Invesco S&P 500 Equal Weight Financials ETF (RSPF) Performance
RSPF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.2% since Dec 31, 2025
- 1 year
- +9.6% total return
- 5 years
- +6.1% a year
- 10 years
- +12.1% a year
- Since first price
- +6.5% a year since 2006
RSPF trailing returns vs SPY, QQQ, AGG
| Period | RSPF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.0% | +3.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.7% | +0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.2% | +7.4% | +7.8% | +8.4% | −1.5% |
| YTD | +5.2% | +3.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.6% | +7.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +76.9%+20.9%/yr | +67.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +34.6%+6.1%/yr | +22.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +214.7%+12.1%/yr | +159.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +563.5%+13.4%/yr | +398.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionNov 7, 2006 | +249.0%+6.5%/yr | +138.4% | — | — | — |
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: RSPF vs SPY
From Nov 7, 2006: RSPF grew to $34,896, SPY to $79,031.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSPF returns by calendar year
13 of 19 full years positive. Best 2013 (+38.4%), worst 2008 (−55.6%). 2026 is year to date.
RSPF annual returns table
| Year | RSPF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.2% | −14.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.2% | −18.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +25.8% | −8.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +6.4% | −22.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −10.6% | −23.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +36.4% | −8.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +5.5% | −44.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.5% | −10.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −15.8% | −26.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +21.6% | −7.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +23.4% | −15.6% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.4% | −12.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.8% | −6.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +38.4% | −6.6% | +32.3% | +36.6% | −2.0% |
| 2012 | +24.7% | −15.1% | +16.0% | +18.1% | +3.8% |
| 2011 | −12.6% | −30.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +22.4% | −19.6% | +15.1% | +19.9% | +6.4% |
| 2009 | +31.8% | −50.2% | +26.4% | +54.7% | +3.0% |
| 2008 | −55.6% | −68.4% | −36.8% | −41.7% | +7.9% |
| 2007 | −17.4% | −24.1% | +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.
RSPF largest drawdowns
Now 4.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −81.3% | Mar 6, 2009 | Jul 16, 2015 | 1.8 years | 8.1 years |
| Feb 20, 2020 | −44.8% | Mar 23, 2020 | Dec 4, 2020 | 32 days | 9 months |
| Jan 12, 2022 | −27.7% | May 4, 2023 | Jul 16, 2024 | 1.3 years | 2.5 years |
| Jan 26, 2018 | −26.3% | Dec 24, 2018 | Nov 7, 2019 | 11 months | 1.8 years |
| Jul 22, 2015 | −20.3% | Feb 11, 2016 | Aug 5, 2016 | 7 months | 1.0 years |
| Nov 29, 2024 | −18.3% | Apr 8, 2025 | Jul 3, 2025 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSPF risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +17.2% | +6.8% | +11.6% | +6.2% |
| Volatility (annualized) | 16.6% | 19.2% | 20.4% | 22.4% |
| Sharpe ratio | 0.78 | 0.25 | 0.53 | 0.32 |
| Sortino ratio | 1.36 | 0.36 | 0.80 | 0.45 |
| Best month | +11.4% | +11.4% | +16.6% | +26.0% |
| Worst month | −8.1% | −14.6% | −22.6% | −23.2% |
| Best 12 months | +46.1% | +46.1% | +82.1% | +110.8% |
| Worst 12 months | −0.5% | −19.0% | −20.2% | −67.9% |
| Positive months | 61% | 55% | 59% | 58% |
| Beta vs S&P 500 | 0.88 | 0.86 | 1.04 | — |
| Correlation with S&P 500 | 0.66 | 0.70 | 0.78 | — |
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.
RSPF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 228 | −67.9% | +10.6% | +110.8% | 66% |
| 3-year (a year) | 204 | −22.2% | +12.1% | +35.5% | 87% |
| 5-year (a year) | 180 | −12.3% | +11.4% | +30.5% | 91% |
| 10-year (a year) | 120 | +2.0% | +11.5% | +20.1% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
RSPF performance overview
Invesco S&P 500 Equal Weight Financials ETF (RSPF) returned +9.6% over the past year and +12.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +6.5% a year, turning $10,000 into about $34,896. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −81.3%, from Jun 4, 2007 to Mar 6, 2009, and it took 6.4 years to get back to the old high. RSPF finished 13 of its 19 full calendar years with a gain; the best year was 2013 (+38.4%) and the worst 2008 (−55.6%). Volatility has been 22.4% a year.
Related: RSPF chart, RSPF holdings, RSPF dividends, RSPF valuation. See the RSPF overview for the latest quote and fund facts.
RSPF performance FAQ
What is the RSPF return over the past year?
RSPF returned +9.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.8%.
What is the average annual return of RSPF?
RSPF has returned +6.1% a year over 5 years, +12.1% a year over 10 years, +6.5% a year since November 7, 2006 (total return, distributions reinvested).
How much would $10,000 invested in RSPF be worth?
$10,000 invested in RSPF at its first recorded close on November 7, 2006 would be worth about $34,896 on October 23, 2026 with distributions reinvested.
What was the worst year for RSPF?
The worst calendar year was 2008, with a total return of −55.6%. The best was 2013 at +38.4%.
What is the biggest drawdown of RSPF?
The largest peak-to-trough decline was −81.3% between June 4, 2007 and March 6, 2009. It recovered to the old high on July 16, 2015, 6.4 years after the bottom.
How volatile is RSPF?
Over the past 3 years RSPF had an annualized volatility of 16.6% and a Sharpe ratio of 0.78 (excess return over 1–3 month T-bills per unit of risk).