(I50D) iShares SP500 Swap - Performance 9.2% in 12m
Compare I50D with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
51.56%
#123 in Group
Rel. Strength
63.15%
#2956 in Universe
Total Return 12m
9.24%
#8 in Group
Total Return 5y
29.09%
#130 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: I50D (9.2%) vs SPY (9.4%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend 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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-6.49% | 2.57% | 104% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-6.48% | 2.53% | 103% | - | - | - | - | - |
| LYSP5 SW Lyxor SP500 - D-USD USD |
-3.28% | 8.74% | 103% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-6.46% | 2.54% | 94.8% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-6.52% | 2.41% | 94.5% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-6.44% | 2.43% | 94.6% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-6.46% | 2.47% | 94.5% | - | - | - | - | - |
| VUAA XETRA Vanguard SP500 Acc |
-6.64% | 2.15% | 92.7% | - | - | - | - | - |
Performance Comparison: I50D vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for I50D
| Total Return (including Dividends) | I50D | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.28% | -0.87% | -0.87% |
| 3 Months | -8.34% | -8.60% | -8.60% |
| 12 Months | 9.24% | 9.37% | 9.37% |
| 5 Years | 29.09% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | I50D | SPY | S&P 500 |
| 1 Month | -25.4% | -17.9% | -17.9% |
| 3 Months | -89.0% | -89.7% | -89.7% |
| 12 Months | 55.7% | 57.2% | 57.2% |
| 5 Years | 94.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #8 | -0.41% | -0.41% |
| 3 Month | #11 | 0.29% | 0.29% |
| 12 Month | #8 | -0.12% | -0.12% |
| 5 Years | #28 | -1.74% | -1.74% |
FAQs
Does I50D iShares SP500 Swap outperforms the market?
No,
over the last 12 months I50D made 9.24%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months I50D made -8.34%, while SPY made -8.60%.
Over the last 3 months I50D made -8.34%, while SPY made -8.60%.
Performance Comparison I50D vs Indeces and Sectors
I50D vs. Indices I50D is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.47% | -0.41% | -0.33% | -0.13% |
| US NASDAQ 100 | QQQ | -4.35% | -2.02% | -0.55% | -0.59% |
| US Dow Jones Industrial 30 | DIA | -0.69% | 1.88% | -0.49% | 2.73% |
| German DAX 40 | DAX | 0.14% | -0.32% | -18.7% | -13.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.37% | 1.57% | 1.58% | 4.35% |
| Hongkong Hang Seng | HSI | 0.14% | 1.17% | -1.11% | -0.74% |
| India NIFTY 50 | INDA | 4.17% | -5.20% | -2.18% | 7.06% |
| Brasil Bovespa | EWZ | -3.26% | -6.10% | -4.64% | 16.6% |
I50D vs. Sectors I50D is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.70% | -0.21% | -9.07% | -11.7% |
| Consumer Discretionary | XLY | -4.82% | -1.60% | -3.55% | -1.55% |
| Consumer Staples | XLP | 5.36% | -1.48% | -5.38% | 0.23% |
| Energy | XLE | 0.18% | 8.95% | 0.58% | 20.3% |
| Financial | XLF | -0.80% | 0.83% | -7.73% | -10.8% |
| Health Care | XLV | 0.17% | 2.82% | 1.19% | 8.95% |
| Industrial | XLI | -0.95% | -0.73% | -0.98% | 2.85% |
| Materials | XLB | 0.63% | 1.40% | 6.87% | 15.8% |
| Real Estate | XLRE | 1.77% | 0.24% | 1.28% | -5.21% |
| Technology | XLK | -6.06% | -2.13% | 4.40% | 4.81% |
| Utilities | XLU | 1.09% | -2.19% | -3.53% | -11.6% |
| Aerospace & Defense | XAR | -2.38% | -6.49% | -12.3% | -15.7% |
| Biotech | XBI | -3.04% | 2.31% | 12.5% | 14.0% |
| Homebuilder | XHB | -0.86% | 1.14% | 15.1% | 18.8% |
| Retail | XRT | 0.07% | -1.47% | 4.41% | 13.9% |