(CZA) Invesco Zacks Mid-Cap - Performance 4.4% in 12m
Compare CZA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.80%
#14 in Group
Rel. Strength
53.48%
#3702 in Universe
Total Return 12m
4.42%
#34 in Group
Total Return 5y
93.06%
#25 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: CZA (4.4%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: CZA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for CZA
| Total Return (including Dividends) | CZA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.09% | 2.87% | 2.87% |
| 3 Months | -3.52% | -6.42% | -6.42% |
| 12 Months | 4.42% | 9.87% | 9.87% |
| 5 Years | 93.06% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | CZA | SPY | S&P 500 |
| 1 Month | 94.7% | 89.4% | 89.4% |
| 3 Months | -79.3% | -72% | -72% |
| 12 Months | 36.3% | 49.3% | 49.3% |
| 5 Years | 79.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #56 | 2.16% | 2.16% |
| 3 Month | #13 | 3.09% | 3.09% |
| 12 Month | #34 | -4.96% | -4.96% |
| 5 Years | #33 | -6.96% | -6.96% |
FAQs
Does CZA Invesco Zacks Mid-Cap outperforms the market?
No,
over the last 12 months CZA made 4.42%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months CZA made -3.52%, while SPY made -6.42%.
Over the last 3 months CZA made -3.52%, while SPY made -6.42%.
Performance Comparison CZA vs Indeces and Sectors
CZA vs. Indices CZA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.82% | 2.22% | -2.20% | -5.45% |
| US NASDAQ 100 | QQQ | 0.57% | 0.38% | -2.61% | -6.90% |
| US Dow Jones Industrial 30 | DIA | 0.54% | 3.48% | -1.17% | -1.95% |
| German DAX 40 | DAX | -1.30% | -14.2% | -27.8% | -20.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.16% | -1.18% | -1.43% | -1.21% |
| Hongkong Hang Seng | HSI | -2.70% | -11.1% | -11.7% | -7.67% |
| India NIFTY 50 | INDA | 3.21% | 2.81% | -4.10% | 2.09% |
| Brasil Bovespa | EWZ | -1.23% | -6.44% | -11.4% | 10.9% |
CZA vs. Sectors CZA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.64% | 1.42% | -8.38% | -15.9% |
| Consumer Discretionary | XLY | -0.10% | 1.58% | -0.01% | -9.63% |
| Consumer Staples | XLP | 1.19% | 3.07% | -9.11% | -3.14% |
| Energy | XLE | -0.16% | 5.01% | 3.80% | 14.2% |
| Financial | XLF | 0.19% | -0.48% | -8.08% | -17.1% |
| Health Care | XLV | 4.61% | 9.47% | 3.03% | 10.3% |
| Industrial | XLI | -0.75% | -2.29% | -3.18% | -5.57% |
| Materials | XLB | 0.83% | 0.38% | 1.85% | 10.5% |
| Real Estate | XLRE | 1.15% | -1.03% | -4.58% | -9.04% |
| Technology | XLK | -0.07% | -1.65% | 0.07% | -2.58% |
| Utilities | XLU | -0.22% | -0.53% | -9.97% | -11.5% |
| Aerospace & Defense | XAR | 0.31% | -4.25% | -11.5% | -20.7% |
| Biotech | XBI | 8.90% | 3.07% | 18.9% | 18.4% |
| Homebuilder | XHB | 1.26% | 2.02% | 11.4% | 14.2% |
| Retail | XRT | 0.67% | 1.50% | 4.09% | 8.74% |