Invesco S&P 500® Equal Weight Consumer Discretionary ETF (RCD)

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The chart shows the growth of an initial investment of $10,000 in Invesco S&P 500® Equal Weight Consumer Discretionary ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco S&P 500® Equal Weight Consumer Discretionary ETF had a return of 13.87% year-to-date (YTD) and 27.73% in the last 12 months. Over the past 10 years, Invesco S&P 500® Equal Weight Consumer Discretionary ETF had an annualized return of 7.43%, while the S&P 500 had an annualized return of 11.11%, indicating that Invesco S&P 500® Equal Weight Consumer Discretionary ETF did not perform as well as the benchmark.

The table below presents the monthly returns of RCD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

RCD features an expense ratio of 0.40%, falling within the medium range.

The current rank of RCD is 54, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The charts below present risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Consumer Discretionary ETF (RCD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current Invesco S&P 500® Equal Weight Consumer Discretionary ETF Sharpe ratio is 1.72. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Invesco S&P 500® Equal Weight Consumer Discretionary ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Invesco S&P 500® Equal Weight Consumer Discretionary ETF provided a 0.85% dividend yield over the last twelve months, with an annual payout of $0.46 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Invesco S&P 500® Equal Weight Consumer Discretionary ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Invesco S&P 500® Equal Weight Consumer Discretionary ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco S&P 500® Equal Weight Consumer Discretionary ETF was 69.25%, occurring on Jan 3, 2012. Recovery took 191 trading sessions.

The current Invesco S&P 500® Equal Weight Consumer Discretionary ETF drawdown is 0.67%.

The current Invesco S&P 500® Equal Weight Consumer Discretionary ETF volatility is 3.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.