Summary
RSPM
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 18.65% Volatility 22.68% Sharpe 0.85
Official loaded data — not a live quote.

INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF

Symbol: RSPM

Exchange: NYSE

Sector: Basic_Materials

Category: Natural Resources

Inception date: 01/11/2006

Latest date: 16/07/2026

Current price: $38.77

Expense ratio: 0.40%

Assets under management
$175.5M
1.23% 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

-2.65%

Ann. -34.36% (Sharpe / Sortino numerator)

Volatility

21.89%

Sharpe ratio

-1.735

VaR 95%

-2.02%

CVaR 95%: -2.22%
Max drawdown: -8.59%
Sortino ratio: -2.967
Calmar ratio: -4.00

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

-1.99%

Ann. 58.17% (Sharpe / Sortino numerator)

Volatility

21.19%

Sharpe ratio

2.574

VaR 95%

-1.70%

CVaR 95%: -2.21%
Max drawdown: -12.48%
Sortino ratio: 4.419
Calmar ratio: 4.66

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.

Period total return

6.28%

Ann. 40.53% (Sharpe / Sortino numerator)

Volatility

19.22%

Sharpe ratio

1.920

VaR 95%

-1.70%

CVaR 95%: -2.22%
Max drawdown: -12.48%
Sortino ratio: 3.211
Calmar ratio: 3.25

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

18.65%

Ann. 22.94% (Sharpe / Sortino numerator)

Volatility

22.68%

Sharpe ratio

0.851

VaR 95%

-1.93%

CVaR 95%: -3.05%
Max drawdown: -12.48%
Sortino ratio: 1.234
Calmar ratio: 1.84

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

12.30%

Ann. 5.73% (Sharpe / Sortino numerator)

Volatility

19.60%

Sharpe ratio

0.107

VaR 95%

-1.75%

CVaR 95%: -2.65%
Max drawdown: -27.20%
Sortino ratio: 0.160
Calmar ratio: 0.21

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

25.74%

Ann. 8.10% (Sharpe / Sortino numerator)

Volatility

18.59%

Sharpe ratio

0.240

VaR 95%

-1.73%

CVaR 95%: -2.46%
Max drawdown: -27.20%
Sortino ratio: 0.367
Calmar ratio: 0.30

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.

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

0.075%

Best day

3.386%

11/06/2026
Worst day

-2.763%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $38.30 $38.80 $38.30 $38.77 18,400
15/07/2026 $38.43 $38.59 $38.10 $38.41 9,700
14/07/2026 $38.79 $38.79 $38.45 $38.46 9,000
13/07/2026 $38.53 $39.00 $38.30 $38.39 181,500
10/07/2026 $38.62 $38.72 $38.48 $38.56 6,200
09/07/2026 $38.09 $38.30 $37.96 $38.06 9,400
08/07/2026 $38.64 $38.64 $37.80 $37.99 10,500
07/07/2026 $39.38 $39.38 $38.92 $39.02 4,400
06/07/2026 $39.15 $39.35 $38.95 $39.35 8,000
02/07/2026 $38.95 $39.36 $38.94 $39.36 8,900