(PDBC) Invesco Optimum Yield - Performance -6.1% in 12m
Compare PDBC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.36%
#17 in Peer-Group
Rel. Strength
38.85%
#4647 in Stock-Universe
Total Return 12m
-6.12%
#22 in Peer-Group
Total Return 5y
98.23%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 13.97 USD |
| 52 Week Low | 12.12 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.80 |
| Buy/Sell Signal +-5 | -0.43 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PDBC (-6.1%) vs XLE (-8.3%)
5y Drawdown (Underwater) Chart
Top Performer in Commodities Broad Basket
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 |
|---|---|---|---|---|---|---|---|---|
| USCI NYSE ARCA United States Commodity |
1.53% | 14.9% | 168% | - | - | - | - | - |
| SDCI NYSE ARCA USCF SummerHaven Dynamic |
1.4% | 15.6% | 186% | - | - | - | - | - |
| FTGC NASDAQ First Trust Global Tactical |
-0.45% | 2.44% | 107% | - | - | - | - | - |
| BCD NYSE ARCA abrdn Bloomberg All |
0.18% | 1.26% | 104% | - | - | - | - | - |
| GCC NYSE ARCA WisdomTree Continuous |
2% | 4.15% | 84% | - | - | - | - | - |
| COM NYSE ARCA Direxion Auspice Broad |
-0.52% | -1.7% | 71.9% | - | - | - | - | - |
| DJP NYSE ARCA iPath Bloomberg Commodity |
-0.35% | 0.09% | 98.8% | - | - | - | - | - |
| GSG NYSE ARCA iShares S&P GSCI |
-0.79% | -3.65% | 121% | - | - | - | - | - |
Performance Comparison: PDBC vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for PDBC
| Total Return (including Dividends) | PDBC | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -0.31% | 0.42% | 10.59% |
| 3 Months | -6.92% | -9.44% | -2.07% |
| 12 Months | -6.12% | -8.32% | 11.45% |
| 5 Years | 98.23% | 153.94% | 109.69% |
| Trend Score (consistency of price movement) | PDBC | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 35.7% | 36.8% | 90% |
| 3 Months | -66.2% | -55.1% | -6.7% |
| 12 Months | -10.6% | -16.2% | 46.4% |
| 5 Years | 57.8% | 93.6% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #18 | -0.73% | -9.86% |
| 3 Month | #21 | 2.78% | -4.95% |
| 12 Month | #22 | 2.40% | -15.77% |
| 5 Years | #13 | -21.94% | -5.46% |
FAQs
Does Invesco Optimum Yield (PDBC) outperform the market?
Yes,
over the last 12 months PDBC made -6.12%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -8.32%.
Over the last 3 months PDBC made -6.92%, while XLE made -9.44%.
Performance Comparison PDBC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PDBC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.1% | -10.9% | -0.5% | -18% |
| US NASDAQ 100 | QQQ | 0.9% | -16% | -3.9% | -20% |
| German DAX 40 | DAX | -1.5% | -12.8% | -25.7% | -34% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.4% | -5.1% | -4.7% | -15% |
| Hongkong Hang Seng | HSI | -0.1% | -11.7% | -15.1% | -18% |
| India NIFTY 50 | INDA | 1.6% | -0.9% | -1.9% | -8% |
| Brasil Bovespa | EWZ | 1.6% | -6.7% | -6.7% | -2% |
PDBC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.3% | -11.6% | -6.5% | -29% |
| Consumer Discretionary | XLY | 1.3% | -14.5% | 0.1% | -28% |
| Consumer Staples | XLP | -0.4% | 0.8% | -2.6% | -13% |
| Energy | XLE | 4.4% | -0.7% | 12.6% | 2% |
| Financial | XLF | 1.9% | -6.8% | -1.8% | -28% |
| Health Care | XLV | -0.2% | 3% | 6.7% | 3% |
| Industrial | XLI | 0.5% | -13.7% | -1.8% | -21% |
| Materials | XLB | 0.2% | -5.8% | 5.8% | -2% |
| Real Estate | XLRE | 1.9% | -0.8% | 4.3% | -16% |
| Technology | XLK | 2% | -19.5% | -0.5% | -13% |
| Utilities | XLU | 0.9% | -3% | -1.9% | -21% |
| Aerospace & Defense | XAR | 1% | -16% | -9.7% | -36% |
| Biotech | XBI | -2.3% | -2.4% | 15.7% | 8% |
| Homebuilder | XHB | 3.9% | -3.5% | 18.3% | 2% |
| Retail | XRT | -0.2% | -12.7% | 3.9% | -9% |
PDBC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.5% | 2.90% | 7.59% | 4% |
| Natural Gas | UNG | 0.7% | -5.8% | -18.3% | 13% |
| Gold | GLD | -1.9% | 2.3% | -23.3% | -44% |
| Silver | SLV | -1.6% | -2.1% | -7.5% | -13% |
| Copper | CPER | -0% | 3.5% | -15.9% | -5% |
PDBC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.8% | 1.7% | 2.6% | -2% |
| iShares High Yield Corp. Bond | HYG | 0.3% | -2.6% | -4.3% | -15% |