(IWTR) iShares Trust - Performance 11.6% in 12m
IWTR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
51.71%
#15 in Peer-Group
Rel. Strength
58.73%
#3163 in Stock-Universe
Total Return 12m
11.58%
#10 in Peer-Group
Total Return 5y
53.66%
#30 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 34.39 USD |
| 52 Week Low | 25.53 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 73.80 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IWTR (11.6%) vs QQQ (13.3%)
5y Drawdown (Underwater) Chart
Top Performer in Natural Resources
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 |
|---|---|---|---|---|---|---|---|---|
| URA NYSE ARCA Global X Uranium |
4.57% | 23.2% | 299% | - | - | - | - | - |
| IGE BATS iShares North American |
3.52% | 5.67% | 155% | - | - | - | - | - |
| XME NYSE ARCA SPDR S&P Metals Mining |
13.8% | 16.9% | 263% | - | - | - | - | - |
| NANR NYSE ARCA SPDR S&P North American |
4.98% | 7.39% | 135% | - | - | - | - | - |
| SLX NYSE ARCA VanEck Steel |
9.88% | 8.04% | 213% | - | - | - | - | - |
| FTRI NASDAQ First Trust Indxx Global |
3.67% | 11.4% | 100% | - | - | - | - | - |
| FIW NYSE ARCA First Trust Water |
2.55% | 8.44% | 105% | - | - | - | - | - |
| PHO NASDAQ Invesco Water Resources |
2.46% | 7.8% | 99.2% | - | - | - | - | - |
Performance Comparison: IWTR vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IWTR
| Total Return (including Dividends) | IWTR | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 4.50% | 4.21% | 4.01% |
| 3 Months | 23.54% | 22.10% | 17.14% |
| 12 Months | 11.58% | 13.29% | 13.46% |
| 5 Years | 53.66% | 121.06% | 112.73% |
| Trend Score (consistency of price movement) | IWTR | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 87.3% | 89.4% | 90.3% |
| 3 Months | 97.9% | 97.6% | 97.5% |
| 12 Months | 17.4% | 48.8% | 46.4% |
| 5 Years | 86.9% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th60.00 | 0.28% | 0.47% |
| 3 Month | %th69.09 | 1.18% | 5.46% |
| 12 Month | %th85.45 | -1.51% | -1.66% |
| 5 Years | %th32.73 | -23.72% | -11.26% |
FAQs
Does iShares Trust (IWTR) outperform the market?
No,
over the last 12 months IWTR made 11.58%, while its related Sector, the Invesco QQQ Trust (QQQ) made 13.29%.
Over the last 3 months IWTR made 23.54%, while QQQ made 22.10%.
Performance Comparison IWTR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IWTR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | 0.5% | 12.1% | -2% |
| US NASDAQ 100 | QQQ | 0.4% | 0.3% | 10.1% | -2% |
| German DAX 40 | DAX | 0% | 3.3% | -0% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.8% | -0% | 7.6% | -7% |
| Hongkong Hang Seng | HSI | -0.5% | 1.7% | -9.9% | -23% |
| India NIFTY 50 | INDA | 1.7% | 5.3% | 11.6% | 14% |
| Brasil Bovespa | EWZ | 4.6% | 5.1% | -3% | 10% |
IWTR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.8% | 2.8% | 8.8% | -12% |
| Consumer Discretionary | XLY | -0.6% | 1.2% | 19.8% | -7% |
| Consumer Staples | XLP | 2.4% | 4.6% | 13% | 4% |
| Energy | XLE | -2.6% | 0.4% | 19.6% | 10% |
| Financial | XLF | 1.8% | 1.9% | 9.8% | -14% |
| Health Care | XLV | 0.2% | 4.4% | 23.6% | 18% |
| Industrial | XLI | -0% | 0% | 6.2% | -12% |
| Materials | XLB | -0.3% | 0% | 11.5% | 7% |
| Real Estate | XLRE | 0.6% | 4.6% | 13.6% | 3% |
| Technology | XLK | 0.5% | -2.1% | 7% | 0% |
| Utilities | XLU | 0.3% | 1.9% | 8.1% | -8% |
| Aerospace & Defense | XAR | -0.3% | -2.4% | -7.9% | -37% |
| Biotech | XBI | -3.3% | 1.4% | 22.3% | 23% |
| Homebuilder | XHB | -2.7% | -4.3% | 18.7% | 13% |
| Retail | XRT | 0.4% | 1.3% | 16.9% | 5% |
IWTR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.2% | 1.20% | 26.0% | 16% |
| Natural Gas | UNG | 2.1% | 11% | 38.1% | 14% |
| Gold | GLD | 0.3% | 4.3% | -5.8% | -27% |
| Silver | SLV | -4% | -1.8% | -10% | -11% |
| Copper | CPER | -10% | -10.5% | -7.5% | -12% |
IWTR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.2% | 4.5% | 17.4% | 16% |
| iShares High Yield Corp. Bond | HYG | 0.9% | 3.4% | 15.1% | 3% |