(PHDG) Invesco SP500 - Performance -6.2% in 12m
PHDG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
16.99%
#25 in Peer-Group
Rel. Strength
33.99%
#5022 in Stock-Universe
Total Return 12m
-6.22%
#32 in Peer-Group
Total Return 5y
17.19%
#19 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 38.90 USD |
| 52 Week Low | 33.15 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 54.40 |
| Buy/Sell Signal +-5 | -0.44 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PHDG (-6.2%) vs SPY (10.3%)
5y Drawdown (Underwater) Chart
Top Performer in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| NUSI NYSE ARCA NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
0.12% | 7.94% | 67.3% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.17% | 7.79% | 41.4% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
0.23% | 2.97% | 53% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.6% | 4.89% | 15.6% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
1.15% | 8.77% | 31.7% | - | - | - | - | - |
| HELO NYSE ARCA J.P. Morgan Exchange-Traded |
0.34% | 6.52% | 25.2% | - | - | - | - | - |
Performance Comparison: PHDG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PHDG
| Total Return (including Dividends) | PHDG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.32% | 0.44% | 0.44% |
| 3 Months | -4.07% | 6.81% | 6.81% |
| 12 Months | -6.22% | 10.31% | 10.31% |
| 5 Years | 17.19% | 105.96% | 105.96% |
| Trend Score (consistency of price movement) | PHDG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 85.8% | 83% | 83% |
| 3 Months | -4.9% | 77.5% | 77.5% |
| 12 Months | -40.6% | 43.1% | 43.1% |
| 5 Years | 54.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #6 | 0.88% | 0.88% |
| 3 Month | #32 | -10.19% | -10.19% |
| 12 Month | #31 | -14.99% | -14.99% |
| 5 Years | #28 | -43.10% | -43.10% |
FAQs
Does Invesco SP500 (PHDG) outperform the market?
No,
over the last 12 months PHDG made -6.22%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months PHDG made -4.07%, while SPY made 6.81%.
Performance Comparison PHDG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PHDG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | 0.9% | -10.5% | -17% |
| US NASDAQ 100 | QQQ | -0.2% | -0% | -10.6% | -16% |
| German DAX 40 | DAX | 1.9% | 3.9% | -22.6% | -34% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | 1.7% | -8.8% | -17% |
| Hongkong Hang Seng | HSI | 0.8% | -2.5% | -27.6% | -33% |
| India NIFTY 50 | INDA | 2% | 3.1% | -8.3% | -4% |
| Brasil Bovespa | EWZ | -2.2% | -0.2% | -35.6% | -17% |
PHDG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.2% | -0.2% | -14.4% | -31% |
| Consumer Discretionary | XLY | 1.2% | 4.4% | -0.4% | -24% |
| Consumer Staples | XLP | 0.5% | 3.6% | -9.4% | -12% |
| Energy | XLE | -2.9% | -3.1% | -14.4% | -9% |
| Financial | XLF | 0.7% | 4% | -14.2% | -30% |
| Health Care | XLV | 1.1% | 2.2% | -5.7% | 1% |
| Industrial | XLI | 0.6% | 2.8% | -16.2% | -23% |
| Materials | XLB | 0.4% | 1.6% | -10.7% | -5% |
| Real Estate | XLRE | -0.4% | 1.9% | -12.3% | -19% |
| Technology | XLK | -1.3% | -1.7% | -12.3% | -11% |
| Utilities | XLU | -0.4% | 3.7% | -17.1% | -26% |
| Aerospace & Defense | XAR | 0.2% | -3% | -29.5% | -46% |
| Biotech | XBI | 1.2% | -2.4% | 0.2% | 1% |
| Homebuilder | XHB | 2.5% | 7.8% | 4.5% | 4% |
| Retail | XRT | 1.3% | 1.3% | -3.7% | -8% |
PHDG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.8% | -18.8% | -20.7% | -11% |
| Natural Gas | UNG | -14.1% | -14.2% | -32.3% | 3% |
| Gold | GLD | -1.4% | -2.8% | -37.6% | -50% |
| Silver | SLV | -1.8% | -11.8% | -31.8% | -30% |
| Copper | CPER | -1.9% | -3% | -26.3% | -16% |
PHDG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.4% | 0.3% | -6.8% | -2% |
| iShares High Yield Corp. Bond | HYG | -0.8% | 0.6% | -12.1% | -15% |