(IUFS) iShares SP500 - Performance 21.3% in 12m
Compare IUFS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.56%
#25 in Group
Rel. Strength
77.86%
#1767 in Universe
Total Return 12m
21.26%
#22 in Group
Total Return 5y
140.23%
#20 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: IUFS (21.3%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| EXH5 XETRA iShares STOXX Europe 600 |
1.11% | 36.4% | 159% | - | - | - | - | - |
| LBNK XETRA Multi Units Luxembourg |
-1.63% | 36.4% | 271% | - | - | - | - | - |
| BNK PA Lyxor - Lyxor Stoxx Europe |
-1.13% | 37.1% | 273% | - | - | - | - | - |
| EXV1 XETRA iShares STOXX Europe 600 |
-1.88% | 36.5% | 273% | - | - | - | - | - |
| LYBK XETRA Lyxor Stoxx Banks C-EUR |
-0.81% | 37.6% | 340% | - | - | - | - | - |
| BNKE PA Lyxor Stoxx Banks C-EUR |
-1% | 37.4% | 340% | - | - | - | - | - |
| EXX1 XETRA iShares EURO STOXX Banks |
-1.32% | 36.8% | 333% | - | - | - | - | - |
| XDWF XETRA Xtrackers MSCI World |
-5.21% | 18.7% | 142% | - | - | - | - | - |
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 | -3.18% | -2.01% | -0.45% |
| 3 Months | -5.56% | -4.55% | -6.29% |
| 12 Months | 21.26% | 22.67% | 13.04% |
| 5 Years | 140.23% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | IUFS | XLF | S&P 500 |
| 1 Month | 8.20% | 52.2% | 47.5% |
| 3 Months | -79.9% | -79.5% | -87.3% |
| 12 Months | 83.6% | 83.3% | 54.3% |
| 5 Years | 73.9% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #24 | -1.22% | -2.06% |
| 3 Month | #23 | -1.08% | 1.49% |
| 12 Month | #21 | -0.93% | 9.04% |
| 5 Years | #24 | -1.90% | 14.2% |
FAQs
Does IUFS iShares SP500 outperforms the market?
No,
over the last 12 months IUFS made 21.26%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months IUFS made -5.56%, while XLF made -4.55%.
Over the last 3 months IUFS made -5.56%, while XLF made -4.55%.
Performance Comparison IUFS vs Indeces and Sectors
IUFS vs. Indices IUFS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.59% | -2.73% | 5.10% | 8.22% |
| US NASDAQ 100 | QQQ | -2.51% | -5.08% | 4.39% | 6.29% |
| US Dow Jones Industrial 30 | DIA | -1.05% | -0.33% | 5.86% | 12.0% |
| German DAX 40 | DAX | -1.23% | -2.96% | -13.0% | -3.75% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.06% | 0.03% | 8.80% | 16.3% |
| Hongkong Hang Seng | HSI | -1.19% | -1.66% | 4.57% | 8.33% |
| India NIFTY 50 | INDA | 0.93% | -8.06% | 5.22% | 18.4% |
| Brasil Bovespa | EWZ | 0.04% | -6.01% | -0.60% | 28.0% |
IUFS vs. Sectors IUFS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.74% | -2.58% | -0.88% | -2.20% |
| Consumer Discretionary | XLY | -1.62% | -2.59% | 3.93% | 6.59% |
| Consumer Staples | XLP | 0.47% | -2.36% | 1.0% | 10.3% |
| Energy | XLE | 2.67% | 10.9% | 10.2% | 30.6% |
| Financial | XLF | -0.48% | -1.17% | -1.83% | -1.41% |
| Health Care | XLV | 1.11% | 1.49% | 10.3% | 22.5% |
| Industrial | XLI | -1.91% | -3.48% | 4.06% | 10.6% |
| Materials | XLB | 0.22% | 0.04% | 12.9% | 25.7% |
| Real Estate | XLRE | -1.48% | -2.08% | 4.94% | 2.90% |
| Technology | XLK | -3.15% | -5.61% | 8.05% | 10.8% |
| Utilities | XLU | -0.31% | -3.28% | 0.68% | 0.47% |
| Aerospace & Defense | XAR | -2.62% | -10.2% | -8.78% | -6.22% |
| Biotech | XBI | -1.43% | -8.73% | 20.4% | 26.7% |
| Homebuilder | XHB | -0.32% | -1.10% | 20.1% | 27.4% |
| Retail | XRT | -0.35% | -2.02% | 11.1% | 22.8% |