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
RSPT (Invesco S&P 500 Equal Weight Technology ETF) 35.16% 58.17% 30.14% 17.57% 21.34% 18.58% NA
Data as of 06/09/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
Name Start Date End Date
RSPT (Invesco S&P 500 Equal Weight Technology 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 (%) -8.93 58.17 30.14 17.57 21.34 18.58 NA 35.16 22.15 15.16 35.18 -24.50 28.53 30.21 42.07 -0.61 32.98 19.11 2.88 19.19 40.72 11.70 -6.61 17.88 69.08 -45.71 0.98 1.64
Sharpe Ratio NA 2.60 1.19 0.62 0.83 NA NA 3.68 0.72 0.59 1.66 -0.82 1.55 0.77 2.22 -0.09 2.95 1.07 0.16 1.33 2.96 0.64 -0.24 0.79 2.13 -1.35 -0.14 0.58
Standard Deviation(%) NA 22.72 23.02 24.24 23.90 NA NA 27.48 26.72 19.68 19.12 31.69 18.43 38.98 18.27 21.50 10.99 17.58 17.42 14.38 13.75 18.44 27.62 22.55 32.43 34.47 16.12 14.52
Draw Down(%) NA 10.67 26.62 32.49 33.67 NA NA 10.67 26.62 12.86 13.56 32.11 8.63 33.67 11.71 22.42 4.46 14.19 14.72 11.01 5.42 16.87 26.90 16.93 18.92 54.59 14.09 3.69
Yield(%) 0.00 0.44 0.11 0.30 1.36 2.10 1.80 0.09 0.47 0.51 0.41 0.53 0.65 1.63 1.29 0.95 1.10 1.39 1.20 1.38 1.08 1.13 0.43 0.32 0.42 0.18 0.03 0.00
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
RSPT (Invesco S&P 500 Equal Weight Technology ETF) -7.42%
Jun 2007 – Jun 2010
-0.98%
Oct 2007 – Oct 2012
8.89%
Dec 2006 – Dec 2016
11.05%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPT (Invesco S&P 500 Equal Weight Technology ETF) 33.47%
Dec 2018 – Dec 2021
26.65%
Feb 2009 – Feb 2014
22.01%
May 2016 – May 2026
20.04%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return