Overview Performance Dividends Holdings Peer Group Options

(I50D) iShares SP500 Swap - Performance 15.1% in 12m

I50D performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 57.21%
#136 in Peer-Group
Rel. Strength 60.35%
#3053 in Stock-Universe
Total Return 12m 15.10%
#12 in Peer-Group
Total Return 5y 47.34%
#161 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 7.06 USD
52 Week Low 5.56 USD
Sentiment Value
VRO Trend Strength +-100 96.69
Buy/Sell Signal +-5 1.96
Support / Resistance Levels
Support
Resistance
12m Total Return: I50D (15.1%) vs SPY (14.8%)
Total Return of iShares SP500 Swap versus its related sector ETF SPY
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (I50D) iShares SP500 Swap - Performance 15.1% in 12m

Top Performer in US Large-Cap Blend Equity

Short Term Performance

Symbol 1w 1m 3m
I50D 2.43% 5.44% 15.8%
VUSA 1.77% 34.9% 42.2%
SASU 2.49% 5.62% 17.4%
MUSD 2.49% 6.65% 15.9%

Long Term Performance

Symbol 6m 12m 5y
I50D 6.69% 15.1% 47.3%
VUSA 67.1% 215% 0.0%
SASU 6.35% 16.2% 110%
MUSD 6.72% 15.7% 72.0%

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
VUSA SW
Vanguard SP500 CHF		 34.9% 215% - - - - - -
CSSPX SW
iShares Core SP500 USD		 5.43% 15% 110% - - - - -
I500 AS
iShares SP500 Swap USD		 5.44% 15.1% 107% - - - - -
SASU SW
iShares MSCI USA ESG		 5.62% 16.2% 110% - - - - -
ESD PA
BNP Paribas Easy SP500 C		 5.42% 14.6% 110% - - - - -
VUSA XETRA
Vanguard SP500 EUR		 1.95% 5.42% 111% - - - - -
I500 XETRA
iShares SP500 Swap USD		 1.95% 5.74% 101% - - - - -
LYPS XETRA
Multi Units Luxembourg		 1.96% 5.71% 104% - - - - -

Performance Comparison: I50D vs SPY vs S&P 500

SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for I50D
Total Return (including Dividends) I50D SPY S&P 500
1 Month 5.44% 5.22% 5.22%
3 Months 15.76% 16.86% 16.86%
12 Months 15.10% 14.81% 14.81%
5 Years 47.34% 111.83% 111.83%

Trend Score (consistency of price movement) I50D SPY S&P 500
1 Month 68.6% 81% 81%
3 Months 96.3% 96.9% 96.9%
12 Months 43.9% 44.9% 44.9%
5 Years 94.7% 84% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. SPY vs. S&P 500
1 Month %th92.50 0.21% 0.21%
3 Month %th91.50 -0.95% -0.95%
12 Month %th92.50 0.25% 0.25%
5 Years %th84.00 -1.51% -1.51%

FAQs

Does iShares SP500 Swap (I50D) outperform the market?

Yes, over the last 12 months I50D made 15.10%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.81%. Over the last 3 months I50D made 15.76%, while SPY made 16.86%.

Performance Comparison I50D vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

I50D vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.2% 0.2% 0.4% 0%
US NASDAQ 100 QQQ 0.6% -0.2% -0.9% 1%
German DAX 40 DAX 1.2% 6.1% -13.1% -14%
Shanghai Shenzhen CSI 300 CSI 300 2% 1.2% -2.4% -3%
Hongkong Hang Seng HSI 1.2% -0.9% -18% -20%
India NIFTY 50 INDA 2.3% 2.1% 2.2% 15%
Brasil Bovespa EWZ -1.8% -2.8% -26.3% 4%

I50D vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.9% -1.2% -4.3% -12%
Consumer Discretionary XLY -0.5% 2.5% 8.3% -4%
Consumer Staples XLP -0.1% 5.5% 0.5% 5%
Energy XLE 0.9% 0.5% 5.6% 17%
Financial XLF -0.3% 1% -3.6% -15%
Health Care XLV 1.5% 3.1% 8.3% 19%
Industrial XLI -0.4% 1.2% -6.6% -9%
Materials XLB -1.7% 0.8% -4.2% 9%
Real Estate XLRE 0.4% 4.2% 2.8% 2%
Technology XLK 0.1% -3.4% -2.7% 4%
Utilities XLU 1.6% 5.4% -1% -8%
Aerospace & Defense XAR 1.5% -2.2% -16.8% -34%
Biotech XBI 0.6% 1.9% 14.4% 21%
Homebuilder XHB -2.7% -3.1% 8.3% 10%
Retail XRT -2.8% 1.2% 5% 4%

I50D vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 0.3% -2.14% 10.2% 23%
Natural Gas UNG 5.1% 15.5% 8.9% 22%
Gold GLD 2.3% 6% -19.5% -26%
Silver SLV 1.9% -1.1% -17.5% -5%
Copper CPER 1.8% 0.4% -18.2% 2%

I50D vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.2% 2.8% 4.9% 16%
iShares High Yield Corp. Bond HYG 2% 3.7% 2% 5%