UEDV Performance & Benchmarks - -7.6% in 12m
The Total Return for 3m is 1.4%, for 6m -10.7% and YTD -9.1%. Compare with Peer-Group: US Equity Income
Performance Rating
16.62%
#17 in Peer-Group
Rel. Strength
34.10%
#5066 in Stock-Universe
Total Return 12m
-7.61%
#20 in Peer-Group
Total Return 5y
19.06%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 21.10 EUR |
| 52 Week Low | 16.85 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 34.51 |
| Buy/Sell Signal +-5 | -3.66 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UEDV (-7.6%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| UEDV | -0.77% | 1.2% | 1.44% |
| 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 |
|---|---|---|---|
| UEDV | -10.7% | -7.61% | 19.1% |
| 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: UEDV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for UEDV
| Total Return (including Dividends) | UEDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.20% | 0.66% | 0.66% |
| 3 Months | 1.44% | 11.66% | 11.66% |
| 12 Months | -7.61% | 15.92% | 15.92% |
| 5 Years | 19.06% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | UEDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 45.2% | 66.4% | 66.4% |
| 3 Months | 5.7% | 96.6% | 96.6% |
| 12 Months | -60.1% | 50% | 50% |
| 5 Years | 67.9% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 71 %th | 0.54% | 0.54% |
| 3 Month | 33 %th | -7.80% | -7.80% |
| 12 Month | 5 %th | -20.30% | -20.30% |
| 5 Years | 24 %th | -23.83% | -23.83% |
FAQs
Does SPDR S&P U.S. (UEDV) outperform the market?
No,
over the last 12 months UEDV made -7.61%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months UEDV made 1.44%, while SPY made 11.66%.
Performance Comparison UEDV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UEDV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.6% | 0.5% | -15.4% | -24% |
| US NASDAQ 100 | QQQ | 1.4% | -0.1% | -17.9% | -29% |
| German DAX 40 | DAX | 2.5% | 2.3% | -19.6% | -37% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.8% | -1.5% | -19.7% | -29% |
| Hongkong Hang Seng | HSI | 1.4% | -0.9% | -38.1% | -47% |
| India NIFTY 50 | INDA | 1.2% | 6.8% | -14.3% | -1% |
| Brasil Bovespa | EWZ | 0.3% | 8.6% | -17.7% | -11% |
UEDV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.6% | 2.7% | -14.7% | -32% |
| Consumer Discretionary | XLY | 3.1% | 2.2% | -5.5% | -27% |
| Consumer Staples | XLP | 0.9% | 3.4% | -13.1% | -12% |
| Energy | XLE | 1% | 1.1% | -9.4% | -5% |
| Financial | XLF | 3.1% | 3.6% | -11.7% | -29% |
| Health Care | XLV | 3.2% | 5.3% | -0.5% | 4% |
| Industrial | XLI | 2.6% | 0% | -20.7% | -29% |
| Materials | XLB | 5.4% | 4.9% | -9.3% | -4% |
| Real Estate | XLRE | 2.7% | 2.2% | -12.1% | -10% |
| Technology | XLK | 1.1% | -1.2% | -24% | -30% |
| Utilities | XLU | -2.3% | -3.5% | -21.9% | -27% |
| Aerospace & Defense | XAR | 2% | -2.9% | -33.5% | -53% |
| Biotech | XBI | 1.2% | -2.2% | -4.8% | 5% |
| Homebuilder | XHB | 1.7% | 0% | -9.5% | 1% |
| Retail | XRT | 4% | 3.1% | -10% | -11% |
UEDV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.3% | -3.57% | -10.3% | -9% |
| Natural Gas | UNG | 0.8% | 11.1% | 12.1% | -12% |
| Gold | GLD | -1.3% | 0.7% | -29.7% | -45% |
| Silver | SLV | 2.3% | -1.4% | -27.9% | -37% |
| Copper | CPER | 22.3% | 13.9% | -12.3% | -16% |
UEDV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.4% | 1.6% | -12.2% | -3% |
| iShares High Yield Corp. Bond | HYG | -0.1% | 1.4% | -14.1% | -16% |