INAI Performance & Benchmarks - 48.2% in 12m
The Total Return for 3m is 24.5%, for 6m 11.3% and YTD 15.8%. Compare with Peer-Group: Global Equity
Performance Rating
49.86%
#33 in Peer-Group
Rel. Strength
82.62%
#1338 in Stock-Universe
Total Return 12m
48.15%
#1 in Peer-Group
Total Return 5y
66.58%
#22 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 34.45 CAD |
| 52 Week Low | 22.07 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 50.49 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: INAI (48.2%) vs VT (23.2%)
5y Drawdown (Underwater) Chart
Top Performer in Global Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| INAI | -1.41% | 3.92% | 24.5% |
| TGED | -0.81% | 1.70% | 10.8% |
| VMO | -1.26% | 0.59% | 10.7% |
| VXC | -1.79% | 0.78% | 8.45% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| INAI | 11.3% | 48.2% | 66.6% |
| VMO | 3.82% | 25.1% | 91.3% |
| TGED | 2.85% | 24.2% | 108% |
| EVO | 13.2% | 26.6% | 24.1% |
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 |
|---|---|---|---|---|---|---|---|---|
| HEQT TO Global X All-Equity Asset |
0.42% | 21.6% | 114% | - | - | - | - | - |
| XEQT TO iShares Core Equity |
0.45% | 21.9% | 81.8% | - | - | - | - | - |
| VEQT TO Vanguard All-Equity |
0.6% | 21.9% | 82% | - | - | - | - | - |
| TGED TO TD Active Global Enhanced |
1.7% | 24.2% | 108% | - | - | - | - | - |
| XAW TO iShares Core MSCI All |
0.67% | 19.3% | 80.3% | - | - | - | - | - |
| VMO TO Vanguard Global Momentum |
0.59% | 25.1% | 91.3% | - | - | - | - | - |
| HGRO TO Global X Growth TRI |
0.42% | 21% | 80.2% | - | - | - | - | - |
| VXC TO Vanguard FTSE Global All |
0.78% | 20.1% | 78.7% | - | - | - | - | - |
Performance Comparison: INAI vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for INAI
| Total Return (including Dividends) | INAI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 3.92% | 1.24% | 1.69% |
| 3 Months | 24.54% | 10.13% | 12.34% |
| 12 Months | 48.15% | 23.20% | 23.51% |
| 5 Years | 66.58% | 78.05% | 102.76% |
| Trend Stabilty (consistency of price movement) | INAI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 92.6% | 54.2% | 68.6% |
| 3 Months | 98% | 95.9% | 96.5% |
| 12 Months | 67% | 64.1% | 50.2% |
| 5 Years | 84.7% | 72.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 94 %th | 4.08% | 3.75% |
| 3 Month | 98 %th | 14.67% | 12.55% |
| 12 Month | 98 %th | 22.85% | 22.89% |
| 5 Years | 96 %th | 28.08% | 25.30% |
FAQs
Does Invesco Morningstar (INAI) outperform the market?
Yes,
over the last 12 months INAI made 48.15%, while its related Sector, the Vanguard Total World Stock (VT) made 23.20%.
Over the last 3 months INAI made 24.54%, while VT made 10.13%.
Performance Comparison INAI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
INAI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | 2.2% | 5.7% | 25% |
| US NASDAQ 100 | QQQ | -0.7% | 1.7% | 3.4% | 18% |
| German DAX 40 | DAX | -0.6% | 5.2% | 1.3% | 12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.1% | 0.6% | 2.8% | 26% |
| Hongkong Hang Seng | HSI | 0.5% | -0.3% | -17% | 7% |
| India NIFTY 50 | INDA | 0% | 9.1% | 9.2% | 52% |
| Brasil Bovespa | EWZ | -3% | 9.8% | 3.5% | 41% |
INAI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.5% | 2.8% | 6.2% | 15% |
| Consumer Discretionary | XLY | 1.9% | 3.8% | 16.5% | 19% |
| Consumer Staples | XLP | -1.3% | 5.8% | 7.6% | 42% |
| Energy | XLE | 1.6% | 4.8% | 14.9% | 46% |
| Financial | XLF | 0.8% | 5.4% | 9% | 19% |
| Health Care | XLV | 0.3% | 4.9% | 20% | 56% |
| Industrial | XLI | 0.8% | 2.4% | 0.3% | 21% |
| Materials | XLB | 2.1% | 6.8% | 11.7% | 46% |
| Real Estate | XLRE | -0.4% | 3.5% | 9% | 42% |
| Technology | XLK | -0.7% | 1% | -2.7% | 15% |
| Utilities | XLU | -5.8% | -2.6% | -2.9% | 24% |
| Aerospace & Defense | XAR | 0.1% | 0.5% | -13.1% | -7% |
| Biotech | XBI | -1.7% | 0% | 17.5% | 55% |
| Homebuilder | XHB | -0.6% | -0.6% | 11.5% | 49% |
| Retail | XRT | 1.2% | 4.5% | 11.1% | 37% |
INAI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0% | 4.40% | 13.1% | 44% |
| Natural Gas | UNG | 3.8% | 18.2% | 35.3% | 48% |
| Gold | GLD | -3.2% | 2.8% | -7.2% | 8% |
| Silver | SLV | 0.5% | 2.3% | -5% | 11% |
| Copper | CPER | 18.9% | 14.9% | 10.4% | 38% |
INAI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.4% | 1.3% | 9.5% | 55% |
| iShares High Yield Corp. Bond | HYG | -1.7% | 3.2% | 7.3% | 38% |