(VRIG) Invesco Variable Rate - Performance 5.3% in 12m
Compare VRIG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.54%
#2 in Group
Rel. Strength
52.89%
#3781 in Universe
Total Return 12m
5.33%
#33 in Group
Total Return 5y
25.92%
#4 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: VRIG (5.3%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
-0.07% | 5.33% | 25.9% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.09% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.1% | 5.38% | 19.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.38% | 5.48% | 16.5% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.35% | 22.1% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-1.18% | 4.46% | 33.6% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.42% | 5.51% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.38% | 5.49% | 17.7% | - | - | - | - | - |
Performance Comparison: VRIG vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for VRIG
| Total Return (including Dividends) | VRIG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.07% | -1.35% | -4.77% |
| 3 Months | 0.58% | 2.22% | -9.81% |
| 12 Months | 5.33% | 3.98% | 9.54% |
| 5 Years | 25.92% | -39.85% | 104.83% |
| Trend Score (consistency of price movement) | VRIG | TLT | S&P 500 |
| 1 Month | -50.3% | -71.3% | -51.2% |
| 3 Months | 61.0% | 14% | -90.1% |
| 12 Months | 99.4% | -11.5% | 59.4% |
| 5 Years | 94.3% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #60 | 1.30% | 4.94% |
| 3 Month | #55 | -1.60% | 11.5% |
| 12 Month | #37 | 1.30% | -3.85% |
| 5 Years | #3 | 109% | -38.5% |
FAQs
Does VRIG Invesco Variable Rate outperforms the market?
Yes,
over the last 12 months VRIG made 5.33%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months VRIG made 0.58%, while TLT made 2.22%.
Over the last 3 months VRIG made 0.58%, while TLT made 2.22%.
Performance Comparison VRIG vs Indeces and Sectors
VRIG vs. Indices VRIG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.76% | 4.70% | 7.25% | -4.21% |
| US NASDAQ 100 | QQQ | -5.15% | 4.68% | 7.01% | -4.91% |
| US Dow Jones Industrial 30 | DIA | -2.37% | 5.64% | 6.87% | -0.66% |
| German DAX 40 | DAX | -4.08% | 3.34% | -11.1% | -16.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.75% | 3.02% | 6.94% | -4.26% |
| Hongkong Hang Seng | HSI | -4.41% | 3.14% | 4.33% | -10.2% |
| India NIFTY 50 | INDA | -2.74% | -3.18% | 4.54% | 1.26% |
| Brasil Bovespa | EWZ | -5.94% | -2.17% | 3.51% | 12.1% |
VRIG vs. Sectors VRIG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.86% | 4.92% | -1.82% | -12.0% |
| Consumer Discretionary | XLY | -4.61% | 4.91% | 4.81% | -7.10% |
| Consumer Staples | XLP | 1.09% | -2.15% | 1.79% | -4.19% |
| Energy | XLE | -1.19% | 11.0% | 8.82% | 16.7% |
| Financial | XLF | -3.34% | 3.72% | -0.91% | -13.8% |
| Health Care | XLV | -1.31% | 6.56% | 9.50% | 6.22% |
| Industrial | XLI | -2.88% | 3.85% | 6.42% | -1.92% |
| Materials | XLB | -2.99% | 3.74% | 13.3% | 9.28% |
| Real Estate | XLRE | -0.26% | 2.87% | 9.28% | -9.30% |
| Technology | XLK | -6.43% | 5.54% | 12.3% | 0.87% |
| Utilities | XLU | -0.78% | -0.43% | 4.59% | -15.8% |
| Aerospace & Defense | XAR | -3.01% | 0.55% | -4.09% | -20.3% |
| Biotech | XBI | -6.44% | 8.86% | 19.1% | 8.82% |
| Homebuilder | XHB | -3.76% | 5.76% | 22.0% | 12.7% |
| Retail | XRT | -2.86% | 3.76% | 11.0% | 9.39% |