SBS Performance: 100.2% Return (12 Months)
SBS returned 100.2% over 12 months, outperforming the S&P 500 (25.4%). Volatility: 34.1%.
RS IBD
94.51
Top 5% in Peers
Volatility
34.1%
Top 75% in Peers
Total Return 12m
100.24%
Top 5% in Peers
RS Rating
90.15
Top 5% in Peers
P/E
| P/E Trailing | 12.8 |
| P/E Forward | 15.7 |
High / Low 52w
| 52 Week High | 32.99 USD |
| 52 Week Low | 15.87 USD |
Sentiment
| VRO Trend Strength ±100 | 94.41 |
| Buy Signal ±3 | 1.18 |
Drawdowns 3y
| Max Drawdown | 23.79% |
| Mean Drawdown | 5.69% |
Compare vs 10 peers in Water Utilities
12m Total Return: SBS (100.2%) vs PEER ETF
5y Drawdown (Underwater) Chart
Top Performer in Water Utilities (5/10)
Short Term Performance
| SYMBOL | 1W | 1M | 3M |
|---|---|---|---|
| SBS | 8.56% | 17.21% | 34.95% |
| HTO | 1.15% | 2.20% | 17.01% |
| AWK | 0.80% | 1.10% | 9.54% |
| AWR | 2.15% | 4.74% | 9.03% |
| CWT | 1.79% | 3.06% | 8.78% |
| MSEX | 3.10% | 2.65% | 7.99% |
Long Term Performance
| SYMBOL | 6M | 12M | 5Y |
|---|---|---|---|
| SBS | 47.60% | 100.24% | 403.07% |
| CDZI | -9.23% | 91.44% | -51.14% |
| CWCO | 7.57% | 53.45% | 212.14% |
| HTO | 25.83% | 21.51% | 4.52% |
| WTRG | 3.30% | 12.63% | 3.88% |
| AWR | 9.72% | 8.35% | 12.48% |
Compare SBS vs S&P 500
Total Return vs S&P 500
| PERIOD | SBS | S&P 500 |
|---|---|---|
| 1 Week | 8.56% | 3.67% |
| 1 Month | 17.21% | 0.52% |
| 3 Months | 34.95% | -1.77% |
| 6 Months | 47.60% | 1.88% |
| 12 Months | 100.24% | 25.35% |
| 5 Years | 403.07% | 76.85% |
FAQ
Does SBS outperform the market?
Yes, SBS significantly outperforms the market. Over the past 12 months, SBS returned 100.24% compared to 25.35% for the S&P 500.
What is the SBS return over the last 12 months?
SBS has returned 100.24% over the past 12 months, including dividends. Over 3 months the return was 34.95%, and over 5 years 403.07%.
How risky is SBS?
SBS has relatively low risk with a maximum drawdown of 23.79% over the past 3 years. The average drawdown is 5.69%.
SBS vs Sectors (12m)
Relative Performance vs S&P Sectors
Sorted by outperformance, Positive = SBS beats sector.
| SECTOR | ETF | DIFFERENCE 12M |
|---|---|---|
| Consumer Staples | XLP | 92.1% |
| Health Care | XLV | 90.7% |
| Financials | XLF | 89.9% |
| Real Estate | XLRE | 87.5% |
| Consumer Discretionary | XLY | 84% |
| Communication Services | XLC | 76.8% |
| Communication Services | XLC | 76.8% |
| Materials | XLB | 69.8% |
| Industrials | XLI | 62.6% |
| Technology | XLK | 60.1% |
| Energy | XLE | 56.6% |
SBS vs Asset Classes (12m)
Relative Performance vs Major Asset Classes
| ASSET CLASS | ETF | DIFFERENCE 12M |
|---|---|---|
| S&P 500 | SPY | 74.9% |
| Emerging Market | EEM | 50.4% |
| Gold | GLD | 46.8% |
| Long-Term Bonds | TLT | 98.3% |
| Risk-Free Cash | SHY | 96.7% |