(MGMT) Ballast Small/Mid Cap - Performance 4.4% in 12m
Compare MGMT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.35%
#25 in Group
Rel. Strength
48.04%
#4135 in Universe
Total Return 12m
4.44%
#15 in Group
Total Return 5y
53.39%
#40 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: MGMT (4.4%) 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: MGMT vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for MGMT
| Total Return (including Dividends) | MGMT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.60% | 0.40% | 0.40% |
| 3 Months | -9.18% | -4.90% | -4.90% |
| 12 Months | 4.44% | 13.65% | 13.65% |
| 5 Years | 53.39% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | MGMT | SPY | S&P 500 |
| 1 Month | 78.1% | 74.8% | 74.8% |
| 3 Months | -88.5% | -84.7% | -84.7% |
| 12 Months | 50.1% | 53.5% | 53.5% |
| 5 Years | 59.3% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #41 | -2.99% | -2.99% |
| 3 Month | #29 | -4.50% | -4.50% |
| 12 Month | #28 | -8.11% | -8.11% |
| 5 Years | #24 | -6.95% | -6.95% |
FAQs
Does MGMT Ballast Small/Mid Cap outperforms the market?
No,
over the last 12 months MGMT made 4.44%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months MGMT made -9.18%, while SPY made -4.90%.
Over the last 3 months MGMT made -9.18%, while SPY made -4.90%.
Performance Comparison MGMT vs Indeces and Sectors
MGMT vs. Indices MGMT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.49% | -3.0% | -0.90% | -9.21% |
| US NASDAQ 100 | QQQ | -1.0% | -5.26% | -1.69% | -10.8% |
| US Dow Jones Industrial 30 | DIA | -0.56% | -0.52% | -0.37% | -5.37% |
| German DAX 40 | DAX | -1.27% | -5.63% | -21.1% | -23.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.67% | -2.37% | 3.07% | -0.91% |
| Hongkong Hang Seng | HSI | -1.17% | -2.66% | -1.28% | -6.10% |
| India NIFTY 50 | INDA | 0.43% | -7.16% | -0.80% | 1.95% |
| Brasil Bovespa | EWZ | 1.77% | -6.35% | -2.87% | 12.2% |
MGMT vs. Sectors MGMT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.80% | -3.19% | -7.18% | -19.7% |
| Consumer Discretionary | XLY | 0.50% | -1.68% | -2.29% | -10.6% |
| Consumer Staples | XLP | 1.55% | -2.61% | -3.59% | -6.18% |
| Energy | XLE | 2.94% | 10.3% | 6.19% | 13.0% |
| Financial | XLF | -1.18% | -1.80% | -9.17% | -20.5% |
| Health Care | XLV | 2.09% | 1.40% | 4.02% | 4.24% |
| Industrial | XLI | -1.88% | -3.75% | -2.15% | -7.58% |
| Materials | XLB | -0.36% | -0.21% | 7.50% | 6.76% |
| Real Estate | XLRE | -1.01% | -2.24% | 0.52% | -13.7% |
| Technology | XLK | -1.46% | -5.98% | 2.06% | -6.25% |
| Utilities | XLU | 0.47% | -3.02% | -5.70% | -16.7% |
| Aerospace & Defense | XAR | -1.95% | -10.3% | -15.4% | -24.5% |
| Biotech | XBI | -1.61% | -6.21% | 15.0% | 9.78% |
| Homebuilder | XHB | -1.44% | -1.0% | 14.8% | 9.82% |
| Retail | XRT | -0.63% | -1.41% | 5.62% | 5.49% |