(QLTY) The 2023 Series Trust - Performance 7.9% in 12m
QLTY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
46.77%
#155 in Peer-Group
Rel. Strength
56.26%
#3330 in Stock-Universe
Total Return 12m
7.93%
#140 in Peer-Group
Total Return 5y
32.90%
#162 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 33.93 USD |
| 52 Week Low | 28.16 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 76.34 |
| Buy/Sell Signal +-5 | -0.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: QLTY (7.9%) vs QQQ (9.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
1.48% | 20.8% | 163% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.71% | 9.46% | 152% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.39% | 8.05% | 150% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
0.77% | 13.5% | 118% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
1.56% | 13.2% | 122% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-0.17% | 15.4% | 85.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.36% | 12% | 110% | - | - | - | - | - |
| SPHQ NYSE ARCA Invesco SP500 Quality |
-0.1% | 8.64% | 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 | 2.38% | 1.48% | 1.11% |
| 3 Months | 4.77% | 9.32% | 5.58% |
| 12 Months | 7.93% | 9.30% | 10.51% |
| 5 Years | 32.90% | 127.76% | 109.12% |
| Trend Score (consistency of price movement) | QLTY | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 66.5% | 76.2% | 69.9% |
| 3 Months | 66.3% | 76.2% | 69.3% |
| 12 Months | 32.7% | 37.2% | 43.2% |
| 5 Years | 80.5% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #38 | 0.88% | 1.26% |
| 3 Month | #178 | -4.16% | -0.77% |
| 12 Month | #140 | -1.25% | -2.33% |
| 5 Years | #103 | -3.71% | -1.86% |
FAQs
Does The 2023 Series Trust (QLTY) outperform the market?
No,
over the last 12 months QLTY made 7.93%, while its related Sector, the Invesco QQQ Trust (QQQ) made 9.30%.
Over the last 3 months QLTY made 4.77%, while QQQ made 9.32%.
Performance Comparison QLTY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
QLTY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.9% | 1.3% | 1.8% | -3% |
| US NASDAQ 100 | QQQ | 1.1% | 0.9% | 2.6% | -1% |
| German DAX 40 | DAX | 3.1% | 3.1% | -14.6% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.2% | 3.3% | -0% | -4% |
| Hongkong Hang Seng | HSI | 0.4% | -2.7% | -17.2% | -19% |
| India NIFTY 50 | INDA | 2.6% | 3.7% | 2.8% | 9% |
| Brasil Bovespa | EWZ | -1.5% | 1.9% | -18.4% | -1% |
QLTY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | 0.9% | -1% | -15% |
| Consumer Discretionary | XLY | 1.4% | 4.2% | 11.7% | -10% |
| Consumer Staples | XLP | 1.2% | 2.6% | 0.3% | 1% |
| Energy | XLE | -5% | -0.5% | -1.8% | 5% |
| Financial | XLF | 2.5% | 5% | -1.1% | -16% |
| Health Care | XLV | -1.1% | -2% | 2.2% | 13% |
| Industrial | XLI | 1.9% | 2% | -3.8% | -10% |
| Materials | XLB | 1.5% | 1% | 1% | 9% |
| Real Estate | XLRE | 0.3% | 1.4% | 0.8% | -5% |
| Technology | XLK | 0.6% | 0.4% | 1.4% | 4% |
| Utilities | XLU | -0.5% | 1.9% | -6.6% | -13% |
| Aerospace & Defense | XAR | 1.9% | -3.4% | -15.2% | -35% |
| Biotech | XBI | 1.2% | -5.4% | 12.6% | 16% |
| Homebuilder | XHB | 2.5% | 7.4% | 17.2% | 17% |
| Retail | XRT | 4.8% | 2.6% | 9.7% | 7% |
QLTY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.9% | -16.3% | -8.07% | 5% |
| Natural Gas | UNG | 1.6% | 5% | -16.5% | 23% |
| Gold | GLD | -2.7% | -3.8% | -28.4% | -39% |
| Silver | SLV | 1.7% | -9% | -17.8% | -15% |
| Copper | CPER | 3.4% | 0.7% | -13.1% | -0% |
QLTY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.6% | 1.7% | 3.2% | 12% |
| iShares High Yield Corp. Bond | HYG | 0.4% | 1.9% | -1.9% | -1% |