PBJ Performance & Benchmarks - 5.2% in 12m
The Total Return for 3m is 2.4%, for 6m 1.4% and YTD 3.9%. Compare with Peer-Group: Consumer Defensive
Performance Rating
60.72%
#4 in Peer-Group
Rel. Strength
50.95%
#3771 in Stock-Universe
Total Return 12m
5.23%
#6 in Peer-Group
Total Return 5y
54.26%
#3 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 49.01 USD |
| 52 Week Low | 42.92 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 35.23 |
| Buy/Sell Signal +-5 | 0.66 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PBJ (5.2%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Consumer Defensive
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| PBJ | -1.9% | -0.27% | 2.4% |
| RSPS | -2.17% | -0.93% | 1.16% |
| RHS | -2.48% | -1.25% | 0.84% |
| FXG | -2.27% | -1.53% | -1.18% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| PBJ | 1.4% | 5.23% | 54.3% |
| VDC | 1.35% | 6.16% | 53.8% |
| FSTA | 1.39% | 6.12% | 53.5% |
| KXI | 5.97% | 6.03% | 32.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| IYK NYSE ARCA iShares US Consumer Staples |
-3.35% | 2.37% | 65% | - | - | - | - | - |
| VDC NYSE ARCA Vanguard Consumer Staples |
-2.12% | 6.16% | 53.8% | - | - | - | - | - |
| FSTA NYSE ARCA Fidelity MSCI Consumer |
-2.07% | 6.12% | 53.5% | - | - | - | - | - |
| XLP NYSE ARCA Consumer Staples Sector |
-2.22% | 4.6% | 46.1% | - | - | - | - | - |
| KXI NYSE ARCA iShares Global Consumer |
-2.43% | 6.03% | 32.7% | - | - | - | - | - |
| FXG NYSE ARCA First Trust Consumer |
-1.53% | -3.05% | 39.8% | - | - | - | - | - |
| RSPS NYSE ARCA Invesco SP500 Equal Weight |
-0.93% | -0.89% | 25.8% | - | - | - | - | - |
| RHS NYSE ARCA Invesco SP500 Equal Weight |
-1.25% | -1.21% | 19.7% | - | - | - | - | - |
Performance Comparison: PBJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PBJ
| Total Return (including Dividends) | PBJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.27% | 0.66% | 0.66% |
| 3 Months | 2.40% | 11.66% | 11.66% |
| 12 Months | 5.23% | 15.92% | 15.92% |
| 5 Years | 54.26% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | PBJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 31% | 66.4% | 66.4% |
| 3 Months | 48.6% | 96.6% | 96.6% |
| 12 Months | 29.6% | 50% | 50% |
| 5 Years | 89.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 92 %th | -0.92% | -0.92% |
| 3 Month | 92 %th | -8.29% | -8.29% |
| 12 Month | 67 %th | -9.23% | -9.23% |
| 5 Years | 83 %th | -24.04% | -24.04% |
FAQs
Does Invesco Dynamic Food (PBJ) outperform the market?
No,
over the last 12 months PBJ made 5.23%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months PBJ made 2.40%, while SPY made 11.66%.
Performance Comparison PBJ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PBJ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | -0.9% | -3.2% | -11% |
| US NASDAQ 100 | QQQ | 0.3% | -1.5% | -5.8% | -16% |
| German DAX 40 | DAX | 1.4% | 0.8% | -7.5% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.7% | -3% | -7.5% | -16% |
| Hongkong Hang Seng | HSI | 0.3% | -2.4% | -26% | -34% |
| India NIFTY 50 | INDA | 0.1% | 5.3% | -2.2% | 12% |
| Brasil Bovespa | EWZ | -0.8% | 7.2% | -5.6% | 1% |
PBJ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.5% | 1.3% | -2.6% | -19% |
| Consumer Discretionary | XLY | 2% | 0.7% | 6.6% | -14% |
| Consumer Staples | XLP | -0.3% | 2% | -0.9% | 1% |
| Energy | XLE | -0.2% | -0.4% | 2.8% | 8% |
| Financial | XLF | 1.9% | 2.1% | 0.4% | -16% |
| Health Care | XLV | 2% | 3.8% | 11.7% | 17% |
| Industrial | XLI | 1.5% | -1.4% | -8.6% | -16% |
| Materials | XLB | 4.2% | 3.5% | 2.9% | 9% |
| Real Estate | XLRE | 1.6% | 0.7% | 0% | 3% |
| Technology | XLK | -0% | -2.7% | -11.9% | -18% |
| Utilities | XLU | -3.4% | -5% | -9.7% | -14% |
| Aerospace & Defense | XAR | 0.9% | -4.4% | -21.4% | -40% |
| Biotech | XBI | 0% | -3.7% | 7.4% | 18% |
| Homebuilder | XHB | 0.6% | -1.4% | 2.7% | 14% |
| Retail | XRT | 2.9% | 1.7% | 2.1% | 2% |
PBJ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.4% | -5.04% | 1.86% | 4% |
| Natural Gas | UNG | -0.4% | 9.6% | 24.2% | 1% |
| Gold | GLD | -2.5% | -0.8% | -17.5% | -32% |
| Silver | SLV | 1.2% | -2.9% | -15.8% | -24% |
| Copper | CPER | 21.2% | 12.4% | -0.1% | -3% |
PBJ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.5% | 0.1% | -0% | 9% |
| iShares High Yield Corp. Bond | HYG | -1.3% | -0% | -2% | -3% |