Consolidated Returns as of 30 June 2024
Holding the Invesco S&P 500® Equal Weight ETF (RSP) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~54 years), the longest period with a negative return lasted 121 months (from February 1999 to February 2009).
This means that every rolling period of 122 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Invesco S&P 500® Equal Weight ETF (RSP) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
Loading data
Please wait
Loading data
Please wait
The annualized return of the last 10 years has been 9.76% (updated at Jun 30, 2024).
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.77% |
+79.06%
Mar 2009 - Feb 2010 |
-47.46%
Mar 2008 - Feb 2009 |
19.97%
126 out of 631 |
US Inflation Adjusted | +9.94% |
+75.29%
Mar 2009 - Feb 2010 |
-47.46%
Mar 2008 - Feb 2009 |
26.47%
167 out of 631 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.88% |
+51.38%
Mar 2009 - Feb 2011 |
-30.52%
Mar 2007 - Feb 2009 |
11.31%
70 out of 619 |
US Inflation Adjusted | +8.43% |
+48.21%
Mar 2009 - Feb 2011 |
-31.92%
Mar 2007 - Feb 2009 |
17.45%
108 out of 619 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.97% |
+33.05%
Mar 2009 - Feb 2012 |
-18.35%
Mar 2006 - Feb 2009 |
11.20%
68 out of 607 |
US Inflation Adjusted | +9.39% |
+29.95%
Mar 2009 - Feb 2012 |
-20.50%
Oct 1971 - Sep 1974 |
13.67%
83 out of 607 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.02% |
+29.91%
Jul 1982 - Jun 1986 |
-11.39%
Mar 2005 - Feb 2009 |
5.55%
33 out of 595 |
US Inflation Adjusted | +9.17% |
+26.06%
Jul 1982 - Jun 1986 |
-13.59%
Mar 2005 - Feb 2009 |
12.94%
77 out of 595 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.53% |
+30.43%
Aug 1982 - Jul 1987 |
-7.39%
Mar 2004 - Feb 2009 |
1.54%
9 out of 583 |
US Inflation Adjusted | +9.17% |
+26.46%
Aug 1982 - Jul 1987 |
-9.77%
Mar 2004 - Feb 2009 |
10.46%
61 out of 583 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.88% |
+25.97%
Oct 1981 - Sep 1987 |
+0.31%
Mar 2003 - Feb 2009 |
0.00%
0 out of 571 |
US Inflation Adjusted | +9.01% |
+23.80%
Mar 2009 - Feb 2015 |
-3.61%
Mar 1972 - Feb 1978 |
5.78%
33 out of 571 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.99% |
+24.69%
Apr 1980 - Mar 1987 |
-2.49%
Mar 2002 - Feb 2009 |
0.72%
4 out of 559 |
US Inflation Adjusted | +9.10% |
+19.35%
Aug 1982 - Jul 1989 |
-4.94%
Mar 2002 - Feb 2009 |
5.19%
29 out of 559 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.76% |
+23.58%
Mar 1979 - Feb 1987 |
-2.05%
Mar 2001 - Feb 2009 |
0.73%
4 out of 547 |
US Inflation Adjusted | +9.08% |
+18.80%
Mar 2009 - Feb 2017 |
-4.34%
Mar 2001 - Feb 2009 |
2.93%
16 out of 547 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.81% |
+24.67%
Oct 1974 - Sep 1983 |
-0.94%
Apr 2000 - Mar 2009 |
0.37%
2 out of 535 |
US Inflation Adjusted | +9.40% |
+17.78%
Mar 2009 - Feb 2018 |
-3.30%
Apr 2000 - Mar 2009 |
2.43%
13 out of 535 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.19% |
+22.47%
Oct 1974 - Sep 1984 |
+0.14%
Mar 1999 - Feb 2009 |
0.00%
0 out of 523 |
US Inflation Adjusted | +9.81% |
+16.28%
Mar 2009 - Feb 2019 |
-2.38%
Mar 1999 - Feb 2009 |
1.34%
7 out of 523 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.12% |
+22.05%
Jan 1975 - Dec 1985 |
+0.58%
Mar 1998 - Feb 2009 |
0.00%
0 out of 511 |
US Inflation Adjusted | +9.79% |
+14.61%
Aug 1982 - Jul 1993 |
-1.88%
Mar 1998 - Feb 2009 |
0.59%
3 out of 511 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.02% |
+22.32%
Oct 1974 - Sep 1986 |
+2.61%
Mar 1997 - Feb 2009 |
0.00%
0 out of 499 |
US Inflation Adjusted | +9.79% |
+15.83%
Mar 2009 - Feb 2021 |
+0.19%
Mar 1997 - Feb 2009 |
0.00%
0 out of 499 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.96% |
+23.80%
Oct 1974 - Sep 1987 |
+4.03%
Mar 1996 - Feb 2009 |
0.00%
0 out of 487 |
US Inflation Adjusted | +9.76% |
+16.24%
Oct 1974 - Sep 1987 |
+1.53%
Mar 1996 - Feb 2009 |
0.00%
0 out of 487 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.96% |
+20.97%
Oct 1974 - Sep 1988 |
+5.58%
Mar 1995 - Feb 2009 |
0.00%
0 out of 475 |
US Inflation Adjusted | +9.22% |
+14.03%
Jul 1982 - Jun 1996 |
+3.02%
Mar 1995 - Feb 2009 |
0.00%
0 out of 475 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.93% |
+21.51%
Oct 1974 - Sep 1989 |
+5.68%
Mar 1994 - Feb 2009 |
0.00%
0 out of 463 |
US Inflation Adjusted | +8.81% |
+15.56%
Aug 1982 - Jul 1997 |
+3.09%
Mar 1994 - Feb 2009 |
0.00%
0 out of 463 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.64% |
+18.94%
Apr 1982 - Mar 1998 |
+6.08%
Mar 1993 - Feb 2009 |
0.00%
0 out of 451 |
US Inflation Adjusted | +8.42% |
+15.02%
Apr 1982 - Mar 1998 |
+3.48%
Mar 1993 - Feb 2009 |
0.00%
0 out of 451 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.47% |
+19.45%
Oct 1974 - Sep 1991 |
+6.76%
Mar 1992 - Feb 2009 |
0.00%
0 out of 439 |
US Inflation Adjusted | +8.37% |
+14.59%
Jul 1982 - Jun 1999 |
+4.11%
Mar 1992 - Feb 2009 |
0.00%
0 out of 439 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.35% |
+19.39%
Oct 1974 - Sep 1992 |
+7.40%
Apr 2002 - Mar 2020 |
0.00%
0 out of 427 |
US Inflation Adjusted | +8.36% |
+14.41%
Aug 1982 - Jul 2000 |
+4.82%
Mar 1991 - Feb 2009 |
0.00%
0 out of 427 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.37% |
+19.35%
Oct 1974 - Sep 1993 |
+7.47%
Mar 1990 - Feb 2009 |
0.00%
0 out of 415 |
US Inflation Adjusted | +8.36% |
+13.75%
Oct 1981 - Sep 2000 |
+4.63%
Mar 1990 - Feb 2009 |
0.00%
0 out of 415 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.31% |
+18.62%
Apr 1978 - Mar 1998 |
+6.79%
Apr 2000 - Mar 2020 |
0.00%
0 out of 403 |
US Inflation Adjusted | +8.46% |
+13.51%
Apr 1980 - Mar 2000 |
+4.61%
Apr 2000 - Mar 2020 |
0.00%
0 out of 403 |
Loading data
Please wait
Loading data
Please wait
To obtain comprehensive information, please consult the Invesco S&P 500® Equal Weight ETF (RSP) ETF: Historical Returns page.