(XMHQ) Invesco S&P MidCap - Performance -6.8% in 12m
Compare XMHQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.64%
#40 in Group
Rel. Strength
37.82%
#4948 in Universe
Total Return 12m
-6.84%
#70 in Group
Total Return 5y
116.33%
#5 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: XMHQ (-6.8%) 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: XMHQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XMHQ
| Total Return (including Dividends) | XMHQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 6.31% | 2.87% | 2.87% |
| 3 Months | -5.48% | -6.42% | -6.42% |
| 12 Months | -6.84% | 9.87% | 9.87% |
| 5 Years | 116.33% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | XMHQ | SPY | S&P 500 |
| 1 Month | 91.3% | 89.4% | 89.4% |
| 3 Months | -50.7% | -72% | -72% |
| 12 Months | -33.9% | 49.3% | 49.3% |
| 5 Years | 81.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #6 | 3.35% | 3.35% |
| 3 Month | #22 | 1.0% | 1.0% |
| 12 Month | #70 | -15.2% | -15.2% |
| 5 Years | #5 | 4.25% | 4.25% |
FAQs
Does XMHQ Invesco S&P MidCap outperforms the market?
No,
over the last 12 months XMHQ made -6.84%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months XMHQ made -5.48%, while SPY made -6.42%.
Over the last 3 months XMHQ made -5.48%, while SPY made -6.42%.
Performance Comparison XMHQ vs Indeces and Sectors
XMHQ vs. Indices XMHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.01% | 3.44% | -5.02% | -16.7% |
| US NASDAQ 100 | QQQ | 0.76% | 1.60% | -5.43% | -18.2% |
| US Dow Jones Industrial 30 | DIA | 0.73% | 4.70% | -3.99% | -13.2% |
| German DAX 40 | DAX | -1.11% | -13.0% | -30.6% | -31.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.35% | 0.04% | -4.25% | -12.5% |
| Hongkong Hang Seng | HSI | -2.51% | -9.90% | -14.5% | -18.9% |
| India NIFTY 50 | INDA | 3.40% | 4.03% | -6.92% | -9.17% |
| Brasil Bovespa | EWZ | -1.04% | -5.22% | -14.2% | -0.36% |
XMHQ vs. Sectors XMHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.83% | 2.64% | -11.2% | -27.2% |
| Consumer Discretionary | XLY | 0.09% | 2.80% | -2.83% | -20.9% |
| Consumer Staples | XLP | 1.38% | 4.29% | -11.9% | -14.4% |
| Energy | XLE | 0.03% | 6.23% | 0.98% | 2.92% |
| Financial | XLF | 0.38% | 0.74% | -10.9% | -28.4% |
| Health Care | XLV | 4.80% | 10.7% | 0.21% | -0.92% |
| Industrial | XLI | -0.56% | -1.07% | -6.0% | -16.8% |
| Materials | XLB | 1.02% | 1.60% | -0.97% | -0.81% |
| Real Estate | XLRE | 1.34% | 0.19% | -7.40% | -20.3% |
| Technology | XLK | 0.12% | -0.43% | -2.75% | -13.8% |
| Utilities | XLU | -0.03% | 0.69% | -12.8% | -22.8% |
| Aerospace & Defense | XAR | 0.50% | -3.03% | -14.3% | -32.0% |
| Biotech | XBI | 9.09% | 4.29% | 16.0% | 7.18% |
| Homebuilder | XHB | 1.45% | 3.24% | 8.61% | 2.91% |
| Retail | XRT | 0.86% | 2.72% | 1.27% | -2.52% |