(FPAS) FPA Short Duration - Performance 3.9% in 12m
FPAS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
42.70%
#12 in Peer-Group
Rel. Strength
51.59%
#3723 in Stock-Universe
Total Return 12m
3.87%
#18 in Peer-Group
Total Return 5y
3.87%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 25.35 USD |
| 52 Week Low | 24.01 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 23.22 |
| Buy/Sell Signal +-5 | 2.02 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FPAS (3.9%) vs TLT (-5.7%)
5y Drawdown (Underwater) Chart
Top Performer in Short Government
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 |
|---|---|---|---|---|---|---|---|---|
| XONE NYSE ARCA Bondbloxx Bloomberg One |
0.33% | 4.64% | 12.9% | - | - | - | - | - |
| XTWO NYSE ARCA Bondbloxx Trust |
0.46% | 4.78% | 11.5% | - | - | - | - | - |
| UTWO NASDAQ Rbb Fund - US Treasury 2 |
0.41% | 4.42% | 9.04% | - | - | - | - | - |
| XTRE NYSE ARCA Bondbloxx Trust |
0.5% | 4.87% | 11.2% | - | - | - | - | - |
| MBSF NYSE ARCA Valued Advisers Trust |
0.08% | 4.25% | 8.05% | - | - | - | - | - |
| FTSD NYSE ARCA Franklin Liberty Short |
0.5% | 5.22% | 9.39% | - | - | - | - | - |
| LMBS NASDAQ First Trust Low Duration |
0.6% | 5.36% | 11.1% | - | - | - | - | - |
| VGSH NASDAQ Vanguard Short-Term |
0.45% | 4.79% | 6.53% | - | - | - | - | - |
Performance Comparison: FPAS vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for FPAS
| Total Return (including Dividends) | FPAS | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.57% | -0.01% | 3.88% |
| 3 Months | 0.54% | -2.52% | 19.10% |
| 12 Months | 3.87% | -5.73% | 11.89% |
| 5 Years | 3.87% | -41.38% | 106.71% |
| Trend Stabilty (consistency of price movement) | FPAS | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 6.6% | -31% | 90.6% |
| 3 Months | 54% | -8% | 97.5% |
| 12 Months | 89.5% | -70% | 47.4% |
| 5 Years | 89.5% | -88.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th90.00 | 0.59% | -3.18% |
| 3 Month | %th0.00 | 3.14% | -15.59% |
| 12 Month | %th5.00 | 7.70% | -5.86% |
| 5 Years | %th5.00 | 7.70% | -5.86% |
FAQs
Does FPA Short Duration (FPAS) outperform the market?
Yes,
over the last 12 months FPAS made 3.87%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -5.73%.
Over the last 3 months FPAS made 0.54%, while TLT made -2.52%.
Performance Comparison FPAS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FPAS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -3.3% | -2.3% | -8% |
| US NASDAQ 100 | QQQ | -0.4% | -3.9% | -5.1% | -9% |
| German DAX 40 | DAX | 2.1% | -0.7% | -11.9% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.9% | -4% | -6% | -14% |
| Hongkong Hang Seng | HSI | -1.3% | -2.2% | -23.9% | -31% |
| India NIFTY 50 | INDA | 0.5% | -0.7% | -4.5% | 7% |
| Brasil Bovespa | EWZ | 1.9% | 3.2% | -16.4% | 3% |
FPAS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.5% | -1.6% | -6.9% | -20% |
| Consumer Discretionary | XLY | -0.4% | -2.2% | 6.3% | -10% |
| Consumer Staples | XLP | 0.4% | 1% | -2.1% | -2% |
| Energy | XLE | 2% | 1.7% | 10% | 7% |
| Financial | XLF | 0.6% | -2.7% | -1.3% | -18% |
| Health Care | XLV | 0.7% | 1.2% | 7.9% | 13% |
| Industrial | XLI | -0.5% | -4.5% | -6.7% | -15% |
| Materials | XLB | 2.4% | -1.4% | 1% | 5% |
| Real Estate | XLRE | -1.1% | 0.1% | 0.6% | -3% |
| Technology | XLK | -0.5% | -6.1% | -8.8% | -8% |
| Utilities | XLU | -0.4% | -1.4% | -1.8% | -17% |
| Aerospace & Defense | XAR | -3.7% | -10% | -23% | -43% |
| Biotech | XBI | -0.1% | -4.8% | 3.9% | 18% |
| Homebuilder | XHB | 3.6% | -5.6% | 11.7% | 15% |
| Retail | XRT | 1.2% | -2.3% | 2.2% | 3% |
FPAS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2.1% | 4.90% | 13.2% | 9% |
| Natural Gas | UNG | -11.5% | 7.5% | 24.6% | -4% |
| Gold | GLD | -1.1% | 1.7% | -19.2% | -31% |
| Silver | SLV | -4.5% | -3.6% | -18.9% | -16% |
| Copper | CPER | 0.2% | -12.6% | -19.4% | -19% |
FPAS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.9% | 0.6% | 3.9% | 10% |
| iShares High Yield Corp. Bond | HYG | 0% | -0.6% | 0% | -5% |