SPLG Performance & Benchmarks - 16% in 12m
The Total Return for 3m is 11.7%, for 6m 4.7% and YTD 6.8%. Compare with Peer-Group: Large Blend
Performance Rating
72.25%
#23 in Peer-Group
Rel. Strength
66.04%
#2611 in Stock-Universe
Total Return 12m
16.03%
#62 in Peer-Group
Total Return 5y
103.90%
#26 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 74.93 USD |
| 52 Week Low | 58.24 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 22.17 |
| Buy/Sell Signal +-5 | -0.92 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SPLG (16%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SPLG | -2.38% | 0.69% | 11.7% |
| NETZ | 0.53% | 7.88% | 28.4% |
| HCMT | -4.13% | 2.06% | 23.1% |
| SAMT | -1.40% | 3.95% | 17.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SPLG | 4.69% | 16% | 104% |
| NETZ | 22.0% | 40.9% | 93.9% |
| GDE | 19.5% | 45.9% | 104% |
| SPMO | 13.7% | 35.0% | 152% |
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 |
2.25% | 35% | 152% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
3.22% | 18.1% | 159% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.19% | 15.8% | 156% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-0.17% | 17.3% | 110% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
-0.4% | 15.8% | 101% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.65% | 13.8% | 101% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
1.06% | 16.4% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
0.58% | 17.5% | 111% | - | - | - | - | - |
Performance Comparison: SPLG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPLG
| Total Return (including Dividends) | SPLG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.69% | 0.66% | 0.66% |
| 3 Months | 11.69% | 11.66% | 11.66% |
| 12 Months | 16.03% | 15.92% | 15.92% |
| 5 Years | 103.90% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | SPLG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 66.2% | 66.4% | 66.4% |
| 3 Months | 96.6% | 96.6% | 96.6% |
| 12 Months | 50.2% | 50% | 50% |
| 5 Years | 84.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 70 %th | 0.03% | 0.03% |
| 3 Month | 66 %th | 0.03% | 0.03% |
| 12 Month | 73 %th | 0.09% | 0.09% |
| 5 Years | 81 %th | 0.40% | 0.40% |
FAQs
Does SPDR Portfolio SP500 (SPLG) outperform the market?
Yes,
over the last 12 months SPLG made 16.03%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months SPLG made 11.69%, while SPY made 11.66%.
Performance Comparison SPLG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPLG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0% | 0% | 0.1% | 0% |
| US NASDAQ 100 | QQQ | -0.2% | -0.6% | -2.5% | -5% |
| German DAX 40 | DAX | 0.9% | 1.8% | -4.2% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | -2% | -4.3% | -5% |
| Hongkong Hang Seng | HSI | -0.2% | -1.4% | -22.7% | -23% |
| India NIFTY 50 | INDA | -0.4% | 6.3% | 1.1% | 23% |
| Brasil Bovespa | EWZ | -1.3% | 8.1% | -2.3% | 12% |
SPLG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1% | 2.2% | 0.7% | -9% |
| Consumer Discretionary | XLY | 1.5% | 1.7% | 9.9% | -3% |
| Consumer Staples | XLP | -0.7% | 2.9% | 2.4% | 11% |
| Energy | XLE | -0.7% | 0.5% | 6.1% | 19% |
| Financial | XLF | 1.4% | 3.1% | 3.7% | -5% |
| Health Care | XLV | 1.5% | 4.8% | 15% | 28% |
| Industrial | XLI | 1% | -0.5% | -5.3% | -5% |
| Materials | XLB | 3.7% | 4.4% | 6.2% | 20% |
| Real Estate | XLRE | 1.1% | 1.7% | 3.3% | 14% |
| Technology | XLK | -0.5% | -1.7% | -8.6% | -7% |
| Utilities | XLU | -3.9% | -4% | -6.4% | -3% |
| Aerospace & Defense | XAR | 0.4% | -3.4% | -18.1% | -30% |
| Biotech | XBI | -0.5% | -2.7% | 10.7% | 29% |
| Homebuilder | XHB | 0.1% | -0.5% | 6% | 25% |
| Retail | XRT | 2.4% | 2.6% | 5.4% | 13% |
SPLG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.9% | -4.08% | 5.15% | 15% |
| Natural Gas | UNG | -0.9% | 10.6% | 27.5% | 12% |
| Gold | GLD | -2.9% | 0.2% | -14.2% | -21% |
| Silver | SLV | 0.7% | -1.9% | -12.5% | -13% |
| Copper | CPER | 20.7% | 13.4% | 3.2% | 8% |
SPLG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4% | 1.1% | 3.3% | 20% |
| iShares High Yield Corp. Bond | HYG | -1.8% | 0.9% | 1.3% | 8% |