(PFI) Invesco DWA Financial - Performance 14.4% in 12m
Compare PFI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
51.57%
#25 in Group
Rel. Strength
68.52%
#2512 in Universe
Total Return 12m
14.41%
#26 in Group
Total Return 5y
83.74%
#23 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: PFI (14.4%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-5.23% | 18.2% | 190% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-4.98% | 16.6% | 163% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-6.74% | 17.2% | 147% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.05% | 41.2% | 189% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.25% | 26.9% | 144% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.63% | 27.7% | 175% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.48% | 0.16% | 155% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.01% | 22.7% | 145% | - | - | - | - | - |
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 | -2.28% | -2.01% | -0.45% |
| 3 Months | -12.43% | -4.55% | -6.29% |
| 12 Months | 14.41% | 22.67% | 13.04% |
| 5 Years | 83.74% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | PFI | XLF | S&P 500 |
| 1 Month | 54.4% | 52.2% | 47.5% |
| 3 Months | -82.3% | -79.5% | -87.3% |
| 12 Months | 56.8% | 83.3% | 54.3% |
| 5 Years | 52.4% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #16 | -0.28% | -1.84% |
| 3 Month | #30 | -8.25% | -6.54% |
| 12 Month | #25 | -6.73% | 1.22% |
| 5 Years | #28 | -25.0% | -13.3% |
FAQs
Does PFI Invesco DWA Financial outperforms the market?
No,
over the last 12 months PFI made 14.41%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months PFI made -12.43%, while XLF made -4.55%.
Over the last 3 months PFI made -12.43%, while XLF made -4.55%.
Performance Comparison PFI vs Indeces and Sectors
PFI vs. Indices PFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.98% | -1.83% | -2.51% | 1.37% |
| US NASDAQ 100 | QQQ | -2.90% | -4.18% | -3.22% | -0.56% |
| US Dow Jones Industrial 30 | DIA | -1.44% | 0.57% | -1.75% | 5.14% |
| German DAX 40 | DAX | -1.62% | -2.06% | -20.6% | -10.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.67% | 0.93% | 1.19% | 9.44% |
| Hongkong Hang Seng | HSI | -1.58% | -0.76% | -3.04% | 1.48% |
| India NIFTY 50 | INDA | 0.54% | -7.16% | -2.39% | 11.5% |
| Brasil Bovespa | EWZ | -0.35% | -5.11% | -8.21% | 21.2% |
PFI vs. Sectors PFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.13% | -1.68% | -8.49% | -9.05% |
| Consumer Discretionary | XLY | -2.01% | -1.69% | -3.68% | -0.26% |
| Consumer Staples | XLP | 0.08% | -1.46% | -6.61% | 3.47% |
| Energy | XLE | 2.28% | 11.8% | 2.63% | 23.7% |
| Financial | XLF | -0.87% | -0.27% | -9.44% | -8.26% |
| Health Care | XLV | 0.72% | 2.39% | 2.65% | 15.6% |
| Industrial | XLI | -2.30% | -2.58% | -3.55% | 3.72% |
| Materials | XLB | -0.17% | 0.94% | 5.33% | 18.9% |
| Real Estate | XLRE | -1.87% | -1.18% | -2.67% | -3.95% |
| Technology | XLK | -3.54% | -4.71% | 0.44% | 3.97% |
| Utilities | XLU | -0.70% | -2.38% | -6.93% | -6.38% |
| Aerospace & Defense | XAR | -3.01% | -9.26% | -16.4% | -13.1% |
| Biotech | XBI | -1.82% | -7.83% | 12.8% | 19.8% |
| Homebuilder | XHB | -0.71% | -0.20% | 12.5% | 20.6% |
| Retail | XRT | -0.74% | -1.12% | 3.45% | 15.9% |