UTHY Performance & Benchmarks - -4.9% in 12m
The Total Return for 3m is -0.7%, for 6m 1% and YTD 1.9%. Compare with Peer-Group: Long Government
Performance Rating
-34.83%
#11 in Peer-Group
Rel. Strength
36.55%
#4878 in Stock-Universe
Total Return 12m
-4.87%
#18 in Peer-Group
Total Return 5y
-8.86%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 46.49 USD |
| 52 Week Low | 39.57 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 82.37 |
| Buy/Sell Signal +-5 | 1.47 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UTHY (-4.9%) vs TLT (-4.2%)
5y Drawdown (Underwater) Chart
Top Performer in Long Government
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| UTHY | 1.5% | -0.34% | -0.71% |
| TYA | 3.59% | 1.51% | 1.83% |
| XTEN | 1.55% | 0.65% | 1.10% |
| LGOV | 1.61% | 0.48% | 1.03% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| UTHY | 1.02% | -4.87% | -8.86% |
| IEF | 4.76% | 2.94% | -12.6% |
| XSVN | 4.71% | 2.97% | 7.38% |
| TYA | 11.7% | 1.18% | -38.3% |
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 |
|---|---|---|---|---|---|---|---|---|
| XSVN NYSE ARCA Bondbloxx Trust |
0.36% | 2.97% | 7.38% | - | - | - | - | - |
| XTEN NYSE ARCA Bondbloxx Trust |
0.65% | 1.35% | 3.91% | - | - | - | - | - |
| UTEN NASDAQ Rbb Fund - US Treasury 10 |
0.31% | 1.91% | -1.65% | - | - | - | - | - |
| TUA NYSE ARCA Simplify Exchange Traded |
0.88% | 2.82% | -0.72% | - | - | - | - | - |
| IEF NASDAQ iShares 7-10 Year Treasury |
0.41% | 2.94% | -12.6% | - | - | - | - | - |
| LGOV NYSE ARCA First Trust Long Duration |
0.48% | 2.25% | -16.8% | - | - | - | - | - |
| TYA BATS Simplify Exchange Traded |
1.51% | 1.18% | -38.3% | - | - | - | - | - |
| GOVI NASDAQ Invesco Equal Weight 0-30 |
0.39% | 0.01% | -22.9% | - | - | - | - | - |
Performance Comparison: UTHY vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for UTHY
| Total Return (including Dividends) | UTHY | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.34% | -0.36% | 0.66% |
| 3 Months | -0.71% | -0.24% | 11.66% |
| 12 Months | -4.87% | -4.24% | 15.92% |
| 5 Years | -8.86% | -40.58% | 103.09% |
| Trend Stabilty (consistency of price movement) | UTHY | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 19.4% | 20.9% | 66.4% |
| 3 Months | 21.6% | 30.5% | 96.6% |
| 12 Months | -73.7% | -71.3% | 50% |
| 5 Years | -35.9% | -88.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 30 %th | 0.02% | -0.99% |
| 3 Month | 17 %th | -0.47% | -11.08% |
| 12 Month | 30 %th | -0.66% | -17.94% |
| 5 Years | 26 %th | -0.94% | -43.72% |
FAQs
Does US Treasury 30 Year (UTHY) outperform the market?
No,
over the last 12 months UTHY made -4.87%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.24%.
Over the last 3 months UTHY made -0.71%, while TLT made -0.24%.
Performance Comparison UTHY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UTHY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.9% | -1% | -3.6% | -21% |
| US NASDAQ 100 | QQQ | 3.7% | -1.6% | -6.2% | -26% |
| German DAX 40 | DAX | 4.8% | 0.7% | -7.9% | -34% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.1% | -3% | -7.9% | -26% |
| Hongkong Hang Seng | HSI | 3.7% | -2.5% | -26.3% | -44% |
| India NIFTY 50 | INDA | 3.5% | 5.3% | -2.6% | 2% |
| Brasil Bovespa | EWZ | 2.6% | 7.1% | -5.9% | -9% |
UTHY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.9% | 1.2% | -3% | -29% |
| Consumer Discretionary | XLY | 5.4% | 0.7% | 6.2% | -24% |
| Consumer Staples | XLP | 3.1% | 1.9% | -1.3% | -9% |
| Energy | XLE | 3.2% | -0.5% | 2.4% | -2% |
| Financial | XLF | 5.3% | 2.1% | 0% | -26% |
| Health Care | XLV | 5.4% | 3.7% | 11.3% | 7% |
| Industrial | XLI | 4.9% | -1.5% | -9% | -26% |
| Materials | XLB | 7.6% | 3.4% | 2.5% | -1% |
| Real Estate | XLRE | 5% | 0.6% | -0.4% | -7% |
| Technology | XLK | 3.4% | -2.8% | -12.3% | -28% |
| Utilities | XLU | -0% | -5.1% | -10.1% | -24% |
| Aerospace & Defense | XAR | 4.3% | -4.4% | -21.7% | -50% |
| Biotech | XBI | 3.4% | -3.8% | 7% | 8% |
| Homebuilder | XHB | 4% | -1.5% | 2.3% | 4% |
| Retail | XRT | 6.3% | 1.6% | 1.8% | -8% |
UTHY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2% | -5.11% | 1.48% | -6% |
| Natural Gas | UNG | 3% | 9.5% | 23.8% | -9% |
| Gold | GLD | 0.9% | -0.9% | -17.9% | -42% |
| Silver | SLV | 4.6% | -3% | -16.1% | -34% |
| Copper | CPER | 24.6% | 12.3% | -0.5% | -13% |
UTHY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.1% | 0% | -0.4% | -1% |
| iShares High Yield Corp. Bond | HYG | 2.1% | -0.1% | -2.4% | -13% |