(E500) Source SP500 Hedged - Performance 11.9% in 12m
E500 performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
63.66%
#63 in Peer-Group
Rel. Strength
55.13%
#3445 in Stock-Universe
Total Return 12m
11.87%
#37 in Peer-Group
Total Return 5y
90.00%
#38 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 48.43 EUR |
| 52 Week Low | 38.63 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 87.94 |
| Buy/Sell Signal +-5 | -0.24 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: E500 (11.9%) vs SPY (14%)
5y Drawdown (Underwater) Chart
Top Performer in Other 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 |
|---|---|---|---|---|---|---|---|---|
| LYMH XETRA Multi Units France - Lyxor |
5.12% | 43.5% | 230% | - | - | - | - | - |
| GRE PA Multi Units France - Lyxor |
5.53% | 43.2% | 233% | - | - | - | - | - |
| CEUU AS iShares Core MSCI EMU Hdg |
-0.85% | 15.6% | 99% | - | - | - | - | - |
| EMUUSD SW UBS(Lux)Fund Solutions – |
-2.02% | 14.2% | 91.7% | - | - | - | - | - |
| XMK9 XETRA Xtrackers MSCI Japan 4C |
1.16% | -0.49% | 105% | - | - | - | - | - |
| AWESGW SW UBS (IRL) – MSCI ACWI ESG |
3.49% | 12.8% | 88.8% | - | - | - | - | - |
| EMUCHF SW UBS(Lux)Fund Solutions – |
-1.13% | 10.1% | 63.8% | - | - | - | - | - |
| EMUC SW iShares VII - iShares MSCI |
-1.46% | 9.78% | 63.6% | - | - | - | - | - |
Performance Comparison: E500 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for E500
| Total Return (including Dividends) | E500 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.53% | 4.68% | 4.68% |
| 3 Months | 24.72% | 24.35% | 24.35% |
| 12 Months | 11.87% | 14.02% | 14.02% |
| 5 Years | 90.00% | 111.83% | 111.83% |
| Trend Score (consistency of price movement) | E500 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 73% | 81% | 81% |
| 3 Months | 96.4% | 96.9% | 96.9% |
| 12 Months | 37.3% | 44.9% | 44.9% |
| 5 Years | 76.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th51.50 | -0.14% | -0.14% |
| 3 Month | %th68.00 | 0.29% | 0.29% |
| 12 Month | %th84.50 | -1.88% | -1.88% |
| 5 Years | %th54.50 | -10.30% | -10.30% |
FAQs
Does Source SP500 Hedged (E500) outperform the market?
No,
over the last 12 months E500 made 11.87%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.02%.
Over the last 3 months E500 made 24.72%, while SPY made 24.35%.
Performance Comparison E500 vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
E500 vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.2% | -0.1% | -1.7% | -2% |
| US NASDAQ 100 | QQQ | 0.6% | -0.6% | -2.4% | -1% |
| German DAX 40 | DAX | 1.4% | 6.1% | -13.9% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.7% | 1.2% | -5.2% | -9% |
| Hongkong Hang Seng | HSI | -0.2% | -0.9% | -21.2% | -29% |
| India NIFTY 50 | INDA | 1.2% | 2.9% | -2.1% | 13% |
| Brasil Bovespa | EWZ | -0.2% | -3.2% | -26.8% | 2% |
E500 vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.9% | 0.1% | -5.9% | -14% |
| Consumer Discretionary | XLY | -0.4% | 0% | 5.9% | -6% |
| Consumer Staples | XLP | -0.1% | 3.2% | -3.4% | 3% |
| Energy | XLE | -1.2% | -0.7% | 2.4% | 11% |
| Financial | XLF | -0.2% | 0.5% | -6.7% | -18% |
| Health Care | XLV | 0.9% | 3.2% | 5.6% | 16% |
| Industrial | XLI | 0.1% | 1.1% | -9.6% | -13% |
| Materials | XLB | -2.7% | -0.1% | -6.3% | 6% |
| Real Estate | XLRE | 0.5% | 3.8% | -1.5% | -1% |
| Technology | XLK | -0.1% | -3.5% | -4.1% | 2% |
| Utilities | XLU | 1.2% | 3% | -5% | -11% |
| Aerospace & Defense | XAR | 2.4% | -0.9% | -20.3% | -37% |
| Biotech | XBI | -1.4% | 3.4% | 11.5% | 20% |
| Homebuilder | XHB | -2.7% | -3.5% | 5.4% | 8% |
| Retail | XRT | -3.2% | 1.3% | 2.6% | 1% |
E500 vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.5% | -0.81% | 6.66% | 18% |
| Natural Gas | UNG | 1.6% | 15.8% | 15.1% | 16% |
| Gold | GLD | 0.6% | 3.9% | -22.4% | -29% |
| Silver | SLV | -0.7% | 2% | -19.1% | -7% |
| Copper | CPER | 0.6% | -1% | -18.8% | 0% |
E500 vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.5% | 2.3% | 1.7% | 14% |
| iShares High Yield Corp. Bond | HYG | 1.3% | 2.7% | -0.6% | 2% |