(RGI) Invesco SP500 Equal - Performance 15% in 12m
RGI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
76.97%
#5 in Peer-Group
Rel. Strength
65.16%
#2651 in Stock-Universe
Total Return 12m
15.04%
#16 in Peer-Group
Total Return 5y
125.56%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 54.78 USD |
| 52 Week Low | 43.34 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 40.69 |
| Buy/Sell Signal +-5 | -1.22 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: RGI (15%) vs XLI (19%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
3.28% | 32.3% | 142% | - | - | - | - | - |
| ITA BATS iShares U.S. Aerospace |
4.2% | 35.1% | 117% | - | - | - | - | - |
| AIRR NASDAQ First Trust RBA American |
0.22% | 12.7% | 234% | - | - | - | - | - |
| XLI NYSE ARCA Industrial Sector SPDR |
-0.1% | 19% | 122% | - | - | - | - | - |
| RGI NYSE ARCA Invesco SP500 Equal Weight |
-1.94% | 15% | 126% | - | - | - | - | - |
| XAR NYSE ARCA SPDR S&P Aerospace |
3.94% | 41.9% | 127% | - | - | - | - | - |
| VIS NYSE ARCA Vanguard Industrials |
-0.03% | 17% | 122% | - | - | - | - | - |
| FIDU NYSE ARCA Fidelity MSCI Industrials |
0.08% | 16.6% | 122% | - | - | - | - | - |
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 | -1.94% | -0.10% | 1.43% |
| 3 Months | 5.13% | 8.37% | 6.58% |
| 12 Months | 15.04% | 19.00% | 11.56% |
| 5 Years | 125.56% | 121.62% | 107.90% |
| Trend Score (consistency of price movement) | RGI | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 11.6% | 31.9% | 74.5% |
| 3 Months | 70.4% | 77.5% | 72.6% |
| 12 Months | 42% | 54.9% | 43.3% |
| 5 Years | 88.1% | 87.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #24 | -1.16% | -2.40% |
| 3 Month | #20 | -2.32% | -0.42% |
| 12 Month | #14 | -2.67% | 4.10% |
| 5 Years | #11 | 2.48% | 9.52% |
FAQs
Does Invesco SP500 Equal (RGI) outperform the market?
No,
over the last 12 months RGI made 15.04%, while its related Sector, the Industrial Sector SPDR (XLI) made 19.00%.
Over the last 3 months RGI made 5.13%, while XLI made 8.37%.
Performance Comparison RGI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
RGI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.1% | -3.4% | -0.9% | 3% |
| US NASDAQ 100 | QQQ | -2.2% | -4.4% | -0.5% | 4% |
| German DAX 40 | DAX | 0.4% | -1.6% | -17.1% | -15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -1.5% | -2.2% | 3% |
| Hongkong Hang Seng | HSI | -0.9% | -6% | -18.1% | -11% |
| India NIFTY 50 | INDA | -0.3% | -1.8% | 0.1% | 16% |
| Brasil Bovespa | EWZ | -4.1% | -3.1% | -20.9% | 5% |
RGI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.5% | -4.5% | -4.5% | -10% |
| Consumer Discretionary | XLY | -1.6% | -0.3% | 9% | -4% |
| Consumer Staples | XLP | -1.1% | -0.9% | -1.7% | 8% |
| Energy | XLE | -6.7% | -4.7% | -3.2% | 12% |
| Financial | XLF | -0.6% | 0.1% | -3.9% | -10% |
| Health Care | XLV | -2.7% | -3.9% | 0.8% | 20% |
| Industrial | XLI | -0.7% | -1.8% | -6.2% | -4% |
| Materials | XLB | -1.3% | -3.2% | -1.6% | 15% |
| Real Estate | XLRE | -1.7% | -1.8% | -1% | 2% |
| Technology | XLK | -3% | -5.4% | -1.9% | 9% |
| Utilities | XLU | -2% | -0.5% | -7.8% | -6% |
| Aerospace & Defense | XAR | 0.4% | -5.9% | -16.2% | -27% |
| Biotech | XBI | -0.5% | -7.4% | 11.1% | 23% |
| Homebuilder | XHB | -0.6% | 3.6% | 14.5% | 23% |
| Retail | XRT | 0.7% | -2.7% | 6% | 12% |
RGI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.6% | -17.3% | -7.57% | 14% |
| Natural Gas | UNG | -4.1% | -3.6% | -22.7% | 26% |
| Gold | GLD | -3.2% | -7.9% | -28.3% | -30% |
| Silver | SLV | -0.5% | -14.7% | -19.7% | -8% |
| Copper | CPER | 0% | -7.5% | -16.5% | 5% |
RGI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.6% | -1.3% | 2.5% | 20% |
| iShares High Yield Corp. Bond | HYG | -1.8% | -2.5% | -3.8% | 6% |