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%)
Total Return of Invesco SP500 High versus its related sector ETF SPY
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for HDLV Performance & Benchmarks - -0.1% in 12m

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%