(SPSM) SPDR Portfolio S&P - Performance -1% in 12m
Compare SPSM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
46.44%
#29 in Group
Rel. Strength
40.57%
#4729 in Universe
Total Return 12m
-0.95%
#46 in Group
Total Return 5y
84.78%
#24 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SPSM (-1%) vs IWM (1.4%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
Performance Comparison: SPSM vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for SPSM
| Total Return (including Dividends) | SPSM | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -3.18% | -1.08% | 0.40% |
| 3 Months | -11.50% | -10.23% | -4.90% |
| 12 Months | -0.95% | 1.43% | 13.65% |
| 5 Years | 84.78% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | SPSM | IWM | S&P 500 |
| 1 Month | 76.2% | 81.6% | 74.8% |
| 3 Months | -89.2% | -88.2% | -84.7% |
| 12 Months | 9.30% | 13.2% | 53.5% |
| 5 Years | 54.2% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #32 | -2.13% | -3.56% |
| 3 Month | #22 | -1.41% | -6.93% |
| 12 Month | #16 | -2.35% | -12.9% |
| 5 Years | #10 | 8.78% | -14.0% |
FAQs
Does SPSM SPDR Portfolio S&P outperforms the market?
No,
over the last 12 months SPSM made -0.95%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months SPSM made -11.50%, while IWM made -10.23%.
Over the last 3 months SPSM made -11.50%, while IWM made -10.23%.
Performance Comparison SPSM vs Indeces and Sectors
SPSM vs. Indices SPSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.23% | -3.58% | -9.37% | -14.6% |
| US NASDAQ 100 | QQQ | -0.28% | -5.84% | -10.2% | -16.2% |
| US Dow Jones Industrial 30 | DIA | 0.16% | -1.10% | -8.84% | -10.8% |
| German DAX 40 | DAX | -0.55% | -6.21% | -29.6% | -29.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.39% | -2.95% | -5.40% | -6.30% |
| Hongkong Hang Seng | HSI | -0.45% | -3.24% | -9.75% | -11.5% |
| India NIFTY 50 | INDA | 1.15% | -7.74% | -9.27% | -3.44% |
| Brasil Bovespa | EWZ | 2.49% | -6.93% | -11.3% | 6.82% |
SPSM vs. Sectors SPSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.08% | -3.77% | -15.7% | -25.1% |
| Consumer Discretionary | XLY | 1.22% | -2.26% | -10.8% | -16.0% |
| Consumer Staples | XLP | 2.27% | -3.19% | -12.1% | -11.6% |
| Energy | XLE | 3.66% | 9.73% | -2.28% | 7.57% |
| Financial | XLF | -0.46% | -2.38% | -17.6% | -25.9% |
| Health Care | XLV | 2.81% | 0.82% | -4.45% | -1.15% |
| Industrial | XLI | -1.16% | -4.33% | -10.6% | -13.0% |
| Materials | XLB | 0.36% | -0.79% | -0.97% | 1.37% |
| Real Estate | XLRE | -0.29% | -2.82% | -7.95% | -19.1% |
| Technology | XLK | -0.74% | -6.56% | -6.41% | -11.6% |
| Utilities | XLU | 1.19% | -3.60% | -14.2% | -22.1% |
| Aerospace & Defense | XAR | -1.23% | -10.9% | -23.9% | -29.9% |
| Biotech | XBI | -0.89% | -6.79% | 6.57% | 4.39% |
| Homebuilder | XHB | -0.72% | -1.58% | 6.37% | 4.43% |
| Retail | XRT | 0.09% | -1.99% | -2.85% | 0.10% |