(IMCV) iShares Morningstar - Performance 9.1% in 12m
IMCV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
67.50%
#17 in Peer-Group
Rel. Strength
54.00%
#3431 in Stock-Universe
Total Return 12m
9.05%
#27 in Peer-Group
Total Return 5y
109.04%
#20 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 79.53 USD |
| 52 Week Low | 64.72 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 76.74 |
| Buy/Sell Signal +-5 | 0.65 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IMCV (9.1%) vs QQQ (14.5%)
5y Drawdown (Underwater) Chart
Top Performer in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
1.16% | 13.9% | 146% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
1.77% | 17.6% | 146% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
2.5% | 12.7% | 126% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
2.62% | 17.2% | 131% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
1.73% | 8.68% | 100% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
0.93% | 6.1% | 123% | - | - | - | - | - |
| RWK NYSE ARCA Invesco S&P MidCap 400 |
2.13% | 5.64% | 149% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
1.33% | 9.2% | 122% | - | - | - | - | - |
Performance Comparison: IMCV vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IMCV
| Total Return (including Dividends) | IMCV | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 1.79% | 3.68% | 2.95% |
| 3 Months | 1.48% | 10.13% | 6.01% |
| 12 Months | 9.05% | 14.53% | 13.19% |
| 5 Years | 109.04% | 131.73% | 117.19% |
| Trend Score (consistency of price movement) | IMCV | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 78.4% | 74.7% | 78.3% |
| 3 Months | 63.7% | 88.2% | 84.6% |
| 12 Months | 15% | 40.4% | 43.3% |
| 5 Years | 82.5% | 76.6% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #38 | -1.82% | -1.12% |
| 3 Month | #40 | -7.86% | -4.27% |
| 12 Month | #31 | -4.79% | -3.66% |
| 5 Years | #32 | -9.79% | -3.75% |
FAQs
Does iShares Morningstar (IMCV) outperform the market?
No,
over the last 12 months IMCV made 9.05%, while its related Sector, the Invesco QQQ Trust (QQQ) made 14.53%.
Over the last 3 months IMCV made 1.48%, while QQQ made 10.13%.
Performance Comparison IMCV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IMCV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -1.2% | 0.2% | -4% |
| US NASDAQ 100 | QQQ | -0.4% | -1.9% | -0.4% | -5% |
| German DAX 40 | DAX | 0.9% | 4.2% | -16.2% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -1% | 0.8% | -7% |
| Hongkong Hang Seng | HSI | -0.9% | -5.6% | -18.4% | -24% |
| India NIFTY 50 | INDA | -0% | 1.3% | -0.9% | 9% |
| Brasil Bovespa | EWZ | 2.2% | -0% | -23.5% | 3% |
IMCV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.2% | -1.8% | -4.9% | -16% |
| Consumer Discretionary | XLY | -1% | 2.2% | 9.4% | -11% |
| Consumer Staples | XLP | 0.1% | 2.3% | -1.9% | 2% |
| Energy | XLE | 5.2% | -1.7% | -0.2% | 13% |
| Financial | XLF | -1.3% | 0.2% | -4.3% | -17% |
| Health Care | XLV | 1.1% | 0.1% | 4.9% | 17% |
| Industrial | XLI | -0.3% | 0.3% | -7% | -11% |
| Materials | XLB | 0.8% | 0.8% | -1.8% | 10% |
| Real Estate | XLRE | -0.3% | -1.4% | -3.4% | -5% |
| Technology | XLK | -0.9% | -4.9% | -1.4% | -3% |
| Utilities | XLU | -0.5% | 1.2% | -6.4% | -11% |
| Aerospace & Defense | XAR | 0.1% | -2.6% | -17.5% | -33% |
| Biotech | XBI | -0.3% | -3.9% | 10.6% | 20% |
| Homebuilder | XHB | -4% | -0.1% | 8.8% | 14% |
| Retail | XRT | 0.2% | 0.5% | 5.6% | 6% |
IMCV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 13.1% | -6.71% | 2.63% | 17% |
| Natural Gas | UNG | 9.3% | 6.6% | 1.1% | 27% |
| Gold | GLD | 3.6% | 1.2% | -25.1% | -33% |
| Silver | SLV | 5.1% | -6.1% | -18.9% | -12% |
| Copper | CPER | -0.7% | -1.7% | -17.9% | -3% |
IMCV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.7% | -0.5% | 0.5% | 13% |
| iShares High Yield Corp. Bond | HYG | 0.8% | 0.4% | -2.7% | -1% |