(IUFS) iShares SP500 - Performance 29.2% in 12m
IUFS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
80.93%
#24 in Peer-Group
Rel. Strength
74.93%
#1925 in Stock-Universe
Total Return 12m
29.23%
#27 in Peer-Group
Total Return 5y
143.71%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 15.55 USD |
| 52 Week Low | 11.80 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 80.26 |
| Buy/Sell Signal +-5 | 0.05 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IUFS (29.2%) vs XLF (30.3%)
5y Drawdown (Underwater) Chart
Top Performer in Sector Equity Financial Services
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 |
|---|---|---|---|---|---|---|---|---|
| LBNK XETRA Multi Units Luxembourg |
-0.88% | 45.3% | 246% | - | - | - | - | - |
| EXV1 XETRA iShares STOXX Europe 600 |
-0.65% | 45.9% | 249% | - | - | - | - | - |
| BNK PA Lyxor - Lyxor Stoxx Europe |
-0.87% | 45.3% | 246% | - | - | - | - | - |
| LYBK XETRA Lyxor Stoxx Banks C-EUR |
-0.18% | 51.4% | 287% | - | - | - | - | - |
| EXX1 XETRA iShares EURO STOXX Banks |
-0.2% | 50.4% | 282% | - | - | - | - | - |
| BNKE PA Lyxor Stoxx Banks C-EUR |
-0.19% | 51.4% | 286% | - | - | - | - | - |
| ESIF XETRA iShares MSCI Europe |
-2.49% | 34.2% | 144% | - | - | - | - | - |
| EXH5 XETRA iShares STOXX Europe 600 |
-3.28% | 30% | 125% | - | - | - | - | - |
Performance Comparison: IUFS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IUFS
| Total Return (including Dividends) | IUFS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 4.00% | 4.08% | 4.68% |
| 3 Months | 22.43% | 21.05% | 24.35% |
| 12 Months | 29.23% | 30.32% | 14.02% |
| 5 Years | 143.71% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | IUFS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 68.9% | 64.2% | 81% |
| 3 Months | 83.5% | 86% | 96.9% |
| 12 Months | 77.3% | 78% | 44.9% |
| 5 Years | 74.2% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th89.36 | -0.08% | -0.65% |
| 3 Month | %th51.06 | 1.14% | -1.55% |
| 12 Month | %th42.55 | -0.84% | 13.34% |
| 5 Years | %th57.45 | -2.02% | 15.05% |
FAQs
Does iShares SP500 (IUFS) outperform the market?
No,
over the last 12 months IUFS made 29.23%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.32%.
Over the last 3 months IUFS made 22.43%, while XLF made 21.05%.
Performance Comparison IUFS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IUFS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | -0.7% | 3.8% | 15% |
| US NASDAQ 100 | QQQ | 0.8% | -1.1% | 3.1% | 17% |
| German DAX 40 | DAX | 1.6% | 5.6% | -8.4% | 0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.9% | 0.7% | 0.3% | 9% |
| Hongkong Hang Seng | HSI | 0.1% | -1.4% | -15.7% | -12% |
| India NIFTY 50 | INDA | 1.5% | 2.4% | 3.4% | 30% |
| Brasil Bovespa | EWZ | 0.1% | -3.7% | -21.3% | 19% |
IUFS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.1% | -0.4% | -0.4% | 4% |
| Consumer Discretionary | XLY | -0.1% | -0.5% | 11.4% | 11% |
| Consumer Staples | XLP | 0.2% | 2.7% | 2.1% | 20% |
| Energy | XLE | -1% | -1.2% | 7.9% | 29% |
| Financial | XLF | 0.1% | -0.1% | -1.2% | -1% |
| Health Care | XLV | 1.1% | 2.7% | 11.1% | 34% |
| Industrial | XLI | 0.4% | 0.6% | -4.1% | 4% |
| Materials | XLB | -2.4% | -0.6% | -0.8% | 24% |
| Real Estate | XLRE | 0.8% | 3.3% | 4% | 17% |
| Technology | XLK | 0.2% | -4% | 1.4% | 19% |
| Utilities | XLU | 1.5% | 2.5% | 0.5% | 6% |
| Aerospace & Defense | XAR | 2.6% | -1.4% | -14.8% | -19% |
| Biotech | XBI | -1.1% | 2.8% | 17% | 38% |
| Homebuilder | XHB | -2.4% | -4% | 10.9% | 25% |
| Retail | XRT | -3% | 0.8% | 8.1% | 18% |
IUFS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.2% | -1.34% | 12.2% | 36% |
| Natural Gas | UNG | 1.9% | 15.2% | 20.6% | 33% |
| Gold | GLD | 0.9% | 3.4% | -16.9% | -12% |
| Silver | SLV | -0.5% | 1.5% | -13.6% | 10% |
| Copper | CPER | 0.8% | -1.6% | -13.3% | 17% |
IUFS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.8% | 1.7% | 7.2% | 31% |
| iShares High Yield Corp. Bond | HYG | 1.6% | 2.2% | 4.9% | 19% |