(SQLV) Royce Quant Small-Cap - Performance -3.9% in 12m
Compare SQLV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.30%
#22 in Group
Rel. Strength
37.82%
#4948 in Universe
Total Return 12m
-3.89%
#38 in Group
Total Return 5y
99.74%
#18 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: SQLV (-3.9%) vs QQQ (15.2%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-2.03% | 8.14% | 89.2% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.61% | 6.13% | 114% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.1% | 4.62% | 132% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.72% | 5.96% | 113% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.64% | 5.95% | 113% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-3.78% | -3.31% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-1.85% | 2.07% | 137% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-3.96% | -0.37% | 167% | - | - | - | - | - |
Performance Comparison: SQLV vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SQLV
| Total Return (including Dividends) | SQLV | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -2.53% | 2.66% | 0.40% |
| 3 Months | -11.81% | -5.51% | -4.90% |
| 12 Months | -3.89% | 15.21% | 13.65% |
| 5 Years | 99.74% | 134.38% | 114.96% |
| Trend Score (consistency of price movement) | SQLV | QQQ | S&P 500 |
| 1 Month | 76.2% | 76.4% | 74.8% |
| 3 Months | -90.2% | -81.2% | -84.7% |
| 12 Months | 4.20% | 41.4% | 53.5% |
| 5 Years | 70.5% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #43 | -5.06% | -2.92% |
| 3 Month | #41 | -6.67% | -7.26% |
| 12 Month | #40 | -16.6% | -15.4% |
| 5 Years | #36 | -14.8% | -7.08% |
FAQs
Does SQLV Royce Quant Small-Cap outperforms the market?
No,
over the last 12 months SQLV made -3.89%, while its related Sector, the Invesco QQQ Trust (QQQ) made 15.21%.
Over the last 3 months SQLV made -11.81%, while QQQ made -5.51%.
Over the last 3 months SQLV made -11.81%, while QQQ made -5.51%.
Performance Comparison SQLV vs Indeces and Sectors
SQLV vs. Indices SQLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.25% | -2.93% | -9.69% | -17.5% |
| US NASDAQ 100 | QQQ | -0.26% | -5.19% | -10.5% | -19.1% |
| US Dow Jones Industrial 30 | DIA | 0.18% | -0.45% | -9.16% | -13.7% |
| German DAX 40 | DAX | -0.53% | -5.56% | -29.9% | -32.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.41% | -2.30% | -5.72% | -9.24% |
| Hongkong Hang Seng | HSI | -0.43% | -2.59% | -10.1% | -14.4% |
| India NIFTY 50 | INDA | 1.17% | -7.09% | -9.59% | -6.38% |
| Brasil Bovespa | EWZ | 2.51% | -6.28% | -11.7% | 3.88% |
SQLV vs. Sectors SQLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.06% | -3.12% | -16.0% | -28.0% |
| Consumer Discretionary | XLY | 1.24% | -1.61% | -11.1% | -18.9% |
| Consumer Staples | XLP | 2.29% | -2.54% | -12.4% | -14.5% |
| Energy | XLE | 3.68% | 10.4% | -2.60% | 4.63% |
| Financial | XLF | -0.44% | -1.73% | -18.0% | -28.8% |
| Health Care | XLV | 2.83% | 1.47% | -4.77% | -4.09% |
| Industrial | XLI | -1.14% | -3.68% | -10.9% | -15.9% |
| Materials | XLB | 0.38% | -0.14% | -1.29% | -1.57% |
| Real Estate | XLRE | -0.27% | -2.17% | -8.27% | -22.0% |
| Technology | XLK | -0.72% | -5.91% | -6.73% | -14.6% |
| Utilities | XLU | 1.21% | -2.95% | -14.5% | -25.0% |
| Aerospace & Defense | XAR | -1.21% | -10.2% | -24.2% | -32.8% |
| Biotech | XBI | -0.87% | -6.14% | 6.25% | 1.45% |
| Homebuilder | XHB | -0.70% | -0.93% | 6.05% | 1.49% |
| Retail | XRT | 0.11% | -1.34% | -3.17% | -2.84% |