(VRP) Invesco Variable Rate - Performance 6.8% in 12m
Compare VRP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.45%
#3 in Group
Rel. Strength
53.27%
#3719 in Universe
Total Return 12m
6.83%
#9 in Group
Total Return 5y
34.64%
#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: VRP (6.8%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Preferred Stock
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 |
|---|---|---|---|---|---|---|---|---|
| PFFA NYSE ARCA Virtus InfraCap U.S. |
2.86% | 8.32% | 96.2% | - | - | - | - | - |
| VRP NYSE ARCA Invesco Variable Rate |
1.86% | 6.83% | 34.6% | - | - | - | - | - |
| FPEI NYSE ARCA First Trust Institutional |
2.55% | 7.99% | 33.9% | - | - | - | - | - |
| PFFV NYSE ARCA Global X Variable Rate |
1.12% | 5.57% | 26% | - | - | - | - | - |
| PREF NYSE ARCA Principal Spectrum |
1.99% | 7.38% | 22.5% | - | - | - | - | - |
| FPE NYSE ARCA First Trust Preferred |
1.04% | 6.94% | 25.8% | - | - | - | - | - |
| JHPI NYSE ARCA John Hancock Preferred |
1.44% | 6.11% | 7.94% | - | - | - | - | - |
| PFXF NYSE ARCA VanEck Preferred Securities |
4.47% | 3.81% | 27.2% | - | - | - | - | - |
Performance Comparison: VRP vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for VRP
| Total Return (including Dividends) | VRP | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.86% | 2.87% | 2.87% |
| 3 Months | -0.43% | -6.42% | -6.42% |
| 12 Months | 6.83% | 9.87% | 9.87% |
| 5 Years | 34.64% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | VRP | SPY | S&P 500 |
| 1 Month | 78.8% | 89.4% | 89.4% |
| 3 Months | -64.6% | -72% | -72% |
| 12 Months | 87.9% | 49.3% | 49.3% |
| 5 Years | 61.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #13 | -0.98% | -0.98% |
| 3 Month | #5 | 6.40% | 6.40% |
| 12 Month | #10 | -2.76% | -2.76% |
| 5 Years | #8 | -35.1% | -35.1% |
FAQs
Does VRP Invesco Variable Rate outperforms the market?
No,
over the last 12 months VRP made 6.83%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months VRP made -0.43%, while SPY made -6.42%.
Over the last 3 months VRP made -0.43%, while SPY made -6.42%.
Performance Comparison VRP vs Indeces and Sectors
VRP vs. Indices VRP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.81% | -1.01% | 6.01% | -3.04% |
| US NASDAQ 100 | QQQ | 0.56% | -2.85% | 5.60% | -4.49% |
| US Dow Jones Industrial 30 | DIA | 0.53% | 0.25% | 7.04% | 0.46% |
| German DAX 40 | DAX | -1.31% | -17.4% | -19.6% | -18.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.15% | -4.41% | 6.78% | 1.20% |
| Hongkong Hang Seng | HSI | -2.71% | -14.4% | -3.48% | -5.26% |
| India NIFTY 50 | INDA | 3.20% | -0.42% | 4.11% | 4.50% |
| Brasil Bovespa | EWZ | -1.24% | -9.67% | -3.20% | 13.3% |
VRP vs. Sectors VRP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.63% | -1.81% | -0.17% | -13.5% |
| Consumer Discretionary | XLY | -0.11% | -1.65% | 8.20% | -7.22% |
| Consumer Staples | XLP | 1.18% | -0.16% | -0.90% | -0.73% |
| Energy | XLE | -0.17% | 1.78% | 12.0% | 16.6% |
| Financial | XLF | 0.18% | -3.71% | 0.13% | -14.7% |
| Health Care | XLV | 4.60% | 6.24% | 11.2% | 12.8% |
| Industrial | XLI | -0.76% | -5.52% | 5.03% | -3.16% |
| Materials | XLB | 0.82% | -2.85% | 10.1% | 12.9% |
| Real Estate | XLRE | 1.14% | -4.26% | 3.63% | -6.63% |
| Technology | XLK | -0.08% | -4.88% | 8.28% | -0.17% |
| Utilities | XLU | -0.23% | -3.76% | -1.76% | -9.08% |
| Aerospace & Defense | XAR | 0.30% | -7.48% | -3.29% | -18.3% |
| Biotech | XBI | 8.89% | -0.16% | 27.1% | 20.9% |
| Homebuilder | XHB | 1.25% | -1.21% | 19.6% | 16.6% |
| Retail | XRT | 0.66% | -1.73% | 12.3% | 11.2% |