RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
RSP Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 21.93% | 20.66% | 3.40% | 7.82% | 11.04% | 11.56% | 10.70% | 10.08% |
| Sharpe Ratio | 1.63 | 1.55 | 0.25 | 0.47 | 0.73 | 0.60 | 0.71 | 0.47 |
| Max Drawdown | -7.85% | -7.85% | -24.12% | -21.38% | -24.12% | -39.04% | -25.78% | -59.92% |
| % Time Invested | 99.6% | 100.0% | 72.4% | 100.0% | 78.7% | 100.0% | 80.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $164.39 | $200.41 | 21.91% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-02-20 | 2025-04-07 | Completed | 100% | $153.51 | $151.10 | -1.57% | Stop |
| 2023-12-19 | 2024-02-20 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 100% | $150.98 | $150.71 | -0.18% | Signal |
| 2023-04-06 | 2023-12-15 | Interest | 100% | $1.00 | $1.03 | 2.82% | Interest Income |
| 2023-04-04 | 2023-04-06 | Completed | 100% | $138.01 | $135.92 | -1.52% | Signal |
| 2022-12-02 | 2023-04-04 | Interest | 100% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2022-10-18 | 2022-12-02 | Completed | 100% | $125.90 | $138.78 | 10.23% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-07 | 2022-09-26 | Completed | 100% | $137.64 | $122.58 | -10.94% | Stop |
| 2022-05-13 | 2022-06-07 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-13 | Completed | 100% | $68.34 | $133.13 | 94.81% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-15 | 2020-03-02 | Completed | 100% | $84.15 | $93.17 | 10.72% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-12 | 2018-12-20 | Completed | 100% | $75.17 | $80.28 | 6.81% | Stop |
| 2016-04-08 | 2016-12-12 | Interest | 100% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2016-02-09 | 2016-04-08 | Completed | 100% | $57.48 | $65.73 | 14.34% | Signal |
| 2016-01-15 | 2016-02-09 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2011-08-30 | 2016-01-15 | Completed | 100% | $35.24 | $58.30 | 65.41% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 100% | $30.74 | $33.87 | 10.19% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-01 | 2010-05-07 | Completed | 100% | $30.63 | $31.65 | 3.33% | Stop |
| 2009-09-18 | 2010-03-01 | Interest | 100% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $28.24 | $28.99 | 2.67% | Signal |
| 2008-06-02 | 2009-09-15 | Interest | 100% | $1.00 | $1.04 | 4.39% | Interest Income |
| 2008-02-01 | 2008-06-02 | Completed | 100% | $33.50 | $34.40 | 2.70% | Signal |
| 2008-01-09 | 2008-02-01 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2005-04-26 | 2008-01-09 | Completed | 100% | $26.62 | $32.59 | 22.42% | Stop |
| 2005-04-22 | 2005-04-26 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
