(INVE-A) Investor ser. - Performance 8.5% in 12m
Compare INVE-A with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
89.39%
#6 in Group
Rel. Strength
67.41%
#2525 in Universe
Total Return 12m
8.45%
#32 in Group
Total Return 5y
209.88%
#11 in Group
P/E 8.23
11th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 2.13%
92th Percentile in Group
12m Total Return: INVE-A (8.5%) vs XLI (2.1%)
5y Drawdown (Underwater) Chart
Top Performers in Environmental & Facilities Services
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 |
|---|---|---|---|---|---|---|---|---|
| WCN TO Waste Connections |
1.15% | 24.2% | 160% | 81.3 | 25.7 | 1.34 | 69.8% | 24.2% |
| WCN NYSE Waste Connections |
4.16% | 19.6% | 163% | 80.1 | 25.5 | 1.34 | 38.9% | -34.2% |
| EQT ST EQT (publ) |
-12.2% | -11.6% | 154% | 44.1 | 35 | 0.5 | -15.6% | 74.1% |
| RTO NYSE Rentokil Initial |
-9.35% | -23% | 1.26% | 29 | 13.3 | 0.58 | -18.8% | -25.4% |
Performance Comparison: INVE-A vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for INVE-A
| Total Return (including Dividends) | INVE-A | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -12.39% | -6.07% | -7.79% |
| 3 Months | -4.51% | -4.89% | -9.06% |
| 12 Months | 8.45% | 2.14% | 4.64% |
| 5 Years | 209.88% | 125.94% | 117.94% |
| Trend Score (consistency of price movement) | INVE-A | XLI | S&P 500 |
| 1 Month | -44.9% | 7.7% | -5.5% |
| 3 Months | -4.0% | -43.1% | -61.9% |
| 12 Months | 80.9% | 75.9% | 82.8% |
| 5 Years | 91.3% | 87.5% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #64 | -6.73% | -4.99% |
| 3 Month | #44 | 0.39% | 5.0% |
| 12 Month | #32 | 6.18% | 3.63% |
| 5 Years | #12 | 37.2% | 42.2% |
FAQs
Does INVE-A Investor ser. outperforms the market?
Yes,
over the last 12 months INVE-A made 8.45%, while its related Sector, the Industrial Sector SPDR (XLI) made 2.14%.
Over the last 3 months INVE-A made -4.51%, while XLI made -4.89%.
Over the last 3 months INVE-A made -4.51%, while XLI made -4.89%.
Performance Comparison INVE-A vs Indeces and Sectors
INVE-A vs. Indices INVE-A is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.41% | -4.60% | -2.47% | 3.81% |
| US NASDAQ 100 | QQQ | -1.34% | -3.19% | -1.22% | 5.89% |
| US Dow Jones Industrial 30 | DIA | -3.58% | -6.35% | -4.57% | 3.20% |
| German DAX 40 | DAX | -3.53% | -6.07% | -21.4% | -9.07% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.13% | -11.6% | 7.75% | 0.35% |
| Hongkong Hang Seng | HSI | -5.92% | -13.4% | 1.07% | -8.08% |
| India NIFTY 50 | INDA | -6.59% | -19.5% | 2.73% | 8.70% |
| Brasil Bovespa | EWZ | -7.77% | -21.5% | -1.63% | 19.8% |
INVE-A vs. Sectors INVE-A is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.57% | -4.29% | -10.9% | -4.55% |
| Consumer Discretionary | XLY | -1.71% | -2.76% | -5.48% | 1.35% |
| Consumer Staples | XLP | -9.27% | -11.1% | -9.67% | -4.46% |
| Energy | XLE | -1.17% | -11.9% | -2.83% | 16.2% |
| Financial | XLF | -2.81% | -4.90% | -14.4% | -7.84% |
| Health Care | XLV | -6.50% | -8.45% | -2.61% | 7.47% |
| Industrial | XLI | -2.47% | -6.32% | -1.63% | 6.31% |
| Materials | XLB | -3.66% | -8.36% | 4.05% | 17.3% |
| Real Estate | XLRE | -6.30% | -6.79% | -2.13% | -1.46% |
| Technology | XLK | -0.07% | -1.83% | 4.73% | 13.7% |
| Utilities | XLU | -9.72% | -12.6% | -5.75% | -16.5% |
| Aerospace & Defense | XAR | -2.79% | -9.0% | -7.41% | -6.74% |
| Biotech | XBI | 0.87% | -3.68% | 11.8% | 22.5% |
| Homebuilder | XHB | -0.72% | -5.45% | 17.6% | 23.3% |
| Retail | XRT | -1.36% | -3.86% | 4.22% | 20.0% |