(MLPD) Invesco Morningstar US - Performance 7.2% in 12m
MLPD performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.81%
#13 in Peer-Group
Rel. Strength
44.59%
#4259 in Stock-Universe
Total Return 12m
7.15%
#7 in Peer-Group
Total Return 5y
119.33%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 56.52 USD |
| 52 Week Low | 38.98 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 16.26 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MLPD (7.2%) vs XLE (-0.9%)
5y Drawdown (Underwater) Chart
Top Performer in Sector Equity Energy
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 |
|---|---|---|---|---|---|---|---|---|
| JMLP XETRA Alerian Midstream Energy |
-1.62% | 9% | 235% | - | - | - | - | - |
| EXH1 XETRA iShares STOXX Europe 600 |
0.58% | 5.77% | 105% | - | - | - | - | - |
| WENS SW iShares MSCI World Energy |
1.15% | 2.93% | 145% | - | - | - | - | - |
| 5MVW XETRA iShares MSCI World Energy |
-0.53% | -5.01% | 148% | - | - | - | - | - |
| ZPDE XETRA SPDR S&P U.S. Energy |
0.66% | -8.21% | 176% | - | - | - | - | - |
| XDW0 XETRA db x-trackers MSCI World |
-0.22% | -5.51% | 142% | - | - | - | - | - |
| IUES SW iShares SP500 Energy Sector |
1.57% | -1.49% | 186% | - | - | - | - | - |
| QDVF XETRA iShares SP500 Energy Sector |
0.68% | -8.15% | 174% | - | - | - | - | - |
Performance Comparison: MLPD vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for MLPD
| Total Return (including Dividends) | MLPD | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -1.22% | 1.17% | 3.98% |
| 3 Months | 4.05% | 12.25% | 16.24% |
| 12 Months | 7.15% | -0.90% | 12.66% |
| 5 Years | 119.33% | 189.77% | 109.18% |
| Trend Score (consistency of price movement) | MLPD | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -63.9% | 34% | 91.4% |
| 3 Months | 17.6% | 84.3% | 97.5% |
| 12 Months | 89.4% | -29.4% | 46.7% |
| 5 Years | 97.6% | 92.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th5.71 | -3.43% | -4.82% |
| 3 Month | %th14.29 | -8.32% | -10.32% |
| 12 Month | %th80.00 | 5.14% | -8.15% |
| 5 Years | %th37.14 | -25.14% | 5.05% |
FAQs
Does Invesco Morningstar US (MLPD) outperform the market?
Yes,
over the last 12 months MLPD made 7.15%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -0.90%.
Over the last 3 months MLPD made 4.05%, while XLE made 12.25%.
Performance Comparison MLPD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MLPD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.6% | -5.2% | -11.1% | -6% |
| US NASDAQ 100 | QQQ | -0.7% | -5.4% | -13.5% | -6% |
| German DAX 40 | DAX | -0.3% | -3.2% | -21.7% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.1% | -6.4% | -13% | -13% |
| Hongkong Hang Seng | HSI | -1.4% | -3.8% | -32.4% | -27% |
| India NIFTY 50 | INDA | 0.9% | -1.9% | -10.9% | 10% |
| Brasil Bovespa | EWZ | 4.6% | 2.3% | -24.2% | 7% |
MLPD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0% | -4.1% | -15.8% | -18% |
| Consumer Discretionary | XLY | -1.7% | -5.3% | -3.9% | -10% |
| Consumer Staples | XLP | 1.6% | -1.5% | -10.1% | -1% |
| Energy | XLE | -2.2% | -2.4% | -1.3% | 8% |
| Financial | XLF | 0.3% | -5.6% | -12.8% | -17% |
| Health Care | XLV | -0.4% | -1.2% | -0.4% | 14% |
| Industrial | XLI | -1.3% | -6.7% | -16.1% | -15% |
| Materials | XLB | -0.5% | -5% | -9.7% | 4% |
| Real Estate | XLRE | -0.8% | -1.9% | -9.3% | -1% |
| Technology | XLK | -0.2% | -6.6% | -15.7% | -3% |
| Utilities | XLU | -0.9% | -4.1% | -14% | -15% |
| Aerospace & Defense | XAR | -3% | -11.1% | -31.6% | -43% |
| Biotech | XBI | -5.5% | -7.1% | -5% | 19% |
| Homebuilder | XHB | -2.7% | -10.5% | -0.9% | 11% |
| Retail | XRT | -1% | -6.4% | -7.8% | -0% |
MLPD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.2% | 2.56% | 4.30% | 13% |
| Natural Gas | UNG | -1.1% | 8.7% | 14.1% | 2% |
| Gold | GLD | -0.1% | -0% | -27.8% | -30% |
| Silver | SLV | -3.5% | -6.1% | -30.4% | -16% |
| Copper | CPER | -10% | -14.7% | -29% | -15% |
MLPD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.7% | -1.8% | -5.7% | 11% |
| iShares High Yield Corp. Bond | HYG | 0.1% | -2.4% | -8% | -2% |