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Invesco S&P 500 Equal Weight Financials ETF (RSPF)

76.18 +1.09 (+1.45%)
At close: November 21 at 3:56 PM EST

ETF Summary

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500? Financials Index (the “parent index”). The parent index is designed to measure the performance of common stocks of all companies included in the S&P 500? Index that are classified as members of the financials sector, as defined according to the Global Industry Classification Standard (“GICS?”).

Risk Overview

Performance & Risk

YTD Return 29.90%
5y Average Return 12.83%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
RSPFCategory AverageRSPFCategory AverageRSPFCategory Average
Alpha 0.23 -0.03 1.22 -0.35 1.87 0.5
BETA 0.97 1.04 1.12 1.14 1.1 1.11
Mean Annual Return 0.57 0.56 1.21 1.09 1.04 0.93
R-squared 57.8 53.2 69.75 62.7 67.03 59.61
Standard Deviation 20.79 23.93 23.4 25.67 19.91 21.58
Sharpe Ratio 0.14 0.16 0.51 0.43 0.54 0.45
Treynor Ratio 0.82 -4.21 8.73 6.94 8.36 6.89

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