(QLTY) The 2023 Series Trust - Performance 7.9% in 12m
Compare QLTY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.61%
#160 in Group
Rel. Strength
56.22%
#3495 in Universe
Total Return 12m
7.86%
#149 in Group
Total Return 5y
23.16%
#166 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: QLTY (7.9%) vs QQQ (12.7%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: QLTY vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for QLTY
| Total Return (including Dividends) | QLTY | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -1.66% | 1.40% | -0.87% |
| 3 Months | -8.23% | -8.83% | -7.58% |
| 12 Months | 7.86% | 12.67% | 11.88% |
| 5 Years | 23.16% | 127.97% | 110.33% |
| Trend Score (consistency of price movement) | QLTY | QQQ | S&P 500 |
| 1 Month | 13.4% | 29.6% | 23% |
| 3 Months | -91.4% | -86.5% | -88.5% |
| 12 Months | 46.6% | 43.1% | 55.1% |
| 5 Years | 80.9% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #187 | -3.02% | -0.80% |
| 3 Month | #76 | 0.65% | -0.71% |
| 12 Month | #165 | -4.27% | -3.59% |
| 5 Years | #77 | -1.10% | -2.08% |
FAQs
Does QLTY The 2023 Series Trust outperforms the market?
No,
over the last 12 months QLTY made 7.86%, while its related Sector, the Invesco QQQ Trust (QQQ) made 12.67%.
Over the last 3 months QLTY made -8.23%, while QQQ made -8.83%.
Over the last 3 months QLTY made -8.23%, while QQQ made -8.83%.
Performance Comparison QLTY vs Indeces and Sectors
QLTY vs. Indices QLTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.42% | -0.79% | -0.27% | -4.02% |
| US NASDAQ 100 | QQQ | -1.45% | -3.06% | -0.70% | -4.81% |
| US Dow Jones Industrial 30 | DIA | 0.52% | 1.52% | -0.18% | -1.34% |
| German DAX 40 | DAX | 0.81% | -2.98% | -19.8% | -16.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.54% | 1.16% | 2.72% | 1.90% |
| Hongkong Hang Seng | HSI | 0.57% | -1.72% | -2.19% | -6.03% |
| India NIFTY 50 | INDA | 2.42% | -5.72% | -0.56% | 4.79% |
| Brasil Bovespa | EWZ | 0.38% | -6.26% | -3.97% | 13.7% |
QLTY vs. Sectors QLTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.67% | -0.61% | -6.40% | -16.1% |
| Consumer Discretionary | XLY | -0.50% | -1.56% | -2.78% | -5.46% |
| Consumer Staples | XLP | 3.08% | -1.86% | -5.58% | -3.34% |
| Energy | XLE | 4.06% | 12.2% | 5.52% | 19.0% |
| Financial | XLF | 0.97% | 0.45% | -7.87% | -14.8% |
| Health Care | XLV | -0.34% | 2.13% | 1.42% | 6.14% |
| Industrial | XLI | -0.84% | -1.77% | -0.98% | -1.73% |
| Materials | XLB | 0.19% | 0.77% | 7.14% | 11.4% |
| Real Estate | XLRE | 1.10% | -0.35% | 0.62% | -10.2% |
| Technology | XLK | -2.87% | -3.35% | 3.07% | 0.13% |
| Utilities | XLU | 2.42% | -1.72% | -2.39% | -14.0% |
| Aerospace & Defense | XAR | -1.37% | -8.05% | -13.8% | -18.7% |
| Biotech | XBI | -1.72% | -3.94% | 12.4% | 9.69% |
| Homebuilder | XHB | 0.27% | 0.61% | 14.5% | 14.9% |
| Retail | XRT | 1.15% | -1.10% | 5.30% | 10.6% |