(XMVM) Invesco S&P MidCap - Performance 4.6% in 12m
Compare XMVM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.67%
#5 in Group
Rel. Strength
48.27%
#4117 in Universe
Total Return 12m
4.62%
#11 in Group
Total Return 5y
131.73%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: XMVM (4.6%) vs SPY (13.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-2.03% | 8.14% | 89.2% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.61% | 6.13% | 114% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.1% | 4.62% | 132% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.72% | 5.96% | 113% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.64% | 5.95% | 113% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-3.78% | -3.31% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-1.85% | 2.07% | 137% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-3.96% | -0.37% | 167% | - | - | - | - | - |
Performance Comparison: XMVM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XMVM
| Total Return (including Dividends) | XMVM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.10% | 0.40% | 0.40% |
| 3 Months | -6.39% | -4.90% | -4.90% |
| 12 Months | 4.62% | 13.65% | 13.65% |
| 5 Years | 131.73% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | XMVM | SPY | S&P 500 |
| 1 Month | 82.6% | 74.8% | 74.8% |
| 3 Months | -85.2% | -84.7% | -84.7% |
| 12 Months | 26.6% | 53.5% | 53.5% |
| 5 Years | 83.7% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #10 | -2.49% | -2.49% |
| 3 Month | #12 | -1.57% | -1.57% |
| 12 Month | #16 | -7.95% | -7.95% |
| 5 Years | #16 | 7.80% | 7.80% |
FAQs
Does XMVM Invesco S&P MidCap outperforms the market?
No,
over the last 12 months XMVM made 4.62%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months XMVM made -6.39%, while SPY made -4.90%.
Over the last 3 months XMVM made -6.39%, while SPY made -4.90%.
Performance Comparison XMVM vs Indeces and Sectors
XMVM vs. Indices XMVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.13% | -2.50% | -4.10% | -9.03% |
| US NASDAQ 100 | QQQ | -0.64% | -4.76% | -4.89% | -10.6% |
| US Dow Jones Industrial 30 | DIA | -0.20% | -0.02% | -3.57% | -5.19% |
| German DAX 40 | DAX | -0.91% | -5.13% | -24.3% | -23.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.03% | -1.87% | -0.13% | -0.73% |
| Hongkong Hang Seng | HSI | -0.81% | -2.16% | -4.48% | -5.92% |
| India NIFTY 50 | INDA | 0.79% | -6.66% | -4.0% | 2.13% |
| Brasil Bovespa | EWZ | 2.13% | -5.85% | -6.07% | 12.4% |
XMVM vs. Sectors XMVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.44% | -2.69% | -10.4% | -19.5% |
| Consumer Discretionary | XLY | 0.86% | -1.18% | -5.49% | -10.4% |
| Consumer Staples | XLP | 1.91% | -2.11% | -6.79% | -6.00% |
| Energy | XLE | 3.30% | 10.8% | 2.99% | 13.1% |
| Financial | XLF | -0.82% | -1.30% | -12.4% | -20.3% |
| Health Care | XLV | 2.45% | 1.90% | 0.82% | 4.42% |
| Industrial | XLI | -1.52% | -3.25% | -5.35% | -7.40% |
| Materials | XLB | - | 0.29% | 4.30% | 6.94% |
| Real Estate | XLRE | -0.65% | -1.74% | -2.68% | -13.5% |
| Technology | XLK | -1.10% | -5.48% | -1.14% | -6.07% |
| Utilities | XLU | 0.83% | -2.52% | -8.90% | -16.5% |
| Aerospace & Defense | XAR | -1.59% | -9.78% | -18.6% | -24.3% |
| Biotech | XBI | -1.25% | -5.71% | 11.8% | 9.96% |
| Homebuilder | XHB | -1.08% | -0.50% | 11.6% | 10.0% |
| Retail | XRT | -0.27% | -0.91% | 2.42% | 5.67% |