(QDTE) Roundhill Trust - Performance 7.8% in 12m

QDTE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 30.64%
#55 in Peer-Group
Rel. Strength 53.52%
#3536 in Stock-Universe
Total Return 12m 7.83%
#50 in Peer-Group
Total Return 5y 15.59%
#54 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 36.46 USD
52 Week Low 28.12 USD
Sentiment Value
VRO Trend Strength +-100 63.45
Buy/Sell Signal +-5 -0.42
Support / Resistance Levels
Support
Resistance
12m Total Return: QDTE (7.8%) vs SPY (10.5%)
Total Return of Roundhill  Trust versus its related sector ETF SPY
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (QDTE) Roundhill  Trust - Performance 7.8% in 12m

Top Performer in Derivative Income

Short Term Performance

Symbol 1w 1m 3m
QDTE -0.39% 2.07% 3.5%
SNOY -1.17% 12.4% 24.7%
TSMY 0.38% 7.57% 17.9%
MSTY -0.28% -0.30% 28.9%

Long Term Performance

Symbol 6m 12m 5y
QDTE -5.37% 7.83% 15.6%
MSTY -2.39% 106% 282%
NFLY 24.3% 67.6% 120%
SNOY 15.8% 51.3% 54.4%

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
DIVO NYSE ARCA
Amplify CWP Enhanced
0.62% 12.7% 89.3% - - - - -
JEPI NYSE ARCA
JPMorgan Equity Premium
1.12% 7.9% 72.6% - - - - -
FTHI NASDAQ
First Trust BuyWrite Income
1.83% 8.81% 69.6% - - - - -
PUTW NYSE ARCA
WisdomTree CBOE SP500
0.19% 4.28% 69.4% - - - - -
PBP NYSE ARCA
Invesco SP500 BuyWrite
1.65% 8.17% 55.2% - - - - -
XYLG NYSE ARCA
Global X SP500 Covered
1.68% 9.66% 67.2% - - - - -
XYLD NYSE ARCA
Global X SP500 Covered
1.33% 8.09% 55.9% - - - - -
BUYW BATS
Main Buywrite
0.14% 7.27% 28.7% - - - - -

Performance Comparison: QDTE vs SPY vs S&P 500

SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for QDTE
Total Return (including Dividends) QDTE SPY S&P 500
1 Month 2.07% 1.11% 1.11%
3 Months 3.50% 5.58% 5.58%
12 Months 7.83% 10.51% 10.51%
5 Years 15.59% 109.12% 109.12%

Trend Score (consistency of price movement) QDTE SPY S&P 500
1 Month 84.2% 69.9% 69.9%
3 Months 54.5% 69.3% 69.3%
12 Months 27.5% 43.2% 43.2%
5 Years 58.7% 84.1% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. SPY vs. S&P 500
1 Month #29 0.95% 0.95%
3 Month #46 -1.97% -1.97%
12 Month #53 -2.42% -2.42%
5 Years #26 -1.88% -1.88%

FAQs

Does Roundhill Trust (QDTE) outperform the market?

No, over the last 12 months QDTE made 7.83%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.51%. Over the last 3 months QDTE made 3.50%, while SPY made 5.58%.

Performance Comparison QDTE vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

QDTE vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.1% 1% -4.4% -3%
US NASDAQ 100 QQQ 0.3% 0.6% -3.6% -1%
German DAX 40 DAX 2.3% 2.8% -20.7% -22%
Shanghai Shenzhen CSI 300 CSI 300 0.4% 3% -6.2% -4%
Hongkong Hang Seng HSI -0.4% -3% -23.4% -20%
India NIFTY 50 INDA 1.8% 3.4% -3.4% 9%
Brasil Bovespa EWZ -2.3% 1.6% -24.6% -1%

QDTE vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.4% 0.6% -7.2% -15%
Consumer Discretionary XLY 0.6% 3.9% 5.5% -10%
Consumer Staples XLP 0.4% 2.3% -5.9% 1%
Energy XLE -5.8% -0.8% -8% 5%
Financial XLF 1.7% 4.6% -7.2% -16%
Health Care XLV -1.9% -2.3% -3.9% 13%
Industrial XLI 1.1% 1.7% -9.9% -10%
Materials XLB 0.7% 0.7% -5.2% 8%
Real Estate XLRE -0.5% 1.1% -5.4% -5%
Technology XLK -0.2% 0.1% -4.8% 4%
Utilities XLU -1.3% 1.5% -12.7% -13%
Aerospace & Defense XAR 1.1% -3.7% -21.3% -35%
Biotech XBI 0.4% -5.7% 6.4% 15%
Homebuilder XHB 1.7% 7.1% 11% 17%
Retail XRT 4% 2.2% 3.6% 7%

QDTE vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -11.7% -16.6% -14.2% 5%
Natural Gas UNG 0.8% 4.7% -22.7% 22%
Gold GLD -3.5% -4.1% -34.5% -40%
Silver SLV 0.9% -9.3% -24% -15%
Copper CPER 2.6% 0.4% -19.3% -1%

QDTE vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -1.4% 1.4% -2.9% 12%
iShares High Yield Corp. Bond HYG -0.4% 1.6% -8.1% -1%