Summary
RSPG
Prices · period metrics · 12M
NAV as of 31/08/2026
02/04/2025 → 02/04/2026
Return 48.43% Volatility 28.03% Sharpe 0.99
Official loaded data — not a live quote.

INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF

Symbol: RSPG

Exchange: NYSE

Sector: Energy

Category: Equity Energy

Inception date: 01/11/2006

Latest date: 31/08/2026

Current price: $114.96

Expense ratio: 0.40%

Assets under management
$558.6M
0.10% 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

9.11%

Ann. 62.48% (Sharpe / Sortino numerator)

Volatility

21.50%

Sharpe ratio

2.737

VaR 95%

-1.72%

CVaR 95%: -2.52%
Max drawdown: -6.04%
Sortino ratio: 3.524
Calmar ratio: 10.34

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

11.45%

Ann. 201.62% (Sharpe / Sortino numerator)

Volatility

22.00%

Sharpe ratio

8.999

VaR 95%

-1.76%

CVaR 95%: -2.29%
Max drawdown: -6.04%
Sortino ratio: 15.148
Calmar ratio: 33.38

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

13.88%

Ann. 85.33% (Sharpe / Sortino numerator)

Volatility

21.64%

Sharpe ratio

3.775

VaR 95%

-1.84%

CVaR 95%: -2.65%
Max drawdown: -6.76%
Sortino ratio: 5.927
Calmar ratio: 12.63

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

48.43%

Ann. 31.39% (Sharpe / Sortino numerator)

Volatility

28.03%

Sharpe ratio

0.990

VaR 95%

-2.08%

CVaR 95%: -4.34%
Max drawdown: -12.81%
Sortino ratio: 1.101
Calmar ratio: 2.45

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

54.38%

Ann. 14.86% (Sharpe / Sortino numerator)

Volatility

24.41%

Sharpe ratio

0.460

VaR 95%

-2.40%

CVaR 95%: -3.65%
Max drawdown: -23.06%
Sortino ratio: 0.548
Calmar ratio: 0.64

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

57.79%

Ann. 18.84% (Sharpe / Sortino numerator)

Volatility

23.19%

Sharpe ratio

0.656

VaR 95%

-2.29%

CVaR 95%: -3.35%
Max drawdown: -23.06%
Sortino ratio: 0.830
Calmar ratio: 0.82

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: 02/09/2025 - 31/08/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.168%

Best day

4.939%

10/08/2026
Worst day

-4.618%

06/05/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $114.85 $115.65 $113.50 $114.96 89,400
28/08/2026 $112.52 $113.18 $112.20 $112.87 46,600
27/08/2026 $112.14 $113.15 $110.69 $112.39 114,000
26/08/2026 $110.05 $112.95 $109.78 $112.15 89,600
25/08/2026 $111.35 $112.41 $110.96 $110.96 135,900
24/08/2026 $113.46 $113.95 $111.71 $112.80 131,100
21/08/2026 $114.47 $114.95 $113.40 $113.87 73,800
20/08/2026 $114.99 $115.86 $113.72 $114.07 56,500
19/08/2026 $114.41 $114.82 $113.46 $113.69 54,600
18/08/2026 $113.64 $113.99 $113.00 $113.77 118,100