(PFI) Invesco DWA Financial - Performance 11.8% in 12m
Compare PFI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
51.91%
#25 in Group
Rel. Strength
69.35%
#2449 in Universe
Total Return 12m
11.77%
#25 in Group
Total Return 5y
75.86%
#24 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: PFI (11.8%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
Performance Comparison: PFI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PFI
| Total Return (including Dividends) | PFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.71% | -4.51% | -5.89% |
| 3 Months | -15.90% | -7.56% | -12.45% |
| 12 Months | 11.77% | 18.95% | 6.72% |
| 5 Years | 75.86% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | PFI | XLF | S&P 500 |
| 1 Month | -71.4% | -71.4% | -74.5% |
| 3 Months | -86.5% | -76.1% | -88.2% |
| 12 Months | 66.7% | 87.3% | 66.1% |
| 5 Years | 52.8% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #5 | 0.83% | 2.31% |
| 3 Month | #27 | -9.02% | -3.94% |
| 12 Month | #25 | -6.03% | 4.73% |
| 5 Years | #29 | -24.5% | -12.5% |
FAQs
Does PFI Invesco DWA Financial outperforms the market?
No,
over the last 12 months PFI made 11.77%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months PFI made -15.90%, while XLF made -7.56%.
Over the last 3 months PFI made -15.90%, while XLF made -7.56%.
Performance Comparison PFI vs Indeces and Sectors
PFI vs. Indices PFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.70% | 2.18% | -2.64% | 5.05% |
| US NASDAQ 100 | QQQ | 3.56% | 2.57% | -2.11% | 6.24% |
| US Dow Jones Industrial 30 | DIA | 3.87% | 2.11% | -3.18% | 6.46% |
| German DAX 40 | DAX | -2.66% | 5.69% | -19.7% | -6.44% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.99% | 3.79% | -4.92% | 5.88% |
| Hongkong Hang Seng | HSI | -1.59% | 6.11% | -4.16% | -4.45% |
| India NIFTY 50 | INDA | -1.67% | -8.48% | -5.09% | 8.70% |
| Brasil Bovespa | EWZ | -0.86% | 1.37% | -5.59% | 21.2% |
PFI vs. Sectors PFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.45% | 1.95% | -11.5% | -1.77% |
| Consumer Discretionary | XLY | 3.57% | 0.21% | -5.38% | 2.55% |
| Consumer Staples | XLP | -0.60% | -6.91% | -12.9% | -2.17% |
| Energy | XLE | -2.02% | 6.37% | -3.70% | 22.1% |
| Financial | XLF | 1.33% | 0.80% | -10.8% | -7.18% |
| Health Care | XLV | 2.30% | 3.66% | -1.24% | 12.3% |
| Industrial | XLI | 1.58% | 0.99% | -2.72% | 6.41% |
| Materials | XLB | 0.98% | 2.94% | 4.44% | 19.3% |
| Real Estate | XLRE | -2.64% | -0.82% | -3.99% | -5.34% |
| Technology | XLK | 4.06% | 5.22% | 4.17% | 13.0% |
| Utilities | XLU | -0.61% | -3.29% | -8.38% | -12.6% |
| Aerospace & Defense | XAR | 1.01% | -3.75% | -12.4% | -12.4% |
| Biotech | XBI | -0.86% | 8.17% | 11.9% | 20.7% |
| Homebuilder | XHB | 1.75% | 3.13% | 15.3% | 20.9% |
| Retail | XRT | 1.0% | -1.60% | 2.03% | 16.2% |