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
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) 11.61% 8.51% 9.42% 2.73% 6.59% NA NA
Data as of 06/09/2026, Common starting date is 08/14/2015
More Performance Analytics Comparison
Name Start Date End Date
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) 08/14/2015 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
Annualized Return (%) 3.51 8.51 9.42 2.73 6.59 NA NA 11.61 -1.87 8.59 11.60 -25.16 49.61 -2.90 25.24 -4.11 8.76 2.93 3.57
Sharpe Ratio NA 0.43 0.40 0.02 0.23 NA NA 1.66 -0.27 0.31 0.39 -1.08 3.18 -0.07 1.94 -0.34 0.83 0.16 0.45
Standard Deviation(%) NA 14.24 17.06 19.11 21.48 NA NA 14.87 17.69 16.03 20.29 24.77 15.58 45.09 12.22 15.98 9.83 17.34 21.28
Draw Down(%) NA 8.71 17.79 33.03 41.96 NA NA 8.71 14.35 10.83 20.86 30.96 6.32 41.96 6.01 11.52 5.23 14.45 10.31
Yield(%) 0.00 2.73 3.22 2.50 3.45 2.52 1.89 0.95 2.61 2.70 3.14 2.29 3.84 3.60 3.69 2.83 3.17 2.08 1.05
Data as of 06/09/2026, Common starting date is 08/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) -3.20%
Dec 2021 – Dec 2024
2.48%
Oct 2015 – Oct 2020
5.43%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) 22.08%
Dec 2018 – Dec 2021
13.67%
Dec 2016 – Dec 2021
7.37%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return