Data Source: from May 2003 to March 2024 (~21 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 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 (~21 years), the longest period with a negative return lasted 70 months (from May 2003 to February 2009).
This means that every rolling period of 71 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.
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.
INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 May 2003 - 31 March 2024 (~21 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.75% |
+79.06%
Mar 2009 - Feb 2010 |
-47.46%
Mar 2008 - Feb 2009 |
20.42%
49 out of 240 |
| US Inflation Adjusted | +10.04% |
+75.29%
Mar 2009 - Feb 2010 |
-47.46%
Mar 2008 - Feb 2009 |
26.67%
64 out of 240 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 2 Years (24 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.36% |
+51.38%
Mar 2009 - Feb 2011 |
-30.52%
Mar 2007 - Feb 2009 |
13.16%
30 out of 228 |
| US Inflation Adjusted | +8.22% |
+48.21%
Mar 2009 - Feb 2011 |
-31.92%
Mar 2007 - Feb 2009 |
18.42%
42 out of 228 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.51% |
+33.05%
Mar 2009 - Feb 2012 |
-18.35%
Mar 2006 - Feb 2009 |
12.96%
28 out of 216 |
| US Inflation Adjusted | +8.92% |
+29.95%
Mar 2009 - Feb 2012 |
-20.09%
Mar 2006 - Feb 2009 |
14.35%
31 out of 216 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 4 Years (48 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.88% |
+28.19%
Mar 2009 - Feb 2013 |
-11.39%
Mar 2005 - Feb 2009 |
11.27%
23 out of 204 |
| US Inflation Adjusted | +8.25% |
+25.31%
Mar 2009 - Feb 2013 |
-13.59%
Mar 2005 - Feb 2009 |
18.14%
37 out of 204 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 5 Years (60 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.77% |
+28.31%
Mar 2009 - Feb 2014 |
-7.39%
Mar 2004 - Feb 2009 |
4.69%
9 out of 192 |
| US Inflation Adjusted | +7.54% |
+25.72%
Mar 2009 - Feb 2014 |
-9.77%
Mar 2004 - Feb 2009 |
14.58%
28 out of 192 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 6 Years (72 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.40% |
+25.91%
Mar 2009 - Feb 2015 |
+1.75%
Oct 2005 - Sep 2011 |
0.00%
0 out of 180 |
| US Inflation Adjusted | +7.86% |
+23.80%
Mar 2009 - Feb 2015 |
-0.45%
Oct 2005 - Sep 2011 |
1.11%
2 out of 180 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.73% |
+20.10%
Mar 2009 - Feb 2016 |
+3.91%
Jan 2005 - Dec 2011 |
0.00%
0 out of 168 |
| US Inflation Adjusted | +7.79% |
+18.23%
Mar 2009 - Feb 2016 |
+1.32%
Oct 2004 - Sep 2011 |
0.00%
0 out of 168 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 8 Years (96 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.30% |
+20.86%
Mar 2009 - Feb 2017 |
+5.40%
Jan 2004 - Dec 2011 |
0.00%
0 out of 156 |
| US Inflation Adjusted | +7.52% |
+18.80%
Mar 2009 - Feb 2017 |
+2.76%
Jan 2004 - Dec 2011 |
0.00%
0 out of 156 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 9 Years (108 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.74% |
+19.89%
Mar 2009 - Feb 2018 |
+6.17%
Feb 2007 - Jan 2016 |
0.00%
0 out of 144 |
| US Inflation Adjusted | +7.13% |
+17.78%
Mar 2009 - Feb 2018 |
+4.07%
Jan 2004 - Dec 2012 |
0.00%
0 out of 144 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 10 Years (120 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.24% |
+18.33%
Mar 2009 - Feb 2019 |
+6.90%
Feb 2006 - Jan 2016 |
0.00%
0 out of 132 |
| US Inflation Adjusted | +7.97% |
+16.28%
Mar 2009 - Feb 2019 |
+5.03%
Feb 2006 - Jan 2016 |
0.00%
0 out of 132 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 11 Years (132 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.58% |
+16.66%
Mar 2009 - Feb 2020 |
+7.53%
Mar 2005 - Feb 2016 |
0.00%
0 out of 120 |
| US Inflation Adjusted | +8.28% |
+14.58%
Mar 2009 - Feb 2020 |
+5.49%
Mar 2005 - Feb 2016 |
0.00%
0 out of 120 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 12 Years (144 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.46% |
+17.92%
Mar 2009 - Feb 2021 |
+7.28%
Jun 2007 - May 2019 |
0.00%
0 out of 108 |
| US Inflation Adjusted | +7.39% |
+15.83%
Mar 2009 - Feb 2021 |
+5.35%
Jan 2007 - Dec 2018 |
0.00%
0 out of 108 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 13 Years (156 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.64% |
+17.81%
Mar 2009 - Feb 2022 |
+6.03%
Apr 2007 - Mar 2020 |
0.00%
0 out of 96 |
| US Inflation Adjusted | +7.48% |
+15.20%
Mar 2009 - Feb 2022 |
+4.17%
Apr 2007 - Mar 2020 |
0.00%
0 out of 96 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 14 Years (168 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.93% |
+16.17%
Mar 2009 - Feb 2023 |
+6.40%
Apr 2006 - Mar 2020 |
0.00%
0 out of 84 |
| US Inflation Adjusted | +7.73% |
+13.31%
Mar 2009 - Feb 2023 |
+4.46%
Apr 2006 - Mar 2020 |
0.00%
0 out of 84 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.56% |
+15.95%
Mar 2009 - Feb 2024 |
+7.09%
Apr 2005 - Mar 2020 |
0.00%
0 out of 72 |
| US Inflation Adjusted | +7.35% |
+13.05%
Mar 2009 - Feb 2024 |
+5.03%
Apr 2005 - Mar 2020 |
0.00%
0 out of 72 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.50% |
+11.11%
May 2003 - Apr 2019 |
+7.25%
Apr 2004 - Mar 2020 |
0.00%
0 out of 60 |
| US Inflation Adjusted | +7.24% |
+8.84%
May 2003 - Apr 2019 |
+5.12%
Apr 2004 - Mar 2020 |
0.00%
0 out of 60 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.54% |
+11.07%
Sep 2004 - Aug 2021 |
+8.31%
Nov 2006 - Oct 2023 |
0.00%
0 out of 48 |
| US Inflation Adjusted | +7.31% |
+8.71%
Sep 2004 - Aug 2021 |
+5.66%
Nov 2006 - Oct 2023 |
0.00%
0 out of 48 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.61% |
+12.01%
May 2003 - Apr 2021 |
+8.81%
Nov 2005 - Oct 2023 |
0.00%
0 out of 36 |
| US Inflation Adjusted | +6.94% |
+9.70%
May 2003 - Apr 2021 |
+6.21%
Nov 2005 - Oct 2023 |
0.00%
0 out of 36 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.59% |
+11.39%
May 2003 - Apr 2022 |
+8.98%
Nov 2004 - Oct 2023 |
0.00%
0 out of 24 |
| US Inflation Adjusted | +6.85% |
+8.76%
May 2003 - Apr 2022 |
+6.28%
Nov 2004 - Oct 2023 |
0.00%
0 out of 24 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 20 Years (240 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.83% |
+10.81%
May 2003 - Apr 2023 |
+9.23%
Nov 2003 - Oct 2023 |
0.00%
0 out of 12 |
| US Inflation Adjusted | +7.08% |
+8.06%
May 2003 - Apr 2023 |
+6.48%
Nov 2003 - Oct 2023 |
0.00%
0 out of 12 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the Invesco S&P 500® Equal Weight ETF (RSP) ETF: Historical Returns page.
