(BINV) 2023 Series Trust - Performance 17.2% in 12m
Compare BINV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.86%
#39 in Group
Rel. Strength
75.13%
#1987 in Universe
Total Return 12m
17.20%
#11 in Group
Total Return 5y
32.40%
#42 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: BINV (17.2%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-5.62% | 11.7% | 99% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-2.42% | 13.5% | 89.9% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-3.13% | 15% | 98% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-3.43% | 16.6% | 99.2% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-5.51% | 13.9% | 101% | - | - | - | - | - |
| PID NASDAQ Invesco International |
-0.9% | 13.1% | 92.4% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
-0.73% | 19.4% | 84.9% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
-4.91% | 13.6% | 94.1% | - | - | - | - | - |
Performance Comparison: BINV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for BINV
| Total Return (including Dividends) | BINV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -5.80% | -5.82% | -5.89% |
| 3 Months | 5.83% | -10.73% | -12.45% |
| 12 Months | 17.20% | 5.31% | 6.72% |
| 5 Years | 32.40% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | BINV | DIA | S&P 500 |
| 1 Month | -79.5% | -73.8% | -74.5% |
| 3 Months | 35.1% | -88.6% | -88.2% |
| 12 Months | 60.5% | 71.6% | 66.1% |
| 5 Years | 88.7% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #46 | 0.02% | 0.10% |
| 3 Month | #28 | 18.6% | 20.9% |
| 12 Month | #11 | 11.3% | 9.82% |
| 5 Years | #11 | 9.17% | 4.67% |
FAQs
Does BINV 2023 Series Trust outperforms the market?
Yes,
over the last 12 months BINV made 17.20%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months BINV made 5.83%, while DIA made -10.73%.
Over the last 3 months BINV made 5.83%, while DIA made -10.73%.
Performance Comparison BINV vs Indeces and Sectors
BINV vs. Indices BINV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.48% | 0.09% | 10.6% | 10.5% |
| US NASDAQ 100 | QQQ | 5.34% | 0.48% | 11.1% | 11.7% |
| US Dow Jones Industrial 30 | DIA | 5.65% | 0.02% | 10.1% | 11.9% |
| German DAX 40 | DAX | -0.88% | 3.60% | -6.45% | -1.01% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.77% | 1.70% | 8.33% | 11.3% |
| Hongkong Hang Seng | HSI | 0.19% | 4.02% | 9.09% | 0.98% |
| India NIFTY 50 | INDA | 0.11% | -10.6% | 8.16% | 14.1% |
| Brasil Bovespa | EWZ | 0.92% | -0.72% | 7.66% | 26.7% |
BINV vs. Sectors BINV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.23% | -0.14% | 1.80% | 3.66% |
| Consumer Discretionary | XLY | 5.35% | -1.88% | 7.87% | 7.98% |
| Consumer Staples | XLP | 1.18% | -9.0% | 0.39% | 3.26% |
| Energy | XLE | -0.24% | 4.28% | 9.55% | 27.5% |
| Financial | XLF | 3.11% | -1.29% | 2.49% | -1.75% |
| Health Care | XLV | 4.08% | 1.57% | 12.0% | 17.7% |
| Industrial | XLI | 3.36% | -1.10% | 10.5% | 11.8% |
| Materials | XLB | 2.76% | 0.85% | 17.7% | 24.7% |
| Real Estate | XLRE | -0.86% | -2.91% | 9.26% | 0.09% |
| Technology | XLK | 5.84% | 3.13% | 17.4% | 18.4% |
| Utilities | XLU | 1.17% | -5.38% | 4.87% | -7.17% |
| Aerospace & Defense | XAR | 2.79% | -5.84% | 0.85% | -6.96% |
| Biotech | XBI | 0.92% | 6.08% | 25.2% | 26.1% |
| Homebuilder | XHB | 3.53% | 1.04% | 28.5% | 26.3% |
| Retail | XRT | 2.78% | -3.69% | 15.3% | 21.6% |