(RGI) Invesco SP500 Equal - Performance 6.9% in 12m
Compare RGI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.89%
#5 in Group
Rel. Strength
53.93%
#3677 in Universe
Total Return 12m
6.92%
#17 in Group
Total Return 5y
142.01%
#5 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: RGI (6.9%) 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: RGI vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for RGI
| Total Return (including Dividends) | RGI | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -1.35% | 0.11% | -0.87% |
| 3 Months | -7.39% | -4.86% | -7.58% |
| 12 Months | 6.92% | 9.59% | 11.88% |
| 5 Years | 142.01% | 130.83% | 110.33% |
| Trend Score (consistency of price movement) | RGI | XLI | S&P 500 |
| 1 Month | 2.10% | 26% | 23% |
| 3 Months | -90.2% | -86% | -88.5% |
| 12 Months | 51.3% | 55.9% | 55.1% |
| 5 Years | 88.2% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #15 | -0.75% | -0.45% |
| 3 Month | #17 | -1.96% | 0.24% |
| 12 Month | #11 | -1.73% | -4.39% |
| 5 Years | #8 | 5.60% | 15.1% |
FAQs
Does RGI Invesco SP500 Equal outperforms the market?
No,
over the last 12 months RGI made 6.92%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.59%.
Over the last 3 months RGI made -7.39%, while XLI made -4.86%.
Over the last 3 months RGI made -7.39%, while XLI made -4.86%.
Performance Comparison RGI vs Indeces and Sectors
RGI vs. Indices RGI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.60% | -0.48% | -3.04% | -4.96% |
| US NASDAQ 100 | QQQ | -1.63% | -2.75% | -3.47% | -5.75% |
| US Dow Jones Industrial 30 | DIA | 0.34% | 1.83% | -2.95% | -2.28% |
| German DAX 40 | DAX | 0.63% | -2.67% | -22.6% | -17.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.36% | 1.47% | -0.05% | 0.96% |
| Hongkong Hang Seng | HSI | 0.39% | -1.41% | -4.96% | -6.97% |
| India NIFTY 50 | INDA | 2.24% | -5.41% | -3.33% | 3.85% |
| Brasil Bovespa | EWZ | 0.20% | -5.95% | -6.74% | 12.7% |
RGI vs. Sectors RGI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.85% | -0.30% | -9.17% | -17.0% |
| Consumer Discretionary | XLY | -0.68% | -1.25% | -5.55% | -6.40% |
| Consumer Staples | XLP | 2.90% | -1.55% | -8.35% | -4.28% |
| Energy | XLE | 3.88% | 12.5% | 2.75% | 18.0% |
| Financial | XLF | 0.79% | 0.76% | -10.6% | -15.8% |
| Health Care | XLV | -0.52% | 2.44% | -1.35% | 5.20% |
| Industrial | XLI | -1.02% | -1.46% | -3.75% | -2.67% |
| Materials | XLB | 0.01% | 1.08% | 4.37% | 10.4% |
| Real Estate | XLRE | 0.92% | -0.04% | -2.15% | -11.2% |
| Technology | XLK | -3.05% | -3.04% | 0.30% | -0.81% |
| Utilities | XLU | 2.24% | -1.41% | -5.16% | -14.9% |
| Aerospace & Defense | XAR | -1.55% | -7.74% | -16.6% | -19.7% |
| Biotech | XBI | -1.90% | -3.63% | 9.60% | 8.75% |
| Homebuilder | XHB | 0.09% | 0.92% | 11.8% | 14.0% |
| Retail | XRT | 0.97% | -0.79% | 2.53% | 9.66% |