(PEJ) Invesco Dynamic - Performance 6.2% in 12m
Compare PEJ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.67%
#13 in Group
Rel. Strength
58.45%
#3323 in Universe
Total Return 12m
6.16%
#12 in Group
Total Return 5y
84.83%
#12 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: PEJ (6.2%) vs SPY (7.9%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Cyclical
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 |
|---|---|---|---|---|---|---|---|---|
| XHB NYSE ARCA SPDR S&P Homebuilders |
-7.1% | -10.8% | 190% | - | - | - | - | - |
| ITB BATS iShares U.S. Home |
-6.48% | -14.7% | 187% | - | - | - | - | - |
| RSPD NYSE ARCA Invesco SP500 Equal Weight |
-7.03% | 0.4% | 93% | - | - | - | - | - |
| IYC NYSE ARCA iShares US Consumer |
-3.09% | 10.2% | 76.1% | - | - | - | - | - |
| VCR NYSE ARCA Vanguard Consumer |
-4.27% | 4.89% | 93.9% | - | - | - | - | - |
| FDIS NYSE ARCA Fidelity MSCI Consumer |
-4.34% | 4.85% | 90.2% | - | - | - | - | - |
| XLY NYSE ARCA Consumer Discretionary |
-3.85% | 9.43% | 74.2% | - | - | - | - | - |
| FXD NYSE ARCA First Trust Consumer |
-7.36% | -7.67% | 82.8% | - | - | - | - | - |
Performance Comparison: PEJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PEJ
| Total Return (including Dividends) | PEJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.18% | -4.92% | -4.92% |
| 3 Months | -10.93% | -9.03% | -9.03% |
| 12 Months | 6.16% | 7.93% | 7.93% |
| 5 Years | 84.83% | 101.72% | 101.72% |
| Trend Score (consistency of price movement) | PEJ | SPY | S&P 500 |
| 1 Month | -69.1% | -71.8% | -71.8% |
| 3 Months | -76.9% | -84.5% | -84.5% |
| 12 Months | 74.5% | 69.5% | 69.5% |
| 5 Years | 38.7% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #13 | -0.27% | -0.27% |
| 3 Month | #12 | -2.09% | -2.09% |
| 12 Month | #12 | -1.64% | -1.64% |
| 5 Years | #12 | -8.37% | -8.37% |
FAQs
Does PEJ Invesco Dynamic outperforms the market?
No,
over the last 12 months PEJ made 6.16%, while its related Sector, the SPDR SP500 Trust (SPY) made 7.93%.
Over the last 3 months PEJ made -10.93%, while SPY made -9.03%.
Over the last 3 months PEJ made -10.93%, while SPY made -9.03%.
Performance Comparison PEJ vs Indeces and Sectors
PEJ vs. Indices PEJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.59% | -0.26% | 1.85% | -1.77% |
| US NASDAQ 100 | QQQ | -1.21% | -0.19% | 1.57% | -0.74% |
| US Dow Jones Industrial 30 | DIA | 1.64% | -1.67% | 0.02% | -2.57% |
| German DAX 40 | DAX | 4.17% | 3.07% | -13.7% | -11.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.56% | 3.26% | -0.70% | -0.11% |
| Hongkong Hang Seng | HSI | 1.30% | 5.91% | 1.89% | -7.87% |
| India NIFTY 50 | INDA | 4.86% | -8.60% | 4.82% | 5.69% |
| Brasil Bovespa | EWZ | 2.81% | 0.83% | 3.59% | 19.0% |
PEJ vs. Sectors PEJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.93% | -0.16% | -6.56% | -9.84% |
| Consumer Discretionary | XLY | 1.75% | -1.33% | -0.74% | -3.27% |
| Consumer Staples | XLP | 2.74% | -6.16% | -4.33% | -7.60% |
| Energy | XLE | 5.46% | 7.46% | 5.69% | 20.4% |
| Financial | XLF | 1.24% | -1.82% | -6.42% | -14.3% |
| Health Care | XLV | 5.33% | 0.64% | 4.33% | 5.23% |
| Industrial | XLI | 0.34% | -0.51% | 2.99% | 1.07% |
| Materials | XLB | 0.04% | 1.53% | 10.4% | 14.1% |
| Real Estate | XLRE | 1.43% | -0.24% | 3.65% | -6.51% |
| Technology | XLK | -2.90% | 1.41% | 7.02% | 5.78% |
| Utilities | XLU | 2.59% | -3.96% | -2.68% | -19.7% |
| Aerospace & Defense | XAR | -2.05% | -5.0% | -7.39% | -18.2% |
| Biotech | XBI | -0.79% | 8.12% | 18.1% | 17.4% |
| Homebuilder | XHB | 3.90% | 1.92% | 21.2% | 17.0% |
| Retail | XRT | 3.11% | -0.54% | 9.30% | 12.0% |