(RWJ) Invesco S&P SmallCap - Performance -0.7% in 12m
Compare RWJ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.69%
#8 in Group
Rel. Strength
41.42%
#4674 in Universe
Total Return 12m
-0.73%
#26 in Group
Total Return 5y
161.32%
#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: RWJ (-0.7%) 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: RWJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RWJ
| Total Return (including Dividends) | RWJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.46% | -0.45% | -0.45% |
| 3 Months | -15.53% | -6.29% | -6.29% |
| 12 Months | -0.73% | 13.04% | 13.04% |
| 5 Years | 161.32% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | RWJ | SPY | S&P 500 |
| 1 Month | 47.5% | 47.5% | 47.5% |
| 3 Months | -91.4% | -87.3% | -87.3% |
| 12 Months | 21.2% | 54.3% | 54.3% |
| 5 Years | 71.7% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #28 | -4.04% | -4.04% |
| 3 Month | #50 | -9.86% | -9.86% |
| 12 Month | #30 | -12.2% | -12.2% |
| 5 Years | #4 | 23.4% | 23.4% |
FAQs
Does RWJ Invesco S&P SmallCap outperforms the market?
No,
over the last 12 months RWJ made -0.73%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months RWJ made -15.53%, while SPY made -6.29%.
Over the last 3 months RWJ made -15.53%, while SPY made -6.29%.
Performance Comparison RWJ vs Indeces and Sectors
RWJ vs. Indices RWJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.35% | -4.01% | -10.1% | -13.8% |
| US NASDAQ 100 | QQQ | -2.27% | -6.36% | -10.8% | -15.7% |
| US Dow Jones Industrial 30 | DIA | -0.81% | -1.61% | -9.30% | -10.0% |
| German DAX 40 | DAX | -0.99% | -4.24% | -28.2% | -25.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.30% | -1.25% | -6.36% | -5.70% |
| Hongkong Hang Seng | HSI | -0.95% | -2.94% | -10.6% | -13.7% |
| India NIFTY 50 | INDA | 1.17% | -9.34% | -9.94% | -3.63% |
| Brasil Bovespa | EWZ | 0.28% | -7.29% | -15.8% | 6.01% |
RWJ vs. Sectors RWJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.50% | -3.86% | -16.0% | -24.2% |
| Consumer Discretionary | XLY | -1.38% | -3.87% | -11.2% | -15.4% |
| Consumer Staples | XLP | 0.71% | -3.64% | -14.2% | -11.7% |
| Energy | XLE | 2.91% | 9.58% | -4.92% | 8.59% |
| Financial | XLF | -0.24% | -2.45% | -17.0% | -23.4% |
| Health Care | XLV | 1.35% | 0.21% | -4.90% | 0.50% |
| Industrial | XLI | -1.67% | -4.76% | -11.1% | -11.4% |
| Materials | XLB | 0.46% | -1.24% | -2.22% | 3.71% |
| Real Estate | XLRE | -1.24% | -3.36% | -10.2% | -19.1% |
| Technology | XLK | -2.91% | -6.89% | -7.11% | -11.2% |
| Utilities | XLU | -0.07% | -4.56% | -14.5% | -21.5% |
| Aerospace & Defense | XAR | -2.38% | -11.4% | -23.9% | -28.2% |
| Biotech | XBI | -1.19% | -10.0% | 5.25% | 4.66% |
| Homebuilder | XHB | -0.08% | -2.38% | 4.90% | 5.44% |
| Retail | XRT | -0.11% | -3.30% | -4.10% | 0.78% |