(IVZ) Invesco - Performance -13% in 12m
Compare IVZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
36.41%
#91 in Group
Rel. Strength
36.29%
#4935 in Universe
Total Return 12m
-12.98%
#173 in Group
Total Return 5y
92.50%
#62 in Group
P/E 12.9
61th Percentile in Group
P/E Forward 8.21
26th Percentile in Group
PEG 1.62
47th Percentile in Group
FCF Yield 9.25%
50th Percentile in Group
12m Total Return: IVZ (-13%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: IVZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IVZ
| Total Return (including Dividends) | IVZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -17.48% | -7.49% | -7.79% |
| 3 Months | -21.21% | -1.50% | -9.06% |
| 12 Months | -12.98% | 16.29% | 4.64% |
| 5 Years | 92.50% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | IVZ | XLF | S&P 500 |
| 1 Month | -5.90% | 58.6% | -5.5% |
| 3 Months | -61.7% | -8.5% | -61.9% |
| 12 Months | 62.3% | 92.9% | 82.8% |
| 5 Years | 4.70% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #182 | -10.8% | -10.5% |
| 3 Month | #172 | -20.0% | -13.4% |
| 12 Month | #172 | -25.2% | -16.8% |
| 5 Years | #82 | -22.6% | -11.7% |
FAQs
Does IVZ Invesco outperforms the market?
No,
over the last 12 months IVZ made -12.98%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months IVZ made -21.21%, while XLF made -1.50%.
Over the last 3 months IVZ made -21.21%, while XLF made -1.50%.
Performance Comparison IVZ vs Indeces and Sectors
IVZ vs. Indices IVZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.70% | -9.69% | -14.1% | -17.6% |
| US NASDAQ 100 | QQQ | -4.63% | -8.28% | -12.9% | -15.5% |
| US Dow Jones Industrial 30 | DIA | -6.87% | -11.4% | -16.2% | -18.2% |
| German DAX 40 | DAX | -6.82% | -11.2% | -33.0% | -30.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.42% | -16.7% | -3.90% | -21.1% |
| Hongkong Hang Seng | HSI | -9.21% | -18.5% | -10.6% | -29.5% |
| India NIFTY 50 | INDA | -9.88% | -24.6% | -8.92% | -12.7% |
| Brasil Bovespa | EWZ | -11.1% | -26.6% | -13.3% | -1.66% |
IVZ vs. Sectors IVZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.86% | -9.38% | -22.5% | -26.0% |
| Consumer Discretionary | XLY | -5.00% | -7.85% | -17.1% | -20.1% |
| Consumer Staples | XLP | -12.6% | -16.2% | -21.3% | -25.9% |
| Energy | XLE | -4.46% | -17.0% | -14.5% | -5.25% |
| Financial | XLF | -6.10% | -9.99% | -26.1% | -29.3% |
| Health Care | XLV | -9.79% | -13.5% | -14.3% | -14.0% |
| Industrial | XLI | -5.76% | -11.4% | -13.3% | -15.1% |
| Materials | XLB | -6.95% | -13.5% | -7.60% | -4.16% |
| Real Estate | XLRE | -9.59% | -11.9% | -13.8% | -22.9% |
| Technology | XLK | -3.36% | -6.92% | -6.92% | -7.77% |
| Utilities | XLU | -13.0% | -17.7% | -17.4% | -37.9% |
| Aerospace & Defense | XAR | -6.08% | -14.1% | -19.1% | -28.2% |
| Biotech | XBI | -2.42% | -8.77% | 0.14% | 1.06% |
| Homebuilder | XHB | -4.01% | -10.5% | 5.96% | 1.87% |
| Retail | XRT | -4.65% | -8.95% | -7.43% | -1.41% |