26, 2019 | 32 | Nov 11, 2019 | 43 | Jan 14, 2020 | 75 |
| -5.43% | Jun 15, 2017 | 17 | Jul 11, 2017 | 16 | Aug 2, 2017 | 33 |
| -5.37% | Oct 16, 2024 | 13 | Nov 4, 2024 | 13 | Nov 21, 2024 | 26 |
| -5.11% | Aug 4, 2025 | 24 | Sep 8, 2025 | 15 | Sep 29, 2025 | 39 |
| -5.11% | Feb 26, 2007 | 5 | Mar 5, 2007 | 14 | Mar 23, 2007 | 19 |
| -4.70% | Apr 1, 2016 | 14 | Apr 21, 2016 | 30 | Jun 3, 2016 | 44 |
| -4.55% | Sep 13, 2018 | 9 | Sep 26, 2018 | 8 | Oct 8, 2018 | 17 |