HDLV Performance & Benchmarks - -4% in 12m
The Total Return for 3m is -1.5%, for 6m -11.9% and YTD -11.8%. Compare with Peer-Group: US Equity Income
Performance Rating
46.08%
#10 in Peer-Group
Rel. Strength
37.35%
#4816 in Stock-Universe
Total Return 12m
-3.97%
#17 in Peer-Group
Total Return 5y
69.73%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 36.06 EUR |
| 52 Week Low | 29.17 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 26.74 |
| Buy/Sell Signal +-5 | -1.89 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HDLV (-4%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| HDLV | -1.06% | 0.29% | -1.48% |
| FUSD | -0.32% | 2.42% | 6.97% |
| FUSA | -0.24% | 2.36% | 6.90% |
| JEQP | 0.24% | 2.92% | 5.85% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| HDLV | -11.9% | -3.97% | 69.7% |
| FUSA | -5.93% | 2.86% | 91.5% |
| FUSD | -5.85% | 2.07% | 108% |
| JEQP | -9.58% | -6.30% | -6.30% |
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 |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.42% | 2.07% | 108% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.36% | 2.86% | 91.5% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
0.39% | -3.3% | 64.7% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
0.15% | 1.12% | 44.2% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
2.92% | -6.3% | -6.3% | - | - | - | - | - |
Performance Comparison: HDLV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HDLV
| Total Return (including Dividends) | HDLV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.29% | 0.66% | 0.66% |
| 3 Months | -1.48% | 11.66% | 11.66% |
| 12 Months | -3.97% | 15.92% | 15.92% |
| 5 Years | 69.73% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | HDLV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 61.3% | 66.4% | 66.4% |
| 3 Months | -17.6% | 96.6% | 96.6% |
| 12 Months | -47.2% | 50% | 50% |
| 5 Years | 83.5% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 15 %th | -0.36% | -0.36% |
| 3 Month | 10 %th | -10.45% | -10.45% |
| 12 Month | 20 %th | -17.16% | -17.16% |
| 5 Years | 55 %th | -16.43% | -16.43% |
FAQs
Does Invesco SP500 High (HDLV) outperform the market?
No,
over the last 12 months HDLV made -3.97%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months HDLV made -1.48%, while SPY made 11.66%.
Performance Comparison HDLV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HDLV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.4% | -0.4% | -16.5% | -20% |
| US NASDAQ 100 | QQQ | 1.2% | -1% | -19.1% | -25% |
| German DAX 40 | DAX | 2.2% | 1.4% | -20.8% | -33% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.5% | -2.4% | -20.8% | -25% |
| Hongkong Hang Seng | HSI | 1.2% | -1.8% | -39.2% | -43% |
| India NIFTY 50 | INDA | 1% | 5.9% | -15.5% | 3% |
| Brasil Bovespa | EWZ | 0% | 7.7% | -18.8% | -8% |
HDLV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.3% | 1.8% | -15.9% | -29% |
| Consumer Discretionary | XLY | 2.8% | 1.3% | -6.7% | -23% |
| Consumer Staples | XLP | 0.6% | 2.5% | -14.2% | -9% |
| Energy | XLE | 0.7% | 0.1% | -10.5% | -1% |
| Financial | XLF | 2.8% | 2.7% | -12.9% | -25% |
| Health Care | XLV | 2.9% | 4.4% | -1.6% | 8% |
| Industrial | XLI | 2.3% | -0.9% | -21.9% | -25% |
| Materials | XLB | 5.1% | 4% | -10.4% | -0% |
| Real Estate | XLRE | 2.5% | 1.3% | -13.3% | -6% |
| Technology | XLK | 0.8% | -2.1% | -25.2% | -27% |
| Utilities | XLU | -2.6% | -4.4% | -23% | -23% |
| Aerospace & Defense | XAR | 1.8% | -3.8% | -34.6% | -50% |
| Biotech | XBI | 0.9% | -3.1% | -5.9% | 9% |
| Homebuilder | XHB | 1.5% | -0.9% | -10.6% | 5% |
| Retail | XRT | 3.7% | 2.2% | -11.2% | -7% |
HDLV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.6% | -4.48% | -11.4% | -6% |
| Natural Gas | UNG | 0.5% | 10.2% | 10.9% | -8% |
| Gold | GLD | -1.6% | -0.2% | -30.8% | -41% |
| Silver | SLV | 2% | -2.3% | -29% | -33% |
| Copper | CPER | 22% | 13% | -13.4% | -12% |
HDLV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.7% | 0.7% | -13.3% | 0% |
| iShares High Yield Corp. Bond | HYG | -0.4% | 0.5% | -15.3% | -12% |