(ESPX) Evolve SP500 Enhanced - Performance 9.4% in 12m
ESPX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
52.21%
#35 in Peer-Group
Rel. Strength
58.86%
#3132 in Stock-Universe
Total Return 12m
9.37%
#37 in Peer-Group
Total Return 5y
46.01%
#35 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 24.73 CAD |
| 52 Week Low | 20.17 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 74.74 |
| Buy/Sell Signal +-5 | 0.11 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ESPX (9.4%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity
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 |
|---|---|---|---|---|---|---|---|---|
| FCUV TO Fidelity U.S. Value |
4.15% | 12.1% | 152% | - | - | - | - | - |
| EQL TO Invesco SP500 Equal Weight |
4.56% | 13.3% | 138% | - | - | - | - | - |
| ZLU TO BMO Low Volatility US |
-0.05% | 13% | 55.5% | - | - | - | - | - |
| TPU TO TD U.S. Equity Index |
6.99% | 14.1% | 114% | - | - | - | - | - |
| VFV TO Vanguard SP500 Index |
6.64% | 13.5% | 102% | - | - | - | - | - |
| XUS TO iShares Core SP500 Index |
6.59% | 13.5% | 102% | - | - | - | - | - |
| ZSP TO BMO SP500 |
6.57% | 13.5% | 102% | - | - | - | - | - |
| HXS TO Global X SP500 Corporate |
6.6% | 13.3% | 101% | - | - | - | - | - |
Performance Comparison: ESPX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ESPX
| Total Return (including Dividends) | ESPX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.03% | 7.22% | 7.22% |
| 3 Months | 1.46% | 4.93% | 4.93% |
| 12 Months | 9.37% | 13.49% | 13.49% |
| 5 Years | 46.01% | 99.38% | 99.38% |
| Trend Score (consistency of price movement) | ESPX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 68% | 64.7% | 64.7% |
| 3 Months | 48.2% | 57.9% | 57.9% |
| 12 Months | 30.7% | 43.3% | 43.3% |
| 5 Years | 93.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #31 | -1.03% | -1.03% |
| 3 Month | #13 | -2.32% | -2.32% |
| 12 Month | #35 | -2.64% | -2.64% |
| 5 Years | #34 | -6.76% | -6.76% |
FAQs
Does Evolve SP500 Enhanced (ESPX) outperform the market?
No,
over the last 12 months ESPX made 9.37%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.49%.
Over the last 3 months ESPX made 1.46%, while SPY made 4.93%.
Performance Comparison ESPX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ESPX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.2% | -2.2% | -2.8% | -4% |
| US NASDAQ 100 | QQQ | -1.6% | -5.1% | -4.6% | -6% |
| German DAX 40 | DAX | -0.8% | 0.7% | -22.4% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.4% | 3.6% | -2.9% | -1% |
| Hongkong Hang Seng | HSI | -2.8% | -2.3% | -19% | -11% |
| India NIFTY 50 | INDA | -0.6% | 2.7% | -3% | 6% |
| Brasil Bovespa | EWZ | -1.4% | 0.9% | -18.4% | 9% |
ESPX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.8% | -1.2% | -6.9% | -14% |
| Consumer Discretionary | XLY | 1.2% | -2.4% | 4.8% | -11% |
| Consumer Staples | XLP | 1.9% | 4.6% | -4% | 2% |
| Energy | XLE | -1.8% | 1.4% | 3.3% | 14% |
| Financial | XLF | -0.2% | 0.7% | -6.2% | -17% |
| Health Care | XLV | -0.8% | 5% | 2.5% | 16% |
| Industrial | XLI | -1% | -3.6% | -7.6% | -11% |
| Materials | XLB | -1.2% | 0.1% | -0.1% | 11% |
| Real Estate | XLRE | 0.1% | 4.3% | -0.9% | -4% |
| Technology | XLK | -2.8% | -6.5% | -2.9% | -2% |
| Utilities | XLU | 1.4% | 4.2% | -7.1% | -9% |
| Aerospace & Defense | XAR | -3.2% | -8% | -19.6% | -31% |
| Biotech | XBI | -5.9% | -4.2% | 11.4% | 18% |
| Homebuilder | XHB | -0.5% | 4.8% | 16.1% | 16% |
| Retail | XRT | -2.7% | -7.5% | 1.8% | 7% |
ESPX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.8% | -5.47% | -5.22% | 12% |
| Natural Gas | UNG | -8.9% | 6.1% | -32.1% | 20% |
| Gold | GLD | -0.1% | 8.3% | -29.2% | -30% |
| Silver | SLV | -8.5% | -3.1% | -19.3% | -5% |
| Copper | CPER | -2.5% | 3.1% | -19.2% | 4% |
ESPX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.2% | 7.2% | 4% | 14% |
| iShares High Yield Corp. Bond | HYG | 0.3% | 3.5% | -5.8% | 0% |