(SPGP) Invesco SP500 GARP - Performance -4.2% in 12m
Compare SPGP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.54%
#80 in Group
Rel. Strength
38.61%
#4932 in Universe
Total Return 12m
-4.17%
#132 in Group
Total Return 5y
103.99%
#19 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: SPGP (-4.2%) vs SPY (10.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-5.21% | 8.46% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-5.24% | 7.97% | 133% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.16% | 13.5% | 107% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-4.02% | 7.66% | 115% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-4.66% | 10.9% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-3.82% | 11.1% | 112% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
-1.04% | 16.8% | 98.5% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.06% | 5.61% | 119% | - | - | - | - | - |
Performance Comparison: SPGP vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPGP
| Total Return (including Dividends) | SPGP | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.99% | -4.31% | -4.31% |
| 3 Months | -12.24% | -7.85% | -7.85% |
| 12 Months | -4.17% | 10.76% | 10.76% |
| 5 Years | 103.99% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | SPGP | SPY | S&P 500 |
| 1 Month | -30.9% | -35.6% | -35.6% |
| 3 Months | -91.1% | -89.7% | -89.7% |
| 12 Months | 16.7% | 58.3% | 58.3% |
| 5 Years | 85.9% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #132 | -1.75% | -1.75% |
| 3 Month | #133 | -4.77% | -4.77% |
| 12 Month | #132 | -13.5% | -13.5% |
| 5 Years | #88 | -1.13% | -1.13% |
FAQs
Does SPGP Invesco SP500 GARP outperforms the market?
No,
over the last 12 months SPGP made -4.17%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months SPGP made -12.24%, while SPY made -7.85%.
Over the last 3 months SPGP made -12.24%, while SPY made -7.85%.
Performance Comparison SPGP vs Indeces and Sectors
SPGP vs. Indices SPGP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.19% | -1.68% | -3.76% | -14.9% |
| US NASDAQ 100 | QQQ | -3.15% | -1.75% | -3.76% | -16.2% |
| US Dow Jones Industrial 30 | DIA | 0.88% | -0.21% | -4.02% | -11.2% |
| German DAX 40 | DAX | 1.47% | -2.18% | -22.2% | -27.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.34% | -2.49% | -2.34% | -12.8% |
| Hongkong Hang Seng | HSI | 1.08% | -3.11% | -5.63% | -18.2% |
| India NIFTY 50 | INDA | 6.24% | -7.55% | -5.36% | -5.97% |
| Brasil Bovespa | EWZ | -0.94% | -7.96% | -8.26% | 1.33% |
SPGP vs. Sectors SPGP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.05% | -0.41% | -12.5% | -26.6% |
| Consumer Discretionary | XLY | -3.54% | -1.95% | -6.92% | -18.5% |
| Consumer Staples | XLP | 6.27% | -8.74% | -9.08% | -13.7% |
| Energy | XLE | 2.16% | 5.64% | -1.33% | 7.76% |
| Financial | XLF | 0.77% | -1.21% | -11.9% | -23.5% |
| Health Care | XLV | 1.83% | -1.02% | -1.75% | -4.43% |
| Industrial | XLI | 0.64% | -1.92% | -4.11% | -11.1% |
| Materials | XLB | 2.06% | -1.48% | 3.13% | 1.17% |
| Real Estate | XLRE | 3.64% | -4.08% | -1.61% | -19.3% |
| Technology | XLK | -5.00% | -1.47% | 1.11% | -10.4% |
| Utilities | XLU | 2.96% | -7.67% | -6.86% | -24.6% |
| Aerospace & Defense | XAR | -0.75% | -5.69% | -15.0% | -31.2% |
| Biotech | XBI | -0.32% | 1.85% | 9.33% | -1.92% |
| Homebuilder | XHB | 0.56% | 0.03% | 11.2% | 3.80% |
| Retail | XRT | 1.60% | -3.06% | 0.36% | -0.55% |