(EQAL) Invesco Russell 1000 - Performance 3.8% in 12m
Compare EQAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.22%
#31 in Group
Rel. Strength
52.33%
#3808 in Universe
Total Return 12m
3.79%
#29 in Group
Total Return 5y
81.82%
#38 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: EQAL (3.8%) vs SPY (6.7%)

5y Drawdown (Underwater) Chart

Top Performers in Mid-Cap 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 |
---|---|---|---|---|---|---|---|---|
VFMV BATS Vanguard U.S. Minimum |
-3.37% | 14.7% | 73.2% | - | - | - | - | - |
USMF BATS WisdomTree U.S. Multifactor |
-4.74% | 8.57% | 89.6% | - | - | - | - | - |
JPME NYSE ARCA JPMorgan Diversified Return |
-5.1% | 4.62% | 92.9% | - | - | - | - | - |
CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
FLQM BATS Franklin LibertyQ U.S. Mid |
-4.66% | 1.86% | 97.8% | - | - | - | - | - |
TPLC NYSE ARCA Timothy Plan US Large/Mid |
-4.67% | 3.17% | 89.9% | - | - | - | - | - |
SPHB NYSE ARCA Invesco SP500 High Beta |
-10.6% | -8.96% | 140% | - | - | - | - | - |
EUSA NYSE ARCA iShares MSCI USA Equal |
-5.75% | 5.02% | 88.2% | - | - | - | - | - |
Performance Comparison: EQAL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EQAL
Total Return (including Dividends) | EQAL | SPY | S&P 500 |
---|---|---|---|
1 Month | -6.65% | -5.89% | -5.89% |
3 Months | -11.89% | -12.45% | -12.45% |
12 Months | 3.79% | 6.72% | 6.72% |
5 Years | 81.82% | 101.06% | 101.06% |
Trend Score (consistency of price movement) | EQAL | SPY | S&P 500 |
1 Month | -75.7% | -74.5% | -74.5% |
3 Months | -89.4% | -88.2% | -88.2% |
12 Months | 60.3% | 66.1% | 66.1% |
5 Years | 66.7% | 84.3% | 84.3% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
1 Month | #51 | -0.81% | -0.81% |
3 Month | #29 | 0.64% | 0.64% |
12 Month | #28 | -2.75% | -2.75% |
5 Years | #50 | -9.57% | -9.57% |
FAQs
Does EQAL Invesco Russell 1000 outperforms the market?
No,
over the last 12 months EQAL made 3.79%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months EQAL made -11.89%, while SPY made -12.45%.
Over the last 3 months EQAL made -11.89%, while SPY made -12.45%.
Performance Comparison EQAL vs Indeces and Sectors
EQAL vs. Indices EQAL is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | 2.37% | -0.76% | -0.53% | -2.93% |
US NASDAQ 100 | QQQ | 3.23% | -0.37% | - | -1.74% |
US Dow Jones Industrial 30 | DIA | 3.54% | -0.83% | -1.07% | -1.52% |
German DAX 40 | DAX | -2.99% | 2.75% | -17.6% | -14.4% |
Shanghai Shenzhen CSI 300 | CSI 300 | 1.66% | 0.85% | -2.81% | -2.10% |
Hongkong Hang Seng | HSI | -1.92% | 3.17% | -2.05% | -12.4% |
India NIFTY 50 | INDA | -2.0% | -11.4% | -2.98% | 0.72% |
Brasil Bovespa | EWZ | -1.19% | -1.57% | -3.48% | 13.3% |
EQAL vs. Sectors EQAL is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | 2.12% | -0.99% | -9.34% | -9.75% |
Consumer Discretionary | XLY | 3.24% | -2.73% | -3.27% | -5.43% |
Consumer Staples | XLP | -0.93% | -9.85% | -10.8% | -10.2% |
Energy | XLE | -2.35% | 3.43% | -1.59% | 14.1% |
Financial | XLF | 1.0% | -2.14% | -8.65% | -15.2% |
Health Care | XLV | 1.97% | 0.72% | 0.87% | 4.33% |
Industrial | XLI | 1.25% | -1.95% | -0.61% | -1.57% |
Materials | XLB | 0.65% | - | 6.55% | 11.3% |
Real Estate | XLRE | -2.97% | -3.76% | -1.88% | -13.3% |
Technology | XLK | 3.73% | 2.28% | 6.28% | 5.0% |
Utilities | XLU | -0.94% | -6.23% | -6.27% | -20.6% |
Aerospace & Defense | XAR | 0.68% | -6.69% | -10.3% | -20.4% |
Biotech | XBI | -1.19% | 5.23% | 14.0% | 12.7% |
Homebuilder | XHB | 1.42% | 0.19% | 17.4% | 12.9% |
Retail | XRT | 0.67% | -4.54% | 4.14% | 8.18% |