Invesco S&P 500® Equal Weight ETF (RSP): Historical Returns

Data Source: from May 2003 to February 2024 (~21 years)
Consolidated Returns as of 29 February 2024
Live Update: Mar 28 2024, 04:00PM Eastern Time
Category: Stocks
Invesco S&P 500® Equal Weight ETF (RSP) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.35%
1 Day
Mar 28 2024, 04:00PM Eastern Time
4.47%
Current Month
March 2024

In the last 20 Years, the Invesco S&P 500® Equal Weight ETF (RSP) ETF obtained a 9.62% compound annual return, with a 17.09% standard deviation.

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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

The Invesco S&P 500® Equal Weight ETF (RSP) ETF is part of the following Lazy Portfolios:

Portfolio Name Author RSP Weight Currency
US Stocks Equal Weight 100.00% USD

Investment Returns as of Feb 29, 2024

The Invesco S&P 500® Equal Weight ETF (RSP) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) ETF
Consolidated returns as of 29 February 2024
Live Update: Mar 28 2024, 04:00PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y 10Y 20Y MAX
(~21Y)
Invesco S&P 500® Equal Weight ETF (RSP) ETF 0.35 4.47 4.05 9.48 13.01 11.35 10.23 9.62 11.03
US Inflation Adjusted return 3.59 7.77 9.54 6.87 7.21 6.86 8.25
Returns over 1 year are annualized | Available data source: since May 2003
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 5Y: 4.19% , 10Y: 2.82% , 20Y: 2.59%

In 2023, the Invesco S&P 500® Equal Weight ETF (RSP) ETF granted a 1.84% dividend yield. If you are interested in getting periodic income, please refer to the Invesco S&P 500® Equal Weight ETF (RSP) ETF: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 2004, now would be worth 6.28$, with a total return of 527.59% (9.62% annualized).

The Inflation Adjusted Capital now would be 3.77$, with a net total return of 276.69% (6.86% annualized).
An investment of 1$, since May 2003, now would be worth 8.85$, with a total return of 784.94% (11.03% annualized).

The Inflation Adjusted Capital now would be 5.21$, with a net total return of 421.20% (8.25% annualized).

Investment Metrics as of Feb 29, 2024

Metrics of Invesco S&P 500® Equal Weight ETF (RSP) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) ETF
Advanced Metrics
Data Source: 1 May 2003 - 29 February 2024 (~21 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y 10Y 20Y MAX
(~21Y)
Investment Return (%) 4.05 10.20 9.48 13.01 8.43 11.35 10.23 9.62 11.03
Infl. Adjusted Return (%) details 3.59 9.13 7.77 9.54 2.61 6.87 7.21 6.86 8.25
US Inflation (%) 0.44 0.98 1.59 3.17 5.68 4.19 2.82 2.59 2.57
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y MAX
Deepest Drawdown Depth (%) -11.92 -20.69 -26.65 -26.65 -55.58 -55.58
Start to Recovery (# months) details 5 24 11 11 45 45
Start (yyyy mm) 2023 08 2022 01 2020 01 2020 01 2007 06 2007 06
Start to Bottom (# months) 3 9 3 3 21 21
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02 2009 02
Bottom to End (# months) 2 15 8 8 24 24
End (yyyy mm) 2023 12 2023 12 2020 11 2020 11 2011 02 2011 02
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-20.69 -20.69
same as
deepest

same as
deepest
Start to Recovery (# months) details 24 24
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 06 2007 06
Start to Bottom (# months) 3 9 9 9 21 21
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2009 02
Bottom to End (# months) 2 15 15 15 24 24
End (yyyy mm) 2023 12 2023 12 2023 12 2023 12 2011 02 2011 02
Longest negative period (# months) details 8 31 31 37 64 70
Period Start (yyyy mm) 2023 03 2021 04 2021 04 2017 03 2004 03 2003 05
Period End (yyyy mm) 2023 10 2023 10 2023 10 2020 03 2009 06 2009 02
Annualized Return (%) -8.97 -0.03 -0.03 -0.60 -1.19 -0.68
Deepest Drawdown Depth (%) -12.75 -24.85 -26.52 -26.52 -56.82 -56.82
Start to Recovery (# months) details 5 26* 11 11 68 68
Start (yyyy mm) 2023 08 2022 01 2020 01 2020 01 2007 06 2007 06
Start to Bottom (# months) 3 9 3 3 21 21
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02 2009 02
Bottom to End (# months) 2 17 8 8 47 47
End (yyyy mm) 2023 12 - 2020 11 2020 11 2013 01 2013 01
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-24.85 -24.85
same as
deepest

same as
deepest
Start to Recovery (# months) details 26* 26*
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 06 2007 06
Start to Bottom (# months) 3 9 9 9 21 21
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2009 02
Bottom to End (# months) 2 17 17 17 47 47
End (yyyy mm) 2023 12 - - - 2013 01 2013 01
Longest negative period (# months) details 8 34 35 44 81 81
Period Start (yyyy mm) 2023 03 2021 04 2020 12 2016 08 2005 01 2005 01
Period End (yyyy mm) 2023 10 2024 01 2023 10 2020 03 2011 09 2011 09
Annualized Return (%) -11.63 -0.41 -0.51 0.00 -0.22 -0.22
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y MAX
Standard Deviation (%) 16.49 18.05 20.20 16.49 17.09 17.00
Sharpe Ratio 0.47 0.34 0.47 0.55 0.48 0.41
Sortino Ratio 0.72 0.48 0.64 0.75 0.65 0.56
Ulcer Index 4.41 7.95 7.93 6.21 12.16 11.92
Ratio: Return / Standard Deviation 0.79 0.47 0.56 0.62 0.56 0.65
Ratio: Return / Deepest Drawdown 1.09 0.41 0.43 0.38 0.17 0.20
% Positive Months details 50% 55% 60% 66% 64% 65%
Positive Months 6 20 36 80 155 164
Negative Months 6 16 24 40 85 86
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y MAX
Best 10 Years Return (%) - Annualized 10.23 18.33 18.33
Worst 10 Years Return (%) - Annualized 6.90 6.90
Best 10 Years Return (%) - Annualized 7.21 16.28 16.28
Worst 10 Years Return (%) - Annualized 5.03 5.03
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y MAX
Over the latest 20Y
Best Rolling Return (%) - Annualized 79.06 33.05 28.31 18.33 9.62
Worst Rolling Return (%) - Annualized -47.46 -18.35 -7.39 6.90
% Positive Periods 78% 86% 96% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 69.11 23.69 15.33 9.71 7.93
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 4.11 5.82
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 75.29 29.95 25.72 16.28 6.86
Worst Rolling Return (%) - Annualized -47.46 -20.09 -9.77 5.03
% Positive Periods 72% 84% 86% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 69.11 23.69 15.33 9.71 7.93
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 4.11 5.82
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (May 2003 - Feb 2024)
Best Rolling Return (%) - Annualized 79.06 33.05 28.31 18.33 10.81
Worst Rolling Return (%) - Annualized -47.46 -18.35 -7.39 6.90 9.23
% Positive Periods 79% 86% 95% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 69.11 23.69 15.33 9.71 7.93
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 4.11 5.82
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 75.29 29.95 25.72 16.28 8.06
Worst Rolling Return (%) - Annualized -47.46 -20.09 -9.77 5.03 6.48
% Positive Periods 73% 85% 85% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 69.11 23.69 15.33 9.71 7.93
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 4.11 5.82
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Feb 29, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of Invesco S&P 500® Equal Weight ETF (RSP) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) ETF
Monthly correlations as of 29 February 2024
Swipe left to see all data
Correlation vs RSP
Asset Class 1 Year 5 Years 10 Years Since
May 2003
VTI
US Total Stock Market
0.95
0.96
0.97
0.98
SPY
US Large Cap
0.92
0.96
0.96
0.97
IJR
US Small Cap
0.92
0.94
0.92
0.93
VNQ
US REITs
0.95
0.87
0.78
0.78
QQQ
US Technology
0.64
0.80
0.81
0.85
PFF
Preferred Stocks
0.80
0.81
0.75
0.61
EFA
EAFE Stocks
0.93
0.92
0.88
0.88
VT
World All Countries
0.96
0.97
0.96
0.95
EEM
Emerging Markets
0.85
0.76
0.72
0.77
VGK
Europe
0.91
0.92
0.87
0.87
VPL
Pacific
0.92
0.88
0.84
0.80
FLLA
Latin America
0.88
0.76
0.62
0.70
BND
US Total Bond Market
0.65
0.46
0.35
0.19
TLT
Long Term Treasuries
0.74
0.11
0.03
-0.16
BIL
US Cash
0.33
-0.12
-0.08
-0.09
TIP
TIPS
0.57
0.55
0.45
0.27
LQD
Invest. Grade Bonds
0.72
0.63
0.55
0.40
HYG
High Yield Bonds
0.86
0.86
0.83
0.77
CWB
US Convertible Bonds
0.89
0.84
0.85
0.88
BNDX
International Bonds
0.56
0.50
0.38
0.28
EMB
Emerg. Market Bonds
0.91
0.77
0.68
0.59
GLD
Gold
0.04
0.20
0.08
0.09
DBC
Commodities
0.14
0.55
0.48
0.48

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 2004 - 29 February 2024 (20 Years)
Data Source: 1 May 2003 - 29 February 2024 (~21 years)
Inflation Adjusted:
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Rolling Returns

( more details)

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 March 2004 - 29 February 2024 (20 Years)
Data Source: 1 May 2003 - 29 February 2024 (~21 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -47.46 03/2008
02/2009
0.52$ -3.40 0.96$ 12.64 1.12$ 25.79 1.25$ 79.06 03/2009
02/2010
1.79$ 13.01 21.40%
2Y -30.52 03/2007
02/2009
0.48$ 0.34 1.00$ 10.74 1.22$ 20.82 1.45$ 51.38 03/2009
02/2011
2.29$ 4.58 13.82%
3Y -18.35 03/2006
02/2009
0.54$ 3.02 1.09$ 11.15 1.37$ 17.17 1.60$ 33.05 03/2009
02/2012
2.35$ 8.43 13.66%
5Y -7.39 03/2004
02/2009
0.68$ 2.44 1.12$ 9.85 1.59$ 15.42 2.04$ 28.31 03/2009
02/2014
3.47$ 11.35 3.31%
7Y 3.91 01/2005
12/2011
1.30$ 6.70 1.57$ 11.00 2.07$ 13.67 2.45$ 20.10 03/2009
02/2016
3.60$ 10.60 0.00%
10Y 6.90 02/2006
01/2016
1.94$ 8.17 2.19$ 10.55 2.72$ 13.63 3.58$ 18.33 03/2009
02/2019
5.38$ 10.23 0.00%
15Y 7.09 04/2005
03/2020
2.79$ 8.44 3.37$ 9.50 3.90$ 10.66 4.56$ 15.95 03/2009
02/2024
9.21$ 15.95 0.00%
20Y 9.62 03/2004
02/2024
6.27$ 9.62 6.27$ 9.62 6.27$ 9.62 6.27$ 9.62 03/2004
02/2024
6.27$ 9.62 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -47.46 03/2008
02/2009
0.52$ -8.00 0.91$ 9.54 1.09$ 22.85 1.22$ 75.29 03/2009
02/2010
1.75$ 9.54 27.95%
2Y -31.92 03/2007
02/2009
0.46$ -3.20 0.93$ 7.91 1.16$ 18.39 1.40$ 48.21 03/2009
02/2011
2.19$ 0.02 19.35%
3Y -20.09 03/2006
02/2009
0.51$ -0.31 0.99$ 8.61 1.28$ 14.73 1.51$ 29.95 03/2009
02/2012
2.19$ 2.61 15.12%
5Y -9.77 03/2004
02/2009
0.59$ 0.15 1.00$ 7.78 1.45$ 13.58 1.89$ 25.72 03/2009
02/2014
3.14$ 6.87 13.26%
7Y 1.32 10/2004
09/2011
1.09$ 4.05 1.32$ 8.65 1.78$ 11.89 2.19$ 18.23 03/2009
02/2016
3.22$ 6.83 0.00%
10Y 5.03 02/2006
01/2016
1.63$ 6.26 1.83$ 8.22 2.20$ 11.39 2.94$ 16.28 03/2009
02/2019
4.51$ 7.21 0.00%
15Y 5.03 04/2005
03/2020
2.08$ 6.31 2.50$ 7.29 2.87$ 8.37 3.33$ 13.05 03/2009
02/2024
6.29$ 13.05 0.00%
20Y 6.86 03/2004
02/2024
3.76$ 6.86 3.76$ 6.86 3.76$ 6.86 3.76$ 6.86 03/2004
02/2024
3.76$ 6.86 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -47.46 03/2008
02/2009
0.52$ -3.03 0.96$ 12.75 1.12$ 25.79 1.25$ 79.06 03/2009
02/2010
1.79$ 13.01 20.50%
2Y -30.52 03/2007
02/2009
0.48$ 0.45 1.00$ 11.47 1.24$ 20.82 1.45$ 51.38 03/2009
02/2011
2.29$ 4.58 13.22%
3Y -18.35 03/2006
02/2009
0.54$ 3.61 1.11$ 11.58 1.38$ 17.17 1.60$ 33.05 03/2009
02/2012
2.35$ 8.43 13.02%
5Y -7.39 03/2004
02/2009
0.68$ 2.22 1.11$ 9.77 1.59$ 15.40 2.04$ 28.31 03/2009
02/2014
3.47$ 11.35 4.71%
7Y 3.91 01/2005
12/2011
1.30$ 6.26 1.52$ 10.73 2.04$ 13.62 2.44$ 20.10 03/2009
02/2016
3.60$ 10.60 0.00%
10Y 6.90 02/2006
01/2016
1.94$ 8.27 2.21$ 10.24 2.65$ 13.55 3.56$ 18.33 03/2009
02/2019
5.38$ 10.23 0.00%
15Y 7.09 04/2005
03/2020
2.79$ 8.59 3.44$ 9.56 3.93$ 10.56 4.50$ 15.95 03/2009
02/2024
9.21$ 15.95 0.00%
20Y 9.23 11/2003
10/2023
5.84$ 9.50 6.14$ 9.83 6.51$ 10.38 7.20$ 10.81 05/2003
04/2023
7.79$ 9.62 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -47.46 03/2008
02/2009
0.52$ -7.66 0.92$ 10.04 1.10$ 22.85 1.22$ 75.29 03/2009
02/2010
1.75$ 9.54 26.78%
2Y -31.92 03/2007
02/2009
0.46$ -3.20 0.93$ 8.24 1.17$ 18.39 1.40$ 48.21 03/2009
02/2011
2.19$ 0.02 18.50%
3Y -20.09 03/2006
02/2009
0.51$ 0.30 1.00$ 8.95 1.29$ 14.73 1.51$ 29.95 03/2009
02/2012
2.19$ 2.61 14.42%
5Y -9.77 03/2004
02/2009
0.59$ 0.01 1.00$ 7.54 1.43$ 13.56 1.88$ 25.72 03/2009
02/2014
3.14$ 6.87 14.66%
7Y 1.32 10/2004
09/2011
1.09$ 3.72 1.29$ 7.82 1.69$ 11.86 2.19$ 18.23 03/2009
02/2016
3.22$ 6.83 0.00%
10Y 5.03 02/2006
01/2016
1.63$ 6.28 1.83$ 8.03 2.16$ 11.31 2.91$ 16.28 03/2009
02/2019
4.51$ 7.21 0.00%
15Y 5.03 04/2005
03/2020
2.08$ 6.51 2.57$ 7.35 2.89$ 8.35 3.32$ 13.05 03/2009
02/2024
6.29$ 13.05 0.00%
20Y 6.48 11/2003
10/2023
3.51$ 6.76 3.69$ 7.08 3.92$ 7.62 4.34$ 8.06 05/2003
04/2023
4.71$ 6.86 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Invesco S&P 500® Equal Weight ETF (RSP) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in Invesco S&P 500® Equal Weight ETF (RSP) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
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Monthly Returns

This section provides a visual/tabular representation of the performance variability in the Invesco S&P 500® Equal Weight ETF (RSP) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) ETF
Monthly Returns Distribution
Data Source: 1 March 2004 - 29 February 2024 (20 Years)
Data Source: 1 May 2003 - 29 February 2024 (~21 years)
155 Positive Months (65%) - 85 Negative Months (35%)
164 Positive Months (66%) - 86 Negative Months (34%)
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