Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSPU (Invesco S&P 500 Equal Weight Utilities ETF) | 5.84% | 14.26% | 15.25% | 10.72% | 9.46% | 10.78% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSPU (Invesco S&P 500 Equal Weight Utilities ETF) | 11/07/2006 | 06/10/2026 |
| 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 (%) | 0.96 | 14.26 | 15.25 | 10.72 | 9.46 | 10.78 | NA | … | … | 5.84 | 16.82 | 23.56 | -3.44 | 4.37 | 17.13 | -2.70 | 22.94 | 6.89 | 9.43 | 14.99 | -4.05 | 28.16 | 14.30 | 7.27 | 12.47 | 12.67 | 20.78 | -30.70 | 10.00 | 4.93 |
| Sharpe Ratio | NA | 0.88 | 0.82 | 0.50 | 0.41 | NA | NA | … | … | 0.83 | 0.90 | 1.33 | -0.41 | 0.14 | 1.16 | -0.08 | 1.82 | 0.37 | 0.96 | 0.97 | -0.26 | 2.22 | 1.18 | 0.73 | 0.71 | 0.84 | 0.93 | -0.79 | 0.45 | 4.82 |
| Standard Deviation(%) | NA | 13.98 | 15.80 | 16.95 | 19.11 | NA | NA | … | … | 16.34 | 15.49 | 14.98 | 17.36 | 21.19 | 14.79 | 38.96 | 11.76 | 15.08 | 9.21 | 15.22 | 15.80 | 12.68 | 12.05 | 9.99 | 17.50 | 15.05 | 22.16 | 40.03 | 15.36 | 7.56 |
| Draw Down(%) | NA | 8.46 | 16.27 | 21.86 | 36.85 | NA | NA | … | … | 8.46 | 8.35 | 9.30 | 17.39 | 19.87 | 8.31 | 36.85 | 5.73 | 9.63 | 5.71 | 12.98 | 14.01 | 7.01 | 11.28 | 8.66 | 14.90 | 9.11 | 24.57 | 39.65 | 13.50 | 0.44 |
| Yield(%) | 0.00 | 2.79 | 1.70 | 2.04 | 2.92 | 4.51 | 4.05 | … | … | 0.71 | 2.88 | 2.84 | 1.95 | 2.41 | 2.82 | 2.81 | 3.10 | 3.23 | 3.26 | 3.36 | 3.79 | 3.66 | 3.97 | 3.75 | 3.54 | 3.82 | 4.37 | 3.17 | 3.09 | 0.51 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| RSPU (Invesco S&P 500 Equal Weight Utilities ETF) |
-7.98%
May 2007 – May 2010 |
0.40%
May 2007 – May 2012 |
6.82%
Apr 2007 – Apr 2017 |
7.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSPU (Invesco S&P 500 Equal Weight Utilities ETF) |
18.93%
Mar 2009 – Mar 2012 |
18.06%
Apr 2009 – Apr 2014 |
14.23%
Mar 2009 – Mar 2019 |
11.61%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart