(XSVM) Invesco S&P SmallCap - Performance -7.3% in 12m
Compare XSVM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.57%
#20 in Group
Rel. Strength
35.61%
#5137 in Universe
Total Return 12m
-7.32%
#41 in Group
Total Return 5y
141.18%
#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: XSVM (-7.3%) vs SPY (13%)
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 |
-3.04% | 7.01% | 85.8% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-4.26% | 5.34% | 110% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.85% | 3.69% | 127% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-4.36% | 5.16% | 109% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-4.31% | 5.23% | 109% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.72% | -4.06% | 154% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.46% | -0.73% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-3.09% | 1.21% | 131% | - | - | - | - | - |
Performance Comparison: XSVM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XSVM
| Total Return (including Dividends) | XSVM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.51% | -0.45% | -0.45% |
| 3 Months | -9.83% | -6.29% | -6.29% |
| 12 Months | -7.32% | 13.04% | 13.04% |
| 5 Years | 141.18% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | XSVM | SPY | S&P 500 |
| 1 Month | 47.3% | 47.5% | 47.5% |
| 3 Months | -89.5% | -87.3% | -87.3% |
| 12 Months | -19.7% | 54.3% | 54.3% |
| 5 Years | 70.6% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #15 | -3.08% | -3.08% |
| 3 Month | #25 | -3.78% | -3.78% |
| 12 Month | #42 | -18.0% | -18.0% |
| 5 Years | #12 | 13.9% | 13.9% |
FAQs
Does XSVM Invesco S&P SmallCap outperforms the market?
No,
over the last 12 months XSVM made -7.32%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months XSVM made -9.83%, while SPY made -6.29%.
Over the last 3 months XSVM made -9.83%, while SPY made -6.29%.
Performance Comparison XSVM vs Indeces and Sectors
XSVM vs. Indices XSVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.43% | -3.06% | -6.24% | -20.4% |
| US NASDAQ 100 | QQQ | -2.35% | -5.41% | -6.95% | -22.3% |
| US Dow Jones Industrial 30 | DIA | -0.89% | -0.66% | -5.48% | -16.6% |
| German DAX 40 | DAX | -1.07% | -3.29% | -24.3% | -32.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.22% | -0.30% | -2.54% | -12.3% |
| Hongkong Hang Seng | HSI | -1.03% | -1.99% | -6.77% | -20.3% |
| India NIFTY 50 | INDA | 1.09% | -8.39% | -6.12% | -10.2% |
| Brasil Bovespa | EWZ | 0.20% | -6.34% | -11.9% | -0.58% |
XSVM vs. Sectors XSVM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.58% | -2.91% | -12.2% | -30.8% |
| Consumer Discretionary | XLY | -1.46% | -2.92% | -7.41% | -22.0% |
| Consumer Staples | XLP | 0.63% | -2.69% | -10.3% | -18.3% |
| Energy | XLE | 2.83% | 10.5% | -1.10% | 2.0% |
| Financial | XLF | -0.32% | -1.50% | -13.2% | -30.0% |
| Health Care | XLV | 1.27% | 1.16% | -1.08% | -6.09% |
| Industrial | XLI | -1.75% | -3.81% | -7.28% | -18.0% |
| Materials | XLB | 0.38% | -0.29% | 1.60% | -2.88% |
| Real Estate | XLRE | -1.32% | -2.41% | -6.40% | -25.7% |
| Technology | XLK | -2.99% | -5.94% | -3.29% | -17.8% |
| Utilities | XLU | -0.15% | -3.61% | -10.7% | -28.1% |
| Aerospace & Defense | XAR | -2.46% | -10.5% | -20.1% | -34.8% |
| Biotech | XBI | -1.27% | -9.06% | 9.07% | -1.93% |
| Homebuilder | XHB | -0.16% | -1.43% | 8.72% | -1.15% |
| Retail | XRT | -0.19% | -2.35% | -0.28% | -5.81% |