(PFIG) Invesco Fundamental - Performance 6.4% in 12m
Compare PFIG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
14.06%
#7 in Group
Rel. Strength
52.51%
#3779 in Universe
Total Return 12m
6.37%
#9 in Group
Total Return 5y
6.92%
#9 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: PFIG (6.4%) vs TLT (0.4%)
5y Drawdown (Underwater) Chart
Top Performers in Corporate Bond
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 |
|---|---|---|---|---|---|---|---|---|
| FIIG NYSE ARCA First Trust Exchange-Traded |
1.12% | 5.49% | 11.1% | - | - | - | - | - |
| SKOR NASDAQ FlexShares Credit-Scored US |
1.26% | 6.42% | 9.44% | - | - | - | - | - |
| SPIB NYSE ARCA SPDR Barclays Intermediate |
1.23% | 6.64% | 9.49% | - | - | - | - | - |
| KORP NYSE ARCA American Century |
1.49% | 5.91% | 9.53% | - | - | - | - | - |
| IBD NYSE ARCA Northern Lights Fund Trust |
1.5% | 5.57% | 5.95% | - | - | - | - | - |
| IGIB NASDAQ iShares 5-10 Year |
1.56% | 6.92% | 7.38% | - | - | - | - | - |
| SCHI NYSE ARCA Schwab 5-10 Year Corporate |
1.6% | 6.7% | 6.82% | - | - | - | - | - |
| VCIT NASDAQ Vanguard Intermediate-Term |
1.61% | 6.74% | 6.67% | - | - | - | - | - |
Performance Comparison: PFIG vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PFIG
| Total Return (including Dividends) | PFIG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.48% | -1.26% | 13.81% |
| 3 Months | 1.46% | -1.32% | -6.30% |
| 12 Months | 6.37% | 0.41% | 10.65% |
| 5 Years | 6.92% | -38.80% | 107.77% |
| Trend Score (consistency of price movement) | PFIG | TLT | S&P 500 |
| 1 Month | 77.0% | 30.8% | 83% |
| 3 Months | 62.2% | -25.4% | -75.3% |
| 12 Months | 77.3% | -26.9% | 50.1% |
| 5 Years | -18.7% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #2 | 2.77% | -10.8% |
| 3 Month | #5 | 2.81% | 8.28% |
| 12 Month | #9 | 5.94% | -3.86% |
| 5 Years | #7 | 74.7% | -48.5% |
FAQs
Does PFIG Invesco Fundamental outperforms the market?
Yes,
over the last 12 months PFIG made 6.37%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.41%.
Over the last 3 months PFIG made 1.46%, while TLT made -1.32%.
Over the last 3 months PFIG made 1.46%, while TLT made -1.32%.
Performance Comparison PFIG vs Indeces and Sectors
PFIG vs. Indices PFIG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.41% | -12.3% | 6.88% | -4.28% |
| US NASDAQ 100 | QQQ | -1.60% | -15.9% | 6.67% | -5.27% |
| US Dow Jones Industrial 30 | DIA | -1.82% | -8.51% | 7.17% | -1.34% |
| German DAX 40 | DAX | -1.39% | -13.5% | -19.4% | -19.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.59% | -10.4% | 6.11% | -1.0% |
| Hongkong Hang Seng | HSI | -4.58% | -18.5% | -1.48% | -7.31% |
| India NIFTY 50 | INDA | 3.51% | -3.36% | 6.44% | 6.58% |
| Brasil Bovespa | EWZ | -2.46% | -15.8% | -1.82% | 14.7% |
PFIG vs. Sectors PFIG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.05% | -11.9% | -0.18% | -15.2% |
| Consumer Discretionary | XLY | -1.79% | -12.8% | 7.86% | -7.90% |
| Consumer Staples | XLP | -0.55% | -5.11% | -0.05% | -2.75% |
| Energy | XLE | -1.23% | -5.28% | 13.5% | 15.8% |
| Financial | XLF | -2.51% | -12.0% | -0.22% | -16.1% |
| Health Care | XLV | 1.60% | 0.61% | 11.9% | 10.4% |
| Industrial | XLI | -3.10% | -15.3% | 5.45% | -4.62% |
| Materials | XLB | -1.21% | -12.1% | 11.8% | 11.6% |
| Real Estate | XLRE | -0.09% | -10.1% | 6.13% | -9.08% |
| Technology | XLK | -2.49% | -19.7% | 9.76% | -0.73% |
| Utilities | XLU | -1.46% | -8.11% | -0.78% | -11.1% |
| Aerospace & Defense | XAR | -3.39% | -19.7% | -4.62% | -21.0% |
| Biotech | XBI | 5.18% | -10.3% | 27.0% | 18.7% |
| Homebuilder | XHB | -1.88% | -10.0% | 20.1% | 13.9% |
| Retail | XRT | -3.31% | -13.2% | 11.1% | 7.85% |