(CGUS) Capital Core Equity - Performance 10.8% in 12m
Compare CGUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.79%
#129 in Group
Rel. Strength
62.64%
#2982 in Universe
Total Return 12m
10.80%
#102 in Group
Total Return 5y
38.63%
#145 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: CGUS (10.8%) 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: CGUS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for CGUS
| Total Return (including Dividends) | CGUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.41% | -0.87% | -0.87% |
| 3 Months | -9.13% | -7.58% | -7.58% |
| 12 Months | 10.80% | 11.88% | 11.88% |
| 5 Years | 38.63% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | CGUS | SPY | S&P 500 |
| 1 Month | 18.7% | 23% | 23% |
| 3 Months | -91.4% | -88.5% | -88.5% |
| 12 Months | 56.3% | 55.1% | 55.1% |
| 5 Years | 91.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #128 | -0.54% | -0.54% |
| 3 Month | #168 | -1.67% | -1.67% |
| 12 Month | #105 | -0.96% | -0.96% |
| 5 Years | #35 | 2.16% | 2.16% |
FAQs
Does CGUS Capital Core Equity outperforms the market?
No,
over the last 12 months CGUS made 10.80%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months CGUS made -9.13%, while SPY made -7.58%.
Over the last 3 months CGUS made -9.13%, while SPY made -7.58%.
Performance Comparison CGUS vs Indeces and Sectors
CGUS vs. Indices CGUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.08% | -0.54% | -1.01% | -1.08% |
| US NASDAQ 100 | QQQ | -1.11% | -2.81% | -1.44% | -1.87% |
| US Dow Jones Industrial 30 | DIA | 0.86% | 1.77% | -0.92% | 1.60% |
| German DAX 40 | DAX | 1.15% | -2.73% | -20.5% | -13.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.88% | 1.41% | 1.98% | 4.84% |
| Hongkong Hang Seng | HSI | 0.91% | -1.47% | -2.93% | -3.09% |
| India NIFTY 50 | INDA | 2.76% | -5.47% | -1.30% | 7.73% |
| Brasil Bovespa | EWZ | 0.72% | -6.01% | -4.71% | 16.6% |
CGUS vs. Sectors CGUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.33% | -0.36% | -7.14% | -13.2% |
| Consumer Discretionary | XLY | -0.16% | -1.31% | -3.52% | -2.52% |
| Consumer Staples | XLP | 3.42% | -1.61% | -6.32% | -0.40% |
| Energy | XLE | 4.40% | 12.5% | 4.78% | 21.9% |
| Financial | XLF | 1.31% | 0.70% | -8.61% | -11.9% |
| Health Care | XLV | - | 2.38% | 0.68% | 9.08% |
| Industrial | XLI | -0.50% | -1.52% | -1.72% | 1.21% |
| Materials | XLB | 0.53% | 1.02% | 6.40% | 14.3% |
| Real Estate | XLRE | 1.44% | -0.10% | -0.12% | -7.29% |
| Technology | XLK | -2.53% | -3.10% | 2.33% | 3.07% |
| Utilities | XLU | 2.76% | -1.47% | -3.13% | -11.0% |
| Aerospace & Defense | XAR | -1.03% | -7.80% | -14.5% | -15.8% |
| Biotech | XBI | -1.38% | -3.69% | 11.6% | 12.6% |
| Homebuilder | XHB | 0.61% | 0.86% | 13.8% | 17.8% |
| Retail | XRT | 1.49% | -0.85% | 4.56% | 13.5% |