Summary
RSPF
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 11.31% Volatility 20.14% Sharpe -0.23
Official loaded data — not a live quote.

INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF

Symbol: RSPF

Exchange: NYSE

Sector: Financial_Services

Category: Financial

Inception date: 01/11/2006

Latest date: 16/07/2026

Current price: $83.18

Expense ratio: 0.40%

Assets under management
$287.7M
0.81% 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

6.39%

Ann. -42.47% (Sharpe / Sortino numerator)

Volatility

16.67%

Sharpe ratio

-2.766

VaR 95%

-1.64%

CVaR 95%: -2.06%
Max drawdown: -7.95%
Sortino ratio: -4.087
Calmar ratio: -5.34

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

10.11%

Ann. -30.60% (Sharpe / Sortino numerator)

Volatility

18.36%

Sharpe ratio

-1.864

VaR 95%

-1.85%

CVaR 95%: -2.37%
Max drawdown: -14.59%
Sortino ratio: -3.041
Calmar ratio: -2.10

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

6.11%

Ann. -13.61% (Sharpe / Sortino numerator)

Volatility

16.66%

Sharpe ratio

-1.035

VaR 95%

-2.08%

CVaR 95%: -2.54%
Max drawdown: -14.59%
Sortino ratio: -1.404
Calmar ratio: -0.93

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

11.31%

Ann. -1.07% (Sharpe / Sortino numerator)

Volatility

20.14%

Sharpe ratio

-0.233

VaR 95%

-1.93%

CVaR 95%: -3.13%
Max drawdown: -14.59%
Sortino ratio: -0.288
Calmar ratio: -0.07

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

32.09%

Ann. 8.27% (Sharpe / Sortino numerator)

Volatility

18.19%

Sharpe ratio

0.255

VaR 95%

-1.78%

CVaR 95%: -2.72%
Max drawdown: -18.25%
Sortino ratio: 0.333
Calmar ratio: 0.45

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

66.54%

Ann. 14.43% (Sharpe / Sortino numerator)

Volatility

17.19%

Sharpe ratio

0.628

VaR 95%

-1.67%

CVaR 95%: -2.48%
Max drawdown: -18.25%
Sortino ratio: 0.855
Calmar ratio: 0.79

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

0.047%

Best day

2.682%

01/07/2026
Worst day

-3.134%

16/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $82.51 $83.18 $82.51 $83.18 15,200
15/07/2026 $82.18 $82.78 $82.00 $82.29 5,400
14/07/2026 $81.54 $82.51 $81.45 $81.84 13,000
13/07/2026 $82.05 $82.12 $81.55 $82.12 42,700
10/07/2026 $81.72 $82.13 $81.41 $81.57 5,400
09/07/2026 $80.30 $81.42 $80.30 $81.25 77,800
08/07/2026 $81.29 $81.29 $80.29 $80.47 16,100
07/07/2026 $82.25 $82.59 $82.01 $82.02 24,700
06/07/2026 $80.94 $81.86 $80.94 $81.81 33,500
02/07/2026 $80.26 $81.07 $80.26 $81.07 57,000