(PHB) Invesco Fundamental - Performance 7.1% in 12m
Compare PHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.82%
#24 in Group
Rel. Strength
54.41%
#3638 in Universe
Total Return 12m
7.12%
#40 in Group
Total Return 5y
29.41%
#25 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: PHB (7.1%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield 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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-0.31% | 6.4% | 49.3% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-0.75% | 7.76% | 41.4% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-0.76% | 7.29% | 40% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
-0.55% | 8.01% | 37.8% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
-0.64% | 7.21% | 36.2% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-0.82% | 6.6% | 46.1% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
-1.79% | 6.87% | 39.8% | - | - | - | - | - |
| PGHY NYSE ARCA Invesco Global Short Term |
-0.91% | 8.29% | 31.4% | - | - | - | - | - |
Performance Comparison: PHB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PHB
| Total Return (including Dividends) | PHB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.02% | -3.06% | -0.45% |
| 3 Months | 0.48% | 1.28% | -6.29% |
| 12 Months | 7.12% | 3.96% | 13.04% |
| 5 Years | 29.41% | -39.45% | 111.82% |
| Trend Score (consistency of price movement) | PHB | TLT | S&P 500 |
| 1 Month | 60.8% | -19.2% | 47.5% |
| 3 Months | -25.0% | -1.4% | -87.3% |
| 12 Months | 81.4% | -18.5% | 54.3% |
| 5 Years | 59.9% | -89.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #11 | 3.18% | 0.47% |
| 3 Month | #9 | -0.79% | 7.23% |
| 12 Month | #41 | 3.04% | -5.23% |
| 5 Years | #24 | 114% | -38.9% |
FAQs
Does PHB Invesco Fundamental outperforms the market?
Yes,
over the last 12 months PHB made 7.12%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.96%.
Over the last 3 months PHB made 0.48%, while TLT made 1.28%.
Over the last 3 months PHB made 0.48%, while TLT made 1.28%.
Performance Comparison PHB vs Indeces and Sectors
PHB vs. Indices PHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.98% | 0.47% | 3.64% | -5.92% |
| US NASDAQ 100 | QQQ | -2.90% | -1.88% | 2.93% | -7.85% |
| US Dow Jones Industrial 30 | DIA | -1.44% | 2.87% | 4.40% | -2.15% |
| German DAX 40 | DAX | -1.62% | 0.24% | -14.5% | -17.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.67% | 3.23% | 7.34% | 2.15% |
| Hongkong Hang Seng | HSI | -1.58% | 1.54% | 3.11% | -5.81% |
| India NIFTY 50 | INDA | 0.54% | -4.86% | 3.76% | 4.22% |
| Brasil Bovespa | EWZ | -0.35% | -2.81% | -2.06% | 13.9% |
PHB vs. Sectors PHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.13% | 0.62% | -2.34% | -16.3% |
| Consumer Discretionary | XLY | -2.01% | 0.61% | 2.47% | -7.55% |
| Consumer Staples | XLP | 0.08% | 0.84% | -0.46% | -3.82% |
| Energy | XLE | 2.28% | 14.1% | 8.78% | 16.4% |
| Financial | XLF | -0.87% | 2.03% | -3.29% | -15.6% |
| Health Care | XLV | 0.72% | 4.69% | 8.80% | 8.35% |
| Industrial | XLI | -2.30% | -0.28% | 2.60% | -3.57% |
| Materials | XLB | -0.17% | 3.24% | 11.5% | 11.6% |
| Real Estate | XLRE | -1.87% | 1.12% | 3.48% | -11.2% |
| Technology | XLK | -3.54% | -2.41% | 6.59% | -3.32% |
| Utilities | XLU | -0.70% | -0.08% | -0.78% | -13.7% |
| Aerospace & Defense | XAR | -3.01% | -6.96% | -10.2% | -20.4% |
| Biotech | XBI | -1.82% | -5.53% | 19.0% | 12.5% |
| Homebuilder | XHB | -0.71% | 2.10% | 18.6% | 13.3% |
| Retail | XRT | -0.74% | 1.18% | 9.60% | 8.63% |