Invesco S&P 500 Equal Weight Consumer… (RSPD) Performance
RSPD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −4.6% since Dec 31, 2025
- 1 year
- −5.0% total return
- 5 years
- +2.3% a year
- 10 years
- +7.8% a year
- Since first price
- +7.9% a year since 2006
RSPD trailing returns vs SPY, QQQ, AGG
| Period | RSPD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.5% | +3.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.6% | +0.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −3.7% | −4.2% | +7.8% | +8.4% | −1.5% |
| YTD | −4.6% | −5.3% | +12.3% | +15.1% | −1.0% |
| 1 year | −5.0% | −5.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +40.4%+12.0%/yr | +36.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +12.0%+2.3%/yr | +6.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +111.5%+7.8%/yr | +87.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +313.6%+9.9%/yr | +244.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionNov 7, 2006 | +354.7%+7.9%/yr | +256.9% | — | — | — |
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: RSPD vs SPY
From Nov 7, 2006: RSPD grew to $45,468, SPY to $79,031.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSPD returns by calendar year
14 of 19 full years positive. Best 2009 (+65.0%), worst 2008 (−41.2%). 2026 is year to date.
RSPD annual returns table
| Year | RSPD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −4.6% | −13.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.0% | −20.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +13.4% | −11.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.5% | −18.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −24.0% | −33.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.7% | −8.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +11.4% | −48.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +25.9% | −11.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.8% | −20.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +15.0% | −5.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +5.6% | −10.5% | +12.0% | +7.1% | +2.4% |
| 2015 | −3.2% | −11.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +11.9% | −9.8% | +13.5% | +19.2% | +6.0% |
| 2013 | +43.3% | −5.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +21.1% | −11.7% | +16.0% | +18.1% | +3.8% |
| 2011 | +4.4% | −22.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +26.0% | −22.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +65.0% | −35.6% | +26.4% | +54.7% | +3.0% |
| 2008 | −41.2% | −57.1% | −36.8% | −41.7% | +7.9% |
| 2007 | −16.0% | −23.5% | +5.1% | +19.0% | +6.6% |
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.
RSPD largest drawdowns
Now 9.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −68.0% | Mar 9, 2009 | Feb 16, 2011 | 1.8 years | 3.7 years |
| Jan 17, 2020 | −48.0% | Mar 23, 2020 | Nov 9, 2020 | 2 months | 10 months |
| Nov 16, 2021 | −34.4% | Jun 16, 2022 | Sep 26, 2024 | 7 months | 2.9 years |
| Jul 7, 2011 | −22.5% | Oct 4, 2011 | Feb 3, 2012 | 3 months | 7 months |
| Dec 11, 2024 | −21.0% | Apr 8, 2025 | Jul 10, 2025 | 4 months | 7 months |
| Sep 20, 2018 | −20.9% | Dec 24, 2018 | Apr 4, 2019 | 3 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSPD risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +8.2% | +2.5% | +7.2% | +7.6% |
| Volatility (annualized) | 17.0% | 20.8% | 22.2% | 22.4% |
| Sharpe ratio | 0.29 | 0.05 | 0.33 | 0.38 |
| Sortino ratio | 0.43 | 0.07 | 0.48 | 0.57 |
| Best month | +10.5% | +13.2% | +22.0% | +30.5% |
| Worst month | −9.0% | −12.1% | −29.7% | −29.7% |
| Best 12 months | +32.1% | +32.1% | +111.8% | +116.0% |
| Worst 12 months | −9.5% | −26.6% | −34.2% | −50.9% |
| Positive months | 58% | 50% | 57% | 58% |
| Beta vs S&P 500 | 1.02 | 1.11 | 1.26 | — |
| Correlation with S&P 500 | 0.74 | 0.83 | 0.87 | — |
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.
RSPD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 228 | −50.9% | +10.0% | +116.0% | 74% |
| 3-year (a year) | 204 | −9.0% | +9.2% | +45.5% | 92% |
| 5-year (a year) | 180 | −4.6% | +10.1% | +37.1% | 99% |
| 10-year (a year) | 120 | +5.7% | +9.1% | +20.7% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
RSPD performance overview
Invesco S&P 500 Equal Weight Consumer… (RSPD) returned −5.0% over the past year and +7.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +7.9% a year, turning $10,000 into about $45,468. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −68.0%, from Jun 4, 2007 to Mar 9, 2009, and it took 1.9 years to get back to the old high. RSPD finished 14 of its 19 full calendar years with a gain; the best year was 2009 (+65.0%) and the worst 2008 (−41.2%). Volatility has been 22.4% a year.
Related: RSPD chart, RSPD holdings, RSPD dividends, RSPD valuation. See the RSPD overview for the latest quote and fund facts.
RSPD performance FAQ
What is the RSPD return over the past year?
RSPD returned −5.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.9%.
What is the average annual return of RSPD?
RSPD has returned +2.3% a year over 5 years, +7.8% a year over 10 years, +7.9% a year since November 7, 2006 (total return, distributions reinvested).
How much would $10,000 invested in RSPD be worth?
$10,000 invested in RSPD at its first recorded close on November 7, 2006 would be worth about $45,468 on October 23, 2026 with distributions reinvested.
What was the worst year for RSPD?
The worst calendar year was 2008, with a total return of −41.2%. The best was 2009 at +65.0%.
What is the biggest drawdown of RSPD?
The largest peak-to-trough decline was −68.0% between June 4, 2007 and March 9, 2009. It recovered to the old high on February 16, 2011, 1.9 years after the bottom.
How volatile is RSPD?
Over the past 3 years RSPD had an annualized volatility of 17.0% and a Sharpe ratio of 0.29 (excess return over 1–3 month T-bills per unit of risk).