(SPHB) Invesco SP500 High - Performance -9% in 12m
Compare SPHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.29%
#17 in Group
Rel. Strength
37.17%
#5019 in Universe
Total Return 12m
-8.96%
#70 in Group
Total Return 5y
139.73%
#1 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: SPHB (-9%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
-3.37% | 14.7% | 73.2% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-4.74% | 8.57% | 89.6% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-5.1% | 4.62% | 92.9% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-4.66% | 1.86% | 97.8% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-4.67% | 3.17% | 89.9% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-10.6% | -8.96% | 140% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
-5.75% | 5.02% | 88.2% | - | - | - | - | - |
Performance Comparison: SPHB vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPHB
| Total Return (including Dividends) | SPHB | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -10.64% | -5.89% | -5.89% |
| 3 Months | -22.49% | -12.45% | -12.45% |
| 12 Months | -8.96% | 6.72% | 6.72% |
| 5 Years | 139.73% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | SPHB | SPY | S&P 500 |
| 1 Month | -77.3% | -74.5% | -74.5% |
| 3 Months | -90.4% | -88.2% | -88.2% |
| 12 Months | 24.9% | 66.1% | 66.1% |
| 5 Years | 76.4% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #72 | -5.05% | -5.05% |
| 3 Month | #71 | -11.5% | -11.5% |
| 12 Month | #71 | -14.7% | -14.7% |
| 5 Years | #2 | 19.2% | 19.2% |
FAQs
Does SPHB Invesco SP500 High outperforms the market?
No,
over the last 12 months SPHB made -8.96%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months SPHB made -22.49%, while SPY made -12.45%.
Over the last 3 months SPHB made -22.49%, while SPY made -12.45%.
Performance Comparison SPHB vs Indeces and Sectors
SPHB vs. Indices SPHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.71% | -4.75% | -10.4% | -15.7% |
| US NASDAQ 100 | QQQ | 1.57% | -4.36% | -9.90% | -14.5% |
| US Dow Jones Industrial 30 | DIA | 1.88% | -4.82% | -11.0% | -14.3% |
| German DAX 40 | DAX | -4.65% | -1.24% | -27.5% | -27.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | - | -3.14% | -12.7% | -14.9% |
| Hongkong Hang Seng | HSI | -3.58% | -0.82% | -12.0% | -25.2% |
| India NIFTY 50 | INDA | -3.66% | -15.4% | -12.9% | -12.0% |
| Brasil Bovespa | EWZ | -2.85% | -5.56% | -13.4% | 0.51% |
SPHB vs. Sectors SPHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.46% | -4.98% | -19.2% | -22.5% |
| Consumer Discretionary | XLY | 1.58% | -6.72% | -13.2% | -18.2% |
| Consumer Staples | XLP | -2.59% | -13.8% | -20.7% | -22.9% |
| Energy | XLE | -4.01% | -0.56% | -11.5% | 1.33% |
| Financial | XLF | -0.66% | -6.13% | -18.6% | -27.9% |
| Health Care | XLV | 0.31% | -3.27% | -9.03% | -8.42% |
| Industrial | XLI | -0.41% | -5.94% | -10.5% | -14.3% |
| Materials | XLB | -1.01% | -3.99% | -3.35% | -1.42% |
| Real Estate | XLRE | -4.63% | -7.75% | -11.8% | -26.1% |
| Technology | XLK | 2.07% | -1.71% | -3.62% | -7.75% |
| Utilities | XLU | -2.60% | -10.2% | -16.2% | -33.3% |
| Aerospace & Defense | XAR | -0.98% | -10.7% | -20.2% | -33.1% |
| Biotech | XBI | -2.85% | 1.24% | 4.12% | -0.05% |
| Homebuilder | XHB | -0.24% | -3.80% | 7.47% | 0.15% |
| Retail | XRT | -0.99% | -8.53% | -5.76% | -4.57% |