(5ESG) Invesco SP500 ESG - Performance 7.8% in 12m
Compare 5ESG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
90.39%
#12 in Group
Rel. Strength
57.91%
#3218 in Universe
Total Return 12m
7.77%
#87 in Group
Total Return 5y
135.98%
#9 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: 5ESG (7.8%) vs SPY (10.2%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend Equity
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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-7.88% | 9.32% | 143% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-7.86% | 9.28% | 141% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-7.79% | 7.75% | 145% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-7.8% | 9.26% | 132% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-7.9% | 7.92% | 137% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-7.8% | 9.2% | 132% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-7.83% | 9.18% | 132% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-7.78% | 7.77% | 136% | - | - | - | - | - |
Performance Comparison: 5ESG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for 5ESG
| Total Return (including Dividends) | 5ESG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.78% | -3.01% | -3.01% |
| 3 Months | -9.85% | -3.15% | -3.15% |
| 12 Months | 7.77% | 10.19% | 10.19% |
| 5 Years | 135.98% | 129.24% | 129.24% |
| Trend Score (consistency of price movement) | 5ESG | SPY | S&P 500 |
| 1 Month | -2.10% | -5.5% | -5.5% |
| 3 Months | -70.8% | -58.4% | -58.4% |
| 12 Months | 77.1% | 84.1% | 84.1% |
| 5 Years | 94.2% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #76 | -4.92% | -4.92% |
| 3 Month | #112 | -6.92% | -6.92% |
| 12 Month | #88 | -2.20% | -2.20% |
| 5 Years | #16 | 2.94% | 2.94% |
FAQs
Does 5ESG Invesco SP500 ESG outperforms the market?
No,
over the last 12 months 5ESG made 7.77%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.19%.
Over the last 3 months 5ESG made -9.85%, while SPY made -3.15%.
Over the last 3 months 5ESG made -9.85%, while SPY made -3.15%.
Performance Comparison 5ESG vs Indeces and Sectors
5ESG vs. Indices 5ESG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.93% | -4.77% | -0.12% | -2.42% |
| US NASDAQ 100 | QQQ | 0.05% | -3.72% | 0.65% | -0.83% |
| US Dow Jones Industrial 30 | DIA | -1.13% | -5.64% | -1.04% | -1.74% |
| German DAX 40 | DAX | 0.37% | -4.40% | -16.9% | -13.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.64% | -8.01% | 15.1% | -1.35% |
| Hongkong Hang Seng | HSI | -2.90% | -10.6% | 9.10% | -9.56% |
| India NIFTY 50 | INDA | -1.96% | -15.7% | 10.2% | 7.07% |
| Brasil Bovespa | EWZ | -1.04% | -16.1% | 7.88% | 19.5% |
5ESG vs. Sectors 5ESG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.61% | -3.97% | -8.23% | -11.4% |
| Consumer Discretionary | XLY | -1.69% | -3.95% | -3.48% | -6.29% |
| Consumer Staples | XLP | -3.72% | -5.94% | -0.96% | -3.26% |
| Energy | XLE | -2.02% | -15.8% | -5.70% | 6.96% |
| Financial | XLF | -1.41% | -5.08% | -12.3% | -14.5% |
| Health Care | XLV | -1.35% | -4.62% | 4.58% | 6.08% |
| Industrial | XLI | -1.24% | -7.09% | 0.59% | -0.76% |
| Materials | XLB | -2.03% | -8.29% | 7.99% | 11.7% |
| Real Estate | XLRE | -2.97% | -5.09% | 3.0% | -5.59% |
| Technology | XLK | 0.20% | -3.77% | 5.0% | 5.76% |
| Utilities | XLU | -4.22% | -8.60% | 0.76% | -17.5% |
| Aerospace & Defense | XAR | -0.33% | -9.06% | -4.04% | -13.2% |
| Biotech | XBI | 3.63% | -1.93% | 17.6% | 18.8% |
| Homebuilder | XHB | -1.43% | -7.93% | 19.3% | 15.5% |
| Retail | XRT | -3.23% | -7.28% | 3.96% | 12.6% |