(XLFS) Invesco Financials S&P - Performance 29% in 12m
XLFS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
75.84%
#32 in Peer-Group
Rel. Strength
74.63%
#1948 in Stock-Universe
Total Return 12m
28.97%
#28 in Peer-Group
Total Return 5y
143.52%
#19 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 413.40 USD |
| 52 Week Low | 284.05 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 87.91 |
| Buy/Sell Signal +-5 | 0.09 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: XLFS (29%) vs XLF (30%)
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 |
0.75% | 45.3% | 246% | - | - | - | - | - |
| EXV1 XETRA iShares STOXX Europe 600 |
0.9% | 45.9% | 249% | - | - | - | - | - |
| BNK PA Lyxor - Lyxor Stoxx Europe |
0.71% | 45.2% | 246% | - | - | - | - | - |
| LYBK XETRA Lyxor Stoxx Banks C-EUR |
2.06% | 51.2% | 287% | - | - | - | - | - |
| EXX1 XETRA iShares EURO STOXX Banks |
1.87% | 50.4% | 282% | - | - | - | - | - |
| BNKE PA Lyxor Stoxx Banks C-EUR |
1.84% | 51.2% | 286% | - | - | - | - | - |
| ESIF XETRA iShares MSCI Europe |
-1.2% | 34.4% | 144% | - | - | - | - | - |
| EXH5 XETRA iShares STOXX Europe 600 |
-2.63% | 31.4% | 125% | - | - | - | - | - |
Performance Comparison: XLFS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for XLFS
| Total Return (including Dividends) | XLFS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 4.58% | 5.08% | 5.25% |
| 3 Months | 18.44% | 20.75% | 24.13% |
| 12 Months | 28.97% | 29.97% | 14.15% |
| 5 Years | 143.52% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | XLFS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 60.8% | 64.2% | 81% |
| 3 Months | 82.4% | 86% | 96.9% |
| 12 Months | 87.2% | 78% | 44.9% |
| 5 Years | 78.6% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th91.49 | -0.48% | -0.63% |
| 3 Month | %th55.32 | -1.92% | -4.59% |
| 12 Month | %th40.43 | -1.04% | 13.11% |
| 5 Years | %th53.19 | -2.09% | 14.96% |
FAQs
Does Invesco Financials S&P (XLFS) outperform the market?
No,
over the last 12 months XLFS made 28.97%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.97%.
Over the last 3 months XLFS made 18.44%, while XLF made 20.75%.
Performance Comparison XLFS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
XLFS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.3% | -0.7% | 3.6% | 15% |
| US NASDAQ 100 | QQQ | 0.5% | -0.7% | 3% | 16% |
| German DAX 40 | DAX | 2.4% | 6% | -8.5% | 0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.5% | 1.3% | 0.2% | 9% |
| Hongkong Hang Seng | HSI | 0.7% | -1.5% | -15.8% | -10% |
| India NIFTY 50 | INDA | 2.1% | 1.1% | 3.3% | 30% |
| Brasil Bovespa | EWZ | -2.2% | -4.2% | -21.4% | 19% |
XLFS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.7% | -1.3% | -0.5% | 5% |
| Consumer Discretionary | XLY | 0.8% | 1.4% | 11.3% | 11% |
| Consumer Staples | XLP | -0% | 3.9% | 2% | 20% |
| Energy | XLE | -0% | -2.5% | 7.7% | 29% |
| Financial | XLF | -0.4% | -0.5% | -1.3% | -1% |
| Health Care | XLV | 0.8% | 2.4% | 11% | 34% |
| Industrial | XLI | 0.2% | 0.4% | -4.2% | 4% |
| Materials | XLB | -2% | 0.3% | -0.9% | 23% |
| Real Estate | XLRE | 0.4% | 3.6% | 3.9% | 16% |
| Technology | XLK | -0.5% | -4.1% | 1.3% | 18% |
| Utilities | XLU | 1.4% | 2.8% | 0.4% | 6% |
| Aerospace & Defense | XAR | 2.4% | -2.5% | -15% | -20% |
| Biotech | XBI | -0.7% | 1.2% | 16.8% | 36% |
| Homebuilder | XHB | -2.2% | -2.4% | 10.8% | 23% |
| Retail | XRT | -2.2% | -0.4% | 7.9% | 18% |
XLFS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.6% | -3.86% | 12.0% | 37% |
| Natural Gas | UNG | 9.8% | 14.4% | 20.4% | 31% |
| Gold | GLD | 0% | 5.8% | -17% | -10% |
| Silver | SLV | -0.7% | -2.3% | -13.7% | 11% |
| Copper | CPER | 1.2% | -0% | -13.5% | 18% |
XLFS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.1% | 3.5% | 7% | 31% |
| iShares High Yield Corp. Bond | HYG | 1.5% | 3% | 4.7% | 19% |