(XMHQ) Invesco S&P MidCap - Performance -9.4% in 12m
Compare XMHQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.57%
#41 in Group
Rel. Strength
36.78%
#5050 in Universe
Total Return 12m
-9.36%
#72 in Group
Total Return 5y
119.47%
#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: XMHQ (-9.4%) 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: XMHQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XMHQ
| Total Return (including Dividends) | XMHQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.69% | -5.89% | -5.89% |
| 3 Months | -14.82% | -12.45% | -12.45% |
| 12 Months | -9.36% | 6.72% | 6.72% |
| 5 Years | 119.47% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | XMHQ | SPY | S&P 500 |
| 1 Month | -71.6% | -74.5% | -74.5% |
| 3 Months | -92.7% | -88.2% | -88.2% |
| 12 Months | -17.9% | 66.1% | 66.1% |
| 5 Years | 82.3% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #10 | 2.34% | 2.34% |
| 3 Month | #47 | -2.71% | -2.71% |
| 12 Month | #71 | -15.1% | -15.1% |
| 5 Years | #6 | 9.16% | 9.16% |
FAQs
Does XMHQ Invesco S&P MidCap outperforms the market?
No,
over the last 12 months XMHQ made -9.36%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months XMHQ made -14.82%, while SPY made -12.45%.
Over the last 3 months XMHQ made -14.82%, while SPY made -12.45%.
Performance Comparison XMHQ vs Indeces and Sectors
XMHQ vs. Indices XMHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.38% | 2.20% | -6.24% | -16.1% |
| US NASDAQ 100 | QQQ | 2.24% | 2.59% | -5.71% | -14.9% |
| US Dow Jones Industrial 30 | DIA | 2.55% | 2.13% | -6.78% | -14.7% |
| German DAX 40 | DAX | -3.98% | 5.71% | -23.3% | -27.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.67% | 3.81% | -8.52% | -15.3% |
| Hongkong Hang Seng | HSI | -2.91% | 6.13% | -7.76% | -25.6% |
| India NIFTY 50 | INDA | -2.99% | -8.46% | -8.69% | -12.4% |
| Brasil Bovespa | EWZ | -2.18% | 1.39% | -9.19% | 0.11% |
XMHQ vs. Sectors XMHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.13% | 1.97% | -15.1% | -22.9% |
| Consumer Discretionary | XLY | 2.25% | 0.23% | -8.98% | -18.6% |
| Consumer Staples | XLP | -1.92% | -6.89% | -16.5% | -23.3% |
| Energy | XLE | -3.34% | 6.39% | -7.30% | 0.93% |
| Financial | XLF | 0.01% | 0.82% | -14.4% | -28.3% |
| Health Care | XLV | 0.98% | 3.68% | -4.84% | -8.82% |
| Industrial | XLI | 0.26% | 1.01% | -6.32% | -14.7% |
| Materials | XLB | -0.34% | 2.96% | 0.84% | -1.82% |
| Real Estate | XLRE | -3.96% | -0.80% | -7.59% | -26.5% |
| Technology | XLK | 2.74% | 5.24% | 0.57% | -8.15% |
| Utilities | XLU | -1.93% | -3.27% | -12.0% | -33.7% |
| Aerospace & Defense | XAR | -0.31% | -3.73% | -16.0% | -33.5% |
| Biotech | XBI | -2.18% | 8.19% | 8.31% | -0.45% |
| Homebuilder | XHB | 0.43% | 3.15% | 11.7% | -0.25% |
| Retail | XRT | -0.32% | -1.58% | -1.57% | -4.97% |