(BSMC) 2023 EFT Series Trust - Performance -0% in 12m
Compare BSMC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
34.25%
#37 in Group
Rel. Strength
44.00%
#4491 in Universe
Total Return 12m
-0.03%
#16 in Group
Total Return 5y
16.31%
#41 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: BSMC (-0%) vs SPY (9.4%)

5y Drawdown (Underwater) Chart

Top Performers in Small 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 |
---|---|---|---|---|---|---|---|---|
REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: BSMC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BSMC
Total Return (including Dividends) | BSMC | SPY | S&P 500 |
---|---|---|---|
1 Month | -2.40% | -0.87% | -0.87% |
3 Months | -8.14% | -8.60% | -8.60% |
12 Months | -0.03% | 9.37% | 9.37% |
5 Years | 16.31% | 103.96% | 103.96% |
Trend Score (consistency of price movement) | BSMC | SPY | S&P 500 |
1 Month | -16.2% | -17.9% | -17.9% |
3 Months | -93.0% | -89.7% | -89.7% |
12 Months | 31.3% | 57.2% | 57.2% |
5 Years | 74.9% | 84.1% | 84.1% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
1 Month | #10 | -1.55% | -1.55% |
3 Month | #10 | 0.51% | 0.51% |
12 Month | #22 | -8.60% | -8.60% |
5 Years | #29 | -11.1% | -11.1% |
FAQs
Does BSMC 2023 EFT Series Trust outperforms the market?
No,
over the last 12 months BSMC made -0.03%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months BSMC made -8.14%, while SPY made -8.60%.
Over the last 3 months BSMC made -8.14%, while SPY made -8.60%.
Performance Comparison BSMC vs Indeces and Sectors
BSMC vs. Indices BSMC is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -0.85% | -1.53% | -1.13% | -9.40% |
US NASDAQ 100 | QQQ | -2.73% | -3.14% | -1.35% | -9.86% |
US Dow Jones Industrial 30 | DIA | 0.93% | 0.76% | -1.29% | -6.54% |
German DAX 40 | DAX | 1.76% | -1.44% | -19.5% | -22.3% |
Shanghai Shenzhen CSI 300 | CSI 300 | 5.99% | 0.45% | 0.78% | -4.92% |
Hongkong Hang Seng | HSI | 1.76% | 0.05% | -1.91% | -10.0% |
India NIFTY 50 | INDA | 5.79% | -6.32% | -2.98% | -2.21% |
Brasil Bovespa | EWZ | -1.64% | -7.22% | -5.44% | 7.35% |
BSMC vs. Sectors BSMC is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -1.08% | -1.33% | -9.87% | -21.0% |
Consumer Discretionary | XLY | -3.20% | -2.72% | -4.35% | -10.8% |
Consumer Staples | XLP | 6.98% | -2.60% | -6.18% | -9.04% |
Energy | XLE | 1.80% | 7.83% | -0.22% | 11.1% |
Financial | XLF | 0.82% | -0.29% | -8.53% | -20.1% |
Health Care | XLV | 1.79% | 1.70% | 0.39% | -0.32% |
Industrial | XLI | 0.67% | -1.85% | -1.78% | -6.42% |
Materials | XLB | 2.25% | 0.28% | 6.07% | 6.50% |
Real Estate | XLRE | 3.39% | -0.88% | 0.48% | -14.5% |
Technology | XLK | -4.44% | -3.25% | 3.60% | -4.46% |
Utilities | XLU | 2.71% | -3.31% | -4.33% | -20.9% |
Aerospace & Defense | XAR | -0.76% | -7.61% | -13.1% | -24.9% |
Biotech | XBI | -1.42% | 1.19% | 11.7% | 4.68% |
Homebuilder | XHB | 0.76% | 0.02% | 14.3% | 9.56% |
Retail | XRT | 1.69% | -2.59% | 3.61% | 4.63% |