(IMCV) iShares Morningstar - Performance 4.4% in 12m
Compare IMCV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.00%
#18 in Group
Rel. Strength
52.20%
#3804 in Universe
Total Return 12m
4.37%
#27 in Group
Total Return 5y
110.78%
#20 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IMCV (4.4%) vs QQQ (11.3%)
5y Drawdown (Underwater) Chart
Top Performers 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. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
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 | 4.90% | 4.71% | 2.87% |
| 3 Months | -3.28% | -7.66% | -6.42% |
| 12 Months | 4.37% | 11.32% | 9.87% |
| 5 Years | 110.78% | 121.95% | 107.51% |
| Trend Score (consistency of price movement) | IMCV | QQQ | S&P 500 |
| 1 Month | 94.6% | 86.6% | 89.4% |
| 3 Months | -75.4% | -63.8% | -72% |
| 12 Months | 35.4% | 37.3% | 49.3% |
| 5 Years | 82.8% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #42 | 0.18% | 1.98% |
| 3 Month | #13 | 4.75% | 3.35% |
| 12 Month | #34 | -6.25% | -5.01% |
| 5 Years | #37 | -5.03% | 1.58% |
FAQs
Does IMCV iShares Morningstar outperforms the market?
No,
over the last 12 months IMCV made 4.37%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months IMCV made -3.28%, while QQQ made -7.66%.
Over the last 3 months IMCV made -3.28%, while QQQ made -7.66%.
Performance Comparison IMCV vs Indeces and Sectors
IMCV vs. Indices IMCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.95% | 2.03% | -1.94% | -5.50% |
| US NASDAQ 100 | QQQ | 0.70% | 0.19% | -2.35% | -6.95% |
| US Dow Jones Industrial 30 | DIA | 0.67% | 3.29% | -0.91% | -2.0% |
| German DAX 40 | DAX | -1.17% | -14.4% | -27.5% | -20.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.29% | -1.37% | -1.17% | -1.26% |
| Hongkong Hang Seng | HSI | -2.57% | -11.3% | -11.4% | -7.72% |
| India NIFTY 50 | INDA | 3.34% | 2.62% | -3.84% | 2.04% |
| Brasil Bovespa | EWZ | -1.10% | -6.63% | -11.2% | 10.9% |
IMCV vs. Sectors IMCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.77% | 1.23% | -8.12% | -16.0% |
| Consumer Discretionary | XLY | 0.03% | 1.39% | 0.25% | -9.68% |
| Consumer Staples | XLP | 1.32% | 2.88% | -8.85% | -3.19% |
| Energy | XLE | -0.03% | 4.82% | 4.06% | 14.1% |
| Financial | XLF | 0.32% | -0.67% | -7.82% | -17.2% |
| Health Care | XLV | 4.74% | 9.28% | 3.29% | 10.3% |
| Industrial | XLI | -0.62% | -2.48% | -2.92% | -5.62% |
| Materials | XLB | 0.96% | 0.19% | 2.11% | 10.4% |
| Real Estate | XLRE | 1.28% | -1.22% | -4.32% | -9.09% |
| Technology | XLK | 0.06% | -1.84% | 0.33% | -2.63% |
| Utilities | XLU | -0.09% | -0.72% | -9.71% | -11.5% |
| Aerospace & Defense | XAR | 0.44% | -4.44% | -11.2% | -20.8% |
| Biotech | XBI | 9.03% | 2.88% | 19.1% | 18.4% |
| Homebuilder | XHB | 1.39% | 1.83% | 11.7% | 14.1% |
| Retail | XRT | 0.80% | 1.31% | 4.35% | 8.69% |