(PKB) Invesco Dynamic - Performance -1.3% in 12m
Compare PKB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.83%
#14 in Group
Rel. Strength
44.65%
#4421 in Universe
Total Return 12m
-1.25%
#19 in Group
Total Return 5y
198.73%
#2 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: PKB (-1.3%) vs XLI (5.4%)
5y Drawdown (Underwater) Chart
Top Performers in Industrials
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 |
|---|---|---|---|---|---|---|---|---|
| PPA NYSE ARCA Invesco Aerospace Defense |
-1.14% | 18.7% | 127% | - | - | - | - | - |
| RGI NYSE ARCA Invesco SP500 Equal Weight |
-5.39% | 3.85% | 139% | - | - | - | - | - |
| AIRR NASDAQ First Trust RBA American |
-3% | 9.34% | 237% | - | - | - | - | - |
| ITA BATS iShares U.S. Aerospace |
-2.08% | 18.3% | 105% | - | - | - | - | - |
| XLI NYSE ARCA Industrial Sector SPDR |
-4.7% | 5.36% | 121% | - | - | - | - | - |
| RSPN NYSE ARCA Invesco SP500 Equal Weight |
-5.6% | 3.29% | 130% | - | - | - | - | - |
| VIS NYSE ARCA Vanguard Industrials |
-4.85% | 3.69% | 122% | - | - | - | - | - |
| FIDU NYSE ARCA Fidelity MSCI Industrials |
-4.67% | 3.43% | 122% | - | - | - | - | - |
Performance Comparison: PKB vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for PKB
| Total Return (including Dividends) | PKB | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -2.87% | -4.70% | -5.89% |
| 3 Months | -19.55% | -10.60% | -12.45% |
| 12 Months | -1.25% | 5.36% | 6.72% |
| 5 Years | 198.73% | 120.63% | 101.06% |
| Trend Score (consistency of price movement) | PKB | XLI | S&P 500 |
| 1 Month | -64.2% | -73.8% | -74.5% |
| 3 Months | -91.1% | -90.3% | -88.2% |
| 12 Months | 17.3% | 63.2% | 66.1% |
| 5 Years | 79.0% | 87.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #3 | 1.92% | 3.21% |
| 3 Month | #26 | -10.0% | -8.11% |
| 12 Month | #19 | -6.28% | -7.47% |
| 5 Years | #2 | 35.4% | 48.6% |
FAQs
Does PKB Invesco Dynamic outperforms the market?
No,
over the last 12 months PKB made -1.25%, while its related Sector, the Industrial Sector SPDR (XLI) made 5.36%.
Over the last 3 months PKB made -19.55%, while XLI made -10.60%.
Over the last 3 months PKB made -19.55%, while XLI made -10.60%.
Performance Comparison PKB vs Indeces and Sectors
PKB vs. Indices PKB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.72% | 3.02% | -10.5% | -7.97% |
| US NASDAQ 100 | QQQ | 1.58% | 3.41% | -9.99% | -6.78% |
| US Dow Jones Industrial 30 | DIA | 1.89% | 2.95% | -11.1% | -6.56% |
| German DAX 40 | DAX | -4.64% | 6.53% | -27.6% | -19.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.01% | 4.63% | -12.8% | -7.14% |
| Hongkong Hang Seng | HSI | -3.57% | 6.95% | -12.0% | -17.5% |
| India NIFTY 50 | INDA | -3.65% | -7.64% | -13.0% | -4.32% |
| Brasil Bovespa | EWZ | -2.84% | 2.21% | -13.5% | 8.22% |
PKB vs. Sectors PKB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.47% | 2.79% | -19.3% | -14.8% |
| Consumer Discretionary | XLY | 1.59% | 1.05% | -13.3% | -10.5% |
| Consumer Staples | XLP | -2.58% | -6.07% | -20.7% | -15.2% |
| Energy | XLE | -4.0% | 7.21% | -11.6% | 9.04% |
| Financial | XLF | -0.65% | 1.64% | -18.6% | -20.2% |
| Health Care | XLV | 0.32% | 4.50% | -9.12% | -0.71% |
| Industrial | XLI | -0.40% | 1.83% | -10.6% | -6.61% |
| Materials | XLB | -1.0% | 3.78% | -3.44% | 6.29% |
| Real Estate | XLRE | -4.62% | 0.02% | -11.9% | -18.4% |
| Technology | XLK | 2.08% | 6.06% | -3.71% | -0.04% |
| Utilities | XLU | -2.59% | -2.45% | -16.3% | -25.6% |
| Aerospace & Defense | XAR | -0.97% | -2.91% | -20.3% | -25.4% |
| Biotech | XBI | -2.84% | 9.01% | 4.03% | 7.66% |
| Homebuilder | XHB | -0.23% | 3.97% | 7.38% | 7.86% |
| Retail | XRT | -0.98% | -0.76% | -5.85% | 3.14% |