(SMLD) Invesco Morningstar US - Performance 1.2% in 12m
SMLD performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
83.63%
#4 in Peer-Group
Rel. Strength
41.58%
#4490 in Stock-Universe
Total Return 12m
1.20%
#13 in Peer-Group
Total Return 5y
321.40%
#1 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 53.61 EUR |
| 52 Week Low | 40.54 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 26.20 |
| Buy/Sell Signal +-5 | 0.06 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SMLD (1.2%) 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: SMLD vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for SMLD
| Total Return (including Dividends) | SMLD | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -2.05% | 1.17% | 3.98% |
| 3 Months | 2.13% | 12.25% | 16.24% |
| 12 Months | 1.20% | -0.90% | 12.66% |
| 5 Years | 321.40% | 189.77% | 109.18% |
| Trend Score (consistency of price movement) | SMLD | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -60.9% | 34% | 91.4% |
| 3 Months | -12.7% | 84.3% | 97.5% |
| 12 Months | 43.1% | -29.4% | 46.7% |
| 5 Years | 98.8% | 92.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th8.57 | -3.18% | -5.80% |
| 3 Month | %th5.71 | -9.01% | -12.14% |
| 12 Month | %th65.71 | 2.13% | -10.17% |
| 5 Years | %th100.00 | 45.43% | 101.45% |
FAQs
Does Invesco Morningstar US (SMLD) outperform the market?
Yes,
over the last 12 months SMLD made 1.20%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -0.90%.
Over the last 3 months SMLD made 2.13%, while XLE made 12.25%.
Performance Comparison SMLD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SMLD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0% | -6% | -20% | -11% |
| US NASDAQ 100 | QQQ | -0.1% | -6.3% | -22.5% | -12% |
| German DAX 40 | DAX | 0.3% | -4% | -30.7% | -28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.5% | -7.2% | -21.9% | -19% |
| Hongkong Hang Seng | HSI | -0.8% | -4.6% | -41.4% | -33% |
| India NIFTY 50 | INDA | 1.5% | -2.7% | -19.9% | 4% |
| Brasil Bovespa | EWZ | 5.2% | 1.5% | -33.2% | 1% |
SMLD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.6% | -4.9% | -24.7% | -24% |
| Consumer Discretionary | XLY | -1.1% | -6.1% | -12.8% | -16% |
| Consumer Staples | XLP | 2.2% | -2.3% | -19.1% | -7% |
| Energy | XLE | -1.6% | -3.2% | -10.2% | 2% |
| Financial | XLF | 0.9% | -6.4% | -21.7% | -23% |
| Health Care | XLV | 0.2% | -2% | -9.4% | 8% |
| Industrial | XLI | -0.8% | -7.5% | -25.1% | -21% |
| Materials | XLB | 0.1% | -5.9% | -18.7% | -2% |
| Real Estate | XLRE | -0.2% | -2.8% | -18.3% | -7% |
| Technology | XLK | 0.4% | -7.4% | -24.7% | -9% |
| Utilities | XLU | -0.3% | -4.9% | -23% | -21% |
| Aerospace & Defense | XAR | -2.4% | -12% | -40.6% | -49% |
| Biotech | XBI | -5% | -7.9% | -13.9% | 13% |
| Homebuilder | XHB | -2.2% | -11.4% | -9.8% | 5% |
| Retail | XRT | -0.4% | -7.2% | -16.7% | -6% |
SMLD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.8% | 1.73% | -4.65% | 7% |
| Natural Gas | UNG | -0.5% | 7.9% | 5.2% | -4% |
| Gold | GLD | 0.5% | -0.8% | -36.8% | -36% |
| Silver | SLV | -2.9% | -6.9% | -39.4% | -22% |
| Copper | CPER | -9.4% | -15.6% | -37.9% | -21% |
SMLD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.3% | -2.6% | -14.6% | 5% |
| iShares High Yield Corp. Bond | HYG | 0.7% | -3.2% | -16.9% | -8% |