Summary
RSPU
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 16.54% Volatility 15.46% Sharpe 1.01
Official loaded data — not a live quote.

INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF

Symbol: RSPU

Exchange: NYSE

Sector: Utilities

Category: Utilities

Inception date: 01/11/2006

Latest date: 16/07/2026

Current price: $81.22

Expense ratio: 0.40%

Assets under management
$553.8M
0.56% 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

1.81%

Ann. -15.81% (Sharpe / Sortino numerator)

Volatility

16.32%

Sharpe ratio

-1.191

VaR 95%

-1.21%

CVaR 95%: -2.46%
Max drawdown: -5.42%
Sortino ratio: -1.164
Calmar ratio: -2.92

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

-0.53%

Ann. 40.11% (Sharpe / Sortino numerator)

Volatility

16.13%

Sharpe ratio

2.262

VaR 95%

-1.30%

CVaR 95%: -2.21%
Max drawdown: -7.13%
Sortino ratio: 2.783
Calmar ratio: 5.63

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

7.38%

Ann. 16.27% (Sharpe / Sortino numerator)

Volatility

13.96%

Sharpe ratio

0.905

VaR 95%

-1.28%

CVaR 95%: -1.97%
Max drawdown: -7.81%
Sortino ratio: 1.191
Calmar ratio: 2.08

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

16.54%

Ann. 19.22% (Sharpe / Sortino numerator)

Volatility

15.46%

Sharpe ratio

1.009

VaR 95%

-1.36%

CVaR 95%: -2.24%
Max drawdown: -7.81%
Sortino ratio: 1.293
Calmar ratio: 2.46

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

43.54%

Ann. 23.65% (Sharpe / Sortino numerator)

Volatility

15.20%

Sharpe ratio

1.317

VaR 95%

-1.46%

CVaR 95%: -2.20%
Max drawdown: -9.30%
Sortino ratio: 1.771
Calmar ratio: 2.54

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

57.33%

Ann. 16.10% (Sharpe / Sortino numerator)

Volatility

15.64%

Sharpe ratio

0.797

VaR 95%

-1.63%

CVaR 95%: -2.24%
Max drawdown: -16.39%
Sortino ratio: 1.106
Calmar ratio: 0.98

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

0.065%

Best day

2.667%

13/02/2026
Worst day

-3.625%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $80.77 $81.31 $80.57 $81.22 21,700
15/07/2026 $81.50 $81.94 $80.63 $80.63 26,800
14/07/2026 $82.01 $82.44 $81.32 $81.50 37,200
13/07/2026 $81.19 $81.87 $81.19 $81.62 16,800
10/07/2026 $80.72 $81.35 $80.72 $81.13 13,300
09/07/2026 $81.23 $81.29 $80.63 $80.69 29,700
08/07/2026 $81.73 $81.87 $81.07 $81.15 21,800
07/07/2026 $81.42 $82.89 $81.42 $81.79 44,800
06/07/2026 $81.86 $81.86 $80.77 $81.01 25,000
02/07/2026 $80.86 $81.97 $80.81 $81.92 40,200