(BOXX) Alpha Architect 1-3 - Performance 4.9% in 12m
Compare BOXX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
38.16%
#53 in Group
Rel. Strength
48.89%
#4067 in Universe
Total Return 12m
4.91%
#42 in Group
Total Return 5y
12.23%
#51 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BOXX (4.9%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: BOXX vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for BOXX
| Total Return (including Dividends) | BOXX | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.39% | -2.76% | 11.72% |
| 3 Months | 1.06% | -1.93% | -6.46% |
| 12 Months | 4.91% | 0.78% | 10.48% |
| 5 Years | 12.23% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | BOXX | TLT | S&P 500 |
| 1 Month | 98.9% | 4.9% | 84% |
| 3 Months | 99.9% | -13.9% | -82.6% |
| 12 Months | 100% | -22% | 52.6% |
| 5 Years | 100% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #12 | 3.24% | -10.2% |
| 3 Month | #22 | 3.05% | 8.03% |
| 12 Month | #44 | 4.10% | -5.04% |
| 5 Years | #52 | 17.2% | -27.3% |
FAQs
Does BOXX Alpha Architect 1-3 outperforms the market?
Yes,
over the last 12 months BOXX made 4.91%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months BOXX made 1.06%, while TLT made -1.93%.
Over the last 3 months BOXX made 1.06%, while TLT made -1.93%.
Performance Comparison BOXX vs Indeces and Sectors
BOXX vs. Indices BOXX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.20% | -11.3% | 3.94% | -5.57% |
| US NASDAQ 100 | QQQ | -2.76% | -14.3% | 3.25% | -6.14% |
| US Dow Jones Industrial 30 | DIA | -2.38% | -8.28% | 3.90% | -2.94% |
| German DAX 40 | DAX | -4.64% | -17.3% | -18.6% | -22.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.79% | -12.0% | 9.31% | -0.70% |
| Hongkong Hang Seng | HSI | -3.87% | -13.2% | 3.38% | -4.33% |
| India NIFTY 50 | INDA | -1.83% | -10.2% | 2.35% | 0.44% |
| Brasil Bovespa | EWZ | 1.94% | -11.1% | 2.79% | 15.6% |
BOXX vs. Sectors BOXX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.99% | -11.4% | -3.18% | -16.6% |
| Consumer Discretionary | XLY | -0.72% | -9.94% | 3.62% | -6.91% |
| Consumer Staples | XLP | -1.04% | -4.69% | 0.22% | -5.22% |
| Energy | XLE | 3.08% | -2.49% | 11.6% | 15.8% |
| Financial | XLF | -2.54% | -11.7% | -4.40% | -17.3% |
| Health Care | XLV | 0.43% | -2.34% | 8.06% | 5.64% |
| Industrial | XLI | -3.93% | -14.3% | 2.54% | -5.28% |
| Materials | XLB | -1.75% | -9.62% | 11.4% | 9.50% |
| Real Estate | XLRE | -2.60% | -9.76% | 5.04% | -12.1% |
| Technology | XLK | -3.42% | -17.1% | 7.0% | -0.96% |
| Utilities | XLU | -0.99% | -8.0% | -0.81% | -14.3% |
| Aerospace & Defense | XAR | -3.65% | -20.7% | -10.6% | -20.7% |
| Biotech | XBI | -1.47% | -12.8% | 20.1% | 13.5% |
| Homebuilder | XHB | -2.91% | -6.94% | 20.4% | 13.9% |
| Retail | XRT | -2.17% | -8.44% | 10.5% | 8.82% |