(BINV) 2023 Series Trust - Performance 20.2% in 12m
BINV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
52.92%
#39 in Peer-Group
Rel. Strength
70.53%
#2200 in Stock-Universe
Total Return 12m
20.22%
#18 in Peer-Group
Total Return 5y
43.10%
#40 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 36.35 USD |
| 52 Week Low | 28.99 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 24.97 |
| Buy/Sell Signal +-5 | -1.80 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BINV (20.2%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
-0.81% | 15.1% | 95.1% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-0.58% | 17.2% | 84.4% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-0.44% | 21.5% | 93.4% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-1.42% | 17.3% | 85.5% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-0.75% | 21% | 86.3% | - | - | - | - | - |
| PID NASDAQ Invesco International |
0.44% | 18.6% | 93.4% | - | - | - | - | - |
| PXF NYSE ARCA Invesco FTSE RAFI Developed |
0.7% | 18.5% | 89% | - | - | - | - | - |
| DTH NYSE ARCA WisdomTree International |
0.77% | 21.9% | 75.2% | - | - | - | - | - |
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 | -0.66% | -1.22% | 0.24% |
| 3 Months | 2.98% | 0.71% | 5.41% |
| 12 Months | 20.22% | 9.24% | 10.03% |
| 5 Years | 43.10% | 76.89% | 104.87% |
| Trend Score (consistency of price movement) | BINV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 52.3% | 44.5% | 78.8% |
| 3 Months | 88.5% | 56.9% | 79.5% |
| 12 Months | 69.8% | 39.4% | 43% |
| 5 Years | 91.6% | 86.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #29 | 0.57% | -0.89% |
| 3 Month | #40 | 2.26% | -2.30% |
| 12 Month | #19 | 10.06% | 9.27% |
| 5 Years | #6 | 9.40% | 0.22% |
FAQs
Does 2023 Series Trust (BINV) outperform the market?
Yes,
over the last 12 months BINV made 20.22%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.24%.
Over the last 3 months BINV made 2.98%, while DIA made 0.71%.
Performance Comparison BINV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BINV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.4% | -0.9% | 17.8% | 10% |
| US NASDAQ 100 | QQQ | -1.8% | -1.9% | 16.7% | 10% |
| German DAX 40 | DAX | -1.1% | 2.2% | 1.8% | -7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.7% | 0.4% | 18.8% | 7% |
| Hongkong Hang Seng | HSI | -0.1% | -2.7% | 1.4% | -6% |
| India NIFTY 50 | INDA | -1.6% | -0.4% | 17.7% | 21% |
| Brasil Bovespa | EWZ | -2% | -0.8% | -3.5% | 12% |
BINV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.1% | -1.9% | 13% | -3% |
| Consumer Discretionary | XLY | -1.3% | 1.8% | 26.2% | 3% |
| Consumer Staples | XLP | -1.9% | 1.3% | 16% | 13% |
| Energy | XLE | -2.8% | -7.1% | 11.1% | 18% |
| Financial | XLF | -2.6% | 1.3% | 14% | -3% |
| Health Care | XLV | 0.8% | 0.9% | 21.7% | 28% |
| Industrial | XLI | -1.6% | 0.3% | 11.4% | 3% |
| Materials | XLB | -0.7% | 0.1% | 16.6% | 22% |
| Real Estate | XLRE | -1.7% | -0.5% | 14.3% | 7% |
| Technology | XLK | -2.4% | -3.6% | 16.3% | 14% |
| Utilities | XLU | -1.1% | 1.7% | 11.3% | 1% |
| Aerospace & Defense | XAR | -2.3% | -6% | -1.4% | -22% |
| Biotech | XBI | -0.4% | -1.9% | 28.4% | 28% |
| Homebuilder | XHB | -2.5% | 3.3% | 28.7% | 28% |
| Retail | XRT | -4% | -1.3% | 22.9% | 17% |
BINV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.5% | -21.7% | 4.90% | 16% |
| Natural Gas | UNG | -9.8% | -4.6% | 7.3% | 27% |
| Gold | GLD | 0.1% | -2.8% | -9.5% | -22% |
| Silver | SLV | -1.1% | -9.3% | -2.9% | 3% |
| Copper | CPER | -3.6% | -4.3% | 0.4% | 12% |
BINV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2% | -2.3% | 18.9% | 24% |
| iShares High Yield Corp. Bond | HYG | -2.4% | -1.7% | 14.6% | 11% |