(RZV) Invesco S&P SmallCap - Performance -5.3% in 12m
Compare RZV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.89%
#13 in Group
Rel. Strength
36.96%
#5030 in Universe
Total Return 12m
-5.30%
#39 in Group
Total Return 5y
141.51%
#4 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: RZV (-5.3%) 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: RZV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RZV
| Total Return (including Dividends) | RZV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.71% | -0.45% | -0.45% |
| 3 Months | -14.89% | -6.29% | -6.29% |
| 12 Months | -5.30% | 13.04% | 13.04% |
| 5 Years | 141.51% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | RZV | SPY | S&P 500 |
| 1 Month | 36.4% | 47.5% | 47.5% |
| 3 Months | -89.4% | -87.3% | -87.3% |
| 12 Months | 6.70% | 54.3% | 54.3% |
| 5 Years | 79.1% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #44 | -5.29% | -5.29% |
| 3 Month | #49 | -9.18% | -9.18% |
| 12 Month | #39 | -16.2% | -16.2% |
| 5 Years | #11 | 14.0% | 14.0% |
FAQs
Does RZV Invesco S&P SmallCap outperforms the market?
No,
over the last 12 months RZV made -5.30%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months RZV made -14.89%, while SPY made -6.29%.
Over the last 3 months RZV made -14.89%, while SPY made -6.29%.
Performance Comparison RZV vs Indeces and Sectors
RZV vs. Indices RZV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.12% | -5.26% | -10.3% | -18.3% |
| US NASDAQ 100 | QQQ | -2.04% | -7.61% | -11.0% | -20.3% |
| US Dow Jones Industrial 30 | DIA | -0.58% | -2.86% | -9.51% | -14.6% |
| German DAX 40 | DAX | -0.76% | -5.49% | -28.4% | -30.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.53% | -2.50% | -6.57% | -10.3% |
| Hongkong Hang Seng | HSI | -0.72% | -4.19% | -10.8% | -18.2% |
| India NIFTY 50 | INDA | 1.40% | -10.6% | -10.2% | -8.20% |
| Brasil Bovespa | EWZ | 0.51% | -8.54% | -16.0% | 1.44% |
RZV vs. Sectors RZV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.27% | -5.11% | -16.3% | -28.8% |
| Consumer Discretionary | XLY | -1.15% | -5.12% | -11.4% | -20.0% |
| Consumer Staples | XLP | 0.94% | -4.89% | -14.4% | -16.2% |
| Energy | XLE | 3.14% | 8.33% | -5.13% | 4.02% |
| Financial | XLF | -0.01% | -3.70% | -17.2% | -28.0% |
| Health Care | XLV | 1.58% | -1.04% | -5.11% | -4.07% |
| Industrial | XLI | -1.44% | -6.01% | -11.3% | -16.0% |
| Materials | XLB | 0.69% | -2.49% | -2.43% | -0.86% |
| Real Estate | XLRE | -1.01% | -4.61% | -10.4% | -23.7% |
| Technology | XLK | -2.68% | -8.14% | -7.32% | -15.7% |
| Utilities | XLU | 0.16% | -5.81% | -14.7% | -26.1% |
| Aerospace & Defense | XAR | -2.15% | -12.7% | -24.2% | -32.8% |
| Biotech | XBI | -0.96% | -11.3% | 5.04% | 0.09% |
| Homebuilder | XHB | 0.15% | -3.63% | 4.69% | 0.87% |
| Retail | XRT | 0.12% | -4.55% | -4.31% | -3.79% |