(SPBC) Simplify U.S. Equity - Performance -0.1% in 12m
Compare SPBC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.39%
#15 in Group
Rel. Strength
57.40%
#3319 in Universe
Total Return 12m
-0.12%
#40 in Group
Total Return 5y
44.06%
#32 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: SPBC (-0.1%) vs QQQ (-3.5%)
5y Drawdown (Underwater) Chart
Top Performers in Digital Assets
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 |
|---|---|---|---|---|---|---|---|---|
| 2BTC XETRA 21Shares Bitcoin ETP |
-9.63% | 12.8% | 771% | - | - | - | - | - |
| BTCE XETRA BTCetc - Bitcoin Exchange |
-9.79% | 12% | 709% | - | - | - | - | - |
| GBTC NYSE ARCA Grayscale Bitcoin Trust |
-5.85% | 3.69% | 734% | - | - | - | - | - |
| 21BC XETRA 21Shares Bitcoin Core ETP |
-9.66% | 13.7% | 216% | - | - | - | - | - |
| MAXI NASDAQ Simplify Bitcoin Strategy |
-15.6% | -17% | 190% | - | - | - | - | - |
| BLOK NYSE ARCA Amplify Transformational |
-15.3% | 4.75% | 169% | - | - | - | - | - |
| FBTC XETRA Fidelity Physical Bitcoin |
-8.94% | 14.5% | 91.6% | - | - | - | - | - |
| BITC XETRA CoinShares Physical Bitcoin |
-9.62% | 13.8% | 147% | - | - | - | - | - |
Performance Comparison: SPBC vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SPBC
| Total Return (including Dividends) | SPBC | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -11.97% | -13.29% | -11.51% |
| 3 Months | -16.46% | -19.30% | -14.88% |
| 12 Months | -0.12% | -3.48% | -1.35% |
| 5 Years | 44.06% | 121.99% | 105.18% |
| Trend Score (consistency of price movement) | SPBC | QQQ | S&P 500 |
| 1 Month | -5.80% | -28.1% | -8.8% |
| 3 Months | -71.4% | -69.6% | -65.3% |
| 12 Months | 83.9% | 71.5% | 80.7% |
| 5 Years | 66.5% | 77.1% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #34 | 1.53% | -0.52% |
| 3 Month | #7 | 3.52% | -1.86% |
| 12 Month | #28 | 3.49% | 1.25% |
| 5 Years | #34 | 10.7% | 12.7% |
FAQs
Does SPBC Simplify U.S. Equity outperforms the market?
Yes,
over the last 12 months SPBC made -0.12%, while its related Sector, the Invesco QQQ Trust (QQQ) made -3.48%.
Over the last 3 months SPBC made -16.46%, while QQQ made -19.30%.
Over the last 3 months SPBC made -16.46%, while QQQ made -19.30%.
Performance Comparison SPBC vs Indeces and Sectors
SPBC vs. Indices SPBC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.38% | -0.46% | 2.28% | 1.23% |
| US NASDAQ 100 | QQQ | 0.57% | 1.32% | 3.90% | 3.36% |
| US Dow Jones Industrial 30 | DIA | -0.56% | -2.12% | -0.19% | -0.21% |
| German DAX 40 | DAX | -2.39% | -0.35% | -16.1% | -12.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.17% | -4.52% | 19.9% | -5.33% |
| Hongkong Hang Seng | HSI | -2.84% | -1.28% | 9.69% | -9.67% |
| India NIFTY 50 | INDA | -4.84% | -12.5% | 3.48% | 5.29% |
| Brasil Bovespa | EWZ | -4.07% | -11.7% | 4.12% | 18.5% |
SPBC vs. Sectors SPBC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.27% | 0.23% | -5.99% | -7.01% |
| Consumer Discretionary | XLY | -1.86% | -0.93% | -2.29% | -2.27% |
| Consumer Staples | XLP | -5.36% | -7.47% | -6.69% | -8.58% |
| Energy | XLE | 6.43% | -4.31% | 6.24% | 16.4% |
| Financial | XLF | 1.97% | -1.81% | -6.96% | -7.64% |
| Health Care | XLV | -1.94% | -2.95% | 1.48% | 3.59% |
| Industrial | XLI | 0.73% | -1.12% | 3.89% | 4.47% |
| Materials | XLB | 0.13% | -1.32% | 8.94% | 14.4% |
| Real Estate | XLRE | -2.38% | -4.82% | 0.10% | -4.26% |
| Technology | XLK | 2.39% | 3.22% | 10.1% | 10.8% |
| Utilities | XLU | -3.81% | -10.9% | -3.43% | -17.2% |
| Aerospace & Defense | XAR | 0.51% | -2.28% | 0.17% | -5.86% |
| Biotech | XBI | -0.12% | 3.42% | 15.4% | 18.3% |
| Homebuilder | XHB | -5.13% | -3.78% | 14.9% | 13.7% |
| Retail | XRT | -3.21% | -3.67% | 4.86% | 11.7% |