Seasonal Evaluation for Invesco S&P 500 Equal Weight ETF (RSP)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 65.00% | 60.00% | 80.00% |
| Median Return | 2.94% | 2.69% | 3.67% | 6.28% |
| Average Return | 5.76% | 4.50% | 5.50% | 6.90% |
| Maximum Gain | 14.79% | 24.85% | 21.45% | 18.39% |
| Gain Year | 2019 | 2009 | 2009 | 2020 |
| Maximum Loss | -26.65% | -14.44% | -17.91% | -26.32% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 62.50% | 67.50% | 70.00% |
| Median Return | 5.65% | 2.98% | 2.87% | 4.75% |
| Average Return | 6.34% | 4.96% | 5.12% | 6.26% |
| Maximum Gain | 18.39% | 24.85% | 24.85% | 21.45% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -26.65% | -17.91% | -26.65% | -26.32% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||