(PUI) Invesco DWA Utilities - Performance 22.2% in 12m
PUI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
63.33%
#9 in Peer-Group
Rel. Strength
69.56%
#2262 in Stock-Universe
Total Return 12m
22.23%
#7 in Peer-Group
Total Return 5y
60.73%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 42.16 USD |
| 52 Week Low | 33.76 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 39.60 |
| Buy/Sell Signal +-5 | -0.65 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PUI (22.2%) vs XLU (21.5%)
5y Drawdown (Underwater) Chart
Top Performer in Utilities
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 |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
4.39% | 46.8% | 137% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
-0.99% | 29.9% | 85.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
-0.94% | 24.2% | 81.3% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
-0.28% | 20.3% | 69.7% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.22% | 21.4% | 67.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.28% | 21.5% | 69% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.24% | 21.4% | 67.1% | - | - | - | - | - |
Performance Comparison: PUI vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for PUI
| Total Return (including Dividends) | PUI | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | -0.36% | 0.28% | 4.33% |
| 3 Months | 3.94% | 5.79% | 8.76% |
| 12 Months | 22.23% | 21.50% | 13.95% |
| 5 Years | 60.73% | 68.95% | 116.91% |
| Trend Score (consistency of price movement) | PUI | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | -18.3% | -8.7% | 79.1% |
| 3 Months | 76.9% | 82% | 91.7% |
| 12 Months | 79.8% | 66.6% | 44% |
| 5 Years | 69.5% | 77.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th36.36 | -0.64% | -4.50% |
| 3 Month | %th27.27 | -1.75% | -4.42% |
| 12 Month | %th45.45 | 0.60% | 7.27% |
| 5 Years | %th27.27 | -4.86% | -25.90% |
FAQs
Does Invesco DWA Utilities (PUI) outperform the market?
Yes,
over the last 12 months PUI made 22.23%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.50%.
Over the last 3 months PUI made 3.94%, while XLU made 5.79%.
Performance Comparison PUI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PUI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.4% | -4.7% | 4.2% | 8% |
| US NASDAQ 100 | QQQ | -3.1% | -5.6% | 3% | 8% |
| German DAX 40 | DAX | -1.9% | 0.5% | -11.7% | -9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.2% | -3.2% | 7% | 5% |
| Hongkong Hang Seng | HSI | -3.8% | -7.8% | -13.2% | -14% |
| India NIFTY 50 | INDA | -2.6% | -2.8% | 2.9% | 21% |
| Brasil Bovespa | EWZ | -0.7% | -2.8% | -18.9% | 14% |
PUI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.9% | -6.4% | -2.2% | -4% |
| Consumer Discretionary | XLY | -2.9% | -1.4% | 12.5% | 3% |
| Consumer Staples | XLP | 0.9% | 1.1% | 5.3% | 15% |
| Energy | XLE | 4.4% | -4.3% | 5.7% | 25% |
| Financial | XLF | -2.5% | -2.7% | 0.8% | -6% |
| Health Care | XLV | -0.5% | -2.2% | 10.9% | 29% |
| Industrial | XLI | -2.4% | -3.1% | -2.7% | -0% |
| Materials | XLB | -1.2% | -1.7% | 3.6% | 21% |
| Real Estate | XLRE | 1.9% | -0.8% | 5.2% | 11% |
| Technology | XLK | -3.4% | -8.5% | 2.2% | 11% |
| Utilities | XLU | -0.3% | -0.6% | -0.3% | 1% |
| Aerospace & Defense | XAR | -4.7% | -9.4% | -16.2% | -28% |
| Biotech | XBI | 0.3% | -5.1% | 17.3% | 33% |
| Homebuilder | XHB | -3% | -2.3% | 13.9% | 24% |
| Retail | XRT | 0.3% | -1.9% | 11.9% | 18% |
PUI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.9% | -9.28% | 8.91% | 31% |
| Natural Gas | UNG | 7.4% | 2.7% | 3.2% | 30% |
| Gold | GLD | 3.9% | 0.7% | -16.6% | -18% |
| Silver | SLV | 1.4% | -8.3% | -13.8% | -1% |
| Copper | CPER | -3.5% | -7.2% | -14.7% | 5% |
PUI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0% | -2.7% | 6% | 25% |
| iShares High Yield Corp. Bond | HYG | 0.4% | -2% | 3.4% | 12% |