(PHB) Invesco Fundamental - Performance 6.3% in 12m
Compare PHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.56%
#25 in Group
Rel. Strength
59.64%
#3229 in Universe
Total Return 12m
6.27%
#49 in Group
Total Return 5y
26.95%
#22 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: PHB (6.3%) vs TLT (4.2%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield 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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-2.19% | 6.5% | 45.2% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-2.09% | 7.79% | 38.8% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-1.96% | 7.28% | 37.7% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
-1.7% | 7.92% | 34.5% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
-1.84% | 7.23% | 33% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-2.15% | 6.71% | 44.9% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
-2.91% | 7.09% | 35.9% | - | - | - | - | - |
| SPHY NYSE ARCA SPDR Portfolio High Yield |
-2.07% | 8.1% | 34.5% | - | - | - | - | - |
Performance Comparison: PHB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PHB
| Total Return (including Dividends) | PHB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.78% | -2.20% | -7.04% |
| 3 Months | -0.91% | 2.51% | -10.88% |
| 12 Months | 6.27% | 4.18% | 5.72% |
| 5 Years | 26.95% | -40.34% | 100.77% |
| Trend Score (consistency of price movement) | PHB | TLT | S&P 500 |
| 1 Month | -82.2% | -53.9% | -76.1% |
| 3 Months | -10.9% | 49.3% | -86.4% |
| 12 Months | 84.3% | -2.1% | 67.8% |
| 5 Years | 60.0% | -89.7% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #27 | 0.43% | 5.65% |
| 3 Month | #17 | -3.33% | 11.2% |
| 12 Month | #50 | 2.0% | 0.51% |
| 5 Years | #23 | 113% | -36.8% |
FAQs
Does PHB Invesco Fundamental outperforms the market?
Yes,
over the last 12 months PHB made 6.27%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.18%.
Over the last 3 months PHB made -0.91%, while TLT made 2.51%.
Over the last 3 months PHB made -0.91%, while TLT made 2.51%.
Performance Comparison PHB vs Indeces and Sectors
PHB vs. Indices PHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.58% | 5.26% | 8.33% | 0.55% |
| US NASDAQ 100 | QQQ | 4.07% | 6.08% | 8.42% | 2.61% |
| US Dow Jones Industrial 30 | DIA | 1.68% | 3.39% | 6.36% | -0.41% |
| German DAX 40 | DAX | -8.92% | 6.27% | -10.3% | -13.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.42% | 5.97% | 3.48% | -1.68% |
| Hongkong Hang Seng | HSI | -4.09% | 9.37% | 6.94% | -9.87% |
| India NIFTY 50 | INDA | -0.43% | -5.20% | 8.91% | 5.59% |
| Brasil Bovespa | EWZ | -0.93% | 4.50% | 8.01% | 17.2% |
PHB vs. Sectors PHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.77% | 5.80% | 0.13% | -6.99% |
| Consumer Discretionary | XLY | 5.17% | 4.44% | 6.12% | -1.07% |
| Consumer Staples | XLP | -1.68% | -1.67% | 0.68% | -6.22% |
| Energy | XLE | 2.62% | 10.1% | 9.39% | 19.1% |
| Financial | XLF | 0.87% | 3.09% | 0.41% | -13.1% |
| Health Care | XLV | 1.17% | 5.0% | 9.52% | 6.41% |
| Industrial | XLI | 1.08% | 4.19% | 8.96% | 2.38% |
| Materials | XLB | 0.08% | 5.66% | 15.8% | 14.2% |
| Real Estate | XLRE | -2.17% | 3.21% | 8.61% | -8.09% |
| Technology | XLK | 4.27% | 8.05% | 14.4% | 9.49% |
| Utilities | XLU | -1.94% | 0.33% | 4.10% | -20.1% |
| Aerospace & Defense | XAR | -1.08% | -1.17% | -1.08% | -16.9% |
| Biotech | XBI | -0.94% | 13.1% | 24.2% | 18.4% |
| Homebuilder | XHB | 4.19% | 7.43% | 27.8% | 18.0% |
| Retail | XRT | 3.82% | 3.97% | 15.6% | 13.3% |