(PWV) Invesco Dynamic Large - Performance 8% in 12m
Compare PWV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.57%
#17 in Group
Rel. Strength
56.59%
#3464 in Universe
Total Return 12m
7.97%
#76 in Group
Total Return 5y
99.77%
#30 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: PWV (8%) vs DIA (9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.13% | 11% | 147% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3.13% | 10.2% | 138% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-4.98% | 15.6% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-1.97% | 10.9% | 122% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-2.74% | 13.2% | 126% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.26% | 12.8% | 117% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
-0.5% | 18.9% | 100% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.75% | 8.3% | 125% | - | - | - | - | - |
Performance Comparison: PWV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for PWV
| Total Return (including Dividends) | PWV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.90% | -2.85% | -0.45% |
| 3 Months | -3.30% | -7.94% | -6.29% |
| 12 Months | 7.97% | 9.27% | 13.04% |
| 5 Years | 99.77% | 88.12% | 111.82% |
| Trend Score (consistency of price movement) | PWV | DIA | S&P 500 |
| 1 Month | 49.7% | 21.8% | 47.5% |
| 3 Months | -67.7% | -90.2% | -87.3% |
| 12 Months | 60.0% | 60.2% | 54.3% |
| 5 Years | 92.5% | 86.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #85 | -1.07% | -3.47% |
| 3 Month | #26 | 5.04% | 3.20% |
| 12 Month | #78 | -1.19% | -4.48% |
| 5 Years | #35 | 6.19% | -5.69% |
FAQs
Does PWV Invesco Dynamic Large outperforms the market?
No,
over the last 12 months PWV made 7.97%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.27%.
Over the last 3 months PWV made -3.30%, while DIA made -7.94%.
Over the last 3 months PWV made -3.30%, while DIA made -7.94%.
Performance Comparison PWV vs Indeces and Sectors
PWV vs. Indices PWV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.60% | -3.45% | 0.96% | -5.07% |
| US NASDAQ 100 | QQQ | -2.52% | -5.80% | 0.25% | -7.00% |
| US Dow Jones Industrial 30 | DIA | -1.06% | -1.05% | 1.72% | -1.30% |
| German DAX 40 | DAX | -1.24% | -3.68% | -17.1% | -17.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.05% | -0.69% | 4.66% | 3.0% |
| Hongkong Hang Seng | HSI | -1.20% | -2.38% | 0.43% | -4.96% |
| India NIFTY 50 | INDA | 0.92% | -8.78% | 1.08% | 5.07% |
| Brasil Bovespa | EWZ | 0.03% | -6.73% | -4.74% | 14.7% |
PWV vs. Sectors PWV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.75% | -3.30% | -5.02% | -15.5% |
| Consumer Discretionary | XLY | -1.63% | -3.31% | -0.21% | -6.70% |
| Consumer Staples | XLP | 0.46% | -3.08% | -3.14% | -2.97% |
| Energy | XLE | 2.66% | 10.1% | 6.10% | 17.3% |
| Financial | XLF | -0.49% | -1.89% | -5.97% | -14.7% |
| Health Care | XLV | 1.10% | 0.77% | 6.12% | 9.20% |
| Industrial | XLI | -1.92% | -4.20% | -0.08% | -2.72% |
| Materials | XLB | 0.21% | -0.68% | 8.80% | 12.4% |
| Real Estate | XLRE | -1.49% | -2.80% | 0.80% | -10.4% |
| Technology | XLK | -3.16% | -6.33% | 3.91% | -2.47% |
| Utilities | XLU | -0.32% | -4.0% | -3.46% | -12.8% |
| Aerospace & Defense | XAR | -2.63% | -10.9% | -12.9% | -19.5% |
| Biotech | XBI | -1.44% | -9.45% | 16.3% | 13.4% |
| Homebuilder | XHB | -0.33% | -1.82% | 15.9% | 14.1% |
| Retail | XRT | -0.36% | -2.74% | 6.92% | 9.48% |