(PFI) Invesco DWA Financial - Performance 13.5% in 12m
PFI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
43.39%
#24 in Peer-Group
Rel. Strength
63.50%
#2772 in Stock-Universe
Total Return 12m
13.53%
#26 in Peer-Group
Total Return 5y
70.88%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 62.72 USD |
| 52 Week Low | 47.15 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 17.86 |
| Buy/Sell Signal +-5 | -0.59 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PFI (13.5%) vs XLF (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| KBWP NASDAQ Invesco KBW Property |
-3.46% | 18% | 137% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.48% | 16.3% | 160% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-2.64% | 17.2% | 130% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-1.21% | 41.2% | 168% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
1.44% | 37.5% | 179% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-1.08% | 28.2% | 129% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.71% | 22.9% | 131% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-0.19% | 5.35% | 124% | - | - | - | - | - |
Performance Comparison: PFI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PFI
| Total Return (including Dividends) | PFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.50% | -2.71% | 0.44% |
| 3 Months | 1.53% | 1.68% | 5.66% |
| 12 Months | 13.53% | 22.93% | 10.61% |
| 5 Years | 70.88% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | PFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.6% | -9% | 83% |
| 3 Months | 61.5% | 64.3% | 77.5% |
| 12 Months | 32.1% | 78.5% | 43.1% |
| 5 Years | 51.9% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #26 | -0.81% | -3.91% |
| 3 Month | #17 | -0.14% | -3.91% |
| 12 Month | #27 | -7.64% | 2.64% |
| 5 Years | #26 | -26.05% | -17.03% |
FAQs
Does Invesco DWA Financial (PFI) outperform the market?
No,
over the last 12 months PFI made 13.53%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.93%.
Over the last 3 months PFI made 1.53%, while XLF made 1.68%.
Performance Comparison PFI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PFI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.2% | -3.9% | -4.7% | 3% |
| US NASDAQ 100 | QQQ | -1.4% | -4.8% | -5.3% | 3% |
| German DAX 40 | DAX | -0.4% | -0.9% | -18.3% | -14% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -3.2% | -2.4% | 0% |
| Hongkong Hang Seng | HSI | -0.8% | -7.3% | -21.4% | -14% |
| India NIFTY 50 | INDA | -0.4% | -1.7% | -2.2% | 15% |
| Brasil Bovespa | EWZ | -3.9% | -5% | -27.4% | 3% |
PFI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.1% | -5.1% | -8.9% | -10% |
| Consumer Discretionary | XLY | -0.8% | -0.4% | 5.3% | -4% |
| Consumer Staples | XLP | -0.4% | -1.2% | -4.4% | 7% |
| Energy | XLE | -4% | -7.9% | -9.6% | 13% |
| Financial | XLF | -0.8% | -0.8% | -8% | -9% |
| Health Care | XLV | 0.3% | -2.7% | -0.7% | 21% |
| Industrial | XLI | -1.1% | -2.1% | -10.5% | -4% |
| Materials | XLB | -0.7% | -3.2% | -6.1% | 15% |
| Real Estate | XLRE | -1.4% | -2.9% | -8.4% | 1% |
| Technology | XLK | -1.9% | -6.5% | -6.4% | 7% |
| Utilities | XLU | -0.7% | -1.1% | -10.9% | -5% |
| Aerospace & Defense | XAR | -1.3% | -7.8% | -23.1% | -27% |
| Biotech | XBI | -0.3% | -7.2% | 5.8% | 21% |
| Homebuilder | XHB | 1.4% | 3% | 8.3% | 22% |
| Retail | XRT | -1.2% | -3.5% | 1.9% | 11% |
PFI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.9% | -23.6% | -15.4% | 10% |
| Natural Gas | UNG | -14.8% | -19% | -19.5% | 19% |
| Gold | GLD | -1.7% | -7.6% | -31.6% | -29% |
| Silver | SLV | -2.9% | -16.6% | -27.6% | -5% |
| Copper | CPER | -2.6% | -7.8% | -21.1% | 5% |
PFI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.7% | -4.6% | -2.6% | 17% |
| iShares High Yield Corp. Bond | HYG | -2.2% | -4.2% | -6.5% | 4% |