(PUI) Invesco DWA Utilities - Performance 18.4% in 12m
Compare PUI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.44%
#10 in Group
Rel. Strength
76.86%
#1842 in Universe
Total Return 12m
18.37%
#5 in Group
Total Return 5y
57.31%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: PUI (18.4%) vs XLU (17.5%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
15.4% | 32.8% | 118% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
10.2% | 25.6% | 84.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
9.33% | 21% | 79.4% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
9.66% | 17.5% | 68.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
9.59% | 17.5% | 67.5% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
9.26% | 17.3% | 65.8% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
9.49% | 17.4% | 65.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
10.8% | 17.8% | 62.8% | - | - | - | - | - |
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 | 8.03% | 9.59% | 13.81% |
| 3 Months | 2.16% | 2.12% | -6.30% |
| 12 Months | 18.37% | 17.47% | 10.65% |
| 5 Years | 57.31% | 67.52% | 107.77% |
| Trend Score (consistency of price movement) | PUI | XLU | S&P 500 |
| 1 Month | 94.3% | 95.2% | 83% |
| 3 Months | 14.7% | 2.8% | -75.3% |
| 12 Months | 80.8% | 67% | 50.1% |
| 5 Years | 69.5% | 77.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #10 | -1.42% | -5.08% |
| 3 Month | #6 | 0.03% | 9.03% |
| 12 Month | #7 | 0.76% | 6.98% |
| 5 Years | #9 | -6.10% | -24.3% |
FAQs
Does PUI Invesco DWA Utilities outperforms the market?
Yes,
over the last 12 months PUI made 18.37%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months PUI made 2.16%, while XLU made 2.12%.
Over the last 3 months PUI made 2.16%, while XLU made 2.12%.
Performance Comparison PUI vs Indeces and Sectors
PUI vs. Indices PUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.57% | -5.78% | 6.83% | 7.72% |
| US NASDAQ 100 | QQQ | -0.76% | -9.33% | 6.62% | 6.73% |
| US Dow Jones Industrial 30 | DIA | -0.98% | -1.96% | 7.12% | 10.7% |
| German DAX 40 | DAX | -0.55% | -6.93% | -19.4% | -7.33% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.75% | -3.80% | 6.06% | 11.0% |
| Hongkong Hang Seng | HSI | -3.74% | -11.9% | -1.53% | 4.69% |
| India NIFTY 50 | INDA | 4.35% | 3.19% | 6.39% | 18.6% |
| Brasil Bovespa | EWZ | -1.62% | -9.21% | -1.87% | 26.7% |
PUI vs. Sectors PUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.21% | -5.38% | -0.23% | -3.19% |
| Consumer Discretionary | XLY | -0.95% | -6.20% | 7.81% | 4.10% |
| Consumer Staples | XLP | 0.29% | 1.44% | -0.10% | 9.25% |
| Energy | XLE | -0.39% | 1.27% | 13.4% | 27.8% |
| Financial | XLF | -1.67% | -5.49% | -0.27% | -4.06% |
| Health Care | XLV | 2.44% | 7.16% | 11.8% | 22.4% |
| Industrial | XLI | -2.26% | -8.79% | 5.40% | 7.38% |
| Materials | XLB | -0.37% | -5.53% | 11.7% | 23.6% |
| Real Estate | XLRE | 0.75% | -3.51% | 6.08% | 2.92% |
| Technology | XLK | -1.65% | -13.2% | 9.71% | 11.3% |
| Utilities | XLU | -0.62% | -1.56% | -0.83% | 0.90% |
| Aerospace & Defense | XAR | -2.55% | -13.1% | -4.67% | -8.96% |
| Biotech | XBI | 6.02% | -3.78% | 27.0% | 30.7% |
| Homebuilder | XHB | -1.04% | -3.45% | 20.0% | 25.9% |
| Retail | XRT | -2.47% | -6.62% | 11.1% | 19.9% |