(SPHB) Invesco SP500 High - Performance 0.6% in 12m
Compare SPHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.76%
#21 in Group
Rel. Strength
42.70%
#4560 in Universe
Total Return 12m
0.56%
#65 in Group
Total Return 5y
151.22%
#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: SPHB (0.6%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: SPHB vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPHB
| Total Return (including Dividends) | SPHB | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 8.35% | 2.87% | 2.87% |
| 3 Months | -10.00% | -6.42% | -6.42% |
| 12 Months | 0.56% | 9.87% | 9.87% |
| 5 Years | 151.22% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | SPHB | SPY | S&P 500 |
| 1 Month | 92.4% | 89.4% | 89.4% |
| 3 Months | -65.7% | -72% | -72% |
| 12 Months | 0.70% | 49.3% | 49.3% |
| 5 Years | 75.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #1 | 5.33% | 5.33% |
| 3 Month | #55 | -3.82% | -3.82% |
| 12 Month | #62 | -8.47% | -8.47% |
| 5 Years | #2 | 21.1% | 21.1% |
FAQs
Does SPHB Invesco SP500 High outperforms the market?
No,
over the last 12 months SPHB made 0.56%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months SPHB made -10.00%, while SPY made -6.42%.
Over the last 3 months SPHB made -10.00%, while SPY made -6.42%.
Performance Comparison SPHB vs Indeces and Sectors
SPHB vs. Indices SPHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.84% | 5.48% | -4.55% | -9.31% |
| US NASDAQ 100 | QQQ | 1.59% | 3.64% | -4.96% | -10.8% |
| US Dow Jones Industrial 30 | DIA | 1.56% | 6.74% | -3.52% | -5.81% |
| German DAX 40 | DAX | -0.28% | -10.9% | -30.1% | -24.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.18% | 2.08% | -3.78% | -5.07% |
| Hongkong Hang Seng | HSI | -1.68% | -7.86% | -14.0% | -11.5% |
| India NIFTY 50 | INDA | 4.23% | 6.07% | -6.45% | -1.77% |
| Brasil Bovespa | EWZ | -0.21% | -3.18% | -13.8% | 7.04% |
SPHB vs. Sectors SPHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.66% | 4.68% | -10.7% | -19.8% |
| Consumer Discretionary | XLY | 0.92% | 4.84% | -2.36% | -13.5% |
| Consumer Staples | XLP | 2.21% | 6.33% | -11.5% | -7.0% |
| Energy | XLE | 0.86% | 8.27% | 1.45% | 10.3% |
| Financial | XLF | 1.21% | 2.78% | -10.4% | -21.0% |
| Health Care | XLV | 5.63% | 12.7% | 0.68% | 6.48% |
| Industrial | XLI | 0.27% | 0.97% | -5.53% | -9.43% |
| Materials | XLB | 1.85% | 3.64% | -0.50% | 6.59% |
| Real Estate | XLRE | 2.17% | 2.23% | -6.93% | -12.9% |
| Technology | XLK | 0.95% | 1.61% | -2.28% | -6.44% |
| Utilities | XLU | 0.80% | 2.73% | -12.3% | -15.4% |
| Aerospace & Defense | XAR | 1.33% | -0.99% | -13.9% | -24.6% |
| Biotech | XBI | 9.92% | 6.33% | 16.5% | 14.6% |
| Homebuilder | XHB | 2.28% | 5.28% | 9.08% | 10.3% |
| Retail | XRT | 1.69% | 4.76% | 1.74% | 4.88% |