(INVE-B) Investor ser. - Performance 9% in 12m
Compare INVE-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.71%
#9 in Group
Rel. Strength
66.47%
#2682 in Universe
Total Return 12m
8.96%
#38 in Group
Total Return 5y
154.36%
#18 in Group
P/E 7.42
13th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.30%
92th Percentile in Group
12m Total Return: INVE-B (9%) vs XLI (5.1%)
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 |
2.01% | 20.3% | 128% | 82 | 26.2 | 1.34 | 69.8% | 24.2% |
| WCN NYSE Waste Connections |
4.31% | 19% | 131% | 78.2 | 24.8 | 1.34 | 38.9% | -34.2% |
| EQT ST EQT (publ) |
-14.6% | -16% | 121% | 36.1 | 35 | 0.5 | -15.6% | 74.1% |
| RTO NYSE Rentokil Initial |
2.26% | -19.1% | -14.1% | 28.8 | 16.7 | 1.25 | -50.0% | - |
Performance Comparison: INVE-B vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for INVE-B
| Total Return (including Dividends) | INVE-B | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -9.12% | -4.67% | -4.92% |
| 3 Months | -7.52% | -6.32% | -9.03% |
| 12 Months | 8.96% | 5.09% | 7.93% |
| 5 Years | 154.36% | 116.55% | 101.72% |
| Trend Score (consistency of price movement) | INVE-B | XLI | S&P 500 |
| 1 Month | -88.1% | -73% | -71.8% |
| 3 Months | -63.2% | -87.7% | -84.5% |
| 12 Months | 64.1% | 65.3% | 69.5% |
| 5 Years | 91.6% | 87.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #65 | -4.68% | -4.42% |
| 3 Month | #57 | -1.28% | 1.66% |
| 12 Month | #38 | 3.68% | 0.95% |
| 5 Years | #18 | 17.5% | 26.1% |
FAQs
Does INVE-B Investor ser. outperforms the market?
Yes,
over the last 12 months INVE-B made 8.96%, while its related Sector, the Industrial Sector SPDR (XLI) made 5.09%.
Over the last 3 months INVE-B made -7.52%, while XLI made -6.32%.
Over the last 3 months INVE-B made -7.52%, while XLI made -6.32%.
Performance Comparison INVE-B vs Indeces and Sectors
INVE-B vs. Indices INVE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.52% | -4.20% | -2.56% | 1.03% |
| US NASDAQ 100 | QQQ | -4.32% | -4.13% | -2.84% | 2.06% |
| US Dow Jones Industrial 30 | DIA | -1.47% | -5.61% | -4.39% | 0.23% |
| German DAX 40 | DAX | 1.06% | -0.87% | -18.1% | -8.31% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.55% | -0.68% | -5.11% | 2.69% |
| Hongkong Hang Seng | HSI | -1.81% | 1.97% | -2.52% | -5.07% |
| India NIFTY 50 | INDA | 1.75% | -12.5% | 0.41% | 8.49% |
| Brasil Bovespa | EWZ | -0.30% | -3.11% | -0.82% | 21.8% |
INVE-B vs. Sectors INVE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.18% | -4.10% | -11.0% | -7.04% |
| Consumer Discretionary | XLY | -1.36% | -5.27% | -5.15% | -0.47% |
| Consumer Staples | XLP | -0.37% | -10.1% | -8.74% | -4.80% |
| Energy | XLE | 2.35% | 3.52% | 1.28% | 23.2% |
| Financial | XLF | -1.87% | -5.76% | -10.8% | -11.5% |
| Health Care | XLV | 2.22% | -3.30% | -0.08% | 8.03% |
| Industrial | XLI | -2.77% | -4.45% | -1.42% | 3.87% |
| Materials | XLB | -3.07% | -2.41% | 6.02% | 16.9% |
| Real Estate | XLRE | -1.68% | -4.18% | -0.76% | -3.71% |
| Technology | XLK | -6.01% | -2.53% | 2.61% | 8.58% |
| Utilities | XLU | -0.52% | -7.90% | -7.09% | -16.9% |
| Aerospace & Defense | XAR | -5.16% | -8.94% | -11.8% | -15.4% |
| Biotech | XBI | -3.90% | 4.18% | 13.7% | 20.2% |
| Homebuilder | XHB | 0.79% | -2.02% | 16.8% | 19.8% |
| Retail | XRT | - | -4.48% | 4.89% | 14.8% |