(RFV) Invesco S&P MidCap 400 - Performance 1.1% in 12m
Compare RFV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.16%
#1 in Group
Rel. Strength
43.58%
#4502 in Universe
Total Return 12m
1.13%
#21 in Group
Total Return 5y
168.09%
#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: RFV (1.1%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-3.04% | 7.01% | 85.8% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-4.26% | 5.34% | 110% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.85% | 3.69% | 127% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-4.36% | 5.16% | 109% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-4.31% | 5.23% | 109% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.72% | -4.06% | 154% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.46% | -0.73% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-3.09% | 1.21% | 131% | - | - | - | - | - |
Performance Comparison: RFV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RFV
| Total Return (including Dividends) | RFV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.14% | -0.45% | -0.45% |
| 3 Months | -11.00% | -6.29% | -6.29% |
| 12 Months | 1.13% | 13.04% | 13.04% |
| 5 Years | 168.09% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | RFV | SPY | S&P 500 |
| 1 Month | 48.4% | 47.5% | 47.5% |
| 3 Months | -87.9% | -87.3% | -87.3% |
| 12 Months | 29.5% | 54.3% | 54.3% |
| 5 Years | 91.1% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #22 | -3.71% | -3.71% |
| 3 Month | #32 | -5.02% | -5.02% |
| 12 Month | #26 | -10.5% | -10.5% |
| 5 Years | #3 | 26.6% | 26.6% |
FAQs
Does RFV Invesco S&P MidCap 400 outperforms the market?
No,
over the last 12 months RFV made 1.13%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months RFV made -11.00%, while SPY made -6.29%.
Over the last 3 months RFV made -11.00%, while SPY made -6.29%.
Performance Comparison RFV vs Indeces and Sectors
RFV vs. Indices RFV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.17% | -3.69% | -4.90% | -11.9% |
| US NASDAQ 100 | QQQ | -3.09% | -6.04% | -5.61% | -13.8% |
| US Dow Jones Industrial 30 | DIA | -1.63% | -1.29% | -4.14% | -8.14% |
| German DAX 40 | DAX | -1.81% | -3.92% | -23.0% | -23.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.48% | -0.93% | -1.20% | -3.84% |
| Hongkong Hang Seng | HSI | -1.77% | -2.62% | -5.43% | -11.8% |
| India NIFTY 50 | INDA | 0.35% | -9.02% | -4.78% | -1.77% |
| Brasil Bovespa | EWZ | -0.54% | -6.97% | -10.6% | 7.87% |
RFV vs. Sectors RFV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.32% | -3.54% | -10.9% | -22.3% |
| Consumer Discretionary | XLY | -2.20% | -3.55% | -6.07% | -13.5% |
| Consumer Staples | XLP | -0.11% | -3.32% | -9.0% | -9.81% |
| Energy | XLE | 2.09% | 9.90% | 0.24% | 10.5% |
| Financial | XLF | -1.06% | -2.13% | -11.8% | -21.5% |
| Health Care | XLV | 0.53% | 0.53% | 0.26% | 2.36% |
| Industrial | XLI | -2.49% | -4.44% | -5.94% | -9.56% |
| Materials | XLB | -0.36% | -0.92% | 2.94% | 5.57% |
| Real Estate | XLRE | -2.06% | -3.04% | -5.06% | -17.2% |
| Technology | XLK | -3.73% | -6.57% | -1.95% | -9.31% |
| Utilities | XLU | -0.89% | -4.24% | -9.32% | -19.7% |
| Aerospace & Defense | XAR | -3.20% | -11.1% | -18.8% | -26.4% |
| Biotech | XBI | -2.01% | -9.69% | 10.4% | 6.52% |
| Homebuilder | XHB | -0.90% | -2.06% | 10.1% | 7.30% |
| Retail | XRT | -0.93% | -2.98% | 1.06% | 2.64% |