NZAC Performance & Benchmarks - 15% in 12m
The Total Return for 3m is 9.6%, for 6m 7.2% and YTD 8.8%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
61.75%
#17 in Peer-Group
Rel. Strength
64.60%
#2722 in Stock-Universe
Total Return 12m
15.04%
#19 in Peer-Group
Total Return 5y
73.73%
#13 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 40.43 USD |
| 52 Week Low | 31.67 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 18.34 |
| Buy/Sell Signal +-5 | 0.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: NZAC (15%) vs QQQ (21.2%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| NZAC | -2.79% | -0.03% | 9.61% |
| IOO | -2.46% | 1.94% | 13.8% |
| SPGM | -2.61% | 0.12% | 11.1% |
| VT | -2.70% | -0.09% | 10.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| NZAC | 7.17% | 15% | 73.7% |
| DWLD | 9.33% | 25.9% | 71.0% |
| IOO | 9.22% | 17.3% | 111% |
| SPGM | 7.74% | 16.0% | 81.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| IOO NYSE ARCA iShares Global 100 |
1.94% | 17.3% | 111% | - | - | - | - | - |
| URTH NYSE ARCA iShares MSCI World |
-0.11% | 16.4% | 87.2% | - | - | - | - | - |
| SPGM NYSE ARCA SPDR Portfolio MSCI Global |
0.12% | 16% | 81.7% | - | - | - | - | - |
| ACWI NASDAQ iShares MSCI ACWI |
-0.16% | 16.4% | 78.3% | - | - | - | - | - |
| VT NYSE ARCA Vanguard Total World Stock |
-0.09% | 16.1% | 78.4% | - | - | - | - | - |
| AVGE NYSE ARCA Avantis All Equity Markets |
-0.45% | 12.6% | 63% | - | - | - | - | - |
| ACWV BATS iShares MSCI Global Min Vol |
-1.82% | 10.3% | 42.7% | - | - | - | - | - |
| GLOV BATS Goldman Sachs ActiveBeta(R) |
-1.05% | 15.5% | 38.5% | - | - | - | - | - |
Performance Comparison: NZAC vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for NZAC
| Total Return (including Dividends) | NZAC | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -0.03% | 1.26% | 0.66% |
| 3 Months | 9.61% | 15.12% | 11.66% |
| 12 Months | 15.04% | 21.18% | 15.92% |
| 5 Years | 73.73% | 112.04% | 103.09% |
| Trend Stabilty (consistency of price movement) | NZAC | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 46.5% | 71.1% | 66.4% |
| 3 Months | 95% | 97% | 96.6% |
| 12 Months | 54% | 55.5% | 50% |
| 5 Years | 70.3% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 51 %th | -1.28% | -0.69% |
| 3 Month | 31 %th | -4.78% | -1.83% |
| 12 Month | 28 %th | -5.06% | -0.76% |
| 5 Years | 21 %th | -18.07% | -14.45% |
FAQs
Does SPDR MSCI ACWI (NZAC) outperform the market?
No,
over the last 12 months NZAC made 15.04%, while its related Sector, the Invesco QQQ Trust (QQQ) made 21.18%.
Over the last 3 months NZAC made 9.61%, while QQQ made 15.12%.
Performance Comparison NZAC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
NZAC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -0.7% | 2.5% | -1% |
| US NASDAQ 100 | QQQ | -0.6% | -1.3% | -0% | -6% |
| German DAX 40 | DAX | 0.5% | 1% | -1.7% | -14% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | -2.7% | -1.8% | -6% |
| Hongkong Hang Seng | HSI | -0.6% | -2.1% | -20.2% | -24% |
| India NIFTY 50 | INDA | -0.8% | 5.6% | 3.6% | 22% |
| Brasil Bovespa | EWZ | -1.7% | 7.4% | 0.2% | 11% |
NZAC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.4% | 1.5% | 3.2% | -10% |
| Consumer Discretionary | XLY | 1.1% | 1% | 12.4% | -4% |
| Consumer Staples | XLP | -1.2% | 2.2% | 4.8% | 10% |
| Energy | XLE | -1.1% | -0.2% | 8.6% | 18% |
| Financial | XLF | 1% | 2.4% | 6.2% | -6% |
| Health Care | XLV | 1.1% | 4.1% | 17.5% | 27% |
| Industrial | XLI | 0.6% | -1.2% | -2.8% | -6% |
| Materials | XLB | 3.3% | 3.7% | 8.6% | 19% |
| Real Estate | XLRE | 0.7% | 1% | 5.8% | 13% |
| Technology | XLK | -0.9% | -2.5% | -6.1% | -8% |
| Utilities | XLU | -4.3% | -4.7% | -4% | -4% |
| Aerospace & Defense | XAR | 0% | -4.1% | -15.6% | -31% |
| Biotech | XBI | -0.9% | -3.5% | 13.2% | 28% |
| Homebuilder | XHB | -0.3% | -1.2% | 8.4% | 24% |
| Retail | XRT | 2% | 1.9% | 7.9% | 12% |
NZAC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.3% | -4.80% | 7.63% | 14% |
| Natural Gas | UNG | -1.3% | 9.8% | 30% | 11% |
| Gold | GLD | -3.4% | -0.5% | -11.8% | -22% |
| Silver | SLV | 0.3% | -2.7% | -10% | -14% |
| Copper | CPER | 20.3% | 12.6% | 5.7% | 7% |
NZAC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.4% | 0.3% | 5.8% | 19% |
| iShares High Yield Corp. Bond | HYG | -2.2% | 0.2% | 3.8% | 7% |