(INVE-B) Investor ser. - Performance 6.5% in 12m
Compare INVE-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.82%
#10 in Group
Rel. Strength
53.13%
#3741 in Universe
Total Return 12m
6.54%
#43 in Group
Total Return 5y
170.64%
#16 in Group
P/E 7.51
15th 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-B (6.5%) 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-B vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for INVE-B
| Total Return (including Dividends) | INVE-B | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -4.37% | 0.11% | -0.87% |
| 3 Months | -9.80% | -4.86% | -7.58% |
| 12 Months | 6.54% | 9.59% | 11.88% |
| 5 Years | 170.64% | 130.83% | 110.33% |
| Trend Score (consistency of price movement) | INVE-B | XLI | S&P 500 |
| 1 Month | 7.00% | 26% | 23% |
| 3 Months | -77.5% | -86% | -88.5% |
| 12 Months | 47.1% | 55.9% | 55.1% |
| 5 Years | 91.4% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #70 | -4.48% | -3.54% |
| 3 Month | #61 | -5.19% | -2.40% |
| 12 Month | #43 | -2.78% | -4.77% |
| 5 Years | #17 | 17.3% | 28.7% |
FAQs
Does INVE-B Investor ser. outperforms the market?
No,
over the last 12 months INVE-B made 6.54%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.59%.
Over the last 3 months INVE-B made -9.80%, while XLI made -4.86%.
Over the last 3 months INVE-B made -9.80%, while XLI made -4.86%.
Performance Comparison INVE-B vs Indeces and Sectors
INVE-B vs. Indices INVE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.24% | -3.50% | -3.12% | -5.34% |
| US NASDAQ 100 | QQQ | -3.27% | -5.77% | -3.55% | -6.13% |
| US Dow Jones Industrial 30 | DIA | -1.30% | -1.19% | -3.03% | -2.66% |
| German DAX 40 | DAX | -1.01% | -5.69% | -22.6% | -18.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.72% | -1.55% | -0.13% | 0.58% |
| Hongkong Hang Seng | HSI | -1.25% | -4.43% | -5.04% | -7.35% |
| India NIFTY 50 | INDA | 0.60% | -8.43% | -3.41% | 3.47% |
| Brasil Bovespa | EWZ | -1.44% | -8.97% | -6.82% | 12.4% |
INVE-B vs. Sectors INVE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.49% | -3.32% | -9.25% | -17.4% |
| Consumer Discretionary | XLY | -2.32% | -4.27% | -5.63% | -6.78% |
| Consumer Staples | XLP | 1.26% | -4.57% | -8.43% | -4.66% |
| Energy | XLE | 2.24% | 9.49% | 2.67% | 17.6% |
| Financial | XLF | -0.85% | -2.26% | -10.7% | -16.2% |
| Health Care | XLV | -2.16% | -0.58% | -1.43% | 4.82% |
| Industrial | XLI | -2.66% | -4.48% | -3.83% | -3.05% |
| Materials | XLB | -1.63% | -1.94% | 4.29% | 10.1% |
| Real Estate | XLRE | -0.72% | -3.06% | -2.23% | -11.6% |
| Technology | XLK | -4.69% | -6.06% | 0.22% | -1.19% |
| Utilities | XLU | 0.60% | -4.43% | -5.24% | -15.3% |
| Aerospace & Defense | XAR | -3.19% | -10.8% | -16.7% | -20.0% |
| Biotech | XBI | -3.54% | -6.65% | 9.52% | 8.37% |
| Homebuilder | XHB | -1.55% | -2.10% | 11.7% | 13.6% |
| Retail | XRT | -0.67% | -3.81% | 2.45% | 9.28% |