(RDIV) Invesco S&P Ultra - Performance 6.9% in 12m
Compare RDIV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.02%
#11 in Group
Rel. Strength
57.70%
#3398 in Universe
Total Return 12m
6.93%
#11 in Group
Total Return 5y
117.61%
#16 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: RDIV (6.9%) vs SPY (9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
Performance Comparison: RDIV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RDIV
| Total Return (including Dividends) | RDIV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.58% | -2.90% | -2.90% |
| 3 Months | -8.00% | -7.85% | -7.85% |
| 12 Months | 6.93% | 9.33% | 9.33% |
| 5 Years | 117.61% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | RDIV | SPY | S&P 500 |
| 1 Month | -37.1% | -35.6% | -35.6% |
| 3 Months | -70.0% | -89.7% | -89.7% |
| 12 Months | 57.2% | 58.3% | 58.3% |
| 5 Years | 87.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #42 | -3.79% | -3.79% |
| 3 Month | #22 | -0.16% | -0.16% |
| 12 Month | #11 | -2.20% | -2.20% |
| 5 Years | #16 | 5.47% | 5.47% |
FAQs
Does RDIV Invesco S&P Ultra outperforms the market?
No,
over the last 12 months RDIV made 6.93%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months RDIV made -8.00%, while SPY made -7.85%.
Over the last 3 months RDIV made -8.00%, while SPY made -7.85%.
Performance Comparison RDIV vs Indeces and Sectors
RDIV vs. Indices RDIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.99% | -3.68% | -2.85% | -2.40% |
| US NASDAQ 100 | QQQ | -4.95% | -4.70% | -3.13% | -2.94% |
| US Dow Jones Industrial 30 | DIA | -0.92% | -1.44% | -2.74% | 0.75% |
| German DAX 40 | DAX | -0.33% | -4.69% | -21.1% | -15.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.54% | -3.01% | -1.22% | 1.75% |
| Hongkong Hang Seng | HSI | -0.72% | -3.04% | -3.94% | -3.37% |
| India NIFTY 50 | INDA | 4.44% | -8.63% | -3.93% | 5.59% |
| Brasil Bovespa | EWZ | -2.74% | -8.90% | -6.20% | 15.2% |
RDIV vs. Sectors RDIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.85% | -2.23% | -11.2% | -13.6% |
| Consumer Discretionary | XLY | -5.34% | -3.75% | -6.07% | -3.82% |
| Consumer Staples | XLP | 4.47% | -6.62% | -8.27% | -2.45% |
| Energy | XLE | 0.36% | 4.70% | -1.31% | 18.6% |
| Financial | XLF | -1.03% | -2.28% | -9.96% | -12.7% |
| Health Care | XLV | 0.03% | -1.81% | -0.99% | 7.04% |
| Industrial | XLI | -1.16% | -3.66% | -3.21% | 0.90% |
| Materials | XLB | 0.26% | -1.94% | 4.48% | 13.6% |
| Real Estate | XLRE | 1.84% | -4.41% | -0.69% | -6.82% |
| Technology | XLK | -6.80% | -5.14% | 1.70% | 2.33% |
| Utilities | XLU | 1.16% | -7.61% | -5.47% | -13.2% |
| Aerospace & Defense | XAR | -2.55% | -9.33% | -14.4% | -17.5% |
| Biotech | XBI | -2.12% | -0.41% | 11.1% | 13.0% |
| Homebuilder | XHB | -1.24% | -1.35% | 12.7% | 16.7% |
| Retail | XRT | -0.20% | -4.17% | 2.11% | 11.9% |