(EQAL) Invesco Russell 1000 - Performance 4.8% in 12m
Compare EQAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.78%
#33 in Group
Rel. Strength
54.42%
#3627 in Universe
Total Return 12m
4.81%
#29 in Group
Total Return 5y
77.85%
#41 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: EQAL (4.8%) 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: EQAL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EQAL
| Total Return (including Dividends) | EQAL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.58% | 2.87% | 2.87% |
| 3 Months | -5.81% | -6.42% | -6.42% |
| 12 Months | 4.81% | 9.87% | 9.87% |
| 5 Years | 77.85% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | EQAL | SPY | S&P 500 |
| 1 Month | 94.7% | 89.4% | 89.4% |
| 3 Months | -79.3% | -72% | -72% |
| 12 Months | 43.1% | 49.3% | 49.3% |
| 5 Years | 66.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #59 | 1.67% | 1.67% |
| 3 Month | #29 | 0.65% | 0.65% |
| 12 Month | #30 | -4.61% | -4.61% |
| 5 Years | #57 | -14.3% | -14.3% |
FAQs
Does EQAL Invesco Russell 1000 outperforms the market?
No,
over the last 12 months EQAL made 4.81%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months EQAL made -5.81%, while SPY made -6.42%.
Over the last 3 months EQAL made -5.81%, while SPY made -6.42%.
Performance Comparison EQAL vs Indeces and Sectors
EQAL vs. Indices EQAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.81% | 1.71% | -2.07% | -5.06% |
| US NASDAQ 100 | QQQ | 0.56% | -0.13% | -2.48% | -6.51% |
| US Dow Jones Industrial 30 | DIA | 0.53% | 2.97% | -1.04% | -1.56% |
| German DAX 40 | DAX | -1.31% | -14.7% | -27.7% | -20.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.15% | -1.69% | -1.30% | -0.82% |
| Hongkong Hang Seng | HSI | -2.71% | -11.6% | -11.6% | -7.28% |
| India NIFTY 50 | INDA | 3.20% | 2.30% | -3.97% | 2.48% |
| Brasil Bovespa | EWZ | -1.24% | -6.95% | -11.3% | 11.3% |
EQAL vs. Sectors EQAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.63% | 0.91% | -8.25% | -15.5% |
| Consumer Discretionary | XLY | -0.11% | 1.07% | 0.12% | -9.24% |
| Consumer Staples | XLP | 1.18% | 2.56% | -8.98% | -2.75% |
| Energy | XLE | -0.17% | 4.50% | 3.93% | 14.6% |
| Financial | XLF | 0.18% | -0.99% | -7.95% | -16.7% |
| Health Care | XLV | 4.60% | 8.96% | 3.16% | 10.7% |
| Industrial | XLI | -0.76% | -2.80% | -3.05% | -5.18% |
| Materials | XLB | 0.82% | -0.13% | 1.98% | 10.8% |
| Real Estate | XLRE | 1.14% | -1.54% | -4.45% | -8.65% |
| Technology | XLK | -0.08% | -2.16% | 0.20% | -2.19% |
| Utilities | XLU | -0.23% | -1.04% | -9.84% | -11.1% |
| Aerospace & Defense | XAR | 0.30% | -4.76% | -11.4% | -20.4% |
| Biotech | XBI | 8.89% | 2.56% | 19.0% | 18.8% |
| Homebuilder | XHB | 1.25% | 1.51% | 11.6% | 14.6% |
| Retail | XRT | 0.66% | 0.99% | 4.22% | 9.13% |