(PBE) Invesco Dynamic - Performance -1.2% in 12m
Compare PBE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
9.94%
#21 in Group
Rel. Strength
45.53%
#4356 in Universe
Total Return 12m
-1.18%
#19 in Group
Total Return 5y
15.23%
#23 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: PBE (-1.2%) vs SPY (7.9%)
5y Drawdown (Underwater) Chart
Top Performers in Health
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 |
|---|---|---|---|---|---|---|---|---|
| PPH NASDAQ VanEck Pharmaceutical |
-10.4% | -0.92% | 52.4% | - | - | - | - | - |
| XLV NYSE ARCA Health Care Sector SPDR |
-5.82% | 0.93% | 47.8% | - | - | - | - | - |
| IHE NYSE ARCA iShares U.S. |
-9.89% | 0.7% | 36.5% | - | - | - | - | - |
| IYH NYSE ARCA iShares U.S. Healthcare |
-6.48% | -0.53% | 41.6% | - | - | - | - | - |
| VHT NYSE ARCA Vanguard Health Care |
-6.21% | 0.01% | 41.5% | - | - | - | - | - |
| FHLC NYSE ARCA Fidelity MSCI Health Care |
-6.3% | -0.24% | 41.1% | - | - | - | - | - |
| IXJ NYSE ARCA iShares Global Healthcare |
-6.5% | -0.14% | 35.5% | - | - | - | - | - |
| IHI NYSE ARCA iShares U.S. Medical |
-5.23% | 2.33% | 33.3% | - | - | - | - | - |
Performance Comparison: PBE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PBE
| Total Return (including Dividends) | PBE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.41% | -4.92% | -4.92% |
| 3 Months | -12.12% | -9.03% | -9.03% |
| 12 Months | -1.18% | 7.93% | 7.93% |
| 5 Years | 15.23% | 101.72% | 101.72% |
| Trend Score (consistency of price movement) | PBE | SPY | S&P 500 |
| 1 Month | -87.7% | -71.8% | -71.8% |
| 3 Months | -90.1% | -84.5% | -84.5% |
| 12 Months | 14.1% | 69.5% | 69.5% |
| 5 Years | 6.70% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #27 | -4.72% | -4.72% |
| 3 Month | #36 | -3.39% | -3.39% |
| 12 Month | #20 | -8.44% | -8.44% |
| 5 Years | #28 | -42.9% | -42.9% |
FAQs
Does PBE Invesco Dynamic outperforms the market?
No,
over the last 12 months PBE made -1.18%, while its related Sector, the SPDR SP500 Trust (SPY) made 7.93%.
Over the last 3 months PBE made -12.12%, while SPY made -9.03%.
Over the last 3 months PBE made -12.12%, while SPY made -9.03%.
Performance Comparison PBE vs Indeces and Sectors
PBE vs. Indices PBE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.21% | -4.49% | -7.76% | -9.11% |
| US NASDAQ 100 | QQQ | -3.01% | -4.42% | -8.04% | -8.08% |
| US Dow Jones Industrial 30 | DIA | -0.16% | -5.90% | -9.59% | -9.91% |
| German DAX 40 | DAX | 2.37% | -1.16% | -23.3% | -18.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.24% | -0.97% | -10.3% | -7.45% |
| Hongkong Hang Seng | HSI | -0.50% | 1.68% | -7.72% | -15.2% |
| India NIFTY 50 | INDA | 3.06% | -12.8% | -4.79% | -1.65% |
| Brasil Bovespa | EWZ | 1.01% | -3.40% | -6.02% | 11.6% |
PBE vs. Sectors PBE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.13% | -4.39% | -16.2% | -17.2% |
| Consumer Discretionary | XLY | -0.05% | -5.56% | -10.4% | -10.6% |
| Consumer Staples | XLP | 0.94% | -10.4% | -13.9% | -14.9% |
| Energy | XLE | 3.66% | 3.23% | -3.92% | 13.1% |
| Financial | XLF | -0.56% | -6.05% | -16.0% | -21.6% |
| Health Care | XLV | 3.53% | -3.59% | -5.28% | -2.11% |
| Industrial | XLI | -1.46% | -4.74% | -6.62% | -6.27% |
| Materials | XLB | -1.76% | -2.70% | 0.82% | 6.75% |
| Real Estate | XLRE | -0.37% | -4.47% | -5.96% | -13.9% |
| Technology | XLK | -4.70% | -2.82% | -2.59% | -1.56% |
| Utilities | XLU | 0.79% | -8.19% | -12.3% | -27.0% |
| Aerospace & Defense | XAR | -3.85% | -9.23% | -17.0% | -25.5% |
| Biotech | XBI | -2.59% | 3.89% | 8.48% | 10.1% |
| Homebuilder | XHB | 2.10% | -2.31% | 11.6% | 9.62% |
| Retail | XRT | 1.31% | -4.77% | -0.31% | 4.70% |