(PHDG) Invesco SP500 - Performance -3.4% in 12m
Compare PHDG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
32.93%
#20 in Group
Rel. Strength
40.34%
#4763 in Universe
Total Return 12m
-3.44%
#32 in Group
Total Return 5y
21.86%
#15 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: PHDG (-3.4%) vs SPY (10.1%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
-0.22% | 9.54% | 139% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.72% | 8.89% | 68.6% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.11% | 6.06% | 49.8% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.73% | 8.86% | 36.2% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.16% | 9.99% | 26.4% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.7% | 6.16% | 15.1% | - | - | - | - | - |
Performance Comparison: PHDG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PHDG
| Total Return (including Dividends) | PHDG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.68% | -0.91% | -0.91% |
| 3 Months | -11.29% | -7.61% | -7.61% |
| 12 Months | -3.44% | 10.06% | 10.06% |
| 5 Years | 21.86% | 110.82% | 110.82% |
| Trend Score (consistency of price movement) | PHDG | SPY | S&P 500 |
| 1 Month | -50.3% | 1.2% | 1.2% |
| 3 Months | -91.7% | -89.2% | -89.2% |
| 12 Months | 18.9% | 56.2% | 56.2% |
| 5 Years | 58.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #31 | -6.83% | -6.83% |
| 3 Month | #32 | -3.98% | -3.98% |
| 12 Month | #33 | -12.3% | -12.3% |
| 5 Years | #28 | -42.2% | -42.2% |
FAQs
Does PHDG Invesco SP500 outperforms the market?
No,
over the last 12 months PHDG made -3.44%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.06%.
Over the last 3 months PHDG made -11.29%, while SPY made -7.61%.
Over the last 3 months PHDG made -11.29%, while SPY made -7.61%.
Performance Comparison PHDG vs Indeces and Sectors
PHDG vs. Indices PHDG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.39% | -6.77% | -8.00% | -13.5% |
| US NASDAQ 100 | QQQ | -8.25% | -9.09% | -7.48% | -14.0% |
| US Dow Jones Industrial 30 | DIA | -4.66% | -4.23% | -8.77% | -10.7% |
| German DAX 40 | DAX | -6.59% | -8.79% | -27.1% | -26.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.45% | -5.08% | -6.93% | -8.41% |
| Hongkong Hang Seng | HSI | -3.04% | -5.68% | -9.03% | -13.6% |
| India NIFTY 50 | INDA | -1.33% | -11.7% | -9.73% | -6.10% |
| Brasil Bovespa | EWZ | -7.06% | -13.5% | -13.6% | 3.43% |
PHDG vs. Sectors PHDG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.71% | -6.60% | -16.1% | -25.3% |
| Consumer Discretionary | XLY | -8.19% | -8.50% | -12.0% | -15.0% |
| Consumer Staples | XLP | -0.04% | -7.15% | -14.5% | -13.4% |
| Energy | XLE | -2.91% | 3.79% | -7.82% | 7.91% |
| Financial | XLF | -4.46% | -5.39% | -16.7% | -24.7% |
| Health Care | XLV | -4.38% | -3.07% | -6.75% | -4.22% |
| Industrial | XLI | -5.79% | -7.08% | -8.95% | -10.5% |
| Materials | XLB | -3.82% | -4.75% | -1.66% | 2.31% |
| Real Estate | XLRE | -2.97% | -5.91% | -7.56% | -18.8% |
| Technology | XLK | -9.91% | -8.95% | -2.03% | -8.36% |
| Utilities | XLU | -2.93% | -8.25% | -13.7% | -25.3% |
| Aerospace & Defense | XAR | -8.74% | -14.6% | -20.7% | -29.5% |
| Biotech | XBI | -6.72% | -8.64% | 4.81% | 0.67% |
| Homebuilder | XHB | -3.11% | -4.58% | 6.03% | 6.02% |
| Retail | XRT | -3.95% | -7.55% | -4.14% | 0.76% |