(PBE) Invesco Dynamic - Performance 2.4% in 12m
Compare PBE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
4.99%
#22 in Group
Rel. Strength
45.45%
#4354 in Universe
Total Return 12m
2.38%
#16 in Group
Total Return 5y
16.56%
#21 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: PBE (2.4%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Health
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 |
|---|---|---|---|---|---|---|---|---|
| IHE NYSE ARCA iShares U.S. |
-3.43% | 8.17% | 48.6% | - | - | - | - | - |
| PPH NASDAQ VanEck Pharmaceutical |
-1.26% | 4.1% | 64.8% | - | - | - | - | - |
| XLV NYSE ARCA Health Care Sector SPDR |
-3.79% | 1.72% | 55.4% | - | - | - | - | - |
| IYH NYSE ARCA iShares U.S. Healthcare |
-3.83% | 0.71% | 48.8% | - | - | - | - | - |
| VHT NYSE ARCA Vanguard Health Care |
-3.34% | 1.44% | 48.1% | - | - | - | - | - |
| FHLC NYSE ARCA Fidelity MSCI Health Care |
-3.5% | 1.27% | 47.8% | - | - | - | - | - |
| IHI NYSE ARCA iShares U.S. Medical |
-0.66% | 9.26% | 45.6% | - | - | - | - | - |
| IXJ NYSE ARCA iShares Global Healthcare |
-2.26% | 1.22% | 42.9% | - | - | - | - | - |
Performance Comparison: PBE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PBE
| Total Return (including Dividends) | PBE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.83% | -0.87% | -0.87% |
| 3 Months | -10.17% | -7.58% | -7.58% |
| 12 Months | 2.38% | 11.88% | 11.88% |
| 5 Years | 16.56% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | PBE | SPY | S&P 500 |
| 1 Month | 17.1% | 23% | 23% |
| 3 Months | -90.3% | -88.5% | -88.5% |
| 12 Months | -7.20% | 55.1% | 55.1% |
| 5 Years | 3.30% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #24 | -0.97% | -0.97% |
| 3 Month | #34 | -2.80% | -2.80% |
| 12 Month | #19 | -8.49% | -8.49% |
| 5 Years | #30 | -44.6% | -44.6% |
FAQs
Does PBE Invesco Dynamic outperforms the market?
No,
over the last 12 months PBE made 2.38%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months PBE made -10.17%, while SPY made -7.58%.
Over the last 3 months PBE made -10.17%, while SPY made -7.58%.
Performance Comparison PBE vs Indeces and Sectors
PBE vs. Indices PBE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.18% | -0.96% | -6.77% | -9.50% |
| US NASDAQ 100 | QQQ | -1.21% | -3.23% | -7.20% | -10.3% |
| US Dow Jones Industrial 30 | DIA | 0.76% | 1.35% | -6.68% | -6.82% |
| German DAX 40 | DAX | 1.05% | -3.15% | -26.3% | -22.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.78% | 0.99% | -3.78% | -3.58% |
| Hongkong Hang Seng | HSI | 0.81% | -1.89% | -8.69% | -11.5% |
| India NIFTY 50 | INDA | 2.66% | -5.89% | -7.06% | -0.69% |
| Brasil Bovespa | EWZ | 0.62% | -6.43% | -10.5% | 8.20% |
PBE vs. Sectors PBE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.43% | -0.78% | -12.9% | -21.6% |
| Consumer Discretionary | XLY | -0.26% | -1.73% | -9.28% | -10.9% |
| Consumer Staples | XLP | 3.32% | -2.03% | -12.1% | -8.82% |
| Energy | XLE | 4.30% | 12.0% | -0.98% | 13.5% |
| Financial | XLF | 1.21% | 0.28% | -14.4% | -20.3% |
| Health Care | XLV | -0.10% | 1.96% | -5.08% | 0.66% |
| Industrial | XLI | -0.60% | -1.94% | -7.48% | -7.21% |
| Materials | XLB | 0.43% | 0.60% | 0.64% | 5.90% |
| Real Estate | XLRE | 1.34% | -0.52% | -5.88% | -15.7% |
| Technology | XLK | -2.63% | -3.52% | -3.43% | -5.35% |
| Utilities | XLU | 2.66% | -1.89% | -8.89% | -19.5% |
| Aerospace & Defense | XAR | -1.13% | -8.22% | -20.3% | -24.2% |
| Biotech | XBI | -1.48% | -4.11% | 5.87% | 4.21% |
| Homebuilder | XHB | 0.51% | 0.44% | 8.04% | 9.41% |
| Retail | XRT | 1.39% | -1.27% | -1.20% | 5.12% |