(CLOX) Series Portfolios - Performance 6% in 12m
Compare CLOX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.11%
#35 in Group
Rel. Strength
49.46%
#4022 in Universe
Total Return 12m
5.95%
#33 in Group
Total Return 5y
13.22%
#50 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: CLOX (6%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort 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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: CLOX vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for CLOX
| Total Return (including Dividends) | CLOX | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.85% | -2.76% | 11.72% |
| 3 Months | 0.76% | -1.93% | -6.46% |
| 12 Months | 5.95% | 0.78% | 10.48% |
| 5 Years | 13.22% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | CLOX | TLT | S&P 500 |
| 1 Month | 95.8% | 4.9% | 84% |
| 3 Months | -1.40% | -13.9% | -82.6% |
| 12 Months | 96.2% | -22% | 52.6% |
| 5 Years | 99.3% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #57 | 4.75% | -8.83% |
| 3 Month | #58 | 2.75% | 7.72% |
| 12 Month | #34 | 5.13% | -4.10% |
| 5 Years | #48 | 24.2% | -10.7% |
FAQs
Does CLOX Series Portfolios outperforms the market?
Yes,
over the last 12 months CLOX made 5.95%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months CLOX made 0.76%, while TLT made -1.93%.
Over the last 3 months CLOX made 0.76%, while TLT made -1.93%.
Performance Comparison CLOX vs Indeces and Sectors
CLOX vs. Indices CLOX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.75% | -9.87% | 4.54% | -4.53% |
| US NASDAQ 100 | QQQ | -2.31% | -12.8% | 3.85% | -5.10% |
| US Dow Jones Industrial 30 | DIA | -1.93% | -6.82% | 4.50% | -1.90% |
| German DAX 40 | DAX | -4.19% | -15.8% | -18.0% | -21.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.34% | -10.6% | 9.91% | 0.34% |
| Hongkong Hang Seng | HSI | -3.42% | -11.7% | 3.98% | -3.29% |
| India NIFTY 50 | INDA | -1.38% | -8.71% | 2.95% | 1.48% |
| Brasil Bovespa | EWZ | 2.39% | -9.67% | 3.39% | 16.7% |
CLOX vs. Sectors CLOX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.54% | -9.94% | -2.58% | -15.5% |
| Consumer Discretionary | XLY | -0.27% | -8.48% | 4.22% | -5.87% |
| Consumer Staples | XLP | -0.59% | -3.23% | 0.82% | -4.18% |
| Energy | XLE | 3.53% | -1.03% | 12.2% | 16.8% |
| Financial | XLF | -2.09% | -10.3% | -3.80% | -16.3% |
| Health Care | XLV | 0.88% | -0.88% | 8.66% | 6.68% |
| Industrial | XLI | -3.48% | -12.9% | 3.14% | -4.24% |
| Materials | XLB | -1.30% | -8.16% | 12.0% | 10.5% |
| Real Estate | XLRE | -2.15% | -8.30% | 5.64% | -11.1% |
| Technology | XLK | -2.97% | -15.6% | 7.60% | 0.08% |
| Utilities | XLU | -0.54% | -6.54% | -0.21% | -13.3% |
| Aerospace & Defense | XAR | -3.20% | -19.2% | -9.99% | -19.6% |
| Biotech | XBI | -1.02% | -11.4% | 20.7% | 14.6% |
| Homebuilder | XHB | -2.46% | -5.48% | 21.0% | 14.9% |
| Retail | XRT | -1.72% | -6.98% | 11.1% | 9.86% |