(BTHM) BlackRock Trust - Performance 5.9% in 12m
BTHM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
46.35%
#156 in Peer-Group
Rel. Strength
47.23%
#4015 in Stock-Universe
Total Return 12m
5.89%
#162 in Peer-Group
Total Return 5y
36.64%
#153 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 35.41 USD |
| 52 Week Low | 28.66 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 15.80 |
| Buy/Sell Signal +-5 | -0.22 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BTHM (5.9%) vs SPY (10.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
1.48% | 20.8% | 163% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.71% | 9.46% | 152% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.39% | 8.05% | 150% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
0.77% | 13.5% | 118% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
1.56% | 13.2% | 122% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-0.17% | 15.4% | 85.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.36% | 12% | 110% | - | - | - | - | - |
| SPHQ NYSE ARCA Invesco SP500 Quality |
-0.1% | 8.64% | 116% | - | - | - | - | - |
Performance Comparison: BTHM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BTHM
| Total Return (including Dividends) | BTHM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.68% | 1.11% | 1.11% |
| 3 Months | 3.51% | 5.58% | 5.58% |
| 12 Months | 5.89% | 10.51% | 10.51% |
| 5 Years | 36.64% | 109.12% | 109.12% |
| Trend Score (consistency of price movement) | BTHM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 47.2% | 69.9% | 69.9% |
| 3 Months | 75.5% | 69.3% | 69.3% |
| 12 Months | 44% | 43.2% | 43.2% |
| 5 Years | 85.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #196 | -4.82% | -4.82% |
| 3 Month | #155 | -3.06% | -3.06% |
| 12 Month | #175 | -5.26% | -5.26% |
| 5 Years | #55 | -0.29% | -0.29% |
FAQs
Does BlackRock Trust (BTHM) outperform the market?
No,
over the last 12 months BTHM made 5.89%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.51%.
Over the last 3 months BTHM made 3.51%, while SPY made 5.58%.
Performance Comparison BTHM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BTHM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.6% | -3.8% | -4.1% | -5% |
| US NASDAQ 100 | QQQ | -3.4% | -4.2% | -3.4% | -3% |
| German DAX 40 | DAX | -1.4% | -1.9% | -20.5% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.4% | -1.8% | -6% | -6% |
| Hongkong Hang Seng | HSI | -4.1% | -7.7% | -23.2% | -22% |
| India NIFTY 50 | INDA | -1.9% | -1.4% | -3.1% | 7% |
| Brasil Bovespa | EWZ | -6% | -3.1% | -24.3% | -3% |
BTHM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.3% | -4.2% | -6.9% | -17% |
| Consumer Discretionary | XLY | -3.1% | -0.9% | 5.7% | -12% |
| Consumer Staples | XLP | -3.3% | -2.5% | -5.6% | -1% |
| Energy | XLE | -9.5% | -5.6% | -7.7% | 3% |
| Financial | XLF | -2.1% | -0.1% | -7% | -18% |
| Health Care | XLV | -5.6% | -7% | -3.7% | 11% |
| Industrial | XLI | -2.6% | -3% | -9.7% | -12% |
| Materials | XLB | -3% | -4.1% | -4.9% | 7% |
| Real Estate | XLRE | -4.2% | -3.6% | -5.1% | -7% |
| Technology | XLK | -3.9% | -4.7% | -4.5% | 2% |
| Utilities | XLU | -5% | -3.2% | -12.5% | -15% |
| Aerospace & Defense | XAR | -2.6% | -8.5% | -21.1% | -37% |
| Biotech | XBI | -3.3% | -10.4% | 6.6% | 13% |
| Homebuilder | XHB | -2% | 2.3% | 11.3% | 15% |
| Retail | XRT | 0.3% | -2.5% | 3.8% | 5% |
BTHM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -15.4% | -21.4% | -14.0% | 3% |
| Natural Gas | UNG | -2.9% | -0.1% | -22.4% | 21% |
| Gold | GLD | -7.2% | -8.9% | -34.3% | -41% |
| Silver | SLV | -2.8% | -14% | -23.7% | -17% |
| Copper | CPER | -1.1% | -4.4% | -19% | -3% |
BTHM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -5.1% | -3.4% | -2.7% | 10% |
| iShares High Yield Corp. Bond | HYG | -4.1% | -3.2% | -7.8% | -3% |