Summary
RSPG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 41.95% 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: 16/07/2026

Current price: $103.51

Expense ratio: 0.40%

Assets under management
$533.2M
0.60% 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

4.16%

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

2.18%

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

24.83%

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

41.95%

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

32.64%

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

59.44%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.149%

Best day

3.108%

08/01/2026
Worst day

-4.618%

06/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $102.89 $103.97 $102.89 $103.51 48,700
15/07/2026 $103.97 $103.97 $101.56 $102.73 100,000
14/07/2026 $103.97 $104.21 $102.53 $103.88 78,700
13/07/2026 $101.85 $103.82 $101.85 $103.30 159,100
10/07/2026 $100.97 $100.97 $99.28 $100.64 100,200
09/07/2026 $101.38 $101.38 $100.29 $100.42 38,500
08/07/2026 $101.23 $102.20 $100.00 $101.84 103,500
07/07/2026 $97.92 $99.97 $97.92 $99.68 80,900
06/07/2026 $97.15 $98.14 $97.15 $97.27 80,400
02/07/2026 $97.42 $98.03 $96.83 $97.44 63,400