SROI Performance & Benchmarks - 9.6% in 12m
The Total Return for 3m is 6.4%, for 6m 6.5% and YTD 8.1%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
48.32%
#28 in Peer-Group
Rel. Strength
58.07%
#3224 in Stock-Universe
Total Return 12m
9.56%
#34 in Peer-Group
Total Return 5y
29.26%
#30 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 32.50 USD |
| 52 Week Low | 25.84 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 10.71 |
| Buy/Sell Signal +-5 | 3.23 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SROI (9.6%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SROI | -3.52% | -1.72% | 6.43% |
| IOO | -2.46% | 1.94% | 13.8% |
| SPGM | -2.61% | 0.12% | 11.1% |
| VT | -2.70% | -0.09% | 10.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SROI | 6.46% | 9.56% | 29.3% |
| DWLD | 9.33% | 25.9% | 71.0% |
| IOO | 9.22% | 17.3% | 111% |
| SPGM | 7.74% | 16.0% | 81.7% |
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: SROI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SROI
| Total Return (including Dividends) | SROI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.72% | 0.66% | 0.66% |
| 3 Months | 6.43% | 11.66% | 11.66% |
| 12 Months | 9.56% | 15.92% | 15.92% |
| 5 Years | 29.26% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | SROI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 14.3% | 66.4% | 66.4% |
| 3 Months | 90.9% | 96.6% | 96.6% |
| 12 Months | 42% | 50% | 50% |
| 5 Years | 90.6% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 21 %th | -2.36% | -2.36% |
| 3 Month | 31 %th | -4.68% | -4.68% |
| 12 Month | 23 %th | -5.49% | -5.49% |
| 5 Years | 23 %th | -17.62% | -17.62% |
FAQs
Does Calamos Antetokounmpo (SROI) outperform the market?
No,
over the last 12 months SROI made 9.56%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months SROI made 6.43%, while SPY made 11.66%.
Performance Comparison SROI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SROI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.1% | -2.4% | 1.8% | -6% |
| US NASDAQ 100 | QQQ | -1.3% | -3% | -0.7% | -12% |
| German DAX 40 | DAX | -0.3% | -0.7% | -2.4% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.9% | -4.4% | -2.5% | -12% |
| Hongkong Hang Seng | HSI | -1.3% | -3.8% | -20.9% | -30% |
| India NIFTY 50 | INDA | -1.5% | 3.9% | 2.9% | 16% |
| Brasil Bovespa | EWZ | -2.4% | 5.7% | -0.5% | 6% |
SROI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.1% | -0.2% | 2.5% | -15% |
| Consumer Discretionary | XLY | 0.4% | -0.7% | 11.7% | -10% |
| Consumer Staples | XLP | -1.9% | 0.5% | 4.1% | 5% |
| Energy | XLE | -1.8% | -1.9% | 7.9% | 12% |
| Financial | XLF | 0.3% | 0.7% | 5.5% | -11% |
| Health Care | XLV | 0.4% | 2.4% | 16.8% | 21% |
| Industrial | XLI | -0.1% | -2.9% | -3.5% | -11% |
| Materials | XLB | 2.6% | 2% | 7.9% | 13% |
| Real Estate | XLRE | -0% | -0.7% | 5.1% | 8% |
| Technology | XLK | -1.6% | -4.2% | -6.8% | -13% |
| Utilities | XLU | -5% | -6.4% | -4.7% | -10% |
| Aerospace & Defense | XAR | -0.7% | -5.8% | -16.3% | -36% |
| Biotech | XBI | -1.6% | -5.2% | 12.5% | 22% |
| Homebuilder | XHB | -1% | -2.9% | 7.7% | 18% |
| Retail | XRT | 1.3% | 0.2% | 7.2% | 6% |
SROI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7% | -6.49% | 6.92% | 8% |
| Natural Gas | UNG | -2% | 8.1% | 29.3% | 6% |
| Gold | GLD | -4.1% | -2.2% | -12.5% | -27% |
| Silver | SLV | -0.4% | -4.4% | -10.7% | -19% |
| Copper | CPER | 19.6% | 11% | 5% | 2% |
SROI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -5.1% | -1.4% | 5.1% | 14% |
| iShares High Yield Corp. Bond | HYG | -2.9% | -1.5% | 3.1% | 1% |