(CLOX) Series Portfolios - Performance 6.3% in 12m

CLOX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 55.29%
#28 in Peer-Group
Rel. Strength 49.39%
#3775 in Stock-Universe
Total Return 12m 6.27%
#3 in Peer-Group
Total Return 5y 14.56%
#37 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 25.63 USD
52 Week Low 24.12 USD
Sentiment Value
VRO Trend Strength +-100 85.03
Buy/Sell Signal +-5 0.14
Support / Resistance Levels
Support
Resistance
12m Total Return: CLOX (6.3%) vs TLT (-3.5%)
Total Return of Series Portfolios versus its related sector ETF TLT
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (CLOX) Series Portfolios - Performance 6.3% in 12m

Top Performer in Ultrashort Bond

Short Term Performance

Symbol 1w 1m 3m
CLOX 0.65% 0.65% 1.94%
CLOA 0.06% 0.68% 1.88%
CLOI 0.21% 0.59% 1.87%
IGBH -0.04% 1.43% 0.66%

Long Term Performance

Symbol 6m 12m 5y
CLOX 2.88% 6.27% 14.6%
CLOI 2.96% 6.58% 24.4%
PAAA 2.70% 6.12% 14.4%
CLOA 2.78% 6.03% 19.3%

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
0.49% 5.47% 22.3% - - - - -
FLRN NYSE ARCA
SPDR Bloomberg Investment
0.42% 5.4% 18.9% - - - - -
FLOT BATS
iShares Floating Rate Bond
0.4% 5.28% 18.7% - - - - -
JAAA NYSE ARCA
Janus Detroit Street Trust
0.59% 5.82% 22.5% - - - - -
JPST NYSE ARCA
JPMorgan Ultra-Short Income
0.4% 5.3% 15.9% - - - - -
FLTR NYSE ARCA
VanEck Investment Grade
0.54% 5.52% 21.6% - - - - -
TBLL NYSE ARCA
Invesco Short Term Treasury
0.32% 4.72% 13.8% - - - - -
ICSH BATS
iShares Ultra Short-Term
0.38% 5.34% 15.7% - - - - -

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 0.65% 2.33% 2.95%
3 Months 1.94% -1.57% 6.01%
12 Months 6.27% -3.45% 13.19%
5 Years 14.56% -39.27% 117.19%

Trend Score (consistency of price movement) CLOX TLT S&P 500
1 Month 45.1% 78.1% 78.3%
3 Months 89.3% -61.4% 84.6%
12 Months 96.2% -64.1% 43.3%
5 Years 99.5% -88.7% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. TLT vs. S&P 500
1 Month #8 -1.64% -2.23%
3 Month #2 3.56% -3.84%
12 Month #5 10.06% -6.12%
5 Years #46 24.98% -16.29%

FAQs

Does Series Portfolios (CLOX) outperform the market?

Yes, over the last 12 months CLOX made 6.27%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.45%. Over the last 3 months CLOX made 1.94%, while TLT made -1.57%.

Performance Comparison CLOX vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

CLOX vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.2% -2.3% 1.4% -7%
US NASDAQ 100 QQQ -1.5% -3% 0.8% -8%
German DAX 40 DAX -0.3% 3.1% -15.1% -22%
Shanghai Shenzhen CSI 300 CSI 300 -1.4% -2.2% 2% -10%
Hongkong Hang Seng HSI -2% -6.7% -17.3% -26%
India NIFTY 50 INDA -1.2% 0.2% 0.2% 6%
Brasil Bovespa EWZ 1.1% -1.2% -22.4% -0%

CLOX vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -1.4% -3% -3.8% -19%
Consumer Discretionary XLY -2.1% 1% 10.5% -14%
Consumer Staples XLP -1% 1.2% -0.8% -1%
Energy XLE 4.1% -2.9% 1% 10%
Financial XLF -2.4% -1% -3.2% -20%
Health Care XLV -0.1% -1.1% 6% 14%
Industrial XLI -1.4% -0.9% -5.9% -13%
Materials XLB -0.3% -0.4% -0.6% 7%
Real Estate XLRE -1.5% -2.6% -2.3% -8%
Technology XLK -2% -6% -0.3% -6%
Utilities XLU -1.6% 0.1% -5.3% -14%
Aerospace & Defense XAR -1% -3.7% -16.4% -36%
Biotech XBI -1.5% -5.1% 11.7% 17%
Homebuilder XHB -5.1% -1.2% 9.9% 11%
Retail XRT -0.9% -0.7% 6.7% 3%

CLOX vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 12% -7.85% 3.76% 15%
Natural Gas UNG 8.2% 5.5% 2.2% 24%
Gold GLD 2.5% 0.1% -23.9% -36%
Silver SLV 4% -7.2% -17.8% -15%
Copper CPER -1.8% -2.9% -16.7% -5%

CLOX vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.4% -1.7% 1.6% 10%
iShares High Yield Corp. Bond HYG -0.3% -0.8% -1.6% -4%