(WDFE) Invesco Markets II - Performance 26.2% in 12m
WDFE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
45.88%
#43 in Peer-Group
Rel. Strength
71.53%
#2186 in Stock-Universe
Total Return 12m
26.23%
#30 in Peer-Group
Total Return 5y
69.37%
#43 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 8.13 USD |
| 52 Week Low | 4.80 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 60.59 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WDFE (26.2%) vs XLF (30.3%)
5y Drawdown (Underwater) Chart
Top Performer in Sector Equity Financial 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 |
|---|---|---|---|---|---|---|---|---|
| LBNK XETRA Multi Units Luxembourg |
-0.88% | 45.3% | 246% | - | - | - | - | - |
| EXV1 XETRA iShares STOXX Europe 600 |
-0.65% | 45.9% | 249% | - | - | - | - | - |
| BNK PA Lyxor - Lyxor Stoxx Europe |
-0.87% | 45.3% | 246% | - | - | - | - | - |
| LYBK XETRA Lyxor Stoxx Banks C-EUR |
-0.18% | 51.4% | 287% | - | - | - | - | - |
| EXX1 XETRA iShares EURO STOXX Banks |
-0.2% | 50.4% | 282% | - | - | - | - | - |
| BNKE PA Lyxor Stoxx Banks C-EUR |
-0.19% | 51.4% | 286% | - | - | - | - | - |
| ESIF XETRA iShares MSCI Europe |
-2.49% | 34.2% | 144% | - | - | - | - | - |
| EXH5 XETRA iShares STOXX Europe 600 |
-3.28% | 30% | 125% | - | - | - | - | - |
Performance Comparison: WDFE vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WDFE
| Total Return (including Dividends) | WDFE | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.07% | 4.08% | 4.68% |
| 3 Months | 25.53% | 21.05% | 24.35% |
| 12 Months | 26.23% | 30.32% | 14.02% |
| 5 Years | 69.37% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | WDFE | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 30.4% | 64.2% | 81% |
| 3 Months | 87.3% | 86% | 96.9% |
| 12 Months | 94.3% | 78% | 44.9% |
| 5 Years | 94.3% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th82.98 | -1.93% | -2.50% |
| 3 Month | %th61.70 | 3.70% | 0.95% |
| 12 Month | %th59.57 | 2.27% | 9.82% |
| 5 Years | %th59.57 | 1.83% | 12.11% |
FAQs
Does Invesco Markets II (WDFE) outperform the market?
No,
over the last 12 months WDFE made 26.23%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.32%.
Over the last 3 months WDFE made 25.53%, while XLF made 21.05%.
Performance Comparison WDFE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WDFE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0% | -2.6% | 9.2% | 12% |
| US NASDAQ 100 | QQQ | 0.4% | -3% | 8.6% | 14% |
| German DAX 40 | DAX | 1.2% | 3.7% | -3% | -3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.5% | -1.3% | 5.8% | 6% |
| Hongkong Hang Seng | HSI | -0.4% | -3.3% | -10.3% | -15% |
| India NIFTY 50 | INDA | 1% | 0.5% | 8.9% | 27% |
| Brasil Bovespa | EWZ | -0.4% | -5.6% | -15.9% | 16% |
WDFE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.7% | -2.4% | 5.1% | 1% |
| Consumer Discretionary | XLY | -0.6% | -2.4% | 16.9% | 8% |
| Consumer Staples | XLP | -0.3% | 0.8% | 7.6% | 17% |
| Energy | XLE | -1.4% | -3.1% | 13.3% | 26% |
| Financial | XLF | -0.4% | -2% | 4.3% | -4% |
| Health Care | XLV | 0.7% | 0.8% | 16.6% | 31% |
| Industrial | XLI | -0.1% | -1.3% | 1.4% | 1% |
| Materials | XLB | -2.8% | -2.6% | 4.7% | 21% |
| Real Estate | XLRE | 0.3% | 1.4% | 9.5% | 14% |
| Technology | XLK | -0.3% | -5.9% | 6.9% | 16% |
| Utilities | XLU | 1% | 0.6% | 6% | 3% |
| Aerospace & Defense | XAR | 2.2% | -3.3% | -9.4% | -22% |
| Biotech | XBI | -1.6% | 0.9% | 22.4% | 35% |
| Homebuilder | XHB | -2.9% | -6% | 16.4% | 22% |
| Retail | XRT | -3.4% | -1.1% | 13.5% | 15% |
WDFE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.6% | -3.27% | 17.6% | 33% |
| Natural Gas | UNG | 1.4% | 13.3% | 26% | 30% |
| Gold | GLD | 0.5% | 1.4% | -11.4% | -15% |
| Silver | SLV | -0.9% | -0.4% | -8.2% | 7% |
| Copper | CPER | 0.4% | -3.5% | -7.9% | 14% |
WDFE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.3% | -0.2% | 12.6% | 28% |
| iShares High Yield Corp. Bond | HYG | 1.1% | 0.2% | 10.3% | 16% |