(SP2Q) Invesco SP500 Equal - Performance -0.5% in 12m
Compare SP2Q with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.94%
#135 in Group
Rel. Strength
48.15%
#4016 in Universe
Total Return 12m
-0.49%
#119 in Group
Total Return 5y
16.71%
#135 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: SP2Q (-0.5%) vs SPY (4.6%)
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 |
-12.8% | 3.4% | 129% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-12.9% | 3.29% | 128% | - | - | - | - | - |
| SXR8 XETRA iShares Core SP500 USD |
-7.88% | 9.03% | 130% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-12.8% | 1.88% | 132% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-13% | 3.16% | 119% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-13% | 2% | 124% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-12.9% | 3.17% | 119% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-12.9% | 3.21% | 119% | - | - | - | - | - |
Performance Comparison: SP2Q vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SP2Q
| Total Return (including Dividends) | SP2Q | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -11.21% | -7.79% | -7.79% |
| 3 Months | -10.86% | -9.06% | -9.06% |
| 12 Months | -0.49% | 4.64% | 4.64% |
| 5 Years | 16.71% | 117.94% | 117.94% |
| Trend Score (consistency of price movement) | SP2Q | SPY | S&P 500 |
| 1 Month | 13.8% | -5.5% | -5.5% |
| 3 Months | -67.2% | -61.9% | -61.9% |
| 12 Months | 80.9% | 82.8% | 82.8% |
| 5 Years | 76.3% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #43 | -3.71% | -3.71% |
| 3 Month | #45 | -1.97% | -1.97% |
| 12 Month | #119 | -4.90% | -4.90% |
| 5 Years | #119 | -9.31% | -9.31% |
FAQs
Does SP2Q Invesco SP500 Equal outperforms the market?
No,
over the last 12 months SP2Q made -0.49%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.64%.
Over the last 3 months SP2Q made -10.86%, while SPY made -9.06%.
Over the last 3 months SP2Q made -10.86%, while SPY made -9.06%.
Performance Comparison SP2Q vs Indeces and Sectors
SP2Q vs. Indices SP2Q is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.88% | -3.42% | -0.26% | -5.13% |
| US NASDAQ 100 | QQQ | 0.19% | -2.01% | 0.99% | -3.05% |
| US Dow Jones Industrial 30 | DIA | -2.05% | -5.17% | -2.36% | -5.74% |
| German DAX 40 | DAX | -2.0% | -4.89% | -19.2% | -18.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.60% | -10.4% | 9.96% | -8.59% |
| Hongkong Hang Seng | HSI | -4.39% | -12.2% | 3.28% | -17.0% |
| India NIFTY 50 | INDA | -5.06% | -18.3% | 4.94% | -0.24% |
| Brasil Bovespa | EWZ | -6.24% | -20.3% | 0.58% | 10.8% |
SP2Q vs. Sectors SP2Q is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.04% | -3.11% | -8.66% | -13.5% |
| Consumer Discretionary | XLY | -0.18% | -1.58% | -3.27% | -7.59% |
| Consumer Staples | XLP | -7.74% | -9.93% | -7.46% | -13.4% |
| Energy | XLE | 0.36% | -10.8% | -0.62% | 7.24% |
| Financial | XLF | -1.28% | -3.72% | -12.2% | -16.8% |
| Health Care | XLV | -4.97% | -7.27% | -0.40% | -1.47% |
| Industrial | XLI | -0.94% | -5.14% | 0.58% | -2.63% |
| Materials | XLB | -2.13% | -7.18% | 6.26% | 8.33% |
| Real Estate | XLRE | -4.77% | -5.61% | 0.08% | -10.4% |
| Technology | XLK | 1.46% | -0.65% | 6.94% | 4.72% |
| Utilities | XLU | -8.19% | -11.4% | -3.54% | -25.4% |
| Aerospace & Defense | XAR | -1.26% | -7.82% | -5.20% | -15.7% |
| Biotech | XBI | 2.40% | -2.50% | 14.0% | 13.6% |
| Homebuilder | XHB | 0.81% | -4.27% | 19.8% | 14.4% |
| Retail | XRT | 0.17% | -2.68% | 6.43% | 11.1% |