(IWFG) IQ Winslow Focused - Performance 18.7% in 12m
IWFG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.43%
#25 in Peer-Group
Rel. Strength
65.41%
#2664 in Stock-Universe
Total Return 12m
18.67%
#27 in Peer-Group
Total Return 5y
120.40%
#14 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 52.19 USD |
| 52 Week Low | 38.37 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 91.86 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IWFG (18.7%) vs QQQ (13.9%)
5y Drawdown (Underwater) Chart
Top Performer in Large Growth
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 |
|---|---|---|---|---|---|---|---|---|
| QGRO NYSE ARCA American Century U.S. |
3.18% | 26.6% | 120% | - | - | - | - | - |
| GARP BATS iShares MSCI USA Quality |
5.52% | 14.6% | 139% | - | - | - | - | - |
| TMFC BATS Motley Fool 100 Index |
4.74% | 18.3% | 126% | - | - | - | - | - |
| STLG BATS iShares Factors US Growth |
4.53% | 13.4% | 132% | - | - | - | - | - |
| FDMO NYSE ARCA Fidelity Momentum Factor |
4.16% | 19.1% | 110% | - | - | - | - | - |
| IWY NYSE ARCA iShares Russell Top 200 |
5.78% | 13.2% | 130% | - | - | - | - | - |
| SFY NYSE ARCA SoFi Select 500 |
6.27% | 19.2% | 112% | - | - | - | - | - |
| USXF NASDAQ iShares ESG Advanced MSCI |
5.59% | 17.3% | 123% | - | - | - | - | - |
Performance Comparison: IWFG vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IWFG
| Total Return (including Dividends) | IWFG | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 6.97% | 5.60% | 5.22% |
| 3 Months | 26.93% | 23.56% | 16.86% |
| 12 Months | 18.67% | 13.91% | 14.81% |
| 5 Years | 120.40% | 122.00% | 111.83% |
| Trend Score (consistency of price movement) | IWFG | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 78.7% | 77.8% | 81% |
| 3 Months | 97.4% | 97.2% | 96.9% |
| 12 Months | 54.7% | 44.2% | 44.9% |
| 5 Years | 96.7% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th93.28 | 1.30% | 1.67% |
| 3 Month | %th84.87 | 2.73% | 8.62% |
| 12 Month | %th79.83 | 4.18% | 3.36% |
| 5 Years | %th97.48 | 10.68% | 27.71% |
FAQs
Does IQ Winslow Focused (IWFG) outperform the market?
Yes,
over the last 12 months IWFG made 18.67%, while its related Sector, the Invesco QQQ Trust (QQQ) made 13.91%.
Over the last 3 months IWFG made 26.93%, while QQQ made 23.56%.
Performance Comparison IWFG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IWFG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | 1.8% | 3.8% | 4% |
| US NASDAQ 100 | QQQ | 0% | 1.4% | 2.5% | 5% |
| German DAX 40 | DAX | 0.7% | 7.6% | -9.7% | -11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.4% | 2.8% | 0.9% | 0% |
| Hongkong Hang Seng | HSI | 0.6% | 0.6% | -14.6% | -17% |
| India NIFTY 50 | INDA | 1.7% | 3.6% | 5.5% | 19% |
| Brasil Bovespa | EWZ | -2.3% | -1.3% | -22.9% | 7% |
IWFG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.4% | 0.4% | -0.9% | -8% |
| Consumer Discretionary | XLY | -1% | 4.1% | 11.6% | -0% |
| Consumer Staples | XLP | -0.6% | 7% | 3.9% | 8% |
| Energy | XLE | 0.4% | 2% | 9% | 20% |
| Financial | XLF | -0.8% | 2.5% | -0.2% | -11% |
| Health Care | XLV | 0.9% | 4.6% | 11.7% | 23% |
| Industrial | XLI | -0.9% | 2.7% | -3.2% | -6% |
| Materials | XLB | -2.2% | 2.3% | -0.9% | 13% |
| Real Estate | XLRE | -0.2% | 5.7% | 6.1% | 5% |
| Technology | XLK | -0.5% | -1.9% | 0.7% | 7% |
| Utilities | XLU | 1.1% | 7% | 2.4% | -4% |
| Aerospace & Defense | XAR | 0.9% | -0.7% | -13.4% | -31% |
| Biotech | XBI | 0% | 3.4% | 17.8% | 25% |
| Homebuilder | XHB | -3.2% | -1.6% | 11.7% | 14% |
| Retail | XRT | -3.3% | 2.7% | 8.3% | 7% |
IWFG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.3% | -0.61% | 13.6% | 26% |
| Natural Gas | UNG | 4.5% | 17.1% | 12.2% | 25% |
| Gold | GLD | 1.8% | 7.5% | -16.1% | -22% |
| Silver | SLV | 1.4% | 0.4% | -14.2% | -2% |
| Copper | CPER | 1.2% | 2% | -14.8% | 5% |
IWFG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.6% | 4.3% | 8.3% | 20% |
| iShares High Yield Corp. Bond | HYG | 1.4% | 5.2% | 5.3% | 8% |