(SCAP) Series Portfolios - Performance 4.3% in 12m
Compare SCAP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
29.22%
#41 in Group
Rel. Strength
48.16%
#4136 in Universe
Total Return 12m
4.33%
#8 in Group
Total Return 5y
13.19%
#44 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: SCAP (4.3%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-3.04% | 7.01% | 85.8% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-4.26% | 5.34% | 110% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.85% | 3.69% | 127% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-4.36% | 5.16% | 109% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-4.31% | 5.23% | 109% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.72% | -4.06% | 154% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.46% | -0.73% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-3.09% | 1.21% | 131% | - | - | - | - | - |
Performance Comparison: SCAP vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCAP
| Total Return (including Dividends) | SCAP | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.65% | -0.45% | -0.45% |
| 3 Months | -10.54% | -6.29% | -6.29% |
| 12 Months | 4.33% | 13.04% | 13.04% |
| 5 Years | 13.19% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | SCAP | SPY | S&P 500 |
| 1 Month | 49.9% | 47.5% | 47.5% |
| 3 Months | -87.8% | -87.3% | -87.3% |
| 12 Months | 27.4% | 54.3% | 54.3% |
| 5 Years | 64.3% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #33 | -4.22% | -4.22% |
| 3 Month | #27 | -4.54% | -4.54% |
| 12 Month | #14 | -7.70% | -7.70% |
| 5 Years | #27 | -7.78% | -7.78% |
FAQs
Does SCAP Series Portfolios outperforms the market?
No,
over the last 12 months SCAP made 4.33%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months SCAP made -10.54%, while SPY made -6.29%.
Over the last 3 months SCAP made -10.54%, while SPY made -6.29%.
Performance Comparison SCAP vs Indeces and Sectors
SCAP vs. Indices SCAP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.53% | -4.20% | -5.59% | -8.71% |
| US NASDAQ 100 | QQQ | -1.45% | -6.55% | -6.30% | -10.6% |
| US Dow Jones Industrial 30 | DIA | 0.01% | -1.80% | -4.83% | -4.94% |
| German DAX 40 | DAX | -0.17% | -4.43% | -23.7% | -20.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.12% | -1.44% | -1.89% | -0.64% |
| Hongkong Hang Seng | HSI | -0.13% | -3.13% | -6.12% | -8.60% |
| India NIFTY 50 | INDA | 1.99% | -9.53% | -5.47% | 1.43% |
| Brasil Bovespa | EWZ | 1.10% | -7.48% | -11.3% | 11.1% |
SCAP vs. Sectors SCAP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.68% | -4.05% | -11.6% | -19.1% |
| Consumer Discretionary | XLY | -0.56% | -4.06% | -6.76% | -10.3% |
| Consumer Staples | XLP | 1.53% | -3.83% | -9.69% | -6.61% |
| Energy | XLE | 3.73% | 9.39% | -0.45% | 13.7% |
| Financial | XLF | 0.58% | -2.64% | -12.5% | -18.3% |
| Health Care | XLV | 2.17% | 0.02% | -0.43% | 5.56% |
| Industrial | XLI | -0.85% | -4.95% | -6.63% | -6.36% |
| Materials | XLB | 1.28% | -1.43% | 2.25% | 8.77% |
| Real Estate | XLRE | -0.42% | -3.55% | -5.75% | -14.0% |
| Technology | XLK | -2.09% | -7.08% | -2.64% | -6.11% |
| Utilities | XLU | 0.75% | -4.75% | -10.0% | -16.5% |
| Aerospace & Defense | XAR | -1.56% | -11.6% | -19.5% | -23.2% |
| Biotech | XBI | -0.37% | -10.2% | 9.72% | 9.72% |
| Homebuilder | XHB | 0.74% | -2.57% | 9.37% | 10.5% |
| Retail | XRT | 0.71% | -3.49% | 0.37% | 5.84% |