(SQLV) Royce Quant Small-Cap - Performance -6.3% in 12m
Compare SQLV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.11%
#23 in Group
Rel. Strength
37.74%
#4993 in Universe
Total Return 12m
-6.31%
#36 in Group
Total Return 5y
80.34%
#25 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: SQLV (-6.3%) vs QQQ (9.8%)
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: SQLV vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SQLV
| Total Return (including Dividends) | SQLV | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -3.99% | 0.74% | -0.87% |
| 3 Months | -16.55% | -9.33% | -8.60% |
| 12 Months | -6.31% | 9.83% | 9.37% |
| 5 Years | 80.34% | 122.69% | 103.96% |
| Trend Score (consistency of price movement) | SQLV | QQQ | S&P 500 |
| 1 Month | -16.0% | -6.5% | -17.9% |
| 3 Months | -93.8% | -88.6% | -89.7% |
| 12 Months | 11.3% | 45.5% | 57.2% |
| 5 Years | 70.9% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #43 | -4.69% | -3.15% |
| 3 Month | #43 | -7.96% | -8.70% |
| 12 Month | #40 | -14.7% | -14.3% |
| 5 Years | #40 | -19.0% | -11.6% |
FAQs
Does SQLV Royce Quant Small-Cap outperforms the market?
No,
over the last 12 months SQLV made -6.31%, while its related Sector, the Invesco QQQ Trust (QQQ) made 9.83%.
Over the last 3 months SQLV made -16.55%, while QQQ made -9.33%.
Over the last 3 months SQLV made -16.55%, while QQQ made -9.33%.
Performance Comparison SQLV vs Indeces and Sectors
SQLV vs. Indices SQLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.87% | -3.12% | -8.24% | -15.7% |
| US NASDAQ 100 | QQQ | -2.75% | -4.73% | -8.46% | -16.1% |
| US Dow Jones Industrial 30 | DIA | 0.91% | -0.83% | -8.40% | -12.8% |
| German DAX 40 | DAX | 1.74% | -3.03% | -26.6% | -28.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.97% | -1.14% | -6.33% | -11.2% |
| Hongkong Hang Seng | HSI | 1.74% | -1.54% | -9.02% | -16.3% |
| India NIFTY 50 | INDA | 5.77% | -7.91% | -10.1% | -8.49% |
| Brasil Bovespa | EWZ | -1.66% | -8.81% | -12.6% | 1.07% |
SQLV vs. Sectors SQLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.10% | -2.92% | -17.0% | -27.3% |
| Consumer Discretionary | XLY | -3.22% | -4.31% | -11.5% | -17.1% |
| Consumer Staples | XLP | 6.96% | -4.19% | -13.3% | -15.3% |
| Energy | XLE | 1.78% | 6.24% | -7.33% | 4.78% |
| Financial | XLF | 0.80% | -1.88% | -15.6% | -26.3% |
| Health Care | XLV | 1.77% | 0.11% | -6.72% | -6.60% |
| Industrial | XLI | 0.65% | -3.44% | -8.89% | -12.7% |
| Materials | XLB | 2.23% | -1.31% | -1.04% | 0.22% |
| Real Estate | XLRE | 3.37% | -2.47% | -6.63% | -20.8% |
| Technology | XLK | -4.46% | -4.84% | -3.51% | -10.7% |
| Utilities | XLU | 2.69% | -4.90% | -11.4% | -27.2% |
| Aerospace & Defense | XAR | -0.78% | -9.20% | -20.2% | -31.2% |
| Biotech | XBI | -1.44% | -0.40% | 4.58% | -1.60% |
| Homebuilder | XHB | 0.74% | -1.57% | 7.18% | 3.28% |
| Retail | XRT | 1.67% | -4.18% | -3.50% | -1.65% |