(PEJ) Invesco Dynamic - Performance 27.2% in 12m
PEJ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
50.23%
#5 in Peer-Group
Rel. Strength
73.36%
#1976 in Stock-Universe
Total Return 12m
27.22%
#3 in Peer-Group
Total Return 5y
98.99%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 57.69 USD |
| 52 Week Low | 42.36 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 94.29 |
| Buy/Sell Signal +-5 | 0.55 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PEJ (27.2%) vs SPY (14.7%)
5y Drawdown (Underwater) Chart
Top Performer in Consumer Cyclical
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 |
|---|---|---|---|---|---|---|---|---|
| IYC NYSE ARCA iShares US Consumer |
2.98% | 23.6% | 85.6% | - | - | - | - | - |
| RSPD NYSE ARCA Invesco SP500 Equal Weight |
3.4% | 14.1% | 89.7% | - | - | - | - | - |
| PEJ NYSE ARCA Invesco Dynamic Leisure |
6.06% | 27.2% | 99% | - | - | - | - | - |
| VCR NYSE ARCA Vanguard Consumer |
1.94% | 17% | 88.1% | - | - | - | - | - |
| XHB NYSE ARCA SPDR S&P Homebuilders |
6.08% | 0.81% | 136% | - | - | - | - | - |
| FDIS NYSE ARCA Fidelity MSCI Consumer |
2.02% | 17.1% | 83.7% | - | - | - | - | - |
| XLY NYSE ARCA Consumer Discretionary |
1.63% | 19.8% | 74.7% | - | - | - | - | - |
| ITB BATS iShares U.S. Home |
6.04% | -3.92% | 124% | - | - | - | - | - |
Performance Comparison: PEJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PEJ
| Total Return (including Dividends) | PEJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 6.06% | 4.55% | 4.55% |
| 3 Months | 16.96% | 10.78% | 10.78% |
| 12 Months | 27.22% | 14.71% | 14.71% |
| 5 Years | 98.99% | 112.53% | 112.53% |
| Trend Score (consistency of price movement) | PEJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 73.5% | 79.2% | 79.2% |
| 3 Months | 94% | 92.9% | 92.9% |
| 12 Months | 59.7% | 44.2% | 44.2% |
| 5 Years | 36.9% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th85.00 | 1.44% | 1.44% |
| 3 Month | %th85.00 | 5.58% | 5.58% |
| 12 Month | %th85.00 | 10.90% | 10.90% |
| 5 Years | %th90.00 | -6.37% | -6.37% |
FAQs
Does Invesco Dynamic (PEJ) outperform the market?
Yes,
over the last 12 months PEJ made 27.22%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.71%.
Over the last 3 months PEJ made 16.96%, while SPY made 10.78%.
Performance Comparison PEJ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PEJ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | 1.5% | 3% | 13% |
| US NASDAQ 100 | QQQ | -0.3% | 0.5% | 0.9% | 12% |
| German DAX 40 | DAX | 0.7% | 6.1% | -9.9% | -3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.8% | 1.9% | 5% | 10% |
| Hongkong Hang Seng | HSI | 0.9% | 0.3% | -12.7% | -8% |
| India NIFTY 50 | INDA | 0.9% | 4% | 3.3% | 27% |
| Brasil Bovespa | EWZ | -0.9% | -1.7% | -21.5% | 14% |
PEJ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1% | -0.7% | -3.7% | -1% |
| Consumer Discretionary | XLY | 2.1% | 4.4% | 11.7% | 7% |
| Consumer Staples | XLP | 4% | 7.7% | 4.8% | 18% |
| Energy | XLE | 4.9% | 2.6% | 8.5% | 31% |
| Financial | XLF | 0.4% | 3% | -0.1% | -2% |
| Health Care | XLV | 1.5% | 4% | 10.2% | 33% |
| Industrial | XLI | 0.9% | 2.3% | -3.6% | 3% |
| Materials | XLB | 2.5% | 4.4% | 3.7% | 24% |
| Real Estate | XLRE | 5% | 6.1% | 5.6% | 15% |
| Technology | XLK | -0.8% | -2.8% | -0.2% | 15% |
| Utilities | XLU | 2.9% | 6% | -0.4% | 3% |
| Aerospace & Defense | XAR | -1.4% | -3.8% | -18.4% | -26% |
| Biotech | XBI | 2.7% | 4% | 17% | 38% |
| Homebuilder | XHB | 2.3% | -0% | 14.3% | 26% |
| Retail | XRT | 3.6% | 4.7% | 11.7% | 21% |
PEJ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 7.8% | 0.94% | 12.3% | 38% |
| Natural Gas | UNG | 12.7% | 15.5% | 18.2% | 35% |
| Gold | GLD | 5.5% | 8.3% | -16.9% | -14% |
| Silver | SLV | 3.9% | 2.2% | -15.6% | 5% |
| Copper | CPER | 0.2% | 1.9% | -16.7% | 12% |
PEJ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.7% | 2.4% | 6.2% | 25% |
| iShares High Yield Corp. Bond | HYG | 2.6% | 4.2% | 4% | 16% |