(SPVM) Invesco SP500 Value - Performance 3.8% in 12m
Compare SPVM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.68%
#17 in Group
Rel. Strength
50.88%
#3946 in Universe
Total Return 12m
3.75%
#23 in Group
Total Return 5y
99.62%
#25 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: SPVM (3.8%) 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: SPVM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPVM
| Total Return (including Dividends) | SPVM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.80% | -2.90% | -2.90% |
| 3 Months | -7.59% | -7.85% | -7.85% |
| 12 Months | 3.75% | 9.33% | 9.33% |
| 5 Years | 99.62% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | SPVM | SPY | S&P 500 |
| 1 Month | -29.2% | -35.6% | -35.6% |
| 3 Months | -87.9% | -89.7% | -89.7% |
| 12 Months | 52.2% | 58.3% | 58.3% |
| 5 Years | 84.2% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #8 | -0.93% | -0.93% |
| 3 Month | #20 | 0.29% | 0.29% |
| 12 Month | #24 | -5.10% | -5.10% |
| 5 Years | #23 | -3.24% | -3.24% |
FAQs
Does SPVM Invesco SP500 Value outperforms the market?
No,
over the last 12 months SPVM made 3.75%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months SPVM made -7.59%, while SPY made -7.85%.
Over the last 3 months SPVM made -7.59%, while SPY made -7.85%.
Performance Comparison SPVM vs Indeces and Sectors
SPVM vs. Indices SPVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.51% | -0.90% | -0.83% | -5.58% |
| US NASDAQ 100 | QQQ | -4.47% | -1.92% | -1.11% | -6.12% |
| US Dow Jones Industrial 30 | DIA | -0.44% | 1.34% | -0.72% | -2.43% |
| German DAX 40 | DAX | 0.15% | -1.91% | -19.1% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.02% | -0.23% | 0.80% | -1.43% |
| Hongkong Hang Seng | HSI | -0.24% | -0.26% | -1.92% | -6.55% |
| India NIFTY 50 | INDA | 4.92% | -5.85% | -1.91% | 2.41% |
| Brasil Bovespa | EWZ | -2.26% | -6.12% | -4.18% | 12.0% |
SPVM vs. Sectors SPVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.37% | 0.55% | -9.20% | -16.8% |
| Consumer Discretionary | XLY | -4.86% | -0.97% | -4.05% | -7.0% |
| Consumer Staples | XLP | 4.95% | -3.84% | -6.25% | -5.63% |
| Energy | XLE | 0.84% | 7.48% | 0.71% | 15.5% |
| Financial | XLF | -0.55% | 0.50% | -7.94% | -15.9% |
| Health Care | XLV | 0.51% | 0.97% | 1.03% | 3.86% |
| Industrial | XLI | -0.68% | -0.88% | -1.19% | -2.28% |
| Materials | XLB | 0.74% | 0.84% | 6.50% | 10.5% |
| Real Estate | XLRE | 2.32% | -1.63% | 1.33% | -10.0% |
| Technology | XLK | -6.32% | -2.36% | 3.72% | -0.85% |
| Utilities | XLU | 1.64% | -4.83% | -3.45% | -16.4% |
| Aerospace & Defense | XAR | -2.07% | -6.55% | -12.4% | -20.7% |
| Biotech | XBI | -1.64% | 2.37% | 13.1% | 9.77% |
| Homebuilder | XHB | -0.76% | 1.43% | 14.7% | 13.5% |
| Retail | XRT | 0.28% | -1.39% | 4.13% | 8.67% |