(ISMD) Inspire Small/Mid Cap - Performance -1.6% in 12m
Compare ISMD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.43%
#17 in Group
Rel. Strength
39.93%
#4780 in Universe
Total Return 12m
-1.56%
#49 in Group
Total Return 5y
87.77%
#18 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: ISMD (-1.6%) vs SPY (13.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
Performance Comparison: ISMD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ISMD
| Total Return (including Dividends) | ISMD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.04% | 0.40% | 0.40% |
| 3 Months | -10.76% | -4.90% | -4.90% |
| 12 Months | -1.56% | 13.65% | 13.65% |
| 5 Years | 87.77% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | ISMD | SPY | S&P 500 |
| 1 Month | 76.4% | 74.8% | 74.8% |
| 3 Months | -89.9% | -84.7% | -84.7% |
| 12 Months | 8.30% | 53.5% | 53.5% |
| 5 Years | 69.6% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #47 | -3.42% | -3.42% |
| 3 Month | #49 | -6.16% | -6.16% |
| 12 Month | #51 | -13.4% | -13.4% |
| 5 Years | #30 | -12.7% | -12.7% |
FAQs
Does ISMD Inspire Small/Mid Cap outperforms the market?
No,
over the last 12 months ISMD made -1.56%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months ISMD made -10.76%, while SPY made -4.90%.
Over the last 3 months ISMD made -10.76%, while SPY made -4.90%.
Performance Comparison ISMD vs Indeces and Sectors
ISMD vs. Indices ISMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.20% | -3.44% | -9.31% | -15.2% |
| US NASDAQ 100 | QQQ | -0.71% | -5.70% | -10.1% | -16.8% |
| US Dow Jones Industrial 30 | DIA | -0.27% | -0.96% | -8.78% | -11.4% |
| German DAX 40 | DAX | -0.98% | -6.07% | -29.5% | -29.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.96% | -2.81% | -5.34% | -6.91% |
| Hongkong Hang Seng | HSI | -0.88% | -3.10% | -9.69% | -12.1% |
| India NIFTY 50 | INDA | 0.72% | -7.60% | -9.21% | -4.05% |
| Brasil Bovespa | EWZ | 2.06% | -6.79% | -11.3% | 6.21% |
ISMD vs. Sectors ISMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.51% | -3.63% | -15.6% | -25.7% |
| Consumer Discretionary | XLY | 0.79% | -2.12% | -10.7% | -16.6% |
| Consumer Staples | XLP | 1.84% | -3.05% | -12.0% | -12.2% |
| Energy | XLE | 3.23% | 9.87% | -2.22% | 6.96% |
| Financial | XLF | -0.89% | -2.24% | -17.6% | -26.5% |
| Health Care | XLV | 2.38% | 0.96% | -4.39% | -1.76% |
| Industrial | XLI | -1.59% | -4.19% | -10.6% | -13.6% |
| Materials | XLB | -0.07% | -0.65% | -0.91% | 0.76% |
| Real Estate | XLRE | -0.72% | -2.68% | -7.89% | -19.7% |
| Technology | XLK | -1.17% | -6.42% | -6.35% | -12.3% |
| Utilities | XLU | 0.76% | -3.46% | -14.1% | -22.7% |
| Aerospace & Defense | XAR | -1.66% | -10.7% | -23.8% | -30.5% |
| Biotech | XBI | -1.32% | -6.65% | 6.63% | 3.78% |
| Homebuilder | XHB | -1.15% | -1.44% | 6.43% | 3.82% |
| Retail | XRT | -0.34% | -1.85% | -2.79% | -0.51% |