(SWAN) Amplify BlackSwan - Performance 11% in 12m
Compare SWAN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
10.44%
#26 in Group
Rel. Strength
65.42%
#2761 in Universe
Total Return 12m
11.02%
#6 in Group
Total Return 5y
12.71%
#21 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: SWAN (11%) vs SPY (10.1%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
-0.22% | 9.54% | 139% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.72% | 8.89% | 68.6% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.11% | 6.06% | 49.8% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.73% | 8.86% | 36.2% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.16% | 9.99% | 26.4% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.7% | 6.16% | 15.1% | - | - | - | - | - |
Performance Comparison: SWAN vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SWAN
| Total Return (including Dividends) | SWAN | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.44% | -0.91% | -0.91% |
| 3 Months | -2.58% | -7.61% | -7.61% |
| 12 Months | 11.02% | 10.06% | 10.06% |
| 5 Years | 12.71% | 110.82% | 110.82% |
| Trend Score (consistency of price movement) | SWAN | SPY | S&P 500 |
| 1 Month | -19.7% | 1.2% | 1.2% |
| 3 Months | -86.4% | -89.2% | -89.2% |
| 12 Months | 45.5% | 56.2% | 56.2% |
| 5 Years | -12.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #11 | 1.36% | 1.36% |
| 3 Month | #12 | 5.45% | 5.45% |
| 12 Month | #7 | 0.87% | 0.87% |
| 5 Years | #32 | -46.5% | -46.5% |
FAQs
Does SWAN Amplify BlackSwan outperforms the market?
Yes,
over the last 12 months SWAN made 11.02%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.06%.
Over the last 3 months SWAN made -2.58%, while SPY made -7.61%.
Over the last 3 months SWAN made -2.58%, while SPY made -7.61%.
Performance Comparison SWAN vs Indeces and Sectors
SWAN vs. Indices SWAN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.40% | 1.35% | 1.75% | 0.96% |
| US NASDAQ 100 | QQQ | -3.26% | -0.97% | 2.27% | 0.46% |
| US Dow Jones Industrial 30 | DIA | 0.33% | 3.89% | 0.98% | 3.73% |
| German DAX 40 | DAX | -1.60% | -0.67% | -17.4% | -12.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.54% | 3.04% | 2.82% | 6.05% |
| Hongkong Hang Seng | HSI | 1.95% | 2.44% | 0.72% | 0.85% |
| India NIFTY 50 | INDA | 3.66% | -3.56% | 0.02% | 8.36% |
| Brasil Bovespa | EWZ | -2.07% | -5.40% | -3.83% | 17.9% |
SWAN vs. Sectors SWAN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.72% | 1.52% | -6.32% | -10.8% |
| Consumer Discretionary | XLY | -3.20% | -0.38% | -2.24% | -0.56% |
| Consumer Staples | XLP | 4.95% | 0.97% | -4.70% | 1.10% |
| Energy | XLE | 2.08% | 11.9% | 1.93% | 22.4% |
| Financial | XLF | 0.53% | 2.73% | -6.91% | -10.3% |
| Health Care | XLV | 0.61% | 5.05% | 3.00% | 10.2% |
| Industrial | XLI | -0.80% | 1.04% | 0.80% | 3.94% |
| Materials | XLB | 1.17% | 3.37% | 8.09% | 16.8% |
| Real Estate | XLRE | 2.02% | 2.21% | 2.19% | -4.36% |
| Technology | XLK | -4.92% | -0.83% | 7.72% | 6.10% |
| Utilities | XLU | 2.06% | -0.13% | -3.93% | -10.8% |
| Aerospace & Defense | XAR | -3.75% | -6.50% | -10.9% | -15.0% |
| Biotech | XBI | -1.73% | -0.52% | 14.6% | 15.1% |
| Homebuilder | XHB | 1.88% | 3.54% | 15.8% | 20.5% |
| Retail | XRT | 1.04% | 0.57% | 5.61% | 15.2% |