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 | 11.32% | 20.66% | 3.96% | 7.82% | 8.74% | 11.56% | 9.71% | 10.08% |
| Sharpe Ratio | 1.01 | 1.55 | 0.33 | 0.47 | 0.70 | 0.60 | 0.77 | 0.47 |
| Max Drawdown | -7.85% | -7.85% | -17.55% | -21.38% | -17.55% | -39.04% | -21.97% | -59.92% |
| % Time Invested | 81.3% | 100.0% | 75.2% | 100.0% | 80.3% | 100.0% | 75.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.5 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-08 | Open | Open | 100% | $181.46 | $200.41 | 10.44% | Mark-to-Market |
| 2025-04-07 | 2025-07-08 | Interest | 100% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2024-01-12 | 2025-04-07 | Completed | 100% | $151.43 | $151.10 | -0.21% | Stop |
| 2023-12-19 | 2024-01-12 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 100% | $150.98 | $150.71 | -0.18% | Signal |
| 2023-10-20 | 2023-12-15 | Interest | 100% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2023-01-05 | 2023-10-20 | Completed | 100% | $134.82 | $132.91 | -1.42% | Signal |
| 2022-03-28 | 2023-01-05 | Interest | 100% | $1.00 | $1.03 | 2.52% | Interest Income |
| 2020-08-04 | 2022-03-28 | Completed | 100% | $97.28 | $147.30 | 51.42% | Signal |
| 2020-03-02 | 2020-08-04 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2019-03-22 | 2020-03-02 | Completed | 100% | $92.37 | $93.17 | 0.86% | Stop |
| 2018-11-30 | 2019-03-22 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2016-04-22 | 2018-11-30 | Completed | 100% | $67.45 | $88.61 | 31.38% | Signal |
| 2015-08-26 | 2016-04-22 | Interest | 100% | $1.00 | $1.01 | 1.34% | Interest Income |
| 2012-02-07 | 2015-08-26 | Completed | 100% | $39.68 | $61.87 | 55.91% | Signal |
| 2011-08-08 | 2012-02-07 | Interest | 100% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2010-09-29 | 2011-08-08 | Completed | 100% | $32.80 | $33.87 | 3.27% | Stop |
| 2010-07-26 | 2010-09-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2010-06-01 | 2010-07-26 | Completed | 100% | $30.74 | $31.45 | 2.32% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-09 | 2010-05-07 | Completed | 100% | $24.48 | $31.65 | 29.29% | Stop |
| 2007-09-21 | 2009-06-09 | Interest | 100% | $1.00 | $1.06 | 6.21% | Interest Income |
| 2006-10-02 | 2007-09-21 | Completed | 100% | $32.43 | $37.02 | 14.15% | Signal |
| 2006-09-08 | 2006-10-02 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-09-06 | 2006-09-08 | Completed | 100% | $31.60 | $31.40 | -0.64% | Signal |
| 2006-07-28 | 2006-09-06 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2005-04-26 | 2006-07-28 | Completed | 100% | $26.62 | $30.38 | 14.15% | Signal |
| 2005-04-22 | 2005-04-26 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
