Invesco S&P 500 Equal Weight Consumer Staples… (RSPS) Performance
RSPS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.6% since Dec 31, 2025
- 1 year
- +9.1% total return
- 5 years
- +2.7% a year
- 10 years
- +5.2% a year
- Since first price
- +8.5% a year since 2006
RSPS trailing returns vs SPY, QQQ, AGG
| Period | RSPS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +6.8% | +6.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.7% | +4.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.1% | +5.5% | +7.8% | +8.4% | −1.5% |
| YTD | +10.6% | +8.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.1% | +5.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +19.2%+6.0%/yr | +9.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +14.2%+2.7%/yr | −0.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +66.4%+5.2%/yr | +30.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +259.2%+8.9%/yr | +155.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionNov 7, 2006 | +411.8%+8.5%/yr | +228.3% | — | — | — |
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: RSPS vs SPY
From Nov 7, 2006: RSPS grew to $51,185, SPY to $79,031.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSPS returns by calendar year
14 of 19 full years positive. Best 2013 (+32.5%), worst 2008 (−22.5%). 2026 is year to date.
RSPS annual returns table
| Year | RSPS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.6% | −12.3% | +12.3% | +15.1% | −1.0% |
| 2025 | −0.9% | −9.2% | +17.7% | +20.8% | +7.2% |
| 2024 | −1.5% | −7.1% | +24.9% | +25.6% | +1.3% |
| 2023 | −5.4% | −18.6% | +26.2% | +54.9% | +5.7% |
| 2022 | +2.9% | −13.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +14.7% | −7.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +6.2% | −25.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.2% | −4.9% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.9% | −16.4% | −4.6% | −0.1% | +0.1% |
| 2017 | +14.2% | −7.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +4.7% | −10.9% | +12.0% | +7.1% | +2.4% |
| 2015 | +13.2% | −9.3% | +1.2% | +9.4% | +0.5% |
| 2014 | +18.0% | −5.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.5% | −6.5% | +32.3% | +36.6% | −2.0% |
| 2012 | +12.0% | −5.4% | +16.0% | +18.1% | +3.8% |
| 2011 | +12.8% | −13.9% | +1.9% | +3.4% | +7.7% |
| 2010 | +17.0% | −9.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +27.6% | −17.4% | +26.4% | +54.7% | +3.0% |
| 2008 | −22.5% | −28.3% | −36.8% | −41.7% | +7.9% |
| 2007 | +8.9% | −6.1% | +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.
RSPS largest drawdowns
Now 3.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 10, 2007 | −35.9% | Mar 5, 2009 | Feb 18, 2010 | 1.2 years | 2.2 years |
| Feb 14, 2020 | −25.4% | Mar 23, 2020 | Aug 17, 2020 | 38 days | 6 months |
| May 1, 2023 | −18.6% | Oct 12, 2023 | Feb 11, 2026 | 5 months | 2.8 years |
| Jan 29, 2018 | −16.4% | Dec 24, 2018 | Apr 26, 2019 | 11 months | 1.2 years |
| May 19, 2011 | −13.9% | Aug 10, 2011 | Feb 9, 2012 | 3 months | 9 months |
| Apr 21, 2022 | −13.7% | Sep 30, 2022 | May 1, 2023 | 5 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSPS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +1.4% | +1.3% | +4.1% | +8.0% |
| Volatility (annualized) | 12.9% | 13.9% | 13.5% | 13.0% |
| Sharpe ratio | -0.17 | -0.10 | 0.20 | 0.55 |
| Sortino ratio | -0.22 | -0.13 | 0.28 | 0.82 |
| Best month | +7.0% | +10.6% | +10.6% | +10.6% |
| Worst month | −10.5% | −10.5% | −10.5% | −13.3% |
| Best 12 months | +11.4% | +16.9% | +30.5% | +47.2% |
| Worst 12 months | −7.2% | −11.5% | −11.5% | −26.9% |
| Positive months | 56% | 52% | 54% | 59% |
| Beta vs S&P 500 | 0.35 | 0.43 | 0.55 | — |
| Correlation with S&P 500 | 0.34 | 0.48 | 0.63 | — |
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.
RSPS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 228 | −26.9% | +9.5% | +47.2% | 77% |
| 3-year (a year) | 204 | −3.0% | +9.2% | +24.3% | 91% |
| 5-year (a year) | 180 | +0.6% | +8.8% | +23.0% | 100% |
| 10-year (a year) | 120 | +4.0% | +11.6% | +15.7% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
RSPS performance overview
Invesco S&P 500 Equal Weight Consumer Staples… (RSPS) returned +9.1% over the past year and +5.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +8.5% a year, turning $10,000 into about $51,185. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −35.9%, from Dec 10, 2007 to Mar 5, 2009, and it took 11 months to get back to the old high. RSPS finished 14 of its 19 full calendar years with a gain; the best year was 2013 (+32.5%) and the worst 2008 (−22.5%). Volatility has been 13.0% a year.
Related: RSPS chart, RSPS holdings, RSPS dividends, RSPS valuation. See the RSPS overview for the latest quote and fund facts.
RSPS performance FAQ
What is the RSPS return over the past year?
RSPS returned +9.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.8%.
What is the average annual return of RSPS?
RSPS has returned +2.7% a year over 5 years, +5.2% a year over 10 years, +8.5% a year since November 7, 2006 (total return, distributions reinvested).
How much would $10,000 invested in RSPS be worth?
$10,000 invested in RSPS at its first recorded close on November 7, 2006 would be worth about $51,185 on October 23, 2026 with distributions reinvested.
What was the worst year for RSPS?
The worst calendar year was 2008, with a total return of −22.5%. The best was 2013 at +32.5%.
What is the biggest drawdown of RSPS?
The largest peak-to-trough decline was −35.9% between December 10, 2007 and March 5, 2009. It recovered to the old high on February 18, 2010, 11 months after the bottom.
How volatile is RSPS?
Over the past 3 years RSPS had an annualized volatility of 12.9% and a Sharpe ratio of -0.17 (excess return over 1–3 month T-bills per unit of risk).