Overview Performance Dividends Peer Group Options

(INVE-A) Investor ser. - Performance -2% in 12m

INVE-A performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 70.28%
#12 in Peer-Group
Rel. Strength 38.23%
#4607 in Stock-Universe
Total Return 12m -1.96%
#53 in Peer-Group
Total Return 5y 155.64%
#13 in Peer-Group
P/E Value
P/E Trailing 19.5
P/E Forward -
High / Low SEK
52 Week High 319.94 SEK
52 Week Low 250.56 SEK
Sentiment Value
VRO Trend Strength +-100 12.91
Buy/Sell Signal +-5 -2.61
Support / Resistance Levels
Support
Resistance
12m Total Return: INVE-A (-2%) vs XLF (25.9%)
Total Return of Investor ser. versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (INVE-A) Investor ser. - Performance -2% in 12m

Top Performer in Environmental & Facilities Services

Short Term Performance

Symbol 1w 1m 3m
INVE-A 0.36% -3.02% -9.57%
ROMA 1.25% 1.07% 277%
ZONE -5.06% 72.4% 138%
FTEK 15.8% 53.6% 135%

Long Term Performance

Symbol 6m 12m 5y
INVE-A -4.45% -1.96% 156%
ROMA 287% 443% -2.41%
ANRG 55.2% 358% -90.3%
FTEK 126% 122% 212%

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		 -4.91% 8.2% 114% 76.9 26.5 1.46 66.9% 24.2%
HDSN NASDAQ
Hudson Technologies		 9.77% -10.2% 715% 19.3 17.6 0.29 -50.6% -29.3%
EQT ST
EQT (publ)		 4.56% -8.09% 92% 38.4 35 0.5 9.20% 93.4%
RTO NYSE
Rentokil Initial		 -0.5% -17.4% -18% 29.1 16.8 1.26 60.3% 17.5%

Performance Comparison: INVE-A vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for INVE-A
Total Return (including Dividends) INVE-A XLF S&P 500
1 Month -3.02% 1.62% 2.95%
3 Months -9.57% 3.20% 6.01%
12 Months -1.96% 25.88% 13.19%
5 Years 155.64% 150.06% 117.19%

Trend Score (consistency of price movement) INVE-A XLF S&P 500
1 Month -60.7% 4.2% 78.3%
3 Months -20.9% 69.1% 84.6%
12 Months -3% 78.1% 43.3%
5 Years 90.4% 75% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #65 -4.57% -5.80%
3 Month #64 -12.38% -14.70%
12 Month #54 -22.12% -13.39%
5 Years #18 2.23% 17.70%

FAQs

Does Investor ser. (INVE-A) outperform the market?

No, over the last 12 months INVE-A made -1.96%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.88%. Over the last 3 months INVE-A made -9.57%, while XLF made 3.20%.

Performance Comparison INVE-A vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

INVE-A vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.5% -6% -6% -15%
US NASDAQ 100 QQQ -1.8% -6.7% -6.6% -16%
German DAX 40 DAX -0.6% -0.6% -22.4% -30%
Shanghai Shenzhen CSI 300 CSI 300 -1.7% -5.8% -5.4% -18%
Hongkong Hang Seng HSI -2.3% -10.4% -24.6% -35%
India NIFTY 50 INDA -1.4% -3.5% -7.1% -2%
Brasil Bovespa EWZ 0.8% -4.9% -29.7% -9%

INVE-A vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -1.6% -6.6% -11.1% -27%
Consumer Discretionary XLY -2.4% -2.6% 3.2% -22%
Consumer Staples XLP -1.3% -2.5% -8.1% -9%
Energy XLE 3.8% -6.5% -6.4% 2%
Financial XLF -2.7% -4.6% -10.5% -28%
Health Care XLV -0.4% -4.7% -1.3% 6%
Industrial XLI -1.7% -4.6% -13.2% -22%
Materials XLB -0.6% -4.1% -8% -2%
Real Estate XLRE -1.8% -6.3% -9.6% -16%
Technology XLK -2.3% -9.7% -7.6% -14%
Utilities XLU -1.9% -3.6% -12.6% -22%
Aerospace & Defense XAR -1.3% -7.4% -23.7% -44%
Biotech XBI -1.7% -8.7% 4.4% 9%
Homebuilder XHB -5.4% -4.9% 2.6% 3%
Retail XRT -1.2% -4.3% -0.6% -5%

INVE-A vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 11.7% -11.5% -3.57% 6%
Natural Gas UNG 7.9% 1.8% -5.1% 16%
Gold GLD 2.2% -3.6% -31.3% -44%
Silver SLV 3.7% -10.9% -25.1% -23%
Copper CPER -2.1% -6.5% -24.1% -14%

INVE-A vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.7% -5.4% -5.7% 1%
iShares High Yield Corp. Bond HYG -0.6% -4.4% -8.9% -12%