(RGI) Invesco SP500 Equal - Performance 3.9% in 12m
Compare RGI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.81%
#4 in Group
Rel. Strength
52.42%
#3801 in Universe
Total Return 12m
3.85%
#15 in Group
Total Return 5y
138.77%
#5 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: RGI (3.9%) 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: RGI vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for RGI
| Total Return (including Dividends) | RGI | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -5.39% | -4.70% | -5.89% |
| 3 Months | -12.48% | -10.60% | -12.45% |
| 12 Months | 3.85% | 5.36% | 6.72% |
| 5 Years | 138.77% | 120.63% | 101.06% |
| Trend Score (consistency of price movement) | RGI | XLI | S&P 500 |
| 1 Month | -73.2% | -73.8% | -74.5% |
| 3 Months | -93.7% | -90.3% | -88.2% |
| 12 Months | 58.9% | 63.2% | 66.1% |
| 5 Years | 88.4% | 87.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #14 | -0.72% | 0.53% |
| 3 Month | #16 | -2.11% | -0.04% |
| 12 Month | #12 | -1.44% | -2.70% |
| 5 Years | #9 | 8.22% | 18.8% |
FAQs
Does RGI Invesco SP500 Equal outperforms the market?
No,
over the last 12 months RGI made 3.85%, while its related Sector, the Industrial Sector SPDR (XLI) made 5.36%.
Over the last 3 months RGI made -12.48%, while XLI made -10.60%.
Over the last 3 months RGI made -12.48%, while XLI made -10.60%.
Performance Comparison RGI vs Indeces and Sectors
RGI vs. Indices RGI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.85% | 0.50% | -1.57% | -2.87% |
| US NASDAQ 100 | QQQ | 1.71% | 0.89% | -1.04% | -1.68% |
| US Dow Jones Industrial 30 | DIA | 2.02% | 0.43% | -2.11% | -1.46% |
| German DAX 40 | DAX | -4.51% | 4.01% | -18.6% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.14% | 2.11% | -3.85% | -2.04% |
| Hongkong Hang Seng | HSI | -3.44% | 4.43% | -3.09% | -12.4% |
| India NIFTY 50 | INDA | -3.52% | -10.2% | -4.02% | 0.78% |
| Brasil Bovespa | EWZ | -2.71% | -0.31% | -4.52% | 13.3% |
RGI vs. Sectors RGI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.60% | 0.27% | -10.4% | -9.69% |
| Consumer Discretionary | XLY | 1.72% | -1.47% | -4.31% | -5.37% |
| Consumer Staples | XLP | -2.45% | -8.59% | -11.8% | -10.1% |
| Energy | XLE | -3.87% | 4.69% | -2.63% | 14.1% |
| Financial | XLF | -0.52% | -0.88% | -9.69% | -15.1% |
| Health Care | XLV | 0.45% | 1.98% | -0.17% | 4.39% |
| Industrial | XLI | -0.27% | -0.69% | -1.65% | -1.51% |
| Materials | XLB | -0.87% | 1.26% | 5.51% | 11.4% |
| Real Estate | XLRE | -4.49% | -2.50% | -2.92% | -13.3% |
| Technology | XLK | 2.21% | 3.54% | 5.24% | 5.06% |
| Utilities | XLU | -2.46% | -4.97% | -7.31% | -20.5% |
| Aerospace & Defense | XAR | -0.84% | -5.43% | -11.3% | -20.3% |
| Biotech | XBI | -2.71% | 6.49% | 13.0% | 12.8% |
| Homebuilder | XHB | -0.10% | 1.45% | 16.3% | 13.0% |
| Retail | XRT | -0.85% | -3.28% | 3.10% | 8.24% |