(IVQ-U) Invesque - Performance -43.5% in 12m
Compare IVQ-U with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-91.17%
#116 in Group
Rel. Strength
17.79%
#6541 in Universe
Total Return 12m
-43.48%
#110 in Group
Total Return 5y
-94.90%
#112 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.90%
16th Percentile in Group
12m Total Return: IVQ-U (-43.5%) vs XLRE (5.7%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate Operating Companies
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 |
|---|---|---|---|---|---|---|---|---|
| FSV TO FirstService |
-3.98% | 9.01% | 106% | 54.4 | 28.5 | 1.68 | 9.70% | 28% |
| CIGI TO Colliers International |
-12.1% | -0.13% | 108% | 34.9 | 17.4 | 1.14 | 9.0% | -1% |
| WIHL ST Wihlborgs Fastigheter |
-3.65% | 3.23% | -24.3% | 17.9 | 13.6 | 1.59 | -47.6% | 15.9% |
| TEG XETRA TAG Immobilien |
1.4% | 2.34% | -23.5% | 20.8 | 13.4 | 1.44 | -35.3% | 21.5% |
| ADJ XETRA Adler |
-16.5% | 6.37% | -98.8% | 0.04 | 18.1 | 1.95 | -24.7% | 90.8% |
Performance Comparison: IVQ-U vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for IVQ-U
| Total Return (including Dividends) | IVQ-U | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 8.33% | -8.17% | -6.14% |
| 3 Months | 44.44% | -1.42% | -9.36% |
| 12 Months | -43.48% | 5.65% | 3.33% |
| 5 Years | -94.90% | 33.84% | 104.67% |
| Trend Score (consistency of price movement) | IVQ-U | XLRE | S&P 500 |
| 1 Month | 50.9% | -43.9% | -56.5% |
| 3 Months | 66.4% | 8.8% | -76.2% |
| 12 Months | -66.7% | 52.6% | 73.8% |
| 5 Years | -95.5% | 44% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #4 | 18.0% | 15.4% |
| 3 Month | #2 | 46.5% | 59.4% |
| 12 Month | #109 | -46.5% | -45.3% |
| 5 Years | #113 | -96.2% | -97.5% |
FAQs
Does IVQ-U Invesque outperforms the market?
No,
over the last 12 months IVQ-U made -43.48%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 5.65%.
Over the last 3 months IVQ-U made 44.44%, while XLRE made -1.42%.
Over the last 3 months IVQ-U made 44.44%, while XLRE made -1.42%.
Performance Comparison IVQ-U vs Indeces and Sectors
IVQ-U vs. Indices IVQ-U is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 10.6% | 14.5% | 16.7% | -46.8% |
| US NASDAQ 100 | QQQ | 9.32% | 13.8% | 17.5% | -45.9% |
| US Dow Jones Industrial 30 | DIA | 10.7% | 13.8% | 14.4% | -48.1% |
| German DAX 40 | DAX | 13.7% | 17.5% | 1.57% | -56.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 11.9% | 13.8% | 19.7% | -50.6% |
| Hongkong Hang Seng | HSI | 18.1% | 20.5% | 22.2% | -49.0% |
| India NIFTY 50 | INDA | 9.62% | 3.86% | 19.2% | -40.9% |
| Brasil Bovespa | EWZ | 16.5% | 8.78% | 19.6% | -25.0% |
IVQ-U vs. Sectors IVQ-U is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 10.5% | 15.5% | 7.0% | -55.1% |
| Consumer Discretionary | XLY | 9.97% | 13.3% | 12.7% | -49.6% |
| Consumer Staples | XLP | 11.6% | 11.9% | 9.33% | -53.0% |
| Energy | XLE | 19.6% | 20.3% | 23.5% | -24.8% |
| Financial | XLF | 12.1% | 12.4% | 6.92% | -57.5% |
| Health Care | XLV | 14.1% | 16.6% | 19.3% | -40.3% |
| Industrial | XLI | 10.2% | 14.6% | 16.8% | -44.5% |
| Materials | XLB | 14.2% | 17.0% | 25.5% | -30.5% |
| Real Estate | XLRE | 14.3% | 16.5% | 17.5% | -49.1% |
| Technology | XLK | 8.77% | 15.3% | 23.7% | -39.1% |
| Utilities | XLU | 12.8% | 11.2% | 10.9% | -63.4% |
| Aerospace & Defense | XAR | 6.93% | 7.31% | 6.51% | -62.2% |
| Biotech | XBI | 16.7% | 25.3% | 33.9% | -23.2% |
| Homebuilder | XHB | 9.94% | 18.8% | 32.9% | -30.7% |
| Retail | XRT | 7.72% | 14.3% | 19.3% | -35.0% |