(SHDG) Soundwatch Hedged - Performance 10% in 12m
Compare SHDG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.27%
#11 in Group
Rel. Strength
59.62%
#3223 in Universe
Total Return 12m
9.97%
#14 in Group
Total Return 5y
38.27%
#11 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: SHDG (10%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
0.73% | 13% | 142% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.27% | 130% | 174% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.27% | 130% | 174% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.21% | 11.6% | 70.3% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.77% | 8.85% | 51% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.84% | 11.3% | 36.8% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.42% | 11.9% | 26.9% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.61% | 6.35% | 15.1% | - | - | - | - | - |
Performance Comparison: SHDG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SHDG
| Total Return (including Dividends) | SHDG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.04% | -0.45% | -0.45% |
| 3 Months | -6.13% | -6.29% | -6.29% |
| 12 Months | 9.97% | 13.04% | 13.04% |
| 5 Years | 38.27% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | SHDG | SPY | S&P 500 |
| 1 Month | 48.8% | 47.5% | 47.5% |
| 3 Months | -90.4% | -87.3% | -87.3% |
| 12 Months | 52.2% | 54.3% | 54.3% |
| 5 Years | 95.6% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #13 | 0.49% | 0.49% |
| 3 Month | #25 | 0.18% | 0.18% |
| 12 Month | #18 | -2.71% | -2.71% |
| 5 Years | #14 | -9.46% | -9.46% |
FAQs
Does SHDG Soundwatch Hedged outperforms the market?
No,
over the last 12 months SHDG made 9.97%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months SHDG made -6.13%, while SPY made -6.29%.
Over the last 3 months SHDG made -6.13%, while SPY made -6.29%.
Performance Comparison SHDG vs Indeces and Sectors
SHDG vs. Indices SHDG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.47% | 0.49% | -1.07% | -3.07% |
| US NASDAQ 100 | QQQ | -1.39% | -1.86% | -1.78% | -5.0% |
| US Dow Jones Industrial 30 | DIA | 0.07% | 2.89% | -0.31% | 0.70% |
| German DAX 40 | DAX | -0.11% | 0.26% | -19.2% | -15.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.18% | 3.25% | 2.63% | 5.00% |
| Hongkong Hang Seng | HSI | -0.07% | 1.56% | -1.60% | -2.96% |
| India NIFTY 50 | INDA | 2.05% | -4.84% | -0.95% | 7.07% |
| Brasil Bovespa | EWZ | 1.16% | -2.79% | -6.77% | 16.7% |
SHDG vs. Sectors SHDG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.62% | 0.64% | -7.05% | -13.5% |
| Consumer Discretionary | XLY | -0.50% | 0.63% | -2.24% | -4.70% |
| Consumer Staples | XLP | 1.59% | 0.86% | -5.17% | -0.97% |
| Energy | XLE | 3.79% | 14.1% | 4.07% | 19.3% |
| Financial | XLF | 0.64% | 2.05% | -8.0% | -12.7% |
| Health Care | XLV | 2.23% | 4.71% | 4.09% | 11.2% |
| Industrial | XLI | -0.79% | -0.26% | -2.11% | -0.72% |
| Materials | XLB | 1.34% | 3.26% | 6.77% | 14.4% |
| Real Estate | XLRE | -0.36% | 1.14% | -1.23% | -8.39% |
| Technology | XLK | -2.03% | -2.39% | 1.88% | -0.47% |
| Utilities | XLU | 0.81% | -0.06% | -5.49% | -10.8% |
| Aerospace & Defense | XAR | -1.50% | -6.94% | -15.0% | -17.5% |
| Biotech | XBI | -0.31% | -5.51% | 14.2% | 15.4% |
| Homebuilder | XHB | 0.80% | 2.12% | 13.9% | 16.1% |
| Retail | XRT | 0.77% | 1.20% | 4.89% | 11.5% |