(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%)

Compare overall performance (total returns) of 2023 EFT Series Trust with its related sector ETF SPY

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BSMC) 2023 EFT Series Trust - Performance -0% in 12m

Top Performers in Small Value

Short Term
Symbol 1w 1m 3m
BSMC 6.34% -2.4% -8.14%
REGL 3.29% -1.82% -4.38%
SMDV 3.52% -3.53% -7.51%
XMVM 5.74% -2.01% -9.82%
Long Term
Symbol 6m 12m 5y
BSMC -5.69% -0.03% 16.3%
REGL -2.33% 6.28% 80.3%
SMDV -7.38% 5.43% 48.1%
CSB -6.70% 3.43% 85.6%
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%.

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%

BSMC vs. Commodities BSMC is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 7.59% 6.98% -1.90% 14.7%
Natural Gas UNG 2.59% 19.7% -30.3% -11.5%
Gold GLD 8.41% -11.2% -27.7% -43.0%
Silver SLV 5.0% 0.21% -3.93% -21.6%
Copper CPER 4.16% 2.33% -16.6% -4.67%

BSMC vs. Yields & Bonds BSMC is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.33% -1.99% -5.10% -4.75%
iShares High Yield Corp. Bond HYG 4.40% -2.90% -7.74% -8.80%