(UPGD) Invesco - Performance 5.5% in 12m
Compare UPGD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.95%
#6 in Group
Rel. Strength
55.64%
#3530 in Universe
Total Return 12m
5.54%
#28 in Group
Total Return 5y
109.10%
#6 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: UPGD (5.5%) 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: UPGD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for UPGD
| Total Return (including Dividends) | UPGD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.88% | 2.87% | 2.87% |
| 3 Months | -4.50% | -6.42% | -6.42% |
| 12 Months | 5.54% | 9.87% | 9.87% |
| 5 Years | 109.10% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | UPGD | SPY | S&P 500 |
| 1 Month | 91.2% | 89.4% | 89.4% |
| 3 Months | -81.0% | -72% | -72% |
| 12 Months | 47.3% | 49.3% | 49.3% |
| 5 Years | 71.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #57 | 0.99% | 0.99% |
| 3 Month | #13 | 2.05% | 2.05% |
| 12 Month | #27 | -3.94% | -3.94% |
| 5 Years | #9 | 0.77% | 0.77% |
FAQs
Does UPGD Invesco outperforms the market?
No,
over the last 12 months UPGD made 5.54%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months UPGD made -4.50%, while SPY made -6.42%.
Over the last 3 months UPGD made -4.50%, while SPY made -6.42%.
Performance Comparison UPGD vs Indeces and Sectors
UPGD vs. Indices UPGD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.74% | 1.01% | -0.63% | -4.33% |
| US NASDAQ 100 | QQQ | 0.49% | -0.83% | -1.04% | -5.78% |
| US Dow Jones Industrial 30 | DIA | 0.46% | 2.27% | 0.40% | -0.83% |
| German DAX 40 | DAX | -1.38% | -15.4% | -26.2% | -19.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.08% | -2.39% | 0.14% | -0.09% |
| Hongkong Hang Seng | HSI | -2.78% | -12.3% | -10.1% | -6.55% |
| India NIFTY 50 | INDA | 3.13% | 1.60% | -2.53% | 3.21% |
| Brasil Bovespa | EWZ | -1.31% | -7.65% | -9.84% | 12.0% |
UPGD vs. Sectors UPGD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.56% | 0.21% | -6.81% | -14.8% |
| Consumer Discretionary | XLY | -0.18% | 0.37% | 1.56% | -8.51% |
| Consumer Staples | XLP | 1.11% | 1.86% | -7.54% | -2.02% |
| Energy | XLE | -0.24% | 3.80% | 5.37% | 15.3% |
| Financial | XLF | 0.11% | -1.69% | -6.51% | -16.0% |
| Health Care | XLV | 4.53% | 8.26% | 4.60% | 11.5% |
| Industrial | XLI | -0.83% | -3.50% | -1.61% | -4.45% |
| Materials | XLB | 0.75% | -0.83% | 3.42% | 11.6% |
| Real Estate | XLRE | 1.07% | -2.24% | -3.01% | -7.92% |
| Technology | XLK | -0.15% | -2.86% | 1.64% | -1.46% |
| Utilities | XLU | -0.30% | -1.74% | -8.40% | -10.4% |
| Aerospace & Defense | XAR | 0.23% | -5.46% | -9.93% | -19.6% |
| Biotech | XBI | 8.82% | 1.86% | 20.4% | 19.6% |
| Homebuilder | XHB | 1.18% | 0.81% | 13.0% | 15.3% |
| Retail | XRT | 0.59% | 0.29% | 5.66% | 9.86% |