(RZV) Invesco S&P SmallCap - Performance -7.5% in 12m
Compare RZV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.11%
#13 in Group
Rel. Strength
36.57%
#5087 in Universe
Total Return 12m
-7.51%
#40 in Group
Total Return 5y
127.71%
#4 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: RZV (-7.5%) 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: RZV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RZV
| Total Return (including Dividends) | RZV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.20% | -0.87% | -0.87% |
| 3 Months | -18.27% | -8.60% | -8.60% |
| 12 Months | -7.51% | 9.37% | 9.37% |
| 5 Years | 127.71% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | RZV | SPY | S&P 500 |
| 1 Month | -26.5% | -17.9% | -17.9% |
| 3 Months | -91.7% | -89.7% | -89.7% |
| 12 Months | 12.2% | 57.2% | 57.2% |
| 5 Years | 79.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #49 | -5.38% | -5.38% |
| 3 Month | #50 | -10.6% | -10.6% |
| 12 Month | #42 | -15.4% | -15.4% |
| 5 Years | #11 | 11.6% | 11.6% |
FAQs
Does RZV Invesco S&P SmallCap outperforms the market?
No,
over the last 12 months RZV made -7.51%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months RZV made -18.27%, while SPY made -8.60%.
Over the last 3 months RZV made -18.27%, while SPY made -8.60%.
Performance Comparison RZV vs Indeces and Sectors
RZV vs. Indices RZV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.36% | -5.33% | -9.51% | -16.9% |
| US NASDAQ 100 | QQQ | -2.24% | -6.94% | -9.73% | -17.3% |
| US Dow Jones Industrial 30 | DIA | 1.42% | -3.04% | -9.67% | -14.0% |
| German DAX 40 | DAX | 2.25% | -5.24% | -27.9% | -29.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.48% | -3.35% | -7.60% | -12.4% |
| Hongkong Hang Seng | HSI | 2.25% | -3.75% | -10.3% | -17.5% |
| India NIFTY 50 | INDA | 6.28% | -10.1% | -11.4% | -9.69% |
| Brasil Bovespa | EWZ | -1.15% | -11.0% | -13.8% | -0.13% |
RZV vs. Sectors RZV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.59% | -5.13% | -18.3% | -28.5% |
| Consumer Discretionary | XLY | -2.71% | -6.52% | -12.7% | -18.3% |
| Consumer Staples | XLP | 7.47% | -6.40% | -14.6% | -16.5% |
| Energy | XLE | 2.29% | 4.03% | -8.60% | 3.58% |
| Financial | XLF | 1.31% | -4.09% | -16.9% | -27.5% |
| Health Care | XLV | 2.28% | -2.10% | -7.99% | -7.80% |
| Industrial | XLI | 1.16% | -5.65% | -10.2% | -13.9% |
| Materials | XLB | 2.74% | -3.52% | -2.31% | -0.98% |
| Real Estate | XLRE | 3.88% | -4.68% | -7.90% | -22.0% |
| Technology | XLK | -3.95% | -7.05% | -4.78% | -11.9% |
| Utilities | XLU | 3.20% | -7.11% | -12.7% | -28.4% |
| Aerospace & Defense | XAR | -0.27% | -11.4% | -21.4% | -32.4% |
| Biotech | XBI | -0.93% | -2.61% | 3.31% | -2.80% |
| Homebuilder | XHB | 1.25% | -3.78% | 5.91% | 2.08% |
| Retail | XRT | 2.18% | -6.39% | -4.77% | -2.85% |