(SPHB) Invesco SP500 High - Performance 14.2% in 12m
SPHB performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
67.97%
#6 in Peer-Group
Rel. Strength
62.18%
#2821 in Stock-Universe
Total Return 12m
14.22%
#11 in Peer-Group
Total Return 5y
153.41%
#1 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 95.32 USD |
| 52 Week Low | 67.16 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 93.57 |
| Buy/Sell Signal +-5 | 0.50 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SPHB (14.2%) vs SPY (12.8%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
0.47% | 13% | 78.9% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-0.81% | 11.7% | 83.8% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
6.89% | 14.2% | 153% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
0.75% | 9.6% | 89.6% | - | - | - | - | - |
| XMMO NYSE ARCA Invesco S&P MidCap Momentum |
0.84% | 11.5% | 124% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
1.45% | 12.2% | 87.2% | - | - | - | - | - |
| VFMO BATS Vanguard U.S. Momentum |
2.07% | 13.2% | 110% | - | - | - | - | - |
| IMCB NYSE ARCA iShares Morningstar Mid-Cap |
1.37% | 12.8% | 85.4% | - | - | - | - | - |
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 | 6.89% | 3.01% | 3.01% |
| 3 Months | 13.44% | 5.82% | 5.82% |
| 12 Months | 14.22% | 12.82% | 12.82% |
| 5 Years | 153.41% | 114.16% | 114.16% |
| Trend Score (consistency of price movement) | SPHB | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 87.4% | 78.3% | 78.3% |
| 3 Months | 90.1% | 87.1% | 87.1% |
| 12 Months | 11.6% | 43.5% | 43.5% |
| 5 Years | 75.4% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #2 | 3.77% | 3.77% |
| 3 Month | #2 | 7.20% | 7.20% |
| 12 Month | #10 | 1.24% | 1.24% |
| 5 Years | #2 | 18.32% | 18.32% |
FAQs
Does Invesco SP500 High (SPHB) outperform the market?
Yes,
over the last 12 months SPHB made 14.22%, while its related Sector, the SPDR SP500 Trust (SPY) made 12.82%.
Over the last 3 months SPHB made 13.44%, while SPY made 5.82%.
Performance Comparison SPHB vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPHB vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.2% | 3.9% | 2.9% | 1% |
| US NASDAQ 100 | QQQ | 0.7% | 3% | 2% | 1% |
| German DAX 40 | DAX | 2.3% | 9.9% | -12.8% | -15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.4% | 2.6% | 2.3% | -5% |
| Hongkong Hang Seng | HSI | -1.3% | -1.3% | -16.2% | -21% |
| India NIFTY 50 | INDA | 0.9% | 6% | 1.2% | 14% |
| Brasil Bovespa | EWZ | 4.9% | 6.6% | -19.2% | 8% |
SPHB vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | 3.3% | -2.4% | -10% |
| Consumer Discretionary | XLY | 1.6% | 8.4% | 12.8% | -5% |
| Consumer Staples | XLP | 2.7% | 8.8% | 2.5% | 8% |
| Energy | XLE | 6.3% | 3.8% | 2.9% | 19% |
| Financial | XLF | 0.4% | 5.6% | -1% | -12% |
| Health Care | XLV | 2.1% | 5.1% | 7.7% | 21% |
| Industrial | XLI | 1.7% | 6.3% | -3.3% | -5% |
| Materials | XLB | 2.8% | 6.8% | 1.8% | 14% |
| Real Estate | XLRE | 3.7% | 6.2% | 2% | 2% |
| Technology | XLK | -0.3% | -0.7% | 0.5% | 3% |
| Utilities | XLU | 2.5% | 7.6% | -2.5% | -6% |
| Aerospace & Defense | XAR | 0.5% | 2.1% | -14% | -30% |
| Biotech | XBI | 2.4% | 1.9% | 14.6% | 25% |
| Homebuilder | XHB | -0.9% | 6.6% | 12.9% | 18% |
| Retail | XRT | 2.6% | 6.6% | 10.5% | 11% |
SPHB vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 14% | -2.07% | 4.20% | 21% |
| Natural Gas | UNG | 15.4% | 14% | 1.3% | 31% |
| Gold | GLD | 4.1% | 6% | -21.9% | -29% |
| Silver | SLV | 3.9% | -2.3% | -17.2% | -11% |
| Copper | CPER | 1.4% | 2.8% | -14.8% | 1% |
SPHB vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.1% | 4.4% | 3% | 18% |
| iShares High Yield Corp. Bond | HYG | 2.4% | 5.5% | 0.3% | 4% |