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
RSPN (Invesco S&P 500 Equal Weight Industrials ETF) 9.16% 18.11% 17.85% 11.00% 14.14% 13.47% NA
Data as of 06/11/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
Name Start Date End Date
RSPN (Invesco S&P 500 Equal Weight Industrials ETF) 11/07/2006 06/11/2026
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 (%) 0.11 18.11 17.85 11.00 14.14 13.47 NA 9.16 13.84 17.63 21.60 -9.82 25.12 16.51 33.17 -13.23 23.22 21.21 -6.94 11.99 40.07 15.93 -2.18 26.12 29.62 -38.12 15.92 1.78
Sharpe Ratio NA 0.97 0.93 0.44 0.60 NA NA 0.99 0.57 0.98 1.14 -0.48 1.55 0.41 2.01 -0.78 2.28 1.33 -0.43 0.82 3.23 1.01 -0.08 1.22 0.81 -1.08 0.78 0.96
Standard Deviation(%) NA 15.39 16.54 18.15 20.39 NA NA 17.92 19.45 14.25 15.84 23.41 16.14 39.45 15.76 18.79 9.94 15.81 16.19 14.52 12.41 15.91 26.41 21.38 36.47 35.92 16.35 9.88
Draw Down(%) NA 12.36 20.89 22.65 42.37 NA NA 12.36 18.44 8.57 13.65 22.32 7.44 42.37 8.51 24.35 4.58 10.23 14.99 9.71 6.76 12.44 25.89 18.67 35.05 51.40 12.14 2.24
Yield(%) 0.00 0.94 0.23 0.14 0.77 1.54 1.73 0.21 0.98 1.15 0.13 0.00 0.00 0.00 1.74 1.27 1.35 1.60 1.38 1.43 1.22 2.34 1.79 1.47 2.12 1.22 4.58 0.31
Data as of 06/11/2026, 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
RSPN (Invesco S&P 500 Equal Weight Industrials ETF) -7.11%
Jun 2007 – Jun 2010
0.39%
May 2007 – May 2012
8.19%
May 2007 – May 2017
8.18%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPN (Invesco S&P 500 Equal Weight Industrials ETF) 30.51%
Feb 2009 – Feb 2012
26.85%
Feb 2009 – Feb 2014
17.82%
Feb 2009 – Feb 2019
16.57%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return