(RWK) Invesco S&P MidCap 400 - Performance -1.5% in 12m
Compare RWK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.90%
#16 in Group
Rel. Strength
42.09%
#4608 in Universe
Total Return 12m
-1.53%
#45 in Group
Total Return 5y
143.75%
#3 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: RWK (-1.5%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
Performance Comparison: RWK vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RWK
| Total Return (including Dividends) | RWK | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.89% | 2.87% | 2.87% |
| 3 Months | -8.06% | -6.42% | -6.42% |
| 12 Months | -1.53% | 9.87% | 9.87% |
| 5 Years | 143.75% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | RWK | SPY | S&P 500 |
| 1 Month | 93.5% | 89.4% | 89.4% |
| 3 Months | -77.6% | -72% | -72% |
| 12 Months | 5.40% | 49.3% | 49.3% |
| 5 Years | 89.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #7 | 2.94% | 2.94% |
| 3 Month | #50 | -1.75% | -1.75% |
| 12 Month | #44 | -10.4% | -10.4% |
| 5 Years | #3 | 17.5% | 17.5% |
FAQs
Does RWK Invesco S&P MidCap 400 outperforms the market?
No,
over the last 12 months RWK made -1.53%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months RWK made -8.06%, while SPY made -6.42%.
Over the last 3 months RWK made -8.06%, while SPY made -6.42%.
Performance Comparison RWK vs Indeces and Sectors
RWK vs. Indices RWK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.18% | 3.02% | -4.87% | -11.4% |
| US NASDAQ 100 | QQQ | 1.93% | 1.18% | -5.28% | -12.9% |
| US Dow Jones Industrial 30 | DIA | 1.90% | 4.28% | -3.84% | -7.90% |
| German DAX 40 | DAX | 0.06% | -13.4% | -30.5% | -26.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.52% | -0.38% | -4.10% | -7.16% |
| Hongkong Hang Seng | HSI | -1.34% | -10.3% | -14.4% | -13.6% |
| India NIFTY 50 | INDA | 4.57% | 3.61% | -6.77% | -3.86% |
| Brasil Bovespa | EWZ | 0.13% | -5.64% | -14.1% | 4.95% |
RWK vs. Sectors RWK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.0% | 2.22% | -11.1% | -21.9% |
| Consumer Discretionary | XLY | 1.26% | 2.38% | -2.68% | -15.6% |
| Consumer Staples | XLP | 2.55% | 3.87% | -11.8% | -9.09% |
| Energy | XLE | 1.20% | 5.81% | 1.13% | 8.23% |
| Financial | XLF | 1.55% | 0.32% | -10.8% | -23.1% |
| Health Care | XLV | 5.97% | 10.3% | 0.36% | 4.39% |
| Industrial | XLI | 0.61% | -1.49% | -5.85% | -11.5% |
| Materials | XLB | 2.19% | 1.18% | -0.82% | 4.50% |
| Real Estate | XLRE | 2.51% | -0.23% | -7.25% | -15.0% |
| Technology | XLK | 1.29% | -0.85% | -2.60% | -8.53% |
| Utilities | XLU | 1.14% | 0.27% | -12.6% | -17.4% |
| Aerospace & Defense | XAR | 1.67% | -3.45% | -14.2% | -26.7% |
| Biotech | XBI | 10.3% | 3.87% | 16.2% | 12.5% |
| Homebuilder | XHB | 2.62% | 2.82% | 8.76% | 8.22% |
| Retail | XRT | 2.03% | 2.30% | 1.42% | 2.79% |