(BSMC) 2023 EFT Series Trust - Performance 7.8% in 12m
BSMC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
35.79%
#30 in Peer-Group
Rel. Strength
54.19%
#3419 in Stock-Universe
Total Return 12m
7.79%
#12 in Peer-Group
Total Return 5y
24.26%
#40 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 32.16 USD |
| 52 Week Low | 26.00 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 40.83 |
| Buy/Sell Signal +-5 | 0.35 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BSMC (7.8%) vs SPY (10%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
-2.62% | 11.4% | 72.4% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-0.83% | 9.32% | 98.1% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-0.96% | 9.26% | 97.6% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-0.97% | 9.19% | 97.2% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-0.7% | 2.35% | 137% | - | - | - | - | - |
| EZM NYSE ARCA WisdomTree U.S. MidCap |
-1.58% | 6.34% | 97.2% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-0.33% | 5.69% | 143% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.05% | 5% | 113% | - | - | - | - | - |
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 | -0.67% | 0.24% | 0.24% |
| 3 Months | 2.91% | 5.41% | 5.41% |
| 12 Months | 7.79% | 10.03% | 10.03% |
| 5 Years | 24.26% | 104.87% | 104.87% |
| Trend Score (consistency of price movement) | BSMC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 58.8% | 78.8% | 78.8% |
| 3 Months | 74.1% | 79.5% | 79.5% |
| 12 Months | 15.5% | 43% | 43% |
| 5 Years | 74.8% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #13 | -0.91% | -0.91% |
| 3 Month | #7 | -2.37% | -2.37% |
| 12 Month | #16 | -2.03% | -2.03% |
| 5 Years | #30 | -11.94% | -11.94% |
FAQs
Does 2023 EFT Series Trust (BSMC) outperform the market?
No,
over the last 12 months BSMC made 7.79%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.03%.
Over the last 3 months BSMC made 2.91%, while SPY made 5.41%.
Performance Comparison BSMC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BSMC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.2% | -0.9% | 0.5% | -2% |
| US NASDAQ 100 | QQQ | -0.3% | -1.9% | -0.6% | -2% |
| German DAX 40 | DAX | 0.4% | 2.2% | -15.5% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | 0.4% | 1.5% | -5% |
| Hongkong Hang Seng | HSI | 1.4% | -2.7% | -15.9% | -18% |
| India NIFTY 50 | INDA | -0% | -0.4% | 0.4% | 9% |
| Brasil Bovespa | EWZ | -0.5% | -0.8% | -20.7% | -1% |
BSMC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.6% | -1.9% | -4.2% | -15% |
| Consumer Discretionary | XLY | 0.2% | 1.8% | 8.9% | -10% |
| Consumer Staples | XLP | -0.4% | 1.2% | -1.3% | 1% |
| Energy | XLE | -1.3% | -7.1% | -6.1% | 6% |
| Financial | XLF | -1.1% | 1.2% | -3.3% | -15% |
| Health Care | XLV | 2.3% | 0.9% | 4.4% | 16% |
| Industrial | XLI | -0.1% | 0.3% | -5.9% | -9% |
| Materials | XLB | 0.8% | 0.1% | -0.7% | 10% |
| Real Estate | XLRE | -0.2% | -0.6% | -3% | -5% |
| Technology | XLK | -0.9% | -3.6% | -1% | 2% |
| Utilities | XLU | 0.5% | 1.7% | -6% | -11% |
| Aerospace & Defense | XAR | -0.7% | -6% | -18.6% | -35% |
| Biotech | XBI | 1.2% | -1.9% | 11.1% | 16% |
| Homebuilder | XHB | -0.9% | 3.2% | 11.4% | 15% |
| Retail | XRT | -2.5% | -1.3% | 5.6% | 5% |
BSMC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.9% | -21.7% | -12.4% | 3% |
| Natural Gas | UNG | -8.3% | -4.6% | -10% | 15% |
| Gold | GLD | 1.7% | -2.8% | -26.8% | -34% |
| Silver | SLV | 0.5% | -9.3% | -20.2% | -9% |
| Copper | CPER | -2.1% | -4.3% | -16.9% | -0% |
BSMC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.5% | -2.3% | 1.6% | 12% |
| iShares High Yield Corp. Bond | HYG | -0.9% | -1.7% | -2.7% | -2% |