(SMLL) Harbor Trust - Performance 5.4% in 12m
SMLL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
11.20%
#47 in Peer-Group
Rel. Strength
53.77%
#3517 in Stock-Universe
Total Return 12m
5.44%
#31 in Peer-Group
Total Return 5y
5.44%
#48 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 23.45 USD |
| 52 Week Low | 17.93 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 24.03 |
| Buy/Sell Signal +-5 | -1.70 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SMLL (5.4%) vs SPY (10.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.19% | 13.8% | 61.4% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.71% | 9.68% | 98.4% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.38% | 9.46% | 90.3% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.31% | 4.33% | 84.5% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.06% | 8.52% | 93.7% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.44% | 15.6% | 57.1% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.21% | 9.1% | 100% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
-0.7% | 10.8% | 89.6% | - | - | - | - | - |
Performance Comparison: SMLL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SMLL
| Total Return (including Dividends) | SMLL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.59% | 0.44% | 0.44% |
| 3 Months | 0.21% | 6.81% | 6.81% |
| 12 Months | 5.44% | 10.31% | 10.31% |
| 5 Years | 5.44% | 105.96% | 105.96% |
| Trend Score (consistency of price movement) | SMLL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.9% | 83% | 83% |
| 3 Months | 45.9% | 77.5% | 77.5% |
| 12 Months | 5.3% | 43.1% | 43.1% |
| 5 Years | 5.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #53 | -4.00% | -4.00% |
| 3 Month | #46 | -6.19% | -6.19% |
| 12 Month | #26 | -2.38% | -2.38% |
| 5 Years | #16 | -2.38% | -2.38% |
FAQs
Does Harbor Trust (SMLL) outperform the market?
No,
over the last 12 months SMLL made 5.44%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months SMLL made 0.21%, while SPY made 6.81%.
Performance Comparison SMLL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SMLL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.1% | -4% | -6.2% | -5% |
| US NASDAQ 100 | QQQ | -2.1% | -4.9% | -6.4% | -4% |
| German DAX 40 | DAX | -0.1% | -1% | -18.4% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.2% | -3.3% | -4.5% | -6% |
| Hongkong Hang Seng | HSI | -1.1% | -7.4% | -23.3% | -21% |
| India NIFTY 50 | INDA | 0% | -1.8% | -4% | 8% |
| Brasil Bovespa | EWZ | -4.1% | -5.1% | -31.3% | -5% |
SMLL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.8% | -5.2% | -10.2% | -19% |
| Consumer Discretionary | XLY | -0.8% | -0.5% | 3.9% | -12% |
| Consumer Staples | XLP | -1.5% | -1.3% | -5.2% | -1% |
| Energy | XLE | -4.8% | -8% | -10.2% | 3% |
| Financial | XLF | -1.2% | -0.9% | -9.9% | -18% |
| Health Care | XLV | -0.9% | -2.8% | -1.5% | 13% |
| Industrial | XLI | -1.4% | -2.2% | -11.9% | -12% |
| Materials | XLB | -1.6% | -3.3% | -6.5% | 6% |
| Real Estate | XLRE | -2.4% | -3% | -8.1% | -7% |
| Technology | XLK | -3.3% | -6.6% | -8% | 0% |
| Utilities | XLU | -2.3% | -1.2% | -12.9% | -15% |
| Aerospace & Defense | XAR | -1.7% | -7.9% | -25.3% | -35% |
| Biotech | XBI | -0.7% | -7.3% | 4.4% | 13% |
| Homebuilder | XHB | 0.6% | 2.9% | 8.8% | 16% |
| Retail | XRT | -0.6% | -3.6% | 0.5% | 4% |
SMLL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.7% | -23.7% | -16.4% | 1% |
| Natural Gas | UNG | -16.1% | -19.1% | -28% | 15% |
| Gold | GLD | -3.4% | -7.7% | -33.3% | -39% |
| Silver | SLV | -3.7% | -16.7% | -27.6% | -18% |
| Copper | CPER | -3.9% | -7.9% | -22.1% | -4% |
SMLL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.4% | -4.7% | -2.6% | 10% |
| iShares High Yield Corp. Bond | HYG | -2.8% | -4.3% | -7.9% | -4% |