(UDA) Caldwell U.S. Dividend - Performance -4.1% in 12m
UDA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
33.46%
#79 in Peer-Group
Rel. Strength
34.66%
#5031 in Stock-Universe
Total Return 12m
-4.05%
#88 in Peer-Group
Total Return 5y
44.78%
#68 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 17.59 CAD |
| 52 Week Low | 13.23 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 74.86 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UDA (-4.1%) vs SPY (19.8%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| UDA | -0.14% | 2.24% | 7.33% |
| ZQQ | 0.92% | 4.53% | 19.2% |
| XQQ | 0.93% | 4.48% | 19.2% |
| QQC | 0.74% | 4.56% | 18.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| UDA | -17.2% | -4.05% | 44.8% |
| QQC | 5.28% | 23.0% | 96.2% |
| XQQ | 9.35% | 22.0% | 102% |
| ZQQ | 9.27% | 22.0% | 109% |
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 |
|---|---|---|---|---|---|---|---|---|
| EQL TO Invesco SP500 Equal Weight |
4.75% | 14.4% | 160% | - | - | - | - | - |
| FCUV TO Fidelity U.S. Value |
3.64% | 15.4% | 168% | - | - | - | - | - |
| TPU TO TD U.S. Equity Index |
4.83% | 18.3% | 124% | - | - | - | - | - |
| VFV TO Vanguard SP500 Index |
4.78% | 18.6% | 115% | - | - | - | - | - |
| XUS TO iShares Core SP500 Index |
4.81% | 18.4% | 114% | - | - | - | - | - |
| ZSP TO BMO SP500 |
4.8% | 18.6% | 115% | - | - | - | - | - |
| HXS TO Global X SP500 Corporate |
4.77% | 18.2% | 114% | - | - | - | - | - |
| HXQ TO Global X NASDAQ-100 Index |
4.54% | 22.9% | 128% | - | - | - | - | - |
Performance Comparison: UDA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for UDA
| Total Return (including Dividends) | UDA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.24% | 4.94% | 4.94% |
| 3 Months | 7.33% | 16.05% | 16.05% |
| 12 Months | -4.05% | 19.81% | 19.81% |
| 5 Years | 44.78% | 111.70% | 111.70% |
| Trend Stabilty (consistency of price movement) | UDA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 83% | 92.3% | 92.3% |
| 3 Months | 82.8% | 97.6% | 97.6% |
| 12 Months | -57.1% | 49.2% | 49.2% |
| 5 Years | 89.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 10 %th | -2.16% | -2.16% |
| 3 Month | 13 %th | -7.12% | -7.12% |
| 12 Month | 1 %th | -19.57% | -19.57% |
| 5 Years | 5 %th | -31.32% | -31.32% |
FAQs
Does Caldwell U.S. Dividend (UDA) outperform the market?
No,
over the last 12 months UDA made -4.05%, while its related Sector, the SPDR SP500 Trust (SPY) made 19.81%.
Over the last 3 months UDA made 7.33%, while SPY made 16.05%.
Performance Comparison UDA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UDA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.7% | -2.7% | -24.1% | -24% |
| US NASDAQ 100 | QQQ | -1.1% | -2.4% | -27.6% | -28% |
| German DAX 40 | DAX | 0.2% | -0.8% | -30.5% | -36% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.9% | -2.6% | -27.6% | -29% |
| Hongkong Hang Seng | HSI | -2.5% | -1.4% | -46.5% | -47% |
| India NIFTY 50 | INDA | 1.1% | 4.4% | -24.6% | -1% |
| Brasil Bovespa | EWZ | -0.5% | 4.5% | -28.6% | -9% |
UDA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.5% | -0% | -24.4% | -36% |
| Consumer Discretionary | XLY | -1.4% | -3.3% | -14.9% | -30% |
| Consumer Staples | XLP | -0.9% | 0.7% | -20.3% | -12% |
| Energy | XLE | -1.5% | -0.8% | -15.1% | -2% |
| Financial | XLF | -1.9% | -1.7% | -21.9% | -31% |
| Health Care | XLV | -3.7% | 0.3% | -10.5% | 3% |
| Industrial | XLI | -2.5% | -5.6% | -29.3% | -31% |
| Materials | XLB | -2.5% | -4.2% | -22% | -9% |
| Real Estate | XLRE | -2.4% | -1.5% | -20.8% | -14% |
| Technology | XLK | -0.6% | -2.8% | -32.7% | -28% |
| Utilities | XLU | -1.1% | -2.8% | -27.6% | -28% |
| Aerospace & Defense | XAR | 0.7% | -7.1% | -43.5% | -54% |
| Biotech | XBI | -1.7% | -3% | -11.8% | 9% |
| Homebuilder | XHB | -5.2% | -7.8% | -12.4% | 1% |
| Retail | XRT | -2.8% | -4.7% | -19.3% | -14% |
UDA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.3% | 0.14% | -13.3% | -1% |
| Natural Gas | UNG | 12.6% | 15% | 2.2% | -5% |
| Gold | GLD | 0.2% | 2.2% | -38.7% | -45% |
| Silver | SLV | -0.3% | -2.8% | -43.4% | -40% |
| Copper | CPER | -3.5% | -13.9% | -51.8% | -43% |
UDA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.5% | 3.1% | -17.3% | -2% |
| iShares High Yield Corp. Bond | HYG | -0.4% | 1.3% | -21% | -13% |