(RTM) Invesco SP500 Equal - Performance -12.9% in 12m
Compare RTM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
40.67%
#22 in Group
Rel. Strength
33.98%
#5273 in Universe
Total Return 12m
-12.85%
#31 in Group
Total Return 5y
83.48%
#20 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: RTM (-12.9%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Natural Resources
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 |
|---|---|---|---|---|---|---|---|---|
| IGE BATS iShares North American |
-6.68% | -4.11% | 157% | - | - | - | - | - |
| XME NYSE ARCA SPDR S&P Metals Mining |
-6.09% | -9.72% | 224% | - | - | - | - | - |
| NANR NYSE ARCA SPDR S&P North American |
-5.22% | -4.22% | 133% | - | - | - | - | - |
| FIW NYSE ARCA First Trust Water |
-4.7% | 0.5% | 98.7% | - | - | - | - | - |
| SLX NYSE ARCA VanEck Steel |
-11.2% | -16.1% | 216% | - | - | - | - | - |
| PHO NASDAQ Invesco Water Resources |
-4.73% | -0.91% | 91.2% | - | - | - | - | - |
| URA NYSE ARCA Global X Uranium |
-6.46% | -18.6% | 165% | - | - | - | - | - |
| FMAT NYSE ARCA Fidelity MSCI Materials |
-6.74% | -7.36% | 88% | - | - | - | - | - |
Performance Comparison: RTM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RTM
| Total Return (including Dividends) | RTM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.79% | -5.89% | -5.89% |
| 3 Months | -14.51% | -12.45% | -12.45% |
| 12 Months | -12.85% | 6.72% | 6.72% |
| 5 Years | 83.48% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | RTM | SPY | S&P 500 |
| 1 Month | -75.2% | -74.5% | -74.5% |
| 3 Months | -93.3% | -88.2% | -88.2% |
| 12 Months | -48.1% | 66.1% | 66.1% |
| 5 Years | 67.4% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #32 | -3.09% | -3.09% |
| 3 Month | #38 | -2.36% | -2.36% |
| 12 Month | #35 | -18.3% | -18.3% |
| 5 Years | #19 | -8.74% | -8.74% |
FAQs
Does RTM Invesco SP500 Equal outperforms the market?
No,
over the last 12 months RTM made -12.85%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months RTM made -14.51%, while SPY made -12.45%.
Over the last 3 months RTM made -14.51%, while SPY made -12.45%.
Performance Comparison RTM vs Indeces and Sectors
RTM vs. Indices RTM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.45% | -2.90% | -11.2% | -19.6% |
| US NASDAQ 100 | QQQ | 2.31% | -2.51% | -10.7% | -18.4% |
| US Dow Jones Industrial 30 | DIA | 2.62% | -2.97% | -11.7% | -18.2% |
| German DAX 40 | DAX | -3.91% | 0.61% | -28.2% | -31.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.74% | -1.29% | -13.5% | -18.7% |
| Hongkong Hang Seng | HSI | -2.84% | 1.03% | -12.7% | -29.1% |
| India NIFTY 50 | INDA | -2.92% | -13.6% | -13.6% | -15.9% |
| Brasil Bovespa | EWZ | -2.11% | -3.71% | -14.1% | -3.38% |
RTM vs. Sectors RTM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.20% | -3.13% | -20.0% | -26.4% |
| Consumer Discretionary | XLY | 2.32% | -4.87% | -13.9% | -22.1% |
| Consumer Staples | XLP | -1.85% | -12.0% | -21.4% | -26.8% |
| Energy | XLE | -3.27% | 1.29% | -12.2% | -2.56% |
| Financial | XLF | 0.08% | -4.28% | -19.3% | -31.8% |
| Health Care | XLV | 1.05% | -1.42% | -9.78% | -12.3% |
| Industrial | XLI | 0.33% | -4.09% | -11.3% | -18.2% |
| Materials | XLB | -0.27% | -2.14% | -4.10% | -5.31% |
| Real Estate | XLRE | -3.89% | -5.90% | -12.5% | -30.0% |
| Technology | XLK | 2.81% | 0.14% | -4.37% | -11.6% |
| Utilities | XLU | -1.86% | -8.37% | -16.9% | -37.2% |
| Aerospace & Defense | XAR | -0.24% | -8.83% | -20.9% | -37.0% |
| Biotech | XBI | -2.11% | 3.09% | 3.37% | -3.94% |
| Homebuilder | XHB | 0.50% | -1.95% | 6.72% | -3.74% |
| Retail | XRT | -0.25% | -6.68% | -6.51% | -8.46% |