HDLV Performance & Benchmarks - -0.1% in 12m
The Total Return for 3m is -0.6%, for 6m -10.4% and YTD -10.9%. Compare with Peer-Group: US Equity Income
Performance Rating
47.30%
#9 in Peer-Group
Rel. Strength
35.82%
#4937 in Stock-Universe
Total Return 12m
-0.14%
#17 in Peer-Group
Total Return 5y
70.81%
#10 in Peer-Group
P/E | Value |
---|---|
P/E Trailing | - |
P/E Forward | - |
High / Low | EUR |
---|---|
52 Week High | 36.07 EUR |
52 Week Low | 29.30 EUR |
Sentiment | Value |
---|---|
VRO Trend Strength +-100 | 33.34 |
Buy/Sell Signal +-5 | 1.09 |
Support / Resistance | Levels |
---|---|
Support | |
Resistance |
12m Total Return: HDLV (-0.1%) vs SPY (23.5%)

5y Drawdown (Underwater) Chart

Top Performer in US Equity Income
Short Term Performance
Symbol | 1w | 1m | 3m |
---|---|---|---|
HDLV | -1.04% | 0.81% | -0.56% |
FUSA | -0.17% | 2.72% | 8.24% |
FUSD | -0.14% | 2.68% | 8.15% |
JEQP | 0.07% | 3.05% | 6.47% |
Long Term Performance
Symbol | 6m | 12m | 5y |
---|---|---|---|
HDLV | -10.4% | -0.14% | 70.8% |
FUSA | -4.21% | 10.2% | 94.9% |
FUSD | -4.33% | 9.40% | 112% |
QYLE | -17.0% | 9.17% | 45.0% |
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 |
---|---|---|---|---|---|---|---|---|
FUSD XETRA Fidelity SICAV - Fidelity |
2.68% | 9.4% | 112% | - | - | - | - | - |
FUSA XETRA Fidelity US Quality Income |
2.72% | 10.2% | 94.9% | - | - | - | - | - |
SPYD XETRA SPDR S&P US Dividend |
1.12% | 1.01% | 66.7% | - | - | - | - | - |
QYLE XETRA Global X NASDAQ 100 Covered |
0.86% | 9.17% | 45% | - | - | - | - | - |
JEQP XETRA JPM Nasdaq Equity Premium |
3.05% | -5.42% | -5.42% | - | - | - | - | - |
Performance Comparison: HDLV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HDLV
Total Return (including Dividends) | HDLV | SPY | S&P 500 |
---|---|---|---|
1 Month | 0.81% | 1.69% | 1.69% |
3 Months | -0.56% | 12.34% | 12.34% |
12 Months | -0.14% | 23.51% | 23.51% |
5 Years | 70.81% | 102.76% | 102.76% |
Trend Stabilty (consistency of price movement) | HDLV | SPY | S&P 500 |
---|---|---|---|
1 Month | 47% | 68.6% | 68.6% |
3 Months | -9.2% | 96.5% | 96.5% |
12 Months | -38.8% | 50.2% | 50.2% |
5 Years | 82.8% | 84% | 84% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
---|---|---|---|
1 Month | 40 %th | -0.86% | -0.86% |
3 Month | 15 %th | -11.48% | -11.48% |
12 Month | 10 %th | -19.15% | -19.15% |
5 Years | 55 %th | -15.76% | -15.76% |
FAQs
Does Invesco SP500 High (HDLV) outperform the market?
No,
over the last 12 months HDLV made -0.14%, while its related Sector, the SPDR SP500 Trust (SPY) made 23.51%.
Over the last 3 months HDLV made -0.56%, while SPY made 12.34%.
Performance Comparison HDLV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HDLV vs. Indices
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -0.1% | -0.9% | -15.9% | -24% |
US NASDAQ 100 | QQQ | -0.3% | -1.4% | -18.2% | -30% |
German DAX 40 | DAX | -0.2% | 2.1% | -20.4% | -36% |
Shanghai Shenzhen CSI 300 | CSI 300 | 0.3% | -2.5% | -18.8% | -22% |
Hongkong Hang Seng | HSI | 0.9% | -3.4% | -38.6% | -41% |
India NIFTY 50 | INDA | 0.4% | 6% | -12.4% | 4% |
Brasil Bovespa | EWZ | -2.6% | 6.7% | -18.1% | -7% |
HDLV vs. Sectors
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -2.1% | -0.3% | -15.4% | -33% |
Consumer Discretionary | XLY | 2.3% | 0.7% | -5.1% | -29% |
Consumer Staples | XLP | -0.9% | 2.7% | -14.1% | -6% |
Energy | XLE | 2% | 1.7% | -6.7% | -2% |
Financial | XLF | 1.2% | 2.3% | -12.6% | -29% |
Health Care | XLV | 0.7% | 1.8% | -1.6% | 8% |
Industrial | XLI | 1.2% | -0.7% | -21.3% | -27% |
Materials | XLB | 2.4% | 3.7% | -9.9% | -2% |
Real Estate | XLRE | -0.1% | 0.4% | -12.6% | -6% |
Technology | XLK | -0.4% | -2.1% | -24.3% | -34% |
Utilities | XLU | -5.5% | -5.7% | -24.5% | -25% |
Aerospace & Defense | XAR | 0.5% | -2.6% | -34.7% | -55% |
Biotech | XBI | -1.3% | -3.1% | -4.2% | 7% |
Homebuilder | XHB | -0.2% | -3.7% | -10.1% | 1% |
Retail | XRT | 1.6% | 1.4% | -10.6% | -12% |
HDLV vs. Commodities
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Oil | USO | 0.3% | 1.29% | -8.54% | -4% |
Natural Gas | UNG | 4.2% | 15% | 13.7% | -0% |
Gold | GLD | -2.8% | -0.3% | -28.8% | -40% |
Silver | SLV | 0.9% | -0.8% | -26.6% | -37% |
Copper | CPER | 19.3% | 11.8% | -11.2% | -11% |
HDLV vs. Bonds
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
iShares 20+ Years Bond | TLT | -4% | -1.8% | -12.1% | 7% |
iShares High Yield Corp. Bond | HYG | -1.3% | 0.1% | -14.3% | -10% |