(RFV) Invesco S&P MidCap 400 - Performance -0.7% in 12m
Compare RFV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.72%
#1 in Group
Rel. Strength
43.28%
#4549 in Universe
Total Return 12m
-0.66%
#19 in Group
Total Return 5y
156.47%
#1 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: RFV (-0.7%) vs SPY (9.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: RFV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RFV
| Total Return (including Dividends) | RFV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.37% | -0.87% | -0.87% |
| 3 Months | -13.59% | -8.60% | -8.60% |
| 12 Months | -0.66% | 9.37% | 9.37% |
| 5 Years | 156.47% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | RFV | SPY | S&P 500 |
| 1 Month | -14.3% | -17.9% | -17.9% |
| 3 Months | -90.2% | -89.7% | -89.7% |
| 12 Months | 34.7% | 57.2% | 57.2% |
| 5 Years | 91.2% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #17 | -2.52% | -2.52% |
| 3 Month | #34 | -5.45% | -5.45% |
| 12 Month | #24 | -9.17% | -9.17% |
| 5 Years | #2 | 25.8% | 25.8% |
FAQs
Does RFV Invesco S&P MidCap 400 outperforms the market?
No,
over the last 12 months RFV made -0.66%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months RFV made -13.59%, while SPY made -8.60%.
Over the last 3 months RFV made -13.59%, while SPY made -8.60%.
Performance Comparison RFV vs Indeces and Sectors
RFV vs. Indices RFV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.48% | -2.50% | -2.60% | -10.0% |
| US NASDAQ 100 | QQQ | -2.36% | -4.11% | -2.82% | -10.5% |
| US Dow Jones Industrial 30 | DIA | 1.30% | -0.21% | -2.76% | -7.17% |
| German DAX 40 | DAX | 2.13% | -2.41% | -21.0% | -22.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.36% | -0.52% | -0.69% | -5.55% |
| Hongkong Hang Seng | HSI | 2.13% | -0.92% | -3.38% | -10.6% |
| India NIFTY 50 | INDA | 6.16% | -7.29% | -4.45% | -2.84% |
| Brasil Bovespa | EWZ | -1.27% | -8.19% | -6.91% | 6.72% |
RFV vs. Sectors RFV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.71% | -2.30% | -11.3% | -21.6% |
| Consumer Discretionary | XLY | -2.83% | -3.69% | -5.82% | -11.5% |
| Consumer Staples | XLP | 7.35% | -3.57% | -7.65% | -9.67% |
| Energy | XLE | 2.17% | 6.86% | -1.69% | 10.4% |
| Financial | XLF | 1.19% | -1.26% | -10.0% | -20.7% |
| Health Care | XLV | 2.16% | 0.73% | -1.08% | -0.95% |
| Industrial | XLI | 1.04% | -2.82% | -3.25% | -7.05% |
| Materials | XLB | 2.62% | -0.69% | 4.60% | 5.87% |
| Real Estate | XLRE | 3.76% | -1.85% | -0.99% | -15.1% |
| Technology | XLK | -4.07% | -4.22% | 2.13% | -5.09% |
| Utilities | XLU | 3.08% | -4.28% | -5.80% | -21.5% |
| Aerospace & Defense | XAR | -0.39% | -8.58% | -14.5% | -25.6% |
| Biotech | XBI | -1.05% | 0.22% | 10.2% | 4.05% |
| Homebuilder | XHB | 1.13% | -0.95% | 12.8% | 8.93% |
| Retail | XRT | 2.06% | -3.56% | 2.14% | 4.0% |