Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RSPF (Invesco S&P 500 Equal Weight Financials ETF) -2.55% 5.21% 16.44% 6.34% 11.67% 11.57% NA
Data as of 06/09/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
Name Start Date End Date
RSPF (Invesco S&P 500 Equal Weight Financials ETF) 11/07/2006 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 1.04 5.21 16.44 6.34 11.67 11.57 NA -2.55 10.22 25.76 6.42 -10.64 36.36 5.49 31.52 -15.81 21.57 23.03 -2.05 14.23 37.67 23.74 -12.99 21.97 31.12 -55.97 -17.84 4.02
Sharpe Ratio NA 0.22 0.82 0.17 0.43 NA NA -0.52 0.37 1.51 0.14 -0.48 1.82 0.11 1.91 -0.93 1.73 1.26 -0.13 1.21 2.86 1.42 -0.43 0.90 0.53 -0.86 -0.84 3.46
Standard Deviation(%) NA 15.30 16.94 19.90 22.98 NA NA 16.97 20.04 14.62 19.69 25.19 20.01 47.03 15.72 18.62 12.11 18.14 16.49 11.75 13.14 16.81 30.22 24.22 59.02 65.81 25.01 8.13
Draw Down(%) NA 14.13 18.25 27.68 44.80 NA NA 14.13 18.15 8.28 22.58 23.45 8.83 44.80 10.04 26.25 7.60 16.71 12.01 6.61 6.57 15.12 30.85 19.69 50.18 68.85 24.36 2.04
Yield(%) 0.00 1.71 2.44 1.92 2.22 2.97 1.43 0.48 1.68 2.04 2.24 1.70 2.12 2.27 2.38 2.08 1.53 0.76 1.46 1.28 1.45 2.06 0.94 0.93 1.13 1.41 1.14 0.35
Data as of 06/09/2026, Common starting date is 11/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPF (Invesco S&P 500 Equal Weight Financials ETF) -22.74%
Jan 2007 – Jan 2010
-12.83%
Dec 2006 – Dec 2011
1.40%
May 2007 – May 2017
4.36%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPF (Invesco S&P 500 Equal Weight Financials ETF) 34.91%
Feb 2009 – Feb 2012
29.79%
Feb 2009 – Feb 2014
19.60%
Feb 2009 – Feb 2019
16.35%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return