(RWK) Invesco S&P MidCap 400 - Performance -3.4% in 12m
Compare RWK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.47%
#15 in Group
Rel. Strength
40.77%
#4758 in Universe
Total Return 12m
-3.42%
#45 in Group
Total Return 5y
138.96%
#3 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: RWK (-3.4%) 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: RWK vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RWK
| Total Return (including Dividends) | RWK | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.60% | -2.90% | -2.90% |
| 3 Months | -13.39% | -7.85% | -7.85% |
| 12 Months | -3.42% | 9.33% | 9.33% |
| 5 Years | 138.96% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | RWK | SPY | S&P 500 |
| 1 Month | -30.0% | -35.6% | -35.6% |
| 3 Months | -93.5% | -89.7% | -89.7% |
| 12 Months | 21.8% | 58.3% | 58.3% |
| 5 Years | 89.2% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #17 | -1.75% | -1.75% |
| 3 Month | #47 | -6.0% | -6.0% |
| 12 Month | #44 | -11.7% | -11.7% |
| 5 Years | #3 | 15.8% | 15.8% |
FAQs
Does RWK Invesco S&P MidCap 400 outperforms the market?
No,
over the last 12 months RWK made -3.42%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months RWK made -13.39%, while SPY made -7.85%.
Over the last 3 months RWK made -13.39%, while SPY made -7.85%.
Performance Comparison RWK vs Indeces and Sectors
RWK vs. Indices RWK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.68% | -1.70% | -5.51% | -12.8% |
| US NASDAQ 100 | QQQ | -3.64% | -2.72% | -5.79% | -13.3% |
| US Dow Jones Industrial 30 | DIA | 0.39% | 0.54% | -5.40% | -9.60% |
| German DAX 40 | DAX | 0.98% | -2.71% | -23.8% | -25.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.85% | -1.03% | -3.88% | -8.60% |
| Hongkong Hang Seng | HSI | 0.59% | -1.06% | -6.60% | -13.7% |
| India NIFTY 50 | INDA | 5.75% | -6.65% | -6.59% | -4.76% |
| Brasil Bovespa | EWZ | -1.43% | -6.92% | -8.86% | 4.87% |
RWK vs. Sectors RWK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.54% | -0.25% | -13.9% | -23.9% |
| Consumer Discretionary | XLY | -4.03% | -1.77% | -8.73% | -14.2% |
| Consumer Staples | XLP | 5.78% | -4.64% | -10.9% | -12.8% |
| Energy | XLE | 1.67% | 6.68% | -3.97% | 8.29% |
| Financial | XLF | 0.28% | -0.30% | -12.6% | -23.1% |
| Health Care | XLV | 1.34% | 0.17% | -3.65% | -3.31% |
| Industrial | XLI | 0.15% | -1.68% | -5.87% | -9.45% |
| Materials | XLB | 1.57% | 0.04% | 1.82% | 3.28% |
| Real Estate | XLRE | 3.15% | -2.43% | -3.35% | -17.2% |
| Technology | XLK | -5.49% | -3.16% | -0.96% | -8.02% |
| Utilities | XLU | 2.47% | -5.63% | -8.13% | -23.6% |
| Aerospace & Defense | XAR | -1.24% | -7.35% | -17.1% | -27.9% |
| Biotech | XBI | -0.81% | 1.57% | 8.41% | 2.60% |
| Homebuilder | XHB | 0.07% | 0.63% | 10.0% | 6.32% |
| Retail | XRT | 1.11% | -2.19% | -0.55% | 1.50% |