KOCG Performance & Benchmarks - 20.5% in 12m
The Total Return for 3m is 10.3%, for 6m 8% and YTD 10.7%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
46.28%
#29 in Peer-Group
Rel. Strength
68.92%
#2390 in Stock-Universe
Total Return 12m
20.53%
#5 in Peer-Group
Total Return 5y
31.07%
#29 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 31.43 USD |
| 52 Week Low | 24.87 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.91 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: KOCG (20.5%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| KOCG | - | 0.53% | 10.3% |
| IOO | -2.46% | 1.94% | 13.8% |
| SPGM | -2.61% | 0.12% | 11.1% |
| VT | -2.70% | -0.09% | 10.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| KOCG | 8% | 20.5% | 31.1% |
| DWLD | 9.33% | 25.9% | 71.0% |
| IOO | 9.22% | 17.3% | 111% |
| SPGM | 7.74% | 16.0% | 81.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| IOO NYSE ARCA iShares Global 100 |
1.94% | 17.3% | 111% | - | - | - | - | - |
| URTH NYSE ARCA iShares MSCI World |
-0.11% | 16.4% | 87.2% | - | - | - | - | - |
| SPGM NYSE ARCA SPDR Portfolio MSCI Global |
0.12% | 16% | 81.7% | - | - | - | - | - |
| ACWI NASDAQ iShares MSCI ACWI |
-0.16% | 16.4% | 78.3% | - | - | - | - | - |
| VT NYSE ARCA Vanguard Total World Stock |
-0.09% | 16.1% | 78.4% | - | - | - | - | - |
| AVGE NYSE ARCA Avantis All Equity Markets |
-0.45% | 12.6% | 63% | - | - | - | - | - |
| ACWV BATS iShares MSCI Global Min Vol |
-1.82% | 10.3% | 42.7% | - | - | - | - | - |
| GLOV BATS Goldman Sachs ActiveBeta(R) |
-1.05% | 15.5% | 38.5% | - | - | - | - | - |
Performance Comparison: KOCG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for KOCG
| Total Return (including Dividends) | KOCG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.53% | 0.66% | 0.66% |
| 3 Months | 10.28% | 11.66% | 11.66% |
| 12 Months | 20.53% | 15.92% | 15.92% |
| 5 Years | 31.07% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | KOCG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -16.3% | 66.4% | 66.4% |
| 3 Months | 91.9% | 96.6% | 96.6% |
| 12 Months | 74.8% | 50% | 50% |
| 5 Years | 64.8% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 36 %th | -1.76% | -1.76% |
| 3 Month | 51 %th | -2.85% | -2.85% |
| 12 Month | 87 %th | 2.27% | 2.27% |
| 5 Years | 33 %th | -14.52% | -14.52% |
FAQs
Does SHP Trust - FIS (KOCG) outperform the market?
Yes,
over the last 12 months KOCG made 20.53%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months KOCG made 10.28%, while SPY made 11.66%.
Performance Comparison KOCG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
KOCG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.4% | -0.1% | 3.4% | 5% |
| US NASDAQ 100 | QQQ | 2.2% | -0.7% | 0.8% | -1% |
| German DAX 40 | DAX | 3.3% | 1.6% | -0.9% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.6% | -2.2% | -0.9% | -1% |
| Hongkong Hang Seng | HSI | 2.2% | -1.6% | -19.4% | -19% |
| India NIFTY 50 | INDA | 2% | 6.1% | 4.4% | 27% |
| Brasil Bovespa | EWZ | 1.1% | 8% | 1% | 17% |
KOCG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.4% | 2.1% | 4% | -4% |
| Consumer Discretionary | XLY | 3.9% | 1.5% | 13.2% | 1% |
| Consumer Staples | XLP | 1.6% | 2.8% | 5.7% | 16% |
| Energy | XLE | 1.7% | 0.4% | 9.4% | 23% |
| Financial | XLF | 3.8% | 2.9% | 7% | -0% |
| Health Care | XLV | 3.9% | 4.6% | 18.3% | 32% |
| Industrial | XLI | 3.4% | -0.6% | -2% | -1% |
| Materials | XLB | 6.1% | 4.3% | 9.5% | 24% |
| Real Estate | XLRE | 3.5% | 1.5% | 6.6% | 19% |
| Technology | XLK | 1.9% | -1.9% | -5.3% | -2% |
| Utilities | XLU | -1.5% | -4.2% | -3.1% | 1% |
| Aerospace & Defense | XAR | 2.8% | -3.6% | -14.8% | -25% |
| Biotech | XBI | 1.9% | -2.9% | 14% | 33% |
| Homebuilder | XHB | 2.5% | -0.6% | 9.3% | 29% |
| Retail | XRT | 4.8% | 2.5% | 8.7% | 17% |
KOCG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.5% | -4.24% | 8.46% | 19% |
| Natural Gas | UNG | 1.5% | 10.4% | 30.8% | 16% |
| Gold | GLD | -0.6% | 0% | -10.9% | -16% |
| Silver | SLV | 3.1% | -2.1% | -9.2% | -9% |
| Copper | CPER | 23.1% | 13.2% | 6.5% | 13% |
KOCG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.6% | 0.9% | 6.6% | 25% |
| iShares High Yield Corp. Bond | HYG | 0.6% | 0.8% | 4.6% | 12% |