SGLC Performance & Benchmarks - 9.3% in 12m
The Total Return for 3m is 13.5%, for 6m 2.8% and YTD 6.3%. Compare with Peer-Group: Large Blend
Performance Rating
51.80%
#158 in Peer-Group
Rel. Strength
59.93%
#3073 in Stock-Universe
Total Return 12m
9.31%
#153 in Peer-Group
Total Return 5y
51.89%
#148 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 34.98 USD |
| 52 Week Low | 27.65 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 76.83 |
| Buy/Sell Signal +-5 | -1.10 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SGLC (9.3%) vs SPY (16.2%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SGLC | 0.11% | 2.41% | 13.5% |
| NETZ | 1.45% | 4.95% | 31.5% |
| HCMT | -0.09% | 4.08% | 27.8% |
| YMAG | 1.11% | 4.85% | 21.1% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SGLC | 2.83% | 9.31% | 51.9% |
| NETZ | 21.4% | 38.2% | 94.3% |
| SPMO | 16.1% | 35.4% | 157% |
| SAMT | 13.6% | 36.8% | 48.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.86% | 35.4% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
2.97% | 16.3% | 161% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.75% | 16.1% | 159% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.89% | 18.1% | 113% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
0.74% | 16.2% | 103% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
2.53% | 16.7% | 118% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
2.18% | 17.4% | 114% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
0.67% | 13.6% | 103% | - | - | - | - | - |
Performance Comparison: SGLC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SGLC
| Total Return (including Dividends) | SGLC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.41% | 2.30% | 2.30% |
| 3 Months | 13.45% | 14.32% | 14.32% |
| 12 Months | 9.31% | 16.19% | 16.19% |
| 5 Years | 51.89% | 106.47% | 106.47% |
| Trend Stabilty (consistency of price movement) | SGLC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 89% | 88.4% | 88.4% |
| 3 Months | 95.5% | 97.4% | 97.4% |
| 12 Months | 25% | 49.8% | 49.8% |
| 5 Years | 89% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 66 %th | 0.10% | 0.10% |
| 3 Month | 51 %th | -0.76% | -0.76% |
| 12 Month | 30 %th | -5.92% | -5.92% |
| 5 Years | 48 %th | -4.53% | -4.53% |
FAQs
Does Rbb Fund - Sgi U.S (SGLC) outperform the market?
No,
over the last 12 months SGLC made 9.31%, while its related Sector, the SPDR SP500 Trust (SPY) made 16.19%.
Over the last 3 months SGLC made 13.45%, while SPY made 14.32%.
Performance Comparison SGLC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SGLC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | 0.1% | -2.8% | -7% |
| US NASDAQ 100 | QQQ | 0.1% | -0% | -5.6% | -11% |
| German DAX 40 | DAX | -0.1% | 1% | -8.4% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3% | -0.7% | -6.4% | -11% |
| Hongkong Hang Seng | HSI | 1% | -1.8% | -25.3% | -32% |
| India NIFTY 50 | INDA | 2.7% | 7.9% | -0.4% | 17% |
| Brasil Bovespa | EWZ | 2.3% | 10.4% | -3.9% | 7% |
SGLC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | 3.4% | -2.7% | -17% |
| Consumer Discretionary | XLY | 0.7% | 0.5% | 7% | -10% |
| Consumer Staples | XLP | 2.1% | 3.9% | 0.6% | 4% |
| Energy | XLE | 0.4% | -0.4% | 1.7% | 13% |
| Financial | XLF | 1.4% | 2.4% | 0.4% | -12% |
| Health Care | XLV | 4% | 5.6% | 13.3% | 21% |
| Industrial | XLI | 1.1% | -0.6% | -7.7% | -11% |
| Materials | XLB | 4% | 2.5% | 3.1% | 12% |
| Real Estate | XLRE | 3.3% | 2.4% | 1.3% | 5% |
| Technology | XLK | -0.4% | -1.4% | -11.4% | -12% |
| Utilities | XLU | -1.5% | -2.5% | -8.7% | -12% |
| Aerospace & Defense | XAR | 1.5% | -0.2% | -20.8% | -35% |
| Biotech | XBI | 2.2% | -0.9% | 10.4% | 23% |
| Homebuilder | XHB | 3.6% | -1% | 8.4% | 22% |
| Retail | XRT | 3.9% | 0.6% | 4.5% | 8% |
SGLC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.5% | -6.45% | 0.82% | 7% |
| Natural Gas | UNG | 2.1% | 13.5% | 18.9% | 9% |
| Gold | GLD | 2.5% | 3% | -14.3% | -24% |
| Silver | SLV | 6.2% | 0.9% | -14% | -17% |
| Copper | CPER | 24.2% | 15.7% | 0.6% | 5% |
SGLC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.1% | 3.6% | 1.6% | 14% |
| iShares High Yield Corp. Bond | HYG | 0.2% | 2.3% | -0.9% | 1% |