(SPVM) Invesco SP500 Value - Performance 5.8% in 12m
Compare SPVM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.22%
#15 in Group
Rel. Strength
56.93%
#3428 in Universe
Total Return 12m
5.76%
#21 in Group
Total Return 5y
106.32%
#22 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: SPVM (5.8%) 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: SPVM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPVM
| Total Return (including Dividends) | SPVM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.02% | 2.87% | 2.87% |
| 3 Months | -3.37% | -6.42% | -6.42% |
| 12 Months | 5.76% | 9.87% | 9.87% |
| 5 Years | 106.32% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | SPVM | SPY | S&P 500 |
| 1 Month | 94.9% | 89.4% | 89.4% |
| 3 Months | -69.9% | -72% | -72% |
| 12 Months | 43.1% | 49.3% | 49.3% |
| 5 Years | 84.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #6 | 2.09% | 2.09% |
| 3 Month | #19 | 3.26% | 3.26% |
| 12 Month | #20 | -3.74% | -3.74% |
| 5 Years | #21 | -0.57% | -0.57% |
FAQs
Does SPVM Invesco SP500 Value outperforms the market?
No,
over the last 12 months SPVM made 5.76%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months SPVM made -3.37%, while SPY made -6.42%.
Over the last 3 months SPVM made -3.37%, while SPY made -6.42%.
Performance Comparison SPVM vs Indeces and Sectors
SPVM vs. Indices SPVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.69% | 2.15% | -1.91% | -4.11% |
| US NASDAQ 100 | QQQ | 0.44% | 0.31% | -2.32% | -5.56% |
| US Dow Jones Industrial 30 | DIA | 0.41% | 3.41% | -0.88% | -0.61% |
| German DAX 40 | DAX | -1.43% | -14.3% | -27.5% | -19.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.03% | -1.25% | -1.14% | 0.13% |
| Hongkong Hang Seng | HSI | -2.83% | -11.2% | -11.4% | -6.33% |
| India NIFTY 50 | INDA | 3.08% | 2.74% | -3.81% | 3.43% |
| Brasil Bovespa | EWZ | -1.36% | -6.51% | -11.1% | 12.2% |
SPVM vs. Sectors SPVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.51% | 1.35% | -8.09% | -14.6% |
| Consumer Discretionary | XLY | -0.23% | 1.51% | 0.28% | -8.29% |
| Consumer Staples | XLP | 1.06% | 3.00% | -8.82% | -1.80% |
| Energy | XLE | -0.29% | 4.94% | 4.09% | 15.5% |
| Financial | XLF | 0.06% | -0.55% | -7.79% | -15.8% |
| Health Care | XLV | 4.48% | 9.40% | 3.32% | 11.7% |
| Industrial | XLI | -0.88% | -2.36% | -2.89% | -4.23% |
| Materials | XLB | 0.70% | 0.31% | 2.14% | 11.8% |
| Real Estate | XLRE | 1.02% | -1.10% | -4.29% | -7.70% |
| Technology | XLK | -0.20% | -1.72% | 0.36% | -1.24% |
| Utilities | XLU | -0.35% | -0.60% | -9.68% | -10.2% |
| Aerospace & Defense | XAR | 0.18% | -4.32% | -11.2% | -19.4% |
| Biotech | XBI | 8.77% | 3.00% | 19.2% | 19.8% |
| Homebuilder | XHB | 1.13% | 1.95% | 11.7% | 15.5% |
| Retail | XRT | 0.54% | 1.43% | 4.38% | 10.1% |