(QLTI) The 2023 Series Trust - Performance -5.7% in 12m
Compare QLTI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-19.16%
#47 in Group
Rel. Strength
67.43%
#2603 in Universe
Total Return 12m
-5.68%
#48 in Group
Total Return 5y
-5.68%
#48 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: QLTI (-5.7%) vs DIA (5.4%)
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 |
-5.48% | 11.8% | 99% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-2.37% | 13.7% | 89.9% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-2.99% | 15.1% | 98% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-3.01% | 16.6% | 99.2% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-4.98% | 13.9% | 101% | - | - | - | - | - |
| PID NASDAQ Invesco International |
-1% | 13.5% | 92.4% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
-0.58% | 19.2% | 84.9% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
-4.65% | 13.6% | 94.1% | - | - | - | - | - |
Performance Comparison: QLTI vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for QLTI
| Total Return (including Dividends) | QLTI | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -4.59% | -6.42% | -6.90% |
| 3 Months | 0.96% | -9.62% | -11.64% |
| 12 Months | -5.68% | 5.42% | 6.50% |
| 5 Years | -5.68% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | QLTI | DIA | S&P 500 |
| 1 Month | -78.0% | -73.8% | -74.5% |
| 3 Months | -31.9% | -88.6% | -88.2% |
| 12 Months | 13.1% | 71.6% | 66.1% |
| 5 Years | 13.1% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #36 | 1.96% | 2.49% |
| 3 Month | #47 | 11.7% | 14.3% |
| 12 Month | #45 | 1.04% | 3.58% |
| 5 Years | #26 | 1.04% | 3.58% |
FAQs
Does QLTI The 2023 Series Trust outperforms the market?
No,
over the last 12 months QLTI made -5.68%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.42%.
Over the last 3 months QLTI made 0.96%, while DIA made -9.62%.
Over the last 3 months QLTI made 0.96%, while DIA made -9.62%.
Performance Comparison QLTI vs Indeces and Sectors
QLTI vs. Indices QLTI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.09% | 2.31% | 3.35% | -12.2% |
| US NASDAQ 100 | QQQ | 3.91% | 3.28% | 3.64% | -10.6% |
| US Dow Jones Industrial 30 | DIA | 4.48% | 1.83% | 3.08% | -11.1% |
| German DAX 40 | DAX | 0.29% | 3.92% | -13.7% | -24.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.33% | 3.38% | -3.54% | -11.7% |
| Hongkong Hang Seng | HSI | -0.75% | 6.07% | -0.10% | -22.6% |
| India NIFTY 50 | INDA | - | -10.3% | 0.89% | -8.95% |
| Brasil Bovespa | EWZ | -0.82% | 0.06% | 1.38% | 3.97% |
QLTI vs. Sectors QLTI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.76% | 2.39% | -5.85% | -19.8% |
| Consumer Discretionary | XLY | 4.77% | 1.04% | 0.59% | -14.2% |
| Consumer Staples | XLP | 0.26% | -6.62% | -6.74% | -20.2% |
| Energy | XLE | -2.43% | 5.34% | 2.94% | 4.89% |
| Financial | XLF | 1.83% | 0.04% | -4.44% | -25.1% |
| Health Care | XLV | 3.0% | 2.74% | 4.66% | -5.13% |
| Industrial | XLI | 1.97% | 0.87% | 3.35% | -10.7% |
| Materials | XLB | 0.15% | 2.22% | 10.5% | 1.83% |
| Real Estate | XLRE | -1.95% | -1.10% | 1.71% | -22.8% |
| Technology | XLK | 4.22% | 5.73% | 10.2% | -3.34% |
| Utilities | XLU | 0.30% | -3.48% | -2.60% | -30.8% |
| Aerospace & Defense | XAR | 1.10% | -3.95% | -6.12% | -29.8% |
| Biotech | XBI | -2.59% | 9.40% | 17.9% | 4.49% |
| Homebuilder | XHB | 2.88% | 2.77% | 20.9% | 3.51% |
| Retail | XRT | 2.79% | -1.12% | 8.49% | -1.33% |