(BINV) 2023 Series Trust - Performance 18.3% in 12m
Compare BINV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.19%
#39 in Group
Rel. Strength
73.53%
#2113 in Universe
Total Return 12m
18.28%
#15 in Group
Total Return 5y
38.35%
#41 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: BINV (18.3%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-1.02% | 14.5% | 105% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
3.02% | 15.7% | 95.6% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
2.74% | 17% | 102% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
2.94% | 17.1% | 108% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
3.43% | 19.3% | 104% | - | - | - | - | - |
| PID NASDAQ Invesco International |
3.41% | 15% | 99.3% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
3.39% | 19.8% | 87.4% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
2.85% | 16.3% | 99% | - | - | - | - | - |
Performance Comparison: BINV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for BINV
| Total Return (including Dividends) | BINV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 2.89% | -3.18% | -0.87% |
| 3 Months | 9.14% | -8.41% | -7.58% |
| 12 Months | 18.28% | 9.20% | 11.88% |
| 5 Years | 38.35% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | BINV | DIA | S&P 500 |
| 1 Month | 63.9% | -2.7% | 23% |
| 3 Months | 23.0% | -91.1% | -88.5% |
| 12 Months | 60.1% | 61.2% | 55.1% |
| 5 Years | 89.2% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #35 | 6.26% | 3.79% |
| 3 Month | #25 | 19.2% | 18.1% |
| 12 Month | #15 | 8.31% | 5.72% |
| 5 Years | #5 | 9.87% | 3.83% |
FAQs
Does BINV 2023 Series Trust outperforms the market?
Yes,
over the last 12 months BINV made 18.28%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months BINV made 9.14%, while DIA made -8.41%.
Over the last 3 months BINV made 9.14%, while DIA made -8.41%.
Performance Comparison BINV vs Indeces and Sectors
BINV vs. Indices BINV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.46% | 3.76% | 11.5% | 6.40% |
| US NASDAQ 100 | QQQ | -2.49% | 1.49% | 11.1% | 5.61% |
| US Dow Jones Industrial 30 | DIA | -0.52% | 6.07% | 11.6% | 9.08% |
| German DAX 40 | DAX | -0.23% | 1.57% | -7.98% | -6.40% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.50% | 5.71% | 14.5% | 12.3% |
| Hongkong Hang Seng | HSI | -0.47% | 2.83% | 9.62% | 4.39% |
| India NIFTY 50 | INDA | 1.38% | -1.17% | 11.3% | 15.2% |
| Brasil Bovespa | EWZ | -0.66% | -1.71% | 7.84% | 24.1% |
BINV vs. Sectors BINV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.71% | 3.94% | 5.41% | -5.68% |
| Consumer Discretionary | XLY | -1.54% | 2.99% | 9.03% | 4.96% |
| Consumer Staples | XLP | 2.04% | 2.69% | 6.23% | 7.08% |
| Energy | XLE | 3.02% | 16.8% | 17.3% | 29.4% |
| Financial | XLF | -0.07% | 5.0% | 3.94% | -4.41% |
| Health Care | XLV | -1.38% | 6.68% | 13.2% | 16.6% |
| Industrial | XLI | -1.88% | 2.78% | 10.8% | 8.69% |
| Materials | XLB | -0.85% | 5.32% | 19.0% | 21.8% |
| Real Estate | XLRE | 0.06% | 4.20% | 12.4% | 0.19% |
| Technology | XLK | -3.91% | 1.20% | 14.9% | 10.6% |
| Utilities | XLU | 1.38% | 2.83% | 9.42% | -3.55% |
| Aerospace & Defense | XAR | -2.41% | -3.50% | -1.99% | -8.29% |
| Biotech | XBI | -2.76% | 0.61% | 24.2% | 20.1% |
| Homebuilder | XHB | -0.77% | 5.16% | 26.4% | 25.3% |
| Retail | XRT | 0.11% | 3.45% | 17.1% | 21.0% |