Overview Performance Dividends Peer Group Options

(INVE-B) Investor ser. - Performance -1.9% in 12m

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

Performance Rating 67.02%
#13 in Peer-Group
Rel. Strength 37.29%
#4650 in Stock-Universe
Total Return 12m -1.88%
#54 in Peer-Group
Total Return 5y 144.03%
#16 in Peer-Group
P/E Value
P/E Trailing 19.5
P/E Forward -
High / Low SEK
52 Week High 321.45 SEK
52 Week Low 250.60 SEK
Sentiment Value
VRO Trend Strength +-100 35.46
Buy/Sell Signal +-5 -1.97
Support / Resistance Levels
Support
Resistance
12m Total Return: INVE-B (-1.9%) vs XLF (29%)
Total Return of Investor ser. versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (INVE-B) Investor ser. - Performance -1.9% in 12m

Top Performer in Environmental & Facilities Services

Short Term Performance

Symbol 1w 1m 3m
INVE-B 2.62% 0.11% -4.98%
ROMA 5.61% -10.4% 283%
FTEK 15.6% 57.5% 140%
YYGH 27.8% 98.0% 62.3%

Long Term Performance

Symbol 6m 12m 5y
INVE-B -4.23% -1.88% 144%
ROMA 286% 393% 3.79%
ANRG 40.4% 347% -90.5%
FTEK 140% 133% 193%

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		 -5.4% 6.74% 109% 76.9 26.5 1.46 66.9% 24.2%
HDSN NASDAQ
Hudson Technologies		 14.3% -4.47% 729% 21 19.2 0.29 -50.6% -29.3%
EQT ST
EQT (publ)		 14% 1.74% 89.7% 38.4 35 0.5 9.20% 93.4%
RTO NYSE
Rentokil Initial		 -1.64% -16.6% -21.1% 29.2 17 1.27 60.3% 17.5%

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

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for INVE-B
Total Return (including Dividends) INVE-B XLF S&P 500
1 Month 0.11% 3.08% 4.55%
3 Months -4.98% 5.50% 10.78%
12 Months -1.88% 29.02% 14.71%
5 Years 144.03% 149.58% 112.53%

Trend Score (consistency of price movement) INVE-B XLF S&P 500
1 Month -49.8% 36.4% 79.2%
3 Months -7.6% 80.8% 92.9%
12 Months -12.4% 78% 44.2%
5 Years 90.8% 75% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th47.37 -2.88% -4.25%
3 Month %th28.42 -9.93% -14.23%
12 Month %th40.00 -23.95% -14.46%
5 Years %th80.00 -2.23% 14.82%

FAQs

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

No, over the last 12 months INVE-B made -1.88%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.02%. Over the last 3 months INVE-B made -4.98%, while XLF made 5.50%.

Performance Comparison INVE-B vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

INVE-B vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.3% -4.4% -10.3% -17%
US NASDAQ 100 QQQ -1.1% -5.4% -12.4% -17%
German DAX 40 DAX -0.2% 0.1% -23.2% -32%
Shanghai Shenzhen CSI 300 CSI 300 0% -4.1% -8.3% -19%
Hongkong Hang Seng HSI 0.1% -5.7% -26% -37%
India NIFTY 50 INDA 0.1% -2% -10% -2%
Brasil Bovespa EWZ -1.7% -7.7% -34.8% -15%

INVE-B vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -1.9% -6.7% -16.9% -31%
Consumer Discretionary XLY 1.3% -1.5% -1.6% -22%
Consumer Staples XLP 3.2% 1.7% -8.5% -11%
Energy XLE 4% -3.4% -4.8% 2%
Financial XLF -0.4% -3% -13.4% -31%
Health Care XLV 0.6% -1.9% -3.1% 4%
Industrial XLI 0.1% -3.6% -16.9% -26%
Materials XLB 1.6% -1.5% -9.6% -5%
Real Estate XLRE 4.1% 0.1% -7.7% -14%
Technology XLK -1.6% -8.8% -13.5% -14%
Utilities XLU 2.1% 0.1% -13.6% -26%
Aerospace & Defense XAR -2.3% -9.8% -31.7% -55%
Biotech XBI 1.8% -2% 3.7% 9%
Homebuilder XHB 1.4% -6% 1% -3%
Retail XRT 2.8% -1.3% -1.6% -8%

INVE-B vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 6.9% -5.01% -1.00% 8%
Natural Gas UNG 11.9% 9.5% 4.9% 6%
Gold GLD 4.6% 2.3% -30.1% -43%
Silver SLV 3.1% -3.8% -28.8% -24%
Copper CPER -0.6% -4.1% -30% -17%

INVE-B vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.9% -3.5% -7.1% -4%
iShares High Yield Corp. Bond HYG 1.7% -1.8% -9.3% -13%