(IVZ) Invesco - Performance 3.2% in 12m
Compare IVZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
31.19%
#90 in Group
Rel. Strength
46.99%
#4231 in Universe
Total Return 12m
3.18%
#122 in Group
Total Return 5y
114.71%
#37 in Group
P/E 11.1
57th Percentile in Group
P/E Forward 8.01
33th Percentile in Group
PEG 1.62
47th Percentile in Group
FCF Yield 9.02%
49th Percentile in Group
12m Total Return: IVZ (3.2%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: IVZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IVZ
| Total Return (including Dividends) | IVZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.17% | -2.11% | -0.87% |
| 3 Months | -26.75% | -4.92% | -7.58% |
| 12 Months | 3.18% | 22.69% | 11.88% |
| 5 Years | 114.71% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | IVZ | XLF | S&P 500 |
| 1 Month | 16.3% | 27.8% | 23% |
| 3 Months | -91.5% | -81% | -88.5% |
| 12 Months | 26.5% | 83.7% | 55.1% |
| 5 Years | -1.90% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #175 | -6.20% | -7.37% |
| 3 Month | #182 | -23.0% | -20.7% |
| 12 Month | #121 | -15.9% | -7.78% |
| 5 Years | #49 | -12.3% | 2.09% |
FAQs
Does IVZ Invesco outperforms the market?
No,
over the last 12 months IVZ made 3.18%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months IVZ made -26.75%, while XLF made -4.92%.
Over the last 3 months IVZ made -26.75%, while XLF made -4.92%.
Performance Comparison IVZ vs Indeces and Sectors
IVZ vs. Indices IVZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.46% | -7.30% | -16.0% | -8.70% |
| US NASDAQ 100 | QQQ | -1.49% | -9.57% | -16.4% | -9.49% |
| US Dow Jones Industrial 30 | DIA | 0.48% | -4.99% | -15.9% | -6.02% |
| German DAX 40 | DAX | 0.77% | -9.49% | -35.5% | -21.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.50% | -5.35% | -13.0% | -2.78% |
| Hongkong Hang Seng | HSI | 0.53% | -8.23% | -17.9% | -10.7% |
| India NIFTY 50 | INDA | 2.38% | -12.2% | -16.2% | 0.11% |
| Brasil Bovespa | EWZ | 0.34% | -12.8% | -19.7% | 9.0% |
IVZ vs. Sectors IVZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.71% | -7.12% | -22.1% | -20.8% |
| Consumer Discretionary | XLY | -0.54% | -8.07% | -18.5% | -10.1% |
| Consumer Staples | XLP | 3.04% | -8.37% | -21.3% | -8.02% |
| Energy | XLE | 4.02% | 5.69% | -10.2% | 14.3% |
| Financial | XLF | 0.93% | -6.06% | -23.6% | -19.5% |
| Health Care | XLV | -0.38% | -4.38% | -14.3% | 1.46% |
| Industrial | XLI | -0.88% | -8.28% | -16.7% | -6.41% |
| Materials | XLB | 0.15% | -5.74% | -8.54% | 6.70% |
| Real Estate | XLRE | 1.06% | -6.86% | -15.1% | -14.9% |
| Technology | XLK | -2.91% | -9.86% | -12.6% | -4.55% |
| Utilities | XLU | 2.38% | -8.23% | -18.1% | -18.7% |
| Aerospace & Defense | XAR | -1.41% | -14.6% | -29.5% | -23.4% |
| Biotech | XBI | -1.76% | -10.5% | -3.31% | 5.01% |
| Homebuilder | XHB | 0.23% | -5.90% | -1.14% | 10.2% |
| Retail | XRT | 1.11% | -7.61% | -10.4% | 5.92% |