(APUE) Trust Professional - Performance 10.3% in 12m
Compare APUE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.22%
#136 in Group
Rel. Strength
61.87%
#3044 in Universe
Total Return 12m
10.27%
#109 in Group
Total Return 5y
38.34%
#146 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: APUE (10.3%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: APUE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for APUE
| Total Return (including Dividends) | APUE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.77% | -0.87% | -0.87% |
| 3 Months | -8.37% | -7.58% | -7.58% |
| 12 Months | 10.27% | 11.88% | 11.88% |
| 5 Years | 38.34% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | APUE | SPY | S&P 500 |
| 1 Month | 24.3% | 23% | 23% |
| 3 Months | -89.2% | -88.5% | -88.5% |
| 12 Months | 50.3% | 55.1% | 55.1% |
| 5 Years | 91.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #90 | 0.10% | 0.10% |
| 3 Month | #150 | -0.86% | -0.86% |
| 12 Month | #116 | -1.44% | -1.44% |
| 5 Years | #73 | -0.93% | -0.93% |
FAQs
Does APUE Trust Professional outperforms the market?
No,
over the last 12 months APUE made 10.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months APUE made -8.37%, while SPY made -7.58%.
Over the last 3 months APUE made -8.37%, while SPY made -7.58%.
Performance Comparison APUE vs Indeces and Sectors
APUE vs. Indices APUE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.13% | 0.10% | -1.07% | -1.61% |
| US NASDAQ 100 | QQQ | -1.16% | -2.17% | -1.50% | -2.40% |
| US Dow Jones Industrial 30 | DIA | 0.81% | 2.41% | -0.98% | 1.07% |
| German DAX 40 | DAX | 1.10% | -2.09% | -20.6% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.83% | 2.05% | 1.92% | 4.31% |
| Hongkong Hang Seng | HSI | 0.86% | -0.83% | -2.99% | -3.62% |
| India NIFTY 50 | INDA | 2.71% | -4.83% | -1.36% | 7.20% |
| Brasil Bovespa | EWZ | 0.67% | -5.37% | -4.77% | 16.1% |
APUE vs. Sectors APUE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.38% | 0.28% | -7.20% | -13.7% |
| Consumer Discretionary | XLY | -0.21% | -0.67% | -3.58% | -3.05% |
| Consumer Staples | XLP | 3.37% | -0.97% | -6.38% | -0.93% |
| Energy | XLE | 4.35% | 13.1% | 4.72% | 21.4% |
| Financial | XLF | 1.26% | 1.34% | -8.67% | -12.4% |
| Health Care | XLV | -0.05% | 3.02% | 0.62% | 8.55% |
| Industrial | XLI | -0.55% | -0.88% | -1.78% | 0.68% |
| Materials | XLB | 0.48% | 1.66% | 6.34% | 13.8% |
| Real Estate | XLRE | 1.39% | 0.54% | -0.18% | -7.82% |
| Technology | XLK | -2.58% | -2.46% | 2.27% | 2.54% |
| Utilities | XLU | 2.71% | -0.83% | -3.19% | -11.6% |
| Aerospace & Defense | XAR | -1.08% | -7.16% | -14.6% | -16.3% |
| Biotech | XBI | -1.43% | -3.05% | 11.6% | 12.1% |
| Homebuilder | XHB | 0.56% | 1.50% | 13.7% | 17.3% |
| Retail | XRT | 1.44% | -0.21% | 4.50% | 13.0% |