INDX-SPXEW

S&P 500 Equal Weight

Index

$8,674.08−34.81 (−0.40%)Close Oct 16, 2026

Dec 8, 2006 – Oct 16, 2026

Final balance: $45,735
CAGR: +7.96%
Max drawdown: −60.83%
Sharpe ratio: 0.47

Growth of $10,000

Trailing returns (%)

S&P 500 Equal Weight's average annual return was 10.09% over the last 10 years, through Oct 16, 2026. $10,000 in the S&P 500 Equal Weight on Oct 14, 2016 grew to $26,157 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	Since 2006
INDX-SPXEW	+1.16	−0.46	+6.68	+11.72	+14.38	+14.58	+6.53	+10.09	+10.93	+7.96

1M: +1.16%
3M: −0.46%
6M: +6.68%
YTD: +11.72%
1Y: +14.38%
3Y: +14.58%
5Y: +6.53%
10Y: +10.09%
15Y: +10.93%
Since 2006: +7.96%

Annual returns

2006 from Dec 8 · 2026 through Oct 16

S&P 500 Equal Weight returns by year

Year	Return
2026 through Oct 16	+11.72%
2025	+9.34%
2024	+10.90%
2023	+11.56%
2022	−13.11%
2021	+27.48%
2020	+10.47%
2019	+27.57%
2018	−10.14%
2017	+16.68%
2016	+12.50%
2015	−4.11%
2014	+12.35%
2013	+33.62%
2012	+15.27%
2011	−1.92%
2010	+19.81%
2009	+43.26%
2008	−40.99%
2007	−0.03%
2006 from Dec 8	−0.25%

Metrics

Since 2006

Volatility	20.90%
Sortino ratio	0.66
Calmar ratio	0.13
Best year, 2009	+43.26%
Worst year, 2008	−40.99%
Positive years	13 of 19
Longest drawdown	3.8 years

Worst drawdowns

Since 2006

Decline	Peak	Bottom	Recovered	Length
−60.8%	Jul 2007	Mar 2009	Apr 2011	3.8 years
−39.2%	Feb 2020	Mar 2020	Nov 2020	9 months
−23.2%	May 2011	Oct 2011	Mar 2012	10 months
−22.5%	Jan 2022	Sep 2022	Mar 2024	2.2 years
−18.3%	Nov 2024	Apr 2025	Jul 2025	8 months