S&P 500 Equal Weight
IndexS&P 500 Equal Weight trailing returns
S&P 500 Equal Weight's 10-year annualized return is +12.1% per year (+212.1% cumulative). How the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through August 28, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-08-28. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.4% | |
| 1 week | — | -0.5% | |
| 1 month | — | +2.5% | |
| YTD | — | +16.1% | |
| 1 year | +18.8% | +18.8% | |
| 5 years | +8.9% | +53.2% | |
| 10 years | +12.1% | +212.1% | |
| 20 years | +10.2% | +603.4% | |
| Since inception (2003) | +11.4% | +1132.3% |
Growth of RSP
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-08-28). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from RSP's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is S&P 500 Equal Weight's 10-year return?
- Over the last 10 years, the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) returned about +12.1% a year annualized (+212.1% cumulative total return).
- What is S&P 500 Equal Weight's 20-year annualized return?
- Over the last 20 years, the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) compounded at about +10.2% a year (+603.4% cumulative).
- What is S&P 500 Equal Weight's return since inception?
- Since 2003, the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) has compounded at about +11.4% a year — +1132.3% in total.