SPGM Performance & Benchmarks - 16% in 12m
The Total Return for 3m is 11.1%, for 6m 7.7% and YTD 10.1%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
66.53%
#9 in Peer-Group
Rel. Strength
66.03%
#2612 in Stock-Universe
Total Return 12m
16.01%
#16 in Peer-Group
Total Return 5y
81.70%
#8 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 71.11 USD |
| 52 Week Low | 55.02 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 20.60 |
| Buy/Sell Signal +-5 | -0.46 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SPGM (16%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SPGM | -2.61% | 0.12% | 11.1% |
| IOO | -2.46% | 1.94% | 13.8% |
| VT | -2.70% | -0.09% | 10.3% |
| DFAW | -2.82% | -0.27% | 10.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SPGM | 7.74% | 16% | 81.7% |
| DWLD | 9.33% | 25.9% | 71.0% |
| IOO | 9.22% | 17.3% | 111% |
| ACWI | 7.57% | 16.4% | 78.3% |
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: SPGM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPGM
| Total Return (including Dividends) | SPGM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.12% | 0.66% | 0.66% |
| 3 Months | 11.09% | 11.66% | 11.66% |
| 12 Months | 16.01% | 15.92% | 15.92% |
| 5 Years | 81.70% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | SPGM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 55% | 66.4% | 66.4% |
| 3 Months | 96.3% | 96.6% | 96.6% |
| 12 Months | 61% | 50% | 50% |
| 5 Years | 74.2% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 87 %th | -0.54% | -0.54% |
| 3 Month | 87 %th | -0.51% | -0.51% |
| 12 Month | 62 %th | 0.08% | 0.08% |
| 5 Years | 49 %th | -10.53% | -10.53% |
FAQs
Does SPDR Portfolio MSCI (SPGM) outperform the market?
Yes,
over the last 12 months SPGM made 16.01%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months SPGM made 11.09%, while SPY made 11.66%.
Performance Comparison SPGM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPGM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -0.5% | 3.1% | 0% |
| US NASDAQ 100 | QQQ | -0.4% | -1.1% | 0.6% | -5% |
| German DAX 40 | DAX | 0.6% | 1.2% | -1.2% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0% | -2.6% | -1.2% | -5% |
| Hongkong Hang Seng | HSI | -0.4% | -2% | -19.6% | -23% |
| India NIFTY 50 | INDA | -0.6% | 5.7% | 4.2% | 23% |
| Brasil Bovespa | EWZ | -1.5% | 7.6% | 0.8% | 12% |
SPGM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.2% | 1.6% | 3.8% | -9% |
| Consumer Discretionary | XLY | 1.3% | 1.1% | 13% | -3% |
| Consumer Staples | XLP | -1% | 2.3% | 5.4% | 11% |
| Energy | XLE | -0.9% | -0% | 9.1% | 19% |
| Financial | XLF | 1.2% | 2.5% | 6.8% | -5% |
| Health Care | XLV | 1.3% | 4.2% | 18% | 28% |
| Industrial | XLI | 0.8% | -1.1% | -2.2% | -5% |
| Materials | XLB | 3.5% | 3.9% | 9.2% | 20% |
| Real Estate | XLRE | 0.9% | 1.1% | 6.3% | 14% |
| Technology | XLK | -0.7% | -2.3% | -5.5% | -7% |
| Utilities | XLU | -4.1% | -4.6% | -3.4% | -3% |
| Aerospace & Defense | XAR | 0.2% | -4% | -15% | -30% |
| Biotech | XBI | -0.7% | -3.3% | 13.7% | 29% |
| Homebuilder | XHB | -0.1% | -1.1% | 9% | 25% |
| Retail | XRT | 2.2% | 2.1% | 8.5% | 13% |
SPGM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.1% | -4.65% | 8.20% | 14% |
| Natural Gas | UNG | -1.1% | 10% | 30.5% | 12% |
| Gold | GLD | -3.2% | -0.4% | -11.2% | -21% |
| Silver | SLV | 0.5% | -2.5% | -9.4% | -13% |
| Copper | CPER | 20.5% | 12.8% | 6.2% | 8% |
SPGM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.2% | 0.5% | 6.3% | 20% |
| iShares High Yield Corp. Bond | HYG | -2% | 0.4% | 4.4% | 8% |