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RCD: Invesco S&P 500® Equal Weight Consumer Discretionary ETF (ETF)
Basic Info 22.29 0.01(0.04%) June 05
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 11/07/2006 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 9.50% |
| Expenses | 0.40% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/07/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | 14.8 | 10.0 | -95.7 | -11.4 | 0.1 | 4.4 | 3.9 | -8.5 | -47.0 | 21.1 | -24.0 | 28.8 | 11.5 | 25.9 | -8.8 | 15.0 | 5.1 | -3.2 | 11.9 | 43.3 | 21.1 | 4.4 | 26.0 | 65.0 | -41.2 | -16.0 | 3.5 |
| Sharpe Ratio | NA | 1.46 | 0.22 | -0.19 | -0.03 | 0.0 | NA | 0.01 | -1.07 | -0.66 | 0.01 | -0.81 | 1.51 | 0.25 | 1.59 | -0.58 | 1.41 | 0.3 | -0.19 | 0.89 | 3.34 | 1.31 | 0.16 | 1.16 | 1.72 | -0.85 | -1.18 | 2.42 |
| Draw Down(%) | NA | 14.4 | 20.0 | 100.0 | 100.0 | 100.0 | NA | 100.0 | 12.4 | 55.7 | 100.0 | 33.7 | 8.5 | 48.0 | 11.6 | 20.9 | 5.0 | 11.5 | 11.1 | 9.8 | 5.7 | 11.7 | 22.5 | 22.2 | 35.6 | 57.2 | 23.5 | 2.2 |
| Standard Deviation(%) | NA | 19.2 | 15.0 | 515.1 | 567.4 | 401.2 | NA | 287.4 | 10.6 | 77.2 | 1270.4 | 31.7 | 19.1 | 44.3 | 15.4 | 17.5 | 10.2 | 16.6 | 16.7 | 13.4 | 13.0 | 16.3 | 26.9 | 22.4 | 37.7 | 49.5 | 16.3 | 9.9 |
| Treynor Ratio | NA | 1.01 | 0.17 | -2.41 | 0.0 | 0.0 | NA | 0.0 | -0.83 | -0.52 | 0.0 | -0.22 | 0.25 | 0.1 | 0.24 | -0.12 | 0.17 | 0.05 | -0.03 | 0.12 | 0.42 | 0.2 | 0.05 | 0.24 | 0.62 | -0.64 | -0.22 | 0.22 |
| Alpha | NA | 0.08 | 0.0 | -0.22 | 588.35 | 292.64 | NA | 154.01 | -0.05 | -0.25 | 2505.1 | -0.01 | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 | -0.02 | 0.0 | 0.03 | 0.02 | 0.02 | 0.03 | 0.11 | -0.06 | -0.09 | 0.01 |
| Beta | NA | 0.28 | 0.19 | 0.41 | 1034.5 | 451.04 | NA | 196.17 | 0.14 | 0.98 | 8478.91 | 1.18 | 1.14 | 1.08 | 1.03 | 0.83 | 0.85 | 1.09 | 0.97 | 1.0 | 1.02 | 1.07 | 0.87 | 1.1 | 1.05 | 0.66 | 0.87 | 1.08 |
| RSquared | NA | 0.04 | 0.02 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.06 | 0.05 | 0.02 | 0.81 | 0.61 | 0.72 | 0.71 | 0.65 | 0.31 | 0.74 | 0.81 | 0.73 | 0.76 | 0.71 | 0.57 | 0.79 | 0.57 | 0.3 | 0.73 | 0.64 |
| Yield(%) | N/A | 5.3 | 9.8 | 0.0 | 0.7 | 1.4 | 2.2 | N/A | 9.1 | 0.0 | 0.0 | 0.7 | 0.7 | 0.9 | 2.0 | 1.5 | 1.6 | 0.9 | 1.3 | 1.2 | 1.2 | 1.8 | 1.1 | 1.2 | 1.4 | 1.4 | 0.9 | 0.2 |
| Dividend Growth(%) | N/A | -50.7 | 94.6 | 38.4 | -19.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | 42.4 | -16.7 | -44.0 | 17.5 | 3.7 | 103.5 | -38.6 | 25.0 | 33.3 | -20.2 | 63.9 | 21.5 | 30.4 | -36.8 | 21.5 | 403.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2006
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