(IUS) Invesco RAFI Strategic - Performance 7.5% in 12m
Compare IUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.12%
#9 in Group
Rel. Strength
55.16%
#3579 in Universe
Total Return 12m
7.46%
#85 in Group
Total Return 5y
124.55%
#5 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: IUS (7.5%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: IUS vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for IUS
| Total Return (including Dividends) | IUS | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -2.90% | -3.18% | -0.87% |
| 3 Months | -6.38% | -8.41% | -7.58% |
| 12 Months | 7.46% | 9.20% | 11.88% |
| 5 Years | 124.55% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | IUS | DIA | S&P 500 |
| 1 Month | 18.7% | -2.7% | 23% |
| 3 Months | -88.4% | -91.1% | -88.5% |
| 12 Months | 53.3% | 61.2% | 55.1% |
| 5 Years | 92.9% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #48 | 0.29% | -2.05% |
| 3 Month | #89 | 2.21% | 1.29% |
| 12 Month | #87 | -1.60% | -3.95% |
| 5 Years | #6 | 19.7% | 6.76% |
FAQs
Does IUS Invesco RAFI Strategic outperforms the market?
No,
over the last 12 months IUS made 7.46%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months IUS made -6.38%, while DIA made -8.41%.
Over the last 3 months IUS made -6.38%, while DIA made -8.41%.
Performance Comparison IUS vs Indeces and Sectors
IUS vs. Indices IUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.11% | -2.03% | -0.29% | -4.42% |
| US NASDAQ 100 | QQQ | -2.14% | -4.30% | -0.72% | -5.21% |
| US Dow Jones Industrial 30 | DIA | -0.17% | 0.28% | -0.20% | -1.74% |
| German DAX 40 | DAX | 0.12% | -4.22% | -19.8% | -17.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.85% | -0.08% | 2.70% | 1.50% |
| Hongkong Hang Seng | HSI | -0.12% | -2.96% | -2.21% | -6.43% |
| India NIFTY 50 | INDA | 1.73% | -6.96% | -0.58% | 4.39% |
| Brasil Bovespa | EWZ | -0.31% | -7.50% | -3.99% | 13.3% |
IUS vs. Sectors IUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.36% | -1.85% | -6.42% | -16.5% |
| Consumer Discretionary | XLY | -1.19% | -2.80% | -2.80% | -5.86% |
| Consumer Staples | XLP | 2.39% | -3.10% | -5.60% | -3.74% |
| Energy | XLE | 3.37% | 11.0% | 5.50% | 18.6% |
| Financial | XLF | 0.28% | -0.79% | -7.89% | -15.2% |
| Health Care | XLV | -1.03% | 0.89% | 1.40% | 5.74% |
| Industrial | XLI | -1.53% | -3.01% | -1.0% | -2.13% |
| Materials | XLB | -0.50% | -0.47% | 7.12% | 11.0% |
| Real Estate | XLRE | 0.41% | -1.59% | 0.60% | -10.6% |
| Technology | XLK | -3.56% | -4.59% | 3.05% | -0.27% |
| Utilities | XLU | 1.73% | -2.96% | -2.41% | -14.4% |
| Aerospace & Defense | XAR | -2.06% | -9.29% | -13.8% | -19.1% |
| Biotech | XBI | -2.41% | -5.18% | 12.4% | 9.29% |
| Homebuilder | XHB | -0.42% | -0.63% | 14.5% | 14.5% |
| Retail | XRT | 0.46% | -2.34% | 5.28% | 10.2% |