(OPTZ) Optimize Strategy - Performance -0.1% in 12m
Compare OPTZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
12.27%
#69 in Group
Rel. Strength
47.91%
#4161 in Universe
Total Return 12m
-0.13%
#50 in Group
Total Return 5y
-0.13%
#68 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: OPTZ (-0.1%) vs QQQ (5.5%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
-3.37% | 14.7% | 73.2% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-4.74% | 8.57% | 89.6% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-5.1% | 4.62% | 92.9% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-4.66% | 1.86% | 97.8% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-4.67% | 3.17% | 89.9% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-10.6% | -8.96% | 140% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
-5.75% | 5.02% | 88.2% | - | - | - | - | - |
Performance Comparison: OPTZ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for OPTZ
| Total Return (including Dividends) | OPTZ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -7.94% | -6.28% | -5.89% |
| 3 Months | -17.26% | -15.25% | -12.45% |
| 12 Months | -0.13% | 5.53% | 6.72% |
| 5 Years | -0.13% | 115.41% | 101.06% |
| Trend Score (consistency of price movement) | OPTZ | QQQ | S&P 500 |
| 1 Month | -79.6% | -77.1% | -74.5% |
| 3 Months | -91.1% | -87.9% | -88.2% |
| 12 Months | 51.7% | 55.5% | 66.1% |
| 5 Years | 51.7% | 77% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #63 | -1.78% | -2.18% |
| 3 Month | #43 | -2.37% | -5.50% |
| 12 Month | #43 | -4.99% | -5.28% |
| 5 Years | #32 | -4.99% | -5.28% |
FAQs
Does OPTZ Optimize Strategy outperforms the market?
No,
over the last 12 months OPTZ made -0.13%, while its related Sector, the Invesco QQQ Trust (QQQ) made 5.53%.
Over the last 3 months OPTZ made -17.26%, while QQQ made -15.25%.
Over the last 3 months OPTZ made -17.26%, while QQQ made -15.25%.
Performance Comparison OPTZ vs Indeces and Sectors
OPTZ vs. Indices OPTZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.45% | -2.05% | -4.06% | -6.85% |
| US NASDAQ 100 | QQQ | 2.31% | -1.66% | -3.53% | -5.66% |
| US Dow Jones Industrial 30 | DIA | 2.62% | -2.12% | -4.60% | -5.44% |
| German DAX 40 | DAX | -3.91% | 1.46% | -21.1% | -18.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.74% | -0.44% | -6.34% | -6.02% |
| Hongkong Hang Seng | HSI | -2.84% | 1.88% | -5.58% | -16.4% |
| India NIFTY 50 | INDA | -2.92% | -12.7% | -6.51% | -3.20% |
| Brasil Bovespa | EWZ | -2.11% | -2.86% | -7.01% | 9.34% |
OPTZ vs. Sectors OPTZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.20% | -2.28% | -12.9% | -13.7% |
| Consumer Discretionary | XLY | 2.32% | -4.02% | -6.80% | -9.35% |
| Consumer Staples | XLP | -1.85% | -11.1% | -14.3% | -14.1% |
| Energy | XLE | -3.27% | 2.14% | -5.12% | 10.2% |
| Financial | XLF | 0.08% | -3.43% | -12.2% | -19.1% |
| Health Care | XLV | 1.05% | -0.57% | -2.66% | 0.41% |
| Industrial | XLI | 0.33% | -3.24% | -4.14% | -5.49% |
| Materials | XLB | -0.27% | -1.29% | 3.02% | 7.41% |
| Real Estate | XLRE | -3.89% | -5.05% | -5.41% | -17.2% |
| Technology | XLK | 2.81% | 0.99% | 2.75% | 1.08% |
| Utilities | XLU | -1.86% | -7.52% | -9.80% | -24.5% |
| Aerospace & Defense | XAR | -0.24% | -7.98% | -13.8% | -24.3% |
| Biotech | XBI | -2.11% | 3.94% | 10.5% | 8.78% |
| Homebuilder | XHB | 0.50% | -1.10% | 13.8% | 8.98% |
| Retail | XRT | -0.25% | -5.83% | 0.61% | 4.26% |