Summary
RSP
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 19.63% Volatility 17.16% Sharpe 0.48
Official loaded data — not a live quote.

INVESCO S&P 500 EQUAL WEIGHT ETF

Symbol: RSP

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 24/04/2003

Latest date: 16/07/2026

Current price: $215.06

Expense ratio: 0.20%

Assets under management
$93.7B
0.93% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

1.75%

Ann. -46.95% (Sharpe / Sortino numerator)

Volatility

15.41%

Sharpe ratio

-3.283

VaR 95%

-1.55%

CVaR 95%: -1.61%
Max drawdown: -6.91%
Sortino ratio: -5.376
Calmar ratio: -6.80

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

7.60%

Ann. 0.49% (Sharpe / Sortino numerator)

Volatility

13.46%

Sharpe ratio

-0.234

VaR 95%

-1.48%

CVaR 95%: -1.55%
Max drawdown: -8.25%
Sortino ratio: -0.354
Calmar ratio: 0.06

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

8.93%

Ann. 3.50% (Sharpe / Sortino numerator)

Volatility

12.65%

Sharpe ratio

-0.010

VaR 95%

-1.32%

CVaR 95%: -1.60%
Max drawdown: -8.25%
Sortino ratio: -0.016
Calmar ratio: 0.42

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

19.63%

Ann. 11.85% (Sharpe / Sortino numerator)

Volatility

17.16%

Sharpe ratio

0.479

VaR 95%

-1.35%

CVaR 95%: -2.42%
Max drawdown: -8.25%
Sortino ratio: 0.614
Calmar ratio: 1.44

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

29.42%

Ann. 9.14% (Sharpe / Sortino numerator)

Volatility

14.85%

Sharpe ratio

0.371

VaR 95%

-1.34%

CVaR 95%: -2.06%
Max drawdown: -17.81%
Sortino ratio: 0.499
Calmar ratio: 0.51

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

48.27%

Ann. 11.84% (Sharpe / Sortino numerator)

Volatility

14.03%

Sharpe ratio

0.585

VaR 95%

-1.32%

CVaR 95%: -1.89%
Max drawdown: -17.81%
Sortino ratio: 0.824
Calmar ratio: 0.66

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

2.31%

08/04/2026
Worst day

-2.255%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $213.08 $215.10 $213.07 $215.06 7,125,000
15/07/2026 $213.75 $214.16 $212.55 $212.97 8,412,500
14/07/2026 $214.14 $214.90 $213.22 $213.45 9,049,600
13/07/2026 $214.48 $215.50 $213.80 $214.23 6,899,100
10/07/2026 $214.15 $214.60 $213.06 $214.30 5,540,400
09/07/2026 $212.84 $214.19 $212.48 $213.50 7,278,100
08/07/2026 $213.54 $213.70 $211.44 $212.20 13,646,800
07/07/2026 $215.81 $216.37 $214.51 $214.73 8,044,100
06/07/2026 $215.04 $215.47 $214.13 $215.00 6,442,400
02/07/2026 $214.49 $215.61 $213.29 $214.91 10,679,600