(PRFZ) Invesco FTSE RAFI US - Performance -0.6% in 12m
Compare PRFZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.05%
#10 in Group
Rel. Strength
43.09%
#4567 in Universe
Total Return 12m
-0.57%
#28 in Group
Total Return 5y
96.94%
#9 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: PRFZ (-0.6%) vs QQQ (10.2%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
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 |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: PRFZ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for PRFZ
| Total Return (including Dividends) | PRFZ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -7.04% | -4.75% | -4.77% |
| 3 Months | -14.71% | -11.63% | -9.81% |
| 12 Months | -0.57% | 10.24% | 9.54% |
| 5 Years | 96.94% | 123.73% | 104.83% |
| Trend Score (consistency of price movement) | PRFZ | QQQ | S&P 500 |
| 1 Month | -46.2% | -49.5% | -51.2% |
| 3 Months | -91.4% | -89.7% | -90.1% |
| 12 Months | 28.8% | 48.2% | 59.4% |
| 5 Years | 68.2% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #39 | -2.41% | -2.38% |
| 3 Month | #28 | -3.49% | -5.44% |
| 12 Month | #40 | -9.81% | -9.24% |
| 5 Years | #31 | -12.0% | -3.85% |
FAQs
Does PRFZ Invesco FTSE RAFI US outperforms the market?
No,
over the last 12 months PRFZ made -0.57%, while its related Sector, the Invesco QQQ Trust (QQQ) made 10.24%.
Over the last 3 months PRFZ made -14.71%, while QQQ made -11.63%.
Over the last 3 months PRFZ made -14.71%, while QQQ made -11.63%.
Performance Comparison PRFZ vs Indeces and Sectors
PRFZ vs. Indices PRFZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.17% | -2.27% | -5.33% | -10.1% |
| US NASDAQ 100 | QQQ | -1.22% | -2.29% | -5.57% | -10.8% |
| US Dow Jones Industrial 30 | DIA | 1.56% | -1.33% | -5.71% | -6.56% |
| German DAX 40 | DAX | -0.15% | -3.63% | -23.7% | -22.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.18% | -3.95% | -5.64% | -10.2% |
| Hongkong Hang Seng | HSI | -0.48% | -3.83% | -8.25% | -16.1% |
| India NIFTY 50 | INDA | 1.19% | -10.2% | -8.04% | -4.64% |
| Brasil Bovespa | EWZ | -2.01% | -9.14% | -9.07% | 6.17% |
PRFZ vs. Sectors PRFZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.07% | -2.05% | -14.4% | -17.9% |
| Consumer Discretionary | XLY | -0.68% | -2.06% | -7.77% | -13.0% |
| Consumer Staples | XLP | 5.02% | -9.12% | -10.8% | -10.1% |
| Energy | XLE | 2.74% | 4.06% | -3.76% | 10.8% |
| Financial | XLF | 0.59% | -3.25% | -13.5% | -19.7% |
| Health Care | XLV | 2.62% | -0.41% | -3.08% | 0.32% |
| Industrial | XLI | 1.05% | -3.12% | -6.16% | -7.82% |
| Materials | XLB | 0.94% | -3.23% | 0.74% | 3.38% |
| Real Estate | XLRE | 3.67% | -4.10% | -3.30% | -15.2% |
| Technology | XLK | -2.50% | -1.43% | -0.32% | -5.03% |
| Utilities | XLU | 3.15% | -7.40% | -7.99% | -21.7% |
| Aerospace & Defense | XAR | 0.92% | -6.42% | -16.7% | -26.2% |
| Biotech | XBI | -2.51% | 1.89% | 6.47% | 2.92% |
| Homebuilder | XHB | 0.17% | -1.21% | 9.41% | 6.82% |
| Retail | XRT | 1.07% | -3.21% | -1.61% | 3.49% |