Invesco S&P 500 Equal Weight Communication… (RSPC) Performance
RSPC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −11.9% since Dec 31, 2025
- 1 year
- −11.2% total return
- 5 years
- −0.7% a year
- Since first price
- +5.5% a year since 2018
RSPC trailing returns vs SPY, QQQ, AGG
| Period | RSPC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.2% | −2.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.2% | +0.9% | +3.2% | +1.9% | −0.4% |
| 6 months | −9.7% | −10.2% | +7.8% | +8.4% | −1.5% |
| YTD | −11.9% | −12.6% | +12.3% | +15.1% | −1.0% |
| 1 year | −11.2% | −12.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +37.7%+11.3%/yr | +32.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −3.3%−0.7%/yr | −9.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionNov 7, 2018 | +52.7%+5.5%/yr | +38.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: RSPC vs SPY
From Nov 7, 2018: RSPC grew to $15,274, SPY to $30,483.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSPC returns by calendar year
6 of 7 full years positive. Best 2020 (+22.1%), worst 2022 (−29.0%). 2026 is year to date.
RSPC annual returns table
| Year | RSPC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −11.9% | −13.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.4% | −14.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.0% | −7.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.9% | −15.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −29.0% | −33.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +14.5% | −14.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +22.1% | −33.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.1% | −8.8% | +31.2% | +39.0% | +8.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
RSPC largest drawdowns
Now 14.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 16, 2021 | −38.0% | Sep 30, 2022 | Jun 30, 2025 | 1.5 years | 4.3 years |
| Feb 19, 2020 | −33.5% | Mar 20, 2020 | Aug 14, 2020 | 30 days | 6 months |
| Nov 8, 2018 | −18.0% | Dec 24, 2018 | Apr 26, 2019 | 46 days | 6 months |
| Sep 30, 2025 | −15.6% | Jul 23, 2026 | not yet | 10 months | 1.1 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSPC risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +11.1% | −0.4% | +6.0% |
| Volatility (annualized) | 14.2% | 18.1% | 20.0% |
| Sharpe ratio | 0.51 | -0.13 | 0.26 |
| Sortino ratio | 0.81 | -0.18 | 0.39 |
| Best month | +8.1% | +14.2% | +17.6% |
| Worst month | −6.4% | −13.0% | −15.0% |
| Best 12 months | +30.3% | +30.3% | +86.3% |
| Worst 12 months | −14.0% | −35.5% | −35.5% |
| Positive months | 58% | 52% | 56% |
| Beta vs S&P 500 | 0.68 | 0.89 | — |
| Correlation with S&P 500 | 0.60 | 0.77 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
RSPC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 84 | −35.5% | +9.7% | +86.3% | 71% |
| 3-year (a year) | 60 | −9.1% | +5.2% | +21.0% | 77% |
| 5-year (a year) | 36 | −0.9% | +5.9% | +13.2% | 89% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
RSPC performance overview
Invesco S&P 500 Equal Weight Communication… (RSPC) returned −11.2% over the past year and −0.7% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +5.5% a year, turning $10,000 into about $15,274. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −38.0%, from Mar 16, 2021 to Sep 30, 2022, and it took 2.7 years to get back to the old high. RSPC finished 6 of its 7 full calendar years with a gain; the best year was 2020 (+22.1%) and the worst 2022 (−29.0%). Volatility has been 20.0% a year.
Related: RSPC chart, RSPC holdings, RSPC dividends, RSPC valuation. See the RSPC overview for the latest quote and fund facts.
RSPC performance FAQ
What is the RSPC return over the past year?
RSPC returned −11.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 12.2%.
What is the average annual return of RSPC?
RSPC has returned −0.7% a year over 5 years, +5.5% a year since November 7, 2018 (total return, distributions reinvested).
How much would $10,000 invested in RSPC be worth?
$10,000 invested in RSPC at its first recorded close on November 7, 2018 would be worth about $15,274 on October 23, 2026 with distributions reinvested.
What was the worst year for RSPC?
The worst calendar year was 2022, with a total return of −29.0%. The best was 2020 at +22.1%.
What is the biggest drawdown of RSPC?
The largest peak-to-trough decline was −38.0% between March 16, 2021 and September 30, 2022. It recovered to the old high on June 30, 2025, 2.7 years after the bottom.
How volatile is RSPC?
Over the past 3 years RSPC had an annualized volatility of 14.2% and a Sharpe ratio of 0.51 (excess return over 1–3 month T-bills per unit of risk).