(PKB) Invesco Dynamic - Performance 1.7% in 12m
Compare PKB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.86%
#15 in Group
Rel. Strength
44.50%
#4430 in Universe
Total Return 12m
1.71%
#19 in Group
Total Return 5y
183.70%
#2 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: PKB (1.7%) vs XLI (9.6%)
5y Drawdown (Underwater) Chart
Top Performers in Industrials
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 |
|---|---|---|---|---|---|---|---|---|
| PPA NYSE ARCA Invesco Aerospace & Defense |
4.48% | 21% | 144% | - | - | - | - | - |
| ITA BATS iShares U.S. Aerospace |
2.49% | 21.9% | 123% | - | - | - | - | - |
| RGI NYSE ARCA Invesco SP500 Equal Weight |
-1.35% | 6.92% | 142% | - | - | - | - | - |
| XLI NYSE ARCA Industrial Sector SPDR |
0.11% | 9.59% | 131% | - | - | - | - | - |
| RSPN NYSE ARCA Invesco SP500 Equal Weight |
-0.74% | 7.59% | 137% | - | - | - | - | - |
| AIRR NASDAQ First Trust RBA American |
2.11% | 9.56% | 236% | - | - | - | - | - |
| VIS NYSE ARCA Vanguard Industrials |
0.11% | 7.66% | 131% | - | - | - | - | - |
| FIDU NYSE ARCA Fidelity MSCI Industrials |
0.38% | 7.39% | 131% | - | - | - | - | - |
Performance Comparison: PKB vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for PKB
| Total Return (including Dividends) | PKB | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 4.13% | 0.11% | -0.87% |
| 3 Months | -9.11% | -4.86% | -7.58% |
| 12 Months | 1.71% | 9.59% | 11.88% |
| 5 Years | 183.70% | 130.83% | 110.33% |
| Trend Score (consistency of price movement) | PKB | XLI | S&P 500 |
| 1 Month | 47.0% | 26% | 23% |
| 3 Months | -77.7% | -86% | -88.5% |
| 12 Months | 5.10% | 55.9% | 55.1% |
| 5 Years | 78.7% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #2 | 4.01% | 5.04% |
| 3 Month | #22 | -4.46% | -1.66% |
| 12 Month | #19 | -7.19% | -9.08% |
| 5 Years | #3 | 22.9% | 34.9% |
FAQs
Does PKB Invesco Dynamic outperforms the market?
No,
over the last 12 months PKB made 1.71%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.59%.
Over the last 3 months PKB made -9.11%, while XLI made -4.86%.
Over the last 3 months PKB made -9.11%, while XLI made -4.86%.
Performance Comparison PKB vs Indeces and Sectors
PKB vs. Indices PKB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.45% | 5.0% | -7.92% | -10.2% |
| US NASDAQ 100 | QQQ | 0.42% | 2.73% | -8.35% | -11.0% |
| US Dow Jones Industrial 30 | DIA | 2.39% | 7.31% | -7.83% | -7.49% |
| German DAX 40 | DAX | 2.68% | 2.81% | -27.4% | -23.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.41% | 6.95% | -4.93% | -4.25% |
| Hongkong Hang Seng | HSI | 2.44% | 4.07% | -9.84% | -12.2% |
| India NIFTY 50 | INDA | 4.29% | 0.07% | -8.21% | -1.36% |
| Brasil Bovespa | EWZ | 2.25% | -0.47% | -11.6% | 7.53% |
PKB vs. Sectors PKB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.20% | 5.18% | -14.1% | -22.3% |
| Consumer Discretionary | XLY | 1.37% | 4.23% | -10.4% | -11.6% |
| Consumer Staples | XLP | 4.95% | 3.93% | -13.2% | -9.49% |
| Energy | XLE | 5.93% | 18.0% | -2.13% | 12.8% |
| Financial | XLF | 2.84% | 6.24% | -15.5% | -21.0% |
| Health Care | XLV | 1.53% | 7.92% | -6.23% | -0.01% |
| Industrial | XLI | 1.03% | 4.02% | -8.63% | -7.88% |
| Materials | XLB | 2.06% | 6.56% | -0.51% | 5.23% |
| Real Estate | XLRE | 2.97% | 5.44% | -7.03% | -16.4% |
| Technology | XLK | -1.0% | 2.44% | -4.58% | -6.02% |
| Utilities | XLU | 4.29% | 4.07% | -10.0% | -20.1% |
| Aerospace & Defense | XAR | 0.50% | -2.26% | -21.5% | -24.9% |
| Biotech | XBI | 0.15% | 1.85% | 4.72% | 3.54% |
| Homebuilder | XHB | 2.14% | 6.40% | 6.89% | 8.74% |
| Retail | XRT | 3.02% | 4.69% | -2.35% | 4.45% |