(AIFD) TCW Trust - Performance 7.6% in 12m
AIFD performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
26.99%
#84 in Peer-Group
Rel. Strength
53.05%
#3598 in Stock-Universe
Total Return 12m
7.57%
#99 in Peer-Group
Total Return 5y
20.17%
#97 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 31.66 USD |
| 52 Week Low | 21.15 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 56.77 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AIFD (7.6%) vs SPY (12.7%)
5y Drawdown (Underwater) Chart
Top Performer in Technology
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 |
|---|---|---|---|---|---|---|---|---|
| QTUM NYSE ARCA Defiance Quantum |
3.76% | 41% | 206% | - | - | - | - | - |
| FNGS NYSE ARCA MicroSectors FANG+ ETN |
4.47% | 25.7% | 217% | - | - | - | - | - |
| CIBR NASDAQ First Trust NASDAQ |
0.12% | 26.2% | 123% | - | - | - | - | - |
| IETC BATS iShares Evolved U.S. |
4.68% | 23.7% | 150% | - | - | - | - | - |
| XLK NYSE ARCA Technology Sector SPDR |
5.36% | 9.89% | 150% | - | - | - | - | - |
| TDIV NASDAQ First Trust NASDAQ |
5.28% | 17.6% | 136% | - | - | - | - | - |
| FTEC NYSE ARCA Fidelity MSCI Information |
5.8% | 11.6% | 147% | - | - | - | - | - |
| IYW NYSE ARCA iShares U.S. Technology |
5.64% | 12.1% | 159% | - | - | - | - | - |
Performance Comparison: AIFD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for AIFD
| Total Return (including Dividends) | AIFD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.07% | 3.98% | 3.98% |
| 3 Months | 31.99% | 16.24% | 16.24% |
| 12 Months | 7.57% | 12.66% | 12.66% |
| 5 Years | 20.17% | 109.18% | 109.18% |
| Trend Score (consistency of price movement) | AIFD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 85.7% | 91.4% | 91.4% |
| 3 Months | 97.6% | 97.5% | 97.5% |
| 12 Months | 20% | 46.7% | 46.7% |
| 5 Years | 22.4% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th65.04 | 1.05% | 1.05% |
| 3 Month | %th76.42 | 13.55% | 13.55% |
| 12 Month | %th19.51 | -4.52% | -4.52% |
| 5 Years | %th61.79 | -2.19% | -2.19% |
FAQs
Does TCW Trust (AIFD) outperform the market?
No,
over the last 12 months AIFD made 7.57%, while its related Sector, the SPDR SP500 Trust (SPY) made 12.66%.
Over the last 3 months AIFD made 31.99%, while SPY made 16.24%.
Performance Comparison AIFD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
AIFD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | 1.1% | -3.4% | -5% |
| US NASDAQ 100 | QQQ | -0.6% | 0.9% | -5.9% | -5% |
| German DAX 40 | DAX | -0.2% | 3.1% | -14.1% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2% | -0.1% | -5.4% | -12% |
| Hongkong Hang Seng | HSI | -1.3% | 2.5% | -24.8% | -27% |
| India NIFTY 50 | INDA | 1% | 4.4% | -3.3% | 11% |
| Brasil Bovespa | EWZ | 4.7% | 8.6% | -16.6% | 8% |
AIFD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.2% | 2.2% | -8.1% | -17% |
| Consumer Discretionary | XLY | -1.6% | 1% | 3.8% | -10% |
| Consumer Staples | XLP | 1.7% | 4.8% | -2.5% | -0% |
| Energy | XLE | -2.1% | 3.9% | 6.4% | 8% |
| Financial | XLF | 0.5% | 0.7% | -5.2% | -16% |
| Health Care | XLV | -0.3% | 5.1% | 7.2% | 15% |
| Industrial | XLI | -1.2% | -0.4% | -8.5% | -15% |
| Materials | XLB | -0.4% | 1.3% | -2.1% | 5% |
| Real Estate | XLRE | -0.7% | 4.4% | -1.7% | -0% |
| Technology | XLK | -0.1% | -0.3% | -8.1% | -2% |
| Utilities | XLU | -0.7% | 2.2% | -6.4% | -15% |
| Aerospace & Defense | XAR | -2.8% | -4.8% | -24% | -42% |
| Biotech | XBI | -5.4% | -0.8% | 2.7% | 19% |
| Homebuilder | XHB | -2.6% | -4.2% | 6.8% | 11% |
| Retail | XRT | -0.9% | -0.1% | -0.1% | 0% |
AIFD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.3% | 8.85% | 11.9% | 13% |
| Natural Gas | UNG | -1% | 15% | 21.8% | 2% |
| Gold | GLD | -0% | 6.3% | -20.2% | -30% |
| Silver | SLV | -3.4% | 0.2% | -22.8% | -16% |
| Copper | CPER | -9.9% | -8.4% | -21.3% | -15% |
AIFD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.8% | 4.5% | 2% | 11% |
| iShares High Yield Corp. Bond | HYG | 0.2% | 3.9% | -0.3% | -1% |