SDG Performance & Benchmarks - 4.2% in 12m
The Total Return for 3m is 9.4%, for 6m 11% and YTD 11%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
-15.57%
#39 in Peer-Group
Rel. Strength
48.78%
#3938 in Stock-Universe
Total Return 12m
4.16%
#39 in Peer-Group
Total Return 5y
14.52%
#34 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 84.25 USD |
| 52 Week Low | 64.95 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 54.77 |
| Buy/Sell Signal +-5 | 2.15 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SDG (4.2%) vs QQQ (21.2%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SDG | -1.68% | 3.52% | 9.37% |
| 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 |
|---|---|---|---|
| SDG | 11% | 4.16% | 14.5% |
| 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: SDG vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SDG
| Total Return (including Dividends) | SDG | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 3.52% | 1.26% | 0.66% |
| 3 Months | 9.37% | 15.12% | 11.66% |
| 12 Months | 4.16% | 21.18% | 15.92% |
| 5 Years | 14.52% | 112.04% | 103.09% |
| Trend Stabilty (consistency of price movement) | SDG | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 77.9% | 71.1% | 66.4% |
| 3 Months | 91.6% | 97% | 96.6% |
| 12 Months | -29.9% | 55.5% | 50% |
| 5 Years | -48.5% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 100 %th | 2.23% | 2.84% |
| 3 Month | 26 %th | -5.00% | -2.05% |
| 12 Month | 5 %th | -14.05% | -10.15% |
| 5 Years | 3 %th | -45.99% | -43.61% |
FAQs
Does iShares MSCI Global (SDG) outperform the market?
No,
over the last 12 months SDG made 4.16%, while its related Sector, the Invesco QQQ Trust (QQQ) made 21.18%.
Over the last 3 months SDG made 9.37%, while QQQ made 15.12%.
Performance Comparison SDG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SDG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.7% | 2.9% | 6.4% | -12% |
| US NASDAQ 100 | QQQ | 0.5% | 2.3% | 3.8% | -17% |
| German DAX 40 | DAX | 1.6% | 4.6% | 2.1% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.9% | 0.8% | 2.1% | -17% |
| Hongkong Hang Seng | HSI | 0.5% | 1.4% | -16.4% | -35% |
| India NIFTY 50 | INDA | 0.3% | 9.1% | 7.4% | 11% |
| Brasil Bovespa | EWZ | -0.6% | 11% | 4% | 0% |
SDG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.3% | 5% | 7% | -20% |
| Consumer Discretionary | XLY | 2.2% | 4.5% | 16.2% | -15% |
| Consumer Staples | XLP | -0% | 5.7% | 8.7% | -0% |
| Energy | XLE | 0.1% | 3.4% | 12.4% | 7% |
| Financial | XLF | 2.1% | 5.9% | 10% | -17% |
| Health Care | XLV | 2.2% | 7.6% | 21.3% | 16% |
| Industrial | XLI | 1.7% | 2.4% | 1% | -17% |
| Materials | XLB | 4.4% | 7.3% | 12.5% | 8% |
| Real Estate | XLRE | 1.8% | 4.5% | 9.6% | 2% |
| Technology | XLK | 0.2% | 1.1% | -2.3% | -19% |
| Utilities | XLU | -3.2% | -1.2% | -0.1% | -15% |
| Aerospace & Defense | XAR | 1.1% | -0.6% | -11.8% | -41% |
| Biotech | XBI | 0.2% | 0.1% | 17% | 17% |
| Homebuilder | XHB | 0.8% | 2.4% | 12.3% | 13% |
| Retail | XRT | 3.1% | 5.5% | 11.7% | 1% |
SDG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.2% | -1.25% | 11.5% | 3% |
| Natural Gas | UNG | -0.2% | 13.4% | 33.8% | 0% |
| Gold | GLD | -2.2% | 3% | -7.9% | -33% |
| Silver | SLV | 1.4% | 0.9% | -6.2% | -25% |
| Copper | CPER | 21.4% | 16.2% | 9.5% | -4% |
SDG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.3% | 3.9% | 9.6% | 8% |
| iShares High Yield Corp. Bond | HYG | -1.1% | 3.8% | 7.6% | -4% |