(QLTI) The 2023 Series Trust - Performance -1.4% in 12m
Compare QLTI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-5.54%
#47 in Group
Rel. Strength
69.45%
#2439 in Universe
Total Return 12m
-1.39%
#48 in Group
Total Return 5y
-1.39%
#48 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: QLTI (-1.4%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-1.02% | 14.5% | 105% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
3.02% | 15.7% | 95.6% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
2.74% | 17% | 102% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
2.94% | 17.1% | 108% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
3.43% | 19.3% | 104% | - | - | - | - | - |
| PID NASDAQ Invesco International |
3.41% | 15% | 99.3% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
3.39% | 19.8% | 87.4% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
2.85% | 16.3% | 99% | - | - | - | - | - |
Performance Comparison: QLTI vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for QLTI
| Total Return (including Dividends) | QLTI | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 4.08% | -3.18% | -0.87% |
| 3 Months | 1.50% | -8.41% | -7.58% |
| 12 Months | -1.39% | 9.20% | 11.88% |
| 5 Years | -1.39% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | QLTI | DIA | S&P 500 |
| 1 Month | 62.5% | -2.7% | 23% |
| 3 Months | -42.1% | -91.1% | -88.5% |
| 12 Months | 16.6% | 61.2% | 55.1% |
| 5 Years | 16.6% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #14 | 7.49% | 4.99% |
| 3 Month | #48 | 10.8% | 9.82% |
| 12 Month | #44 | 1.74% | 2.80% |
| 5 Years | #21 | 1.74% | 2.80% |
FAQs
Does QLTI The 2023 Series Trust outperforms the market?
No,
over the last 12 months QLTI made -1.39%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months QLTI made 1.50%, while DIA made -8.41%.
Over the last 3 months QLTI made 1.50%, while DIA made -8.41%.
Performance Comparison QLTI vs Indeces and Sectors
QLTI vs. Indices QLTI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.88% | 4.95% | 2.99% | -13.3% |
| US NASDAQ 100 | QQQ | -1.91% | 2.68% | 2.56% | -14.1% |
| US Dow Jones Industrial 30 | DIA | 0.06% | 7.26% | 3.08% | -10.6% |
| German DAX 40 | DAX | 0.35% | 2.76% | -16.5% | -26.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.08% | 6.90% | 5.98% | -7.35% |
| Hongkong Hang Seng | HSI | 0.11% | 4.02% | 1.07% | -15.3% |
| India NIFTY 50 | INDA | 1.96% | 0.02% | 2.70% | -4.46% |
| Brasil Bovespa | EWZ | -0.08% | -0.52% | -0.71% | 4.43% |
QLTI vs. Sectors QLTI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.13% | 5.13% | -3.14% | -25.4% |
| Consumer Discretionary | XLY | -0.96% | 4.18% | 0.48% | -14.7% |
| Consumer Staples | XLP | 2.62% | 3.88% | -2.32% | -12.6% |
| Energy | XLE | 3.60% | 17.9% | 8.78% | 9.70% |
| Financial | XLF | 0.51% | 6.19% | -4.61% | -24.1% |
| Health Care | XLV | -0.80% | 7.87% | 4.68% | -3.11% |
| Industrial | XLI | -1.30% | 3.97% | 2.28% | -11.0% |
| Materials | XLB | -0.27% | 6.51% | 10.4% | 2.13% |
| Real Estate | XLRE | 0.64% | 5.39% | 3.88% | -19.5% |
| Technology | XLK | -3.33% | 2.39% | 6.33% | -9.12% |
| Utilities | XLU | 1.96% | 4.02% | 0.87% | -23.2% |
| Aerospace & Defense | XAR | -1.83% | -2.31% | -10.5% | -28.0% |
| Biotech | XBI | -2.18% | 1.80% | 15.6% | 0.44% |
| Homebuilder | XHB | -0.19% | 6.35% | 17.8% | 5.64% |
| Retail | XRT | 0.69% | 4.64% | 8.56% | 1.35% |