(BOXX) Alpha Architect 1-3 - Performance 5% in 12m
Compare BOXX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.99%
#55 in Group
Rel. Strength
50.80%
#3953 in Universe
Total Return 12m
4.98%
#44 in Group
Total Return 5y
12.14%
#52 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BOXX (5%) vs TLT (5.5%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
-0.03% | 5.29% | 26% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.12% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.14% | 5.31% | 19.6% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.52% | 16.5% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-0.94% | 4.49% | 33.8% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.31% | 22.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.44% | 5.49% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.43% | 5.56% | 17.8% | - | - | - | - | - |
Performance Comparison: BOXX vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for BOXX
| Total Return (including Dividends) | BOXX | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.44% | -0.61% | -4.31% |
| 3 Months | 1.08% | 1.77% | -7.85% |
| 12 Months | 4.98% | 5.49% | 10.76% |
| 5 Years | 12.14% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | BOXX | TLT | S&P 500 |
| 1 Month | 99.2% | -64.4% | -35.6% |
| 3 Months | 99.9% | 9.6% | -89.7% |
| 12 Months | 100% | -12.9% | 58.3% |
| 5 Years | 100% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #6 | 1.06% | 4.97% |
| 3 Month | #23 | -0.67% | 9.70% |
| 12 Month | #48 | -0.48% | -5.22% |
| 5 Years | #53 | 15.4% | -25.6% |
FAQs
Does BOXX Alpha Architect 1-3 outperforms the market?
No,
over the last 12 months BOXX made 4.98%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.49%.
Over the last 3 months BOXX made 1.08%, while TLT made 1.77%.
Over the last 3 months BOXX made 1.08%, while TLT made 1.77%.
Performance Comparison BOXX vs Indeces and Sectors
BOXX vs. Indices BOXX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -7.03% | 4.75% | 6.63% | -5.78% |
| US NASDAQ 100 | QQQ | -8.99% | 4.68% | 6.63% | -7.03% |
| US Dow Jones Industrial 30 | DIA | -4.96% | 6.22% | 6.37% | -2.0% |
| German DAX 40 | DAX | -4.37% | 4.25% | -11.8% | -18.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.50% | 3.94% | 8.05% | -3.64% |
| Hongkong Hang Seng | HSI | -4.76% | 3.32% | 4.76% | -9.04% |
| India NIFTY 50 | INDA | 0.40% | -1.12% | 5.03% | 3.18% |
| Brasil Bovespa | EWZ | -6.78% | -1.53% | 2.13% | 10.5% |
BOXX vs. Sectors BOXX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.89% | 6.02% | -2.11% | -17.4% |
| Consumer Discretionary | XLY | -9.38% | 4.48% | 3.47% | -9.37% |
| Consumer Staples | XLP | 0.43% | -2.31% | 1.31% | -4.51% |
| Energy | XLE | -3.68% | 12.1% | 9.06% | 16.9% |
| Financial | XLF | -5.07% | 5.22% | -1.47% | -14.3% |
| Health Care | XLV | -4.01% | 5.41% | 8.64% | 4.72% |
| Industrial | XLI | -5.20% | 4.51% | 6.28% | -1.93% |
| Materials | XLB | -3.78% | 4.95% | 13.5% | 10.3% |
| Real Estate | XLRE | -2.20% | 2.35% | 8.78% | -10.1% |
| Technology | XLK | -10.8% | 4.96% | 11.5% | -1.26% |
| Utilities | XLU | -2.88% | -1.24% | 3.53% | -15.5% |
| Aerospace & Defense | XAR | -6.59% | 0.74% | -4.64% | -22.0% |
| Biotech | XBI | -6.16% | 8.28% | 19.7% | 7.23% |
| Homebuilder | XHB | -5.28% | 6.46% | 21.6% | 13.0% |
| Retail | XRT | -4.24% | 3.37% | 10.8% | 8.60% |