SPHQ Performance & Benchmarks - 12.5% in 12m
The Total Return for 3m is 7.2%, for 6m 2.2% and YTD 6.2%. Compare with Peer-Group: Large Blend
Performance Rating
75.50%
#11 in Peer-Group
Rel. Strength
61.36%
#2971 in Stock-Universe
Total Return 12m
12.49%
#135 in Peer-Group
Total Return 5y
103.90%
#26 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 72.92 USD |
| 52 Week Low | 59.10 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 15.69 |
| Buy/Sell Signal +-5 | 0.24 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SPHQ (12.5%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SPHQ | -2.89% | -1.24% | 7.16% |
| NETZ | 0.53% | 7.88% | 28.4% |
| HCMT | -4.13% | 2.06% | 23.1% |
| SAMT | -1.40% | 3.95% | 17.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SPHQ | 2.18% | 12.5% | 104% |
| NETZ | 22.0% | 40.9% | 93.9% |
| GDE | 19.5% | 45.9% | 104% |
| SPMO | 13.7% | 35.0% | 152% |
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.25% | 35% | 152% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
3.22% | 18.1% | 159% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.19% | 15.8% | 156% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-0.17% | 17.3% | 110% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
-0.4% | 15.8% | 101% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.65% | 13.8% | 101% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
1.06% | 16.4% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
0.58% | 17.5% | 111% | - | - | - | - | - |
Performance Comparison: SPHQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPHQ
| Total Return (including Dividends) | SPHQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.24% | 0.66% | 0.66% |
| 3 Months | 7.16% | 11.66% | 11.66% |
| 12 Months | 12.49% | 15.92% | 15.92% |
| 5 Years | 103.90% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | SPHQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 14.6% | 66.4% | 66.4% |
| 3 Months | 84% | 96.6% | 96.6% |
| 12 Months | 62.9% | 50% | 50% |
| 5 Years | 86.9% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 13 %th | -1.89% | -1.89% |
| 3 Month | 24 %th | -4.03% | -4.03% |
| 12 Month | 40 %th | -2.96% | -2.96% |
| 5 Years | 81 %th | 0.40% | 0.40% |
FAQs
Does Invesco SP500 Quality (SPHQ) outperform the market?
No,
over the last 12 months SPHQ made 12.49%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months SPHQ made 7.16%, while SPY made 11.66%.
Performance Comparison SPHQ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPHQ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | -1.9% | -2.5% | -3% |
| US NASDAQ 100 | QQQ | -0.7% | -2.5% | -5% | -9% |
| German DAX 40 | DAX | 0.4% | -0.2% | -6.7% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -3.9% | -6.8% | -9% |
| Hongkong Hang Seng | HSI | -0.7% | -3.4% | -25.2% | -27% |
| India NIFTY 50 | INDA | -0.9% | 4.4% | -1.4% | 19% |
| Brasil Bovespa | EWZ | -1.8% | 6.2% | -4.8% | 9% |
SPHQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.5% | 0.3% | -1.8% | -12% |
| Consumer Discretionary | XLY | 1% | -0.3% | 7.4% | -7% |
| Consumer Staples | XLP | -1.3% | 1% | -0.2% | 8% |
| Energy | XLE | -1.2% | -1.4% | 3.6% | 15% |
| Financial | XLF | 0.9% | 1.2% | 1.2% | -9% |
| Health Care | XLV | 1% | 2.8% | 12.5% | 24% |
| Industrial | XLI | 0.5% | -2.4% | -7.8% | -9% |
| Materials | XLB | 3.2% | 2.5% | 3.7% | 16% |
| Real Estate | XLRE | 0.6% | -0.3% | 0.8% | 10% |
| Technology | XLK | -1% | -3.7% | -11.1% | -10% |
| Utilities | XLU | -4.4% | -6% | -8.9% | -7% |
| Aerospace & Defense | XAR | -0.1% | -5.3% | -20.6% | -33% |
| Biotech | XBI | -1% | -4.7% | 8.2% | 25% |
| Homebuilder | XHB | -0.4% | -2.4% | 3.4% | 21% |
| Retail | XRT | 1.9% | 0.7% | 2.9% | 9% |
SPHQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.4% | -6.01% | 2.64% | 11% |
| Natural Gas | UNG | -1.4% | 8.6% | 25% | 8% |
| Gold | GLD | -3.5% | -1.8% | -16.7% | -24% |
| Silver | SLV | 0.2% | -3.9% | -15% | -17% |
| Copper | CPER | 20.2% | 11.4% | 0.7% | 5% |
SPHQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.5% | -0.9% | 0.8% | 17% |
| iShares High Yield Corp. Bond | HYG | -2.3% | -1% | -1.2% | 4% |