Invesco S&P MidCap 400 Revenue ETF (RWK) Performance
RWK total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.3% since Dec 31, 2025
- 1 year
- +15.1% total return
- 5 years
- +10.5% a year
- 10 years
- +12.5% a year
- Since first price
- +11.2% a year since 2008
RWK trailing returns vs SPY, QQQ, AGG
| Period | RWK total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.3% | +1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.2% | −1.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.6% | +4.0% | +7.8% | +8.4% | −1.5% |
| YTD | +14.3% | +13.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.1% | +13.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +68.6%+19.0%/yr | +62.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +64.9%+10.5%/yr | +55.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +225.4%+12.5%/yr | +189.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +527.1%+13.0%/yr | +417.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionFeb 22, 2008 | +619.7%+11.2%/yr | +478.2% | — | — | — |
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: RWK vs SPY
From Feb 22, 2008: RWK grew to $71,972, SPY to $78,870.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RWK returns by calendar year
13 of 17 full years positive. Best 2009 (+51.9%), worst 2018 (−14.7%). 2026 is year to date.
RWK annual returns table
| Year | RWK | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.3% | −11.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.3% | −22.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.9% | −8.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +23.8% | −13.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.2% | −21.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +34.3% | −10.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +11.1% | −46.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.2% | −13.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −14.7% | −25.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +13.1% | −6.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +21.1% | −10.9% | +12.0% | +7.1% | +2.4% |
| 2015 | −5.6% | −14.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +9.6% | −12.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +41.1% | −6.5% | +32.3% | +36.6% | −2.0% |
| 2012 | +14.9% | −13.5% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.6% | −28.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +23.2% | −20.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +51.9% | −31.1% | +26.4% | +54.7% | +3.0% |
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.
RWK largest drawdowns
Now 5.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 5, 2008 | −56.5% | Mar 6, 2009 | Mar 23, 2010 | 9 months | 1.8 years |
| Jan 16, 2020 | −46.2% | Mar 23, 2020 | Nov 16, 2020 | 2 months | 10 months |
| Apr 28, 2011 | −28.2% | Oct 3, 2011 | Mar 13, 2012 | 5 months | 11 months |
| Aug 29, 2018 | −25.2% | Dec 24, 2018 | Dec 12, 2019 | 4 months | 1.3 years |
| Nov 25, 2024 | −24.6% | Apr 8, 2025 | Aug 27, 2025 | 4 months | 9 months |
| Nov 16, 2021 | −22.0% | Sep 30, 2022 | Jan 31, 2023 | 10 months | 1.2 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RWK risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2008 |
|---|---|---|---|---|
| Annualized return | +15.2% | +11.0% | +12.0% | +11.0% |
| Volatility (annualized) | 16.7% | 19.9% | 21.8% | 21.6% |
| Sharpe ratio | 0.67 | 0.44 | 0.52 | 0.54 |
| Sortino ratio | 1.12 | 0.72 | 0.80 | 0.81 |
| Best month | +9.3% | +13.6% | +19.7% | +21.1% |
| Worst month | −7.2% | −11.2% | −24.4% | −24.4% |
| Best 12 months | +33.7% | +33.7% | +111.4% | +111.4% |
| Worst 12 months | −5.1% | −13.7% | −29.5% | −44.9% |
| Positive months | 56% | 52% | 60% | 61% |
| Beta vs S&P 500 | 1.04 | 1.07 | 1.24 | — |
| Correlation with S&P 500 | 0.77 | 0.84 | 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.
RWK rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 213 | −44.9% | +11.9% | +111.4% | 77% |
| 3-year (a year) | 189 | −8.5% | +12.8% | +34.8% | 96% |
| 5-year (a year) | 165 | −2.9% | +12.6% | +29.0% | 99% |
| 10-year (a year) | 105 | +5.9% | +11.4% | +17.5% | 100% |
Every holding period starting at a month-end since 2008. Returns for 3 years and longer are annualized.
RWK performance overview
Invesco S&P MidCap 400 Revenue ETF (RWK) returned +15.1% over the past year and +12.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2008 it has returned +11.2% a year, turning $10,000 into about $71,972. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −56.5%, from Jun 5, 2008 to Mar 6, 2009, and it took 1.0 years to get back to the old high. RWK finished 13 of its 17 full calendar years with a gain; the best year was 2009 (+51.9%) and the worst 2018 (−14.7%). Volatility has been 21.6% a year.
Related: RWK chart, RWK holdings, RWK dividends, RWK valuation. See the RWK overview for the latest quote and fund facts.
RWK performance FAQ
What is the RWK return over the past year?
RWK returned +15.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.8%.
What is the average annual return of RWK?
RWK has returned +10.5% a year over 5 years, +12.5% a year over 10 years, +11.2% a year since February 22, 2008 (total return, distributions reinvested).
How much would $10,000 invested in RWK be worth?
$10,000 invested in RWK at its first recorded close on February 22, 2008 would be worth about $71,972 on October 23, 2026 with distributions reinvested.
What was the worst year for RWK?
The worst calendar year was 2018, with a total return of −14.7%. The best was 2009 at +51.9%.
What is the biggest drawdown of RWK?
The largest peak-to-trough decline was −56.5% between June 5, 2008 and March 6, 2009. It recovered to the old high on March 23, 2010, 1.0 years after the bottom.
How volatile is RWK?
Over the past 3 years RWK had an annualized volatility of 16.7% and a Sharpe ratio of 0.67 (excess return over 1–3 month T-bills per unit of risk).