(XMVM) Invesco S&P MidCap - Performance 0.9% in 12m
Compare XMVM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.07%
#5 in Group
Rel. Strength
45.25%
#4391 in Universe
Total Return 12m
0.94%
#12 in Group
Total Return 5y
116.53%
#9 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: XMVM (0.9%) 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: XMVM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XMVM
| Total Return (including Dividends) | XMVM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.01% | -0.87% | -0.87% |
| 3 Months | -9.82% | -8.60% | -8.60% |
| 12 Months | 0.94% | 9.37% | 9.37% |
| 5 Years | 116.53% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | XMVM | SPY | S&P 500 |
| 1 Month | -9.0% | -17.9% | -17.9% |
| 3 Months | -89.9% | -89.7% | -89.7% |
| 12 Months | 32.3% | 57.2% | 57.2% |
| 5 Years | 83.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #9 | -1.15% | -1.15% |
| 3 Month | #11 | -1.33% | -1.33% |
| 12 Month | #19 | -7.71% | -7.71% |
| 5 Years | #15 | 6.17% | 6.17% |
FAQs
Does XMVM Invesco S&P MidCap outperforms the market?
No,
over the last 12 months XMVM made 0.94%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months XMVM made -9.82%, while SPY made -8.60%.
Over the last 3 months XMVM made -9.82%, while SPY made -8.60%.
Performance Comparison XMVM vs Indeces and Sectors
XMVM vs. Indices XMVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.45% | -1.14% | -3.15% | -8.43% |
| US NASDAQ 100 | QQQ | -3.33% | -2.75% | -3.37% | -8.89% |
| US Dow Jones Industrial 30 | DIA | 0.33% | 1.15% | -3.31% | -5.57% |
| German DAX 40 | DAX | 1.16% | -1.05% | -21.5% | -21.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.39% | 0.84% | -1.24% | -3.95% |
| Hongkong Hang Seng | HSI | 1.16% | 0.44% | -3.93% | -9.04% |
| India NIFTY 50 | INDA | 5.19% | -5.93% | -5.0% | -1.24% |
| Brasil Bovespa | EWZ | -2.24% | -6.83% | -7.46% | 8.32% |
XMVM vs. Sectors XMVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.68% | -0.94% | -11.9% | -20.0% |
| Consumer Discretionary | XLY | -3.80% | -2.33% | -6.37% | -9.85% |
| Consumer Staples | XLP | 6.38% | -2.21% | -8.20% | -8.07% |
| Energy | XLE | 1.20% | 8.22% | -2.24% | 12.0% |
| Financial | XLF | 0.22% | 0.10% | -10.6% | -19.1% |
| Health Care | XLV | 1.19% | 2.09% | -1.63% | 0.65% |
| Industrial | XLI | 0.07% | -1.46% | -3.80% | -5.45% |
| Materials | XLB | 1.65% | 0.67% | 4.05% | 7.47% |
| Real Estate | XLRE | 2.79% | -0.49% | -1.54% | -13.5% |
| Technology | XLK | -5.04% | -2.86% | 1.58% | -3.49% |
| Utilities | XLU | 2.11% | -2.92% | -6.35% | -19.9% |
| Aerospace & Defense | XAR | -1.36% | -7.22% | -15.1% | -24.0% |
| Biotech | XBI | -2.02% | 1.58% | 9.67% | 5.65% |
| Homebuilder | XHB | 0.16% | 0.41% | 12.3% | 10.5% |
| Retail | XRT | 1.09% | -2.20% | 1.59% | 5.60% |