(OPTZ) Optimize Strategy - Performance 7.7% in 12m
Compare OPTZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
27.28%
#66 in Group
Rel. Strength
58.21%
#3326 in Universe
Total Return 12m
7.70%
#19 in Group
Total Return 5y
10.79%
#66 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: OPTZ (7.7%) vs QQQ (11.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: OPTZ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for OPTZ
| Total Return (including Dividends) | OPTZ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 7.73% | 4.71% | 2.87% |
| 3 Months | -7.72% | -7.66% | -6.42% |
| 12 Months | 7.70% | 11.32% | 9.87% |
| 5 Years | 10.79% | 121.95% | 107.51% |
| Trend Score (consistency of price movement) | OPTZ | QQQ | S&P 500 |
| 1 Month | 93.9% | 86.6% | 89.4% |
| 3 Months | -67.7% | -63.8% | -72% |
| 12 Months | 34.3% | 37.3% | 49.3% |
| 5 Years | 41.2% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #45 | 2.88% | 4.73% |
| 3 Month | #42 | -0.06% | -1.39% |
| 12 Month | #27 | -3.26% | -1.98% |
| 5 Years | #21 | -4.07% | -1.98% |
FAQs
Does OPTZ Optimize Strategy outperforms the market?
No,
over the last 12 months OPTZ made 7.70%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months OPTZ made -7.72%, while QQQ made -7.66%.
Over the last 3 months OPTZ made -7.72%, while QQQ made -7.66%.
Performance Comparison OPTZ vs Indeces and Sectors
OPTZ vs. Indices OPTZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.72% | 4.86% | -4.72% | -2.17% |
| US NASDAQ 100 | QQQ | 1.47% | 3.02% | -5.13% | -3.62% |
| US Dow Jones Industrial 30 | DIA | 1.44% | 6.12% | -3.69% | 1.33% |
| German DAX 40 | DAX | -0.40% | -11.6% | -30.3% | -17.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.06% | 1.46% | -3.95% | 2.07% |
| Hongkong Hang Seng | HSI | -1.80% | -8.48% | -14.2% | -4.39% |
| India NIFTY 50 | INDA | 4.11% | 5.45% | -6.62% | 5.37% |
| Brasil Bovespa | EWZ | -0.33% | -3.80% | -13.9% | 14.2% |
OPTZ vs. Sectors OPTZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.54% | 4.06% | -10.9% | -12.6% |
| Consumer Discretionary | XLY | 0.80% | 4.22% | -2.53% | -6.35% |
| Consumer Staples | XLP | 2.09% | 5.71% | -11.6% | 0.14% |
| Energy | XLE | 0.74% | 7.65% | 1.28% | 17.5% |
| Financial | XLF | 1.09% | 2.16% | -10.6% | -13.8% |
| Health Care | XLV | 5.51% | 12.1% | 0.51% | 13.6% |
| Industrial | XLI | 0.15% | 0.35% | -5.70% | -2.29% |
| Materials | XLB | 1.73% | 3.02% | -0.67% | 13.7% |
| Real Estate | XLRE | 2.05% | 1.61% | -7.10% | -5.76% |
| Technology | XLK | 0.83% | 0.99% | -2.45% | 0.70% |
| Utilities | XLU | 0.68% | 2.11% | -12.5% | -8.21% |
| Aerospace & Defense | XAR | 1.21% | -1.61% | -14.0% | -17.5% |
| Biotech | XBI | 9.80% | 5.71% | 16.3% | 21.7% |
| Homebuilder | XHB | 2.16% | 4.66% | 8.91% | 17.5% |
| Retail | XRT | 1.57% | 4.14% | 1.57% | 12.0% |