(RWJ) Invesco S&P SmallCap - Performance -3.6% in 12m
Compare RWJ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.48%
#8 in Group
Rel. Strength
40.23%
#4793 in Universe
Total Return 12m
-3.59%
#29 in Group
Total Return 5y
149.15%
#3 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: RWJ (-3.6%) 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: RWJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RWJ
| Total Return (including Dividends) | RWJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.67% | -0.87% | -0.87% |
| 3 Months | -18.04% | -8.60% | -8.60% |
| 12 Months | -3.59% | 9.37% | 9.37% |
| 5 Years | 149.15% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | RWJ | SPY | S&P 500 |
| 1 Month | -16.6% | -17.9% | -17.9% |
| 3 Months | -93.8% | -89.7% | -89.7% |
| 12 Months | 27.2% | 57.2% | 57.2% |
| 5 Years | 71.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #36 | -3.84% | -3.84% |
| 3 Month | #49 | -10.3% | -10.3% |
| 12 Month | #33 | -11.9% | -11.9% |
| 5 Years | #5 | 22.2% | 22.2% |
FAQs
Does RWJ Invesco S&P SmallCap outperforms the market?
No,
over the last 12 months RWJ made -3.59%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months RWJ made -18.04%, while SPY made -8.60%.
Over the last 3 months RWJ made -18.04%, while SPY made -8.60%.
Performance Comparison RWJ vs Indeces and Sectors
RWJ vs. Indices RWJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.86% | -3.80% | -9.41% | -13.0% |
| US NASDAQ 100 | QQQ | -2.74% | -5.41% | -9.63% | -13.4% |
| US Dow Jones Industrial 30 | DIA | 0.92% | -1.51% | -9.57% | -10.1% |
| German DAX 40 | DAX | 1.75% | -3.71% | -27.8% | -25.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.98% | -1.82% | -7.50% | -8.48% |
| Hongkong Hang Seng | HSI | 1.75% | -2.22% | -10.2% | -13.6% |
| India NIFTY 50 | INDA | 5.78% | -8.59% | -11.3% | -5.77% |
| Brasil Bovespa | EWZ | -1.65% | -9.49% | -13.7% | 3.79% |
RWJ vs. Sectors RWJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.09% | -3.60% | -18.2% | -24.6% |
| Consumer Discretionary | XLY | -3.21% | -4.99% | -12.6% | -14.4% |
| Consumer Staples | XLP | 6.97% | -4.87% | -14.5% | -12.6% |
| Energy | XLE | 1.79% | 5.56% | -8.50% | 7.50% |
| Financial | XLF | 0.81% | -2.56% | -16.8% | -23.6% |
| Health Care | XLV | 1.78% | -0.57% | -7.89% | -3.88% |
| Industrial | XLI | 0.66% | -4.12% | -10.1% | -9.98% |
| Materials | XLB | 2.24% | -1.99% | -2.21% | 2.94% |
| Real Estate | XLRE | 3.38% | -3.15% | -7.80% | -18.0% |
| Technology | XLK | -4.45% | -5.52% | -4.68% | -8.02% |
| Utilities | XLU | 2.70% | -5.58% | -12.6% | -24.5% |
| Aerospace & Defense | XAR | -0.77% | -9.88% | -21.3% | -28.5% |
| Biotech | XBI | -1.43% | -1.08% | 3.41% | 1.12% |
| Homebuilder | XHB | 0.75% | -2.25% | 6.01% | 6.0% |
| Retail | XRT | 1.68% | -4.86% | -4.67% | 1.07% |