(INVE-A) Investor ser. - Performance 7.7% in 12m
Compare INVE-A with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.58%
#8 in Group
Rel. Strength
55.88%
#3522 in Universe
Total Return 12m
7.72%
#40 in Group
Total Return 5y
206.03%
#11 in Group
P/E 7.52
17th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.34%
89th Percentile in Group
12m Total Return: INVE-A (7.7%) vs XLI (9.6%)
5y Drawdown (Underwater) Chart
Top Performers in Environmental & Facilities Services
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 |
|---|---|---|---|---|---|---|---|---|
| WCN TO Waste Connections |
-2.93% | 22.6% | 133% | 80 | 26.2 | 1.43 | 67.1% | 17.3% |
| WCN NYSE Waste Connections |
1.25% | 22.8% | 140% | 80 | 26.3 | 1.43 | 36.3% | 11.8% |
| EQT ST EQT (publ) |
-8.68% | -7.09% | 134% | 34.3 | 35 | 0.5 | -27.3% | 56.6% |
| RTO NYSE Rentokil Initial |
1.88% | -8.32% | -15.2% | 28.4 | 16.6 | 1.24 | 65.7% | 76.7% |
Performance Comparison: INVE-A vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for INVE-A
| Total Return (including Dividends) | INVE-A | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -3.79% | 0.11% | -0.87% |
| 3 Months | -9.38% | -4.86% | -7.58% |
| 12 Months | 7.72% | 9.59% | 11.88% |
| 5 Years | 206.03% | 130.83% | 110.33% |
| Trend Score (consistency of price movement) | INVE-A | XLI | S&P 500 |
| 1 Month | 7.10% | 26% | 23% |
| 3 Months | -77.7% | -86% | -88.5% |
| 12 Months | 48.2% | 55.9% | 55.1% |
| 5 Years | 91.0% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #68 | -3.90% | -2.95% |
| 3 Month | #59 | -4.75% | -1.95% |
| 12 Month | #41 | -1.70% | -3.71% |
| 5 Years | #11 | 32.6% | 45.5% |
FAQs
Does INVE-A Investor ser. outperforms the market?
No,
over the last 12 months INVE-A made 7.72%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.59%.
Over the last 3 months INVE-A made -9.38%, while XLI made -4.86%.
Over the last 3 months INVE-A made -9.38%, while XLI made -4.86%.
Performance Comparison INVE-A vs Indeces and Sectors
INVE-A vs. Indices INVE-A is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.80% | -2.92% | -2.80% | -4.16% |
| US NASDAQ 100 | QQQ | -2.83% | -5.19% | -3.23% | -4.95% |
| US Dow Jones Industrial 30 | DIA | -0.86% | -0.61% | -2.71% | -1.48% |
| German DAX 40 | DAX | -0.57% | -5.11% | -22.3% | -17.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.16% | -0.97% | 0.19% | 1.76% |
| Hongkong Hang Seng | HSI | -0.81% | -3.85% | -4.72% | -6.17% |
| India NIFTY 50 | INDA | 1.04% | -7.85% | -3.09% | 4.65% |
| Brasil Bovespa | EWZ | -1.0% | -8.39% | -6.50% | 13.5% |
INVE-A vs. Sectors INVE-A is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.05% | -2.74% | -8.93% | -16.2% |
| Consumer Discretionary | XLY | -1.88% | -3.69% | -5.31% | -5.60% |
| Consumer Staples | XLP | 1.70% | -3.99% | -8.11% | -3.48% |
| Energy | XLE | 2.68% | 10.1% | 2.99% | 18.8% |
| Financial | XLF | -0.41% | -1.68% | -10.4% | -15.0% |
| Health Care | XLV | -1.72% | - | -1.11% | 6.0% |
| Industrial | XLI | -2.22% | -3.90% | -3.51% | -1.87% |
| Materials | XLB | -1.19% | -1.36% | 4.61% | 11.2% |
| Real Estate | XLRE | -0.28% | -2.48% | -1.91% | -10.4% |
| Technology | XLK | -4.25% | -5.48% | 0.54% | -0.01% |
| Utilities | XLU | 1.04% | -3.85% | -4.92% | -14.1% |
| Aerospace & Defense | XAR | -2.75% | -10.2% | -16.3% | -18.9% |
| Biotech | XBI | -3.10% | -6.07% | 9.84% | 9.55% |
| Homebuilder | XHB | -1.11% | -1.52% | 12.0% | 14.8% |
| Retail | XRT | -0.23% | -3.23% | 2.77% | 10.5% |