(PUI) Invesco DWA Utilities - Performance 21.5% in 12m
Compare PUI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.72%
#10 in Group
Rel. Strength
78.30%
#1744 in Universe
Total Return 12m
21.45%
#6 in Group
Total Return 5y
47.05%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: PUI (21.5%) vs XLU (20.1%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
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 |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
3.04% | 35% | 99.1% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
1.44% | 27.8% | 74.3% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
1.02% | 23.5% | 67% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
0.95% | 19.5% | 56.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
3.8% | 21.5% | 55.7% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
1.03% | 20.1% | 55.2% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
1.04% | 20.1% | 54.3% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.95% | 19.9% | 53.6% | - | - | - | - | - |
Performance Comparison: PUI vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for PUI
| Total Return (including Dividends) | PUI | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 0.67% | 1.03% | -2.90% |
| 3 Months | 3.20% | 1.44% | -7.85% |
| 12 Months | 21.45% | 20.14% | 9.33% |
| 5 Years | 47.05% | 55.21% | 106.31% |
| Trend Score (consistency of price movement) | PUI | XLU | S&P 500 |
| 1 Month | -9.80% | -3.6% | -35.6% |
| 3 Months | 5.60% | -16.2% | -89.7% |
| 12 Months | 81.5% | 68.8% | 58.3% |
| 5 Years | 69.5% | 77.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #11 | -0.36% | 3.68% |
| 3 Month | #6 | 1.74% | 12.0% |
| 12 Month | #8 | 1.09% | 11.1% |
| 5 Years | #10 | -5.26% | -28.7% |
FAQs
Does PUI Invesco DWA Utilities outperforms the market?
Yes,
over the last 12 months PUI made 21.45%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 20.14%.
Over the last 3 months PUI made 3.20%, while XLU made 1.44%.
Over the last 3 months PUI made 3.20%, while XLU made 1.44%.
Performance Comparison PUI vs Indeces and Sectors
PUI vs. Indices PUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.46% | 3.57% | 6.59% | 12.1% |
| US NASDAQ 100 | QQQ | -6.42% | 2.55% | 6.31% | 11.6% |
| US Dow Jones Industrial 30 | DIA | -2.39% | 5.81% | 6.70% | 15.3% |
| German DAX 40 | DAX | -1.80% | 2.56% | -11.7% | -0.69% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.07% | 4.24% | 8.22% | 16.3% |
| Hongkong Hang Seng | HSI | -2.19% | 4.21% | 5.50% | 11.2% |
| India NIFTY 50 | INDA | 2.97% | -1.38% | 5.51% | 20.1% |
| Brasil Bovespa | EWZ | -4.21% | -1.65% | 3.24% | 29.7% |
PUI vs. Sectors PUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.32% | 5.02% | -1.78% | 0.93% |
| Consumer Discretionary | XLY | -6.81% | 3.50% | 3.37% | 10.7% |
| Consumer Staples | XLP | 3.0% | 0.63% | 1.17% | 12.1% |
| Energy | XLE | -1.11% | 12.0% | 8.13% | 33.2% |
| Financial | XLF | -2.50% | 4.97% | -0.52% | 1.80% |
| Health Care | XLV | -1.44% | 5.44% | 8.45% | 21.6% |
| Industrial | XLI | -2.63% | 3.59% | 6.23% | 15.4% |
| Materials | XLB | -1.21% | 5.31% | 13.9% | 28.2% |
| Real Estate | XLRE | 0.37% | 2.84% | 8.75% | 7.70% |
| Technology | XLK | -8.27% | 2.11% | 11.1% | 16.9% |
| Utilities | XLU | -0.31% | -0.36% | 3.97% | 1.31% |
| Aerospace & Defense | XAR | -4.02% | -2.08% | -4.97% | -3.01% |
| Biotech | XBI | -3.59% | 6.84% | 20.5% | 27.5% |
| Homebuilder | XHB | -2.71% | 5.90% | 22.1% | 31.2% |
| Retail | XRT | -1.67% | 3.08% | 11.6% | 26.4% |