(SPHY) SPDR Portfolio High - Performance 9.1% in 12m
SPHY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
58.28%
#13 in Peer-Group
Rel. Strength
55.68%
#3367 in Stock-Universe
Total Return 12m
9.05%
#16 in Peer-Group
Total Return 5y
31.33%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 23.49 USD |
| 52 Week Low | 21.49 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 56.83 |
| Buy/Sell Signal +-5 | -0.55 |
| Support / Resistance | Levels |
|---|---|
| Support | 23.2, 22.8, 22.0 |
| Resistance |
12m Total Return: SPHY (9.1%) vs TLT (-3.8%)
5y Drawdown (Underwater) Chart
Top Performer in High Yield Bond
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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-0.02% | 8.69% | 44.6% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
0.51% | 8.98% | 35.9% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
0.77% | 9.27% | 34.1% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
0.57% | 8.51% | 32.5% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
0.54% | 8.63% | 34.5% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
0.99% | 7.76% | 40.1% | - | - | - | - | - |
| HYBL BATS SSGA Active Trust - SPDR |
0.72% | 8.24% | 19.5% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
0.71% | 8.41% | 34.4% | - | - | - | - | - |
Performance Comparison: SPHY vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for SPHY
| Total Return (including Dividends) | SPHY | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.71% | 0.90% | 0.45% |
| 3 Months | 1.86% | -3.49% | 5.67% |
| 12 Months | 9.05% | -3.82% | 10.61% |
| 5 Years | 31.33% | -38.83% | 107.31% |
| Trend Score (consistency of price movement) | SPHY | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 92.2% | 66.6% | 79.9% |
| 3 Months | 75.2% | -73.2% | 74.7% |
| 12 Months | 85.9% | -63.4% | 43.2% |
| 5 Years | 64.4% | -88.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #31 | -0.19% | 0.26% |
| 3 Month | #33 | 5.55% | -3.61% |
| 12 Month | #17 | 13.38% | -1.41% |
| 5 Years | #9 | 114.71% | -36.65% |
FAQs
Does SPDR Portfolio High (SPHY) outperform the market?
Yes,
over the last 12 months SPHY made 9.05%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.82%.
Over the last 3 months SPHY made 1.86%, while TLT made -3.49%.
Performance Comparison SPHY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPHY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.9% | 0.3% | 3.2% | -2% |
| US NASDAQ 100 | QQQ | 0.9% | -0.6% | 3.7% | -1% |
| German DAX 40 | DAX | 2.3% | 2.8% | -12.5% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0% | 1.1% | 3.1% | -3% |
| Hongkong Hang Seng | HSI | 0.3% | -4.1% | -15.6% | -19% |
| India NIFTY 50 | INDA | 2.6% | 2.4% | 4.1% | 11% |
| Brasil Bovespa | EWZ | -3.3% | -0.9% | -16.6% | -2% |
SPHY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | -0.8% | -0.7% | -15% |
| Consumer Discretionary | XLY | 2.8% | 3.9% | 14.5% | -8% |
| Consumer Staples | XLP | 1.5% | 2.9% | 2.6% | 3% |
| Energy | XLE | -4.3% | -4.4% | -1.3% | 5% |
| Financial | XLF | 1.6% | 3.4% | -0.4% | -15% |
| Health Care | XLV | 1.6% | 1.4% | 6.1% | 16% |
| Industrial | XLI | 1.1% | 1.9% | -2.7% | -9% |
| Materials | XLB | 1.8% | 0.7% | 2.5% | 10% |
| Real Estate | XLRE | 1.1% | 1.5% | 2.6% | -4% |
| Technology | XLK | -0.2% | -2.2% | 1.9% | 4% |
| Utilities | XLU | 0.6% | 3.4% | -3.6% | -11% |
| Aerospace & Defense | XAR | -0.4% | -4.2% | -14.3% | -34% |
| Biotech | XBI | 3.7% | -2.3% | 16% | 18% |
| Homebuilder | XHB | 5% | 7.3% | 19.1% | 19% |
| Retail | XRT | 3.4% | 0.8% | 9.8% | 7% |
SPHY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -15% | -19.4% | -9.53% | 3% |
| Natural Gas | UNG | -9.5% | -11.6% | -18.8% | 17% |
| Gold | GLD | -1.8% | -4% | -25.1% | -36% |
| Silver | SLV | -1.6% | -14% | -18.6% | -16% |
| Copper | CPER | 2.4% | -2.3% | -13% | -0% |
SPHY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.8% | -0.2% | 5.2% | 13% |
| iShares High Yield Corp. Bond | HYG | 0.1% | 0.2% | -0.3% | -0% |