(BSMC) 2023 EFT Series Trust - Performance 3.7% in 12m
Compare BSMC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
34.72%
#38 in Group
Rel. Strength
46.81%
#4233 in Universe
Total Return 12m
3.71%
#13 in Group
Total Return 5y
19.01%
#44 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: BSMC (3.7%) vs SPY (13.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-2.03% | 8.14% | 89.2% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.61% | 6.13% | 114% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.1% | 4.62% | 132% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.72% | 5.96% | 113% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.64% | 5.95% | 113% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-3.78% | -3.31% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-1.85% | 2.07% | 137% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-3.96% | -0.37% | 167% | - | - | - | - | - |
Performance Comparison: BSMC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BSMC
| Total Return (including Dividends) | BSMC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.13% | 0.40% | 0.40% |
| 3 Months | -4.44% | -4.90% | -4.90% |
| 12 Months | 3.71% | 13.65% | 13.65% |
| 5 Years | 19.01% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | BSMC | SPY | S&P 500 |
| 1 Month | 76.4% | 74.8% | 74.8% |
| 3 Months | -89.4% | -84.7% | -84.7% |
| 12 Months | 25.8% | 53.5% | 53.5% |
| 5 Years | 73.8% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #5 | -1.52% | -1.52% |
| 3 Month | #8 | 0.49% | 0.49% |
| 12 Month | #20 | -8.75% | -8.75% |
| 5 Years | #30 | -11.6% | -11.6% |
FAQs
Does BSMC 2023 EFT Series Trust outperforms the market?
No,
over the last 12 months BSMC made 3.71%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months BSMC made -4.44%, while SPY made -4.90%.
Over the last 3 months BSMC made -4.44%, while SPY made -4.90%.
Performance Comparison BSMC vs Indeces and Sectors
BSMC vs. Indices BSMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.19% | -1.53% | -3.40% | -9.94% |
| US NASDAQ 100 | QQQ | -0.32% | -3.79% | -4.19% | -11.5% |
| US Dow Jones Industrial 30 | DIA | 0.12% | 0.95% | -2.87% | -6.10% |
| German DAX 40 | DAX | -0.59% | -4.16% | -23.6% | -24.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.35% | -0.90% | 0.57% | -1.64% |
| Hongkong Hang Seng | HSI | -0.49% | -1.19% | -3.78% | -6.83% |
| India NIFTY 50 | INDA | 1.11% | -5.69% | -3.30% | 1.22% |
| Brasil Bovespa | EWZ | 2.45% | -4.88% | -5.37% | 11.5% |
BSMC vs. Sectors BSMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.12% | -1.72% | -9.68% | -20.4% |
| Consumer Discretionary | XLY | 1.18% | -0.21% | -4.79% | -11.3% |
| Consumer Staples | XLP | 2.23% | -1.14% | -6.09% | -6.91% |
| Energy | XLE | 3.62% | 11.8% | 3.69% | 12.2% |
| Financial | XLF | -0.50% | -0.33% | -11.7% | -21.2% |
| Health Care | XLV | 2.77% | 2.87% | 1.52% | 3.51% |
| Industrial | XLI | -1.20% | -2.28% | -4.65% | -8.31% |
| Materials | XLB | 0.32% | 1.26% | 5.00% | 6.03% |
| Real Estate | XLRE | -0.33% | -0.77% | -1.98% | -14.4% |
| Technology | XLK | -0.78% | -4.51% | -0.44% | -6.98% |
| Utilities | XLU | 1.15% | -1.55% | -8.20% | -17.4% |
| Aerospace & Defense | XAR | -1.27% | -8.81% | -17.9% | -25.2% |
| Biotech | XBI | -0.93% | -4.74% | 12.5% | 9.05% |
| Homebuilder | XHB | -0.76% | 0.47% | 12.3% | 9.09% |
| Retail | XRT | 0.05% | 0.06% | 3.12% | 4.76% |