(INVE-A) Investor ser. - Performance 7% in 12m
Compare INVE-A with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.39%
#9 in Group
Rel. Strength
57.24%
#3432 in Universe
Total Return 12m
7.02%
#37 in Group
Total Return 5y
192.33%
#11 in Group
P/E 7.52
20th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.34%
92th Percentile in Group
12m Total Return: INVE-A (7%) vs XLI (7.3%)
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 |
-0.19% | 20.4% | 128% | 81.3 | 36.6 | 1.97 | 69.8% | 24.2% |
| WCN NYSE Waste Connections |
3.03% | 19.2% | 132% | 81.4 | 36.8 | 1.97 | 38.9% | -34.2% |
| EQT ST EQT (publ) |
-18.7% | -6.86% | 120% | 34.3 | 35 | 0.5 | -15.6% | 74.1% |
| RTO NYSE Rentokil Initial |
2.47% | -12.6% | -16.5% | 28.8 | 16.7 | 1.25 | -50.0% | - |
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 | -8.66% | -3.92% | -4.77% |
| 3 Months | -10.11% | -8.26% | -9.81% |
| 12 Months | 7.02% | 7.25% | 9.54% |
| 5 Years | 192.33% | 121.13% | 104.83% |
| Trend Score (consistency of price movement) | INVE-A | XLI | S&P 500 |
| 1 Month | -56.6% | -47.5% | -51.2% |
| 3 Months | -73.0% | -89.9% | -90.1% |
| 12 Months | 54.5% | 58.9% | 59.4% |
| 5 Years | 91.0% | 87.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #65 | -4.93% | -4.09% |
| 3 Month | #57 | -2.02% | -0.34% |
| 12 Month | #37 | -0.22% | -2.31% |
| 5 Years | #12 | 32.2% | 42.7% |
FAQs
Does INVE-A Investor ser. outperforms the market?
No,
over the last 12 months INVE-A made 7.02%, while its related Sector, the Industrial Sector SPDR (XLI) made 7.25%.
Over the last 3 months INVE-A made -10.11%, while XLI made -8.26%.
Over the last 3 months INVE-A made -10.11%, while XLI made -8.26%.
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 | -2.23% | -3.89% | -1.62% | -2.52% |
| US NASDAQ 100 | QQQ | -3.62% | -3.91% | -1.86% | -3.22% |
| US Dow Jones Industrial 30 | DIA | -0.84% | -2.95% | -2.0% | 1.03% |
| German DAX 40 | DAX | -2.55% | -5.25% | -20.0% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.22% | -5.57% | -1.93% | -2.57% |
| Hongkong Hang Seng | HSI | -2.88% | -5.45% | -4.54% | -8.48% |
| India NIFTY 50 | INDA | -1.21% | -11.8% | -4.33% | 2.95% |
| Brasil Bovespa | EWZ | -4.41% | -10.8% | -5.36% | 13.8% |
INVE-A vs. Sectors INVE-A is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.33% | -3.67% | -10.7% | -10.3% |
| Consumer Discretionary | XLY | -3.08% | -3.68% | -4.06% | -5.41% |
| Consumer Staples | XLP | 2.62% | -10.7% | -7.08% | -2.50% |
| Energy | XLE | 0.34% | 2.44% | -0.05% | 18.4% |
| Financial | XLF | -1.81% | -4.87% | -9.78% | -12.2% |
| Health Care | XLV | 0.22% | -2.03% | 0.63% | 7.91% |
| Industrial | XLI | -1.35% | -4.74% | -2.45% | -0.23% |
| Materials | XLB | -1.46% | -4.85% | 4.45% | 11.0% |
| Real Estate | XLRE | 1.27% | -5.72% | 0.41% | -7.61% |
| Technology | XLK | -4.90% | -3.05% | 3.39% | 2.56% |
| Utilities | XLU | 0.75% | -9.02% | -4.28% | -14.1% |
| Aerospace & Defense | XAR | -1.48% | -8.04% | -13.0% | -18.6% |
| Biotech | XBI | -4.91% | 0.27% | 10.2% | 10.5% |
| Homebuilder | XHB | -2.23% | -2.83% | 13.1% | 14.4% |
| Retail | XRT | -1.33% | -4.83% | 2.10% | 11.1% |