(IUS) Invesco RAFI Strategic - Performance 11.6% in 12m
IUS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
77.41%
#10 in Peer-Group
Rel. Strength
54.74%
#3362 in Stock-Universe
Total Return 12m
11.57%
#101 in Peer-Group
Total Return 5y
121.11%
#3 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 51.94 USD |
| 52 Week Low | 43.60 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 97.49 |
| Buy/Sell Signal +-5 | 1.71 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IUS (11.6%) vs DIA (15.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| FDL NYSE ARCA First Trust Morningstar |
3.23% | 18.3% | 110% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
5.03% | 16% | 120% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
4.97% | 16.4% | 108% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
4.74% | 15.6% | 126% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
3.9% | 16.2% | 97.7% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
4.97% | 20% | 113% | - | - | - | - | - |
| VYM NYSE ARCA Vanguard High Dividend |
4.68% | 16.9% | 96.7% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
4.47% | 11.6% | 121% | - | - | - | - | - |
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 | 4.47% | 5.30% | 4.52% |
| 3 Months | 5.53% | 6.47% | 10.43% |
| 12 Months | 11.57% | 15.48% | 14.67% |
| 5 Years | 121.11% | 85.22% | 109.23% |
| Trend Score (consistency of price movement) | IUS | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 79.1% | 56.2% | 79.1% |
| 3 Months | 91.1% | 86.5% | 94.2% |
| 12 Months | 33.6% | 37.4% | 44.4% |
| 5 Years | 92.7% | 86% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th46.40 | -0.79% | -0.05% |
| 3 Month | %th63.20 | -0.88% | -4.44% |
| 12 Month | %th15.20 | -3.38% | -2.71% |
| 5 Years | %th97.60 | 19.38% | 5.68% |
FAQs
Does Invesco RAFI Strategic (IUS) outperform the market?
No,
over the last 12 months IUS made 11.57%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 15.48%.
Over the last 3 months IUS made 5.53%, while DIA made 6.47%.
Performance Comparison IUS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IUS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | -0% | -0.6% | -3% |
| US NASDAQ 100 | QQQ | 0.9% | -0.2% | -1.8% | -3% |
| German DAX 40 | DAX | 2.1% | 5.5% | -12% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.4% | 0.3% | -1.5% | -6% |
| Hongkong Hang Seng | HSI | 2.2% | -1.6% | -18.3% | -24% |
| India NIFTY 50 | INDA | 0.3% | 2.1% | 1.2% | 11% |
| Brasil Bovespa | EWZ | -0.7% | -3.1% | -23.4% | -1% |
IUS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.2% | -1.5% | -5.6% | -16% |
| Consumer Discretionary | XLY | 1% | 2.4% | 6.7% | -9% |
| Consumer Staples | XLP | 1.4% | 4.9% | -0.1% | 1% |
| Energy | XLE | 1.6% | 0.2% | 5.5% | 15% |
| Financial | XLF | 0.2% | 0.8% | -4.3% | -18% |
| Health Care | XLV | 0.1% | 1% | 5.5% | 16% |
| Industrial | XLI | 0.2% | 0.4% | -7.7% | -13% |
| Materials | XLB | -0.5% | 0.2% | -3.6% | 6% |
| Real Estate | XLRE | 3.6% | 3.8% | 0.6% | -2% |
| Technology | XLK | 0.7% | -3.4% | -2.8% | 1% |
| Utilities | XLU | 1.8% | 4.1% | -3.2% | -13% |
| Aerospace & Defense | XAR | -0.2% | -2.7% | -19% | -37% |
| Biotech | XBI | 3.1% | 2.2% | 15% | 22% |
| Homebuilder | XHB | -2.1% | -6% | 6% | 7% |
| Retail | XRT | -0.6% | 0% | 5.2% | 2% |
IUS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1% | -1.83% | 9.63% | 21% |
| Natural Gas | UNG | 9.3% | 14.9% | 16.9% | 20% |
| Gold | GLD | 1.8% | 5.8% | -19.6% | -31% |
| Silver | SLV | 1.9% | 0.9% | -15.8% | -10% |
| Copper | CPER | -0.6% | 0.5% | -19% | -3% |
IUS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.4% | 1% | 3.3% | 10% |
| iShares High Yield Corp. Bond | HYG | 2.2% | 3.2% | 1.6% | 1% |