INVESCO RUSSELL 1000 EQUAL WEIGHT ETF
Symbol: EQAL
Exchange: NYSE
Sector: Technology
Category: Mid-Cap Blend
Inception date: 23/12/2014
Latest date: 20/07/2026
Current price: $58.77
Expense ratio: 0.20%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
0.85%
Ann. -34.23% (Sharpe / Sortino numerator)
Volatility
17.01%
Sharpe ratio
-2.226
VaR 95%
-1.81%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
0.69%
Ann. 21.18% (Sharpe / Sortino numerator)
Volatility
14.02%
Sharpe ratio
1.251
VaR 95%
-1.26%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
9.10%
Ann. 14.18% (Sharpe / Sortino numerator)
Volatility
13.64%
Sharpe ratio
0.774
VaR 95%
-1.26%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
19.38%
Ann. 17.94% (Sharpe / Sortino numerator)
Volatility
18.07%
Sharpe ratio
0.792
VaR 95%
-1.30%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
31.96%
Ann. 12.51% (Sharpe / Sortino numerator)
Volatility
15.79%
Sharpe ratio
0.563
VaR 95%
-1.35%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
43.59%
Ann. 12.58% (Sharpe / Sortino numerator)
Volatility
15.23%
Sharpe ratio
0.588
VaR 95%
-1.39%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.
Average daily return
0.074%
Best day
2.332%
Worst day
-2.45%
Days with data
250
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 20/07/2026 | $59.02 | $59.06 | $58.75 | $58.77 | 9,100 |
| 17/07/2026 | $59.19 | $59.55 | $58.98 | $59.04 | 66,300 |
| 16/07/2026 | $58.99 | $59.42 | $58.99 | $59.38 | 38,700 |
| 15/07/2026 | $59.29 | $59.32 | $58.88 | $59.01 | 23,200 |
| 14/07/2026 | $59.35 | $59.42 | $59.08 | $59.17 | 13,400 |
| 13/07/2026 | $59.32 | $59.50 | $59.08 | $59.18 | 43,100 |
| 10/07/2026 | $59.30 | $59.30 | $59.06 | $59.22 | 18,500 |
| 09/07/2026 | $58.88 | $59.31 | $58.88 | $59.14 | 20,400 |
| 08/07/2026 | $59.08 | $59.08 | $58.60 | $58.80 | 35,900 |
| 07/07/2026 | $59.76 | $59.76 | $59.32 | $59.36 | 28,100 |