(CGMS) Capital U.S. - Performance 6.2% in 12m
Compare CGMS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.59%
#4 in Group
Rel. Strength
52.33%
#3794 in Universe
Total Return 12m
6.16%
#19 in Group
Total Return 5y
23.60%
#4 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: CGMS (6.2%) vs TLT (0.1%)
5y Drawdown (Underwater) Chart
Top Performers in Multisector Bond
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 |
|---|---|---|---|---|---|---|---|---|
| CARY NYSE ARCA Angel Oak Income |
0.03% | 7.39% | 19.9% | - | - | - | - | - |
| CARY NASDAQ Angel Oak Income |
0.03% | 7.39% | 19.9% | - | - | - | - | - |
| CGMS NYSE ARCA Capital U.S. Multi-Sector |
1.44% | 6.16% | 23.6% | - | - | - | - | - |
| BINC NYSE ARCA BlackRock Trust II |
1.11% | 6.49% | 15.2% | - | - | - | - | - |
| PYLD NYSE ARCA PIMCO Trust |
0.89% | 7.97% | 15.5% | - | - | - | - | - |
| CRDT NYSE ARCA Simplify Exchange Traded |
-1.18% | 6.64% | 12.2% | - | - | - | - | - |
| AFIF BATS Anfield Universal Fixed |
0.43% | 6.35% | 13.7% | - | - | - | - | - |
| NFLT NYSE ARCA Virtus Newfleet |
0.44% | 6.36% | 23.1% | - | - | - | - | - |
Performance Comparison: CGMS vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for CGMS
| Total Return (including Dividends) | CGMS | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.44% | -1.69% | 2.87% |
| 3 Months | -0.37% | -1.17% | -6.42% |
| 12 Months | 6.16% | 0.07% | 9.87% |
| 5 Years | 23.60% | -38.71% | 107.51% |
| Trend Score (consistency of price movement) | CGMS | TLT | S&P 500 |
| 1 Month | 76.3% | 32.6% | 89.4% |
| 3 Months | -62.5% | -29.9% | -72% |
| 12 Months | 80.9% | -28.6% | 49.3% |
| 5 Years | 96.5% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #25 | 3.18% | -1.39% |
| 3 Month | #24 | 0.80% | 6.46% |
| 12 Month | #22 | 6.08% | -3.38% |
| 5 Years | #16 | 25.8% | -19.7% |
FAQs
Does CGMS Capital U.S. outperforms the market?
Yes,
over the last 12 months CGMS made 6.16%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.07%.
Over the last 3 months CGMS made -0.37%, while TLT made -1.17%.
Over the last 3 months CGMS made -0.37%, while TLT made -1.17%.
Performance Comparison CGMS vs Indeces and Sectors
CGMS vs. Indices CGMS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.58% | -1.43% | 5.91% | -3.71% |
| US NASDAQ 100 | QQQ | 0.33% | -3.27% | 5.50% | -5.16% |
| US Dow Jones Industrial 30 | DIA | 0.30% | -0.17% | 6.94% | -0.21% |
| German DAX 40 | DAX | -1.54% | -17.8% | -19.7% | -18.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.08% | -4.83% | 6.68% | 0.53% |
| Hongkong Hang Seng | HSI | -2.94% | -14.8% | -3.58% | -5.93% |
| India NIFTY 50 | INDA | 2.97% | -0.84% | 4.01% | 3.83% |
| Brasil Bovespa | EWZ | -1.47% | -10.1% | -3.30% | 12.6% |
CGMS vs. Sectors CGMS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.40% | -2.23% | -0.27% | -14.2% |
| Consumer Discretionary | XLY | -0.34% | -2.07% | 8.10% | -7.89% |
| Consumer Staples | XLP | 0.95% | -0.58% | -1.0% | -1.40% |
| Energy | XLE | -0.40% | 1.36% | 11.9% | 15.9% |
| Financial | XLF | -0.05% | -4.13% | 0.03% | -15.4% |
| Health Care | XLV | 4.37% | 5.82% | 11.1% | 12.1% |
| Industrial | XLI | -0.99% | -5.94% | 4.93% | -3.83% |
| Materials | XLB | 0.59% | -3.27% | 9.96% | 12.2% |
| Real Estate | XLRE | 0.91% | -4.68% | 3.53% | -7.30% |
| Technology | XLK | -0.31% | -5.30% | 8.18% | -0.84% |
| Utilities | XLU | -0.46% | -4.18% | -1.86% | -9.75% |
| Aerospace & Defense | XAR | 0.07% | -7.90% | -3.39% | -19.0% |
| Biotech | XBI | 8.66% | -0.58% | 27.0% | 20.2% |
| Homebuilder | XHB | 1.02% | -1.63% | 19.5% | 15.9% |
| Retail | XRT | 0.43% | -2.15% | 12.2% | 10.5% |