(APUE) Trust Professional - Performance 7.1% in 12m
Compare APUE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.91%
#139 in Group
Rel. Strength
58.86%
#3159 in Universe
Total Return 12m
7.08%
#113 in Group
Total Return 5y
40.18%
#143 in Group
12m Total Return: APUE (7.1%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: APUE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for APUE
| Total Return (including Dividends) | APUE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.71% | -3.62% | -3.62% |
| 3 Months | -4.26% | -3.76% | -3.76% |
| 12 Months | 7.08% | 8.80% | 8.80% |
| 5 Years | 40.18% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | APUE | SPY | S&P 500 |
| 1 Month | -24.8% | -17.5% | -17.5% |
| 3 Months | -58.7% | -55.3% | -55.3% |
| 12 Months | 82.5% | 84.8% | 84.8% |
| 5 Years | 95.5% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #122 | -0.09% | -0.09% |
| 3 Month | #145 | -0.52% | -0.52% |
| 12 Month | #122 | -1.58% | -1.58% |
| 5 Years | #68 | -0.76% | -0.76% |
FAQs
Does APUE Trust Professional outperforms the market?
No,
over the last 12 months APUE made 7.08%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months APUE made -4.26%, while SPY made -3.76%.
Over the last 3 months APUE made -4.26%, while SPY made -3.76%.
Performance Comparison APUE vs Indeces and Sectors
APUE vs. Indices APUE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.15% | -0.09% | -0.66% | -1.72% |
| US NASDAQ 100 | QQQ | 1.84% | 1.05% | 0.10% | 0.19% |
| US Dow Jones Industrial 30 | DIA | -0.91% | -1.0% | -1.69% | -0.78% |
| German DAX 40 | DAX | 0.23% | -0.90% | -18.5% | -15.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.84% | -3.98% | 7.55% | -2.0% |
| Hongkong Hang Seng | HSI | -2.65% | -6.19% | 3.73% | -11.1% |
| India NIFTY 50 | INDA | -0.47% | -10.5% | 10.2% | 7.22% |
| Brasil Bovespa | EWZ | -1.31% | -12.0% | 5.94% | 18.3% |
APUE vs. Sectors APUE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.06% | 0.43% | -8.65% | -11.5% |
| Consumer Discretionary | XLY | 0.74% | 1.91% | -1.83% | -3.21% |
| Consumer Staples | XLP | -6.32% | -2.16% | -1.53% | -3.70% |
| Energy | XLE | -3.20% | -11.6% | -7.76% | 5.0% |
| Financial | XLF | -1.02% | -0.21% | -12.6% | -13.5% |
| Health Care | XLV | -1.04% | 0.09% | 4.27% | 7.64% |
| Industrial | XLI | -0.38% | -2.09% | 0.56% | 0.06% |
| Materials | XLB | -2.12% | -3.40% | 7.96% | 12.2% |
| Real Estate | XLRE | -3.73% | -0.56% | 2.67% | -4.49% |
| Technology | XLK | 2.37% | 1.01% | 3.87% | 6.80% |
| Utilities | XLU | -5.14% | -4.06% | 0.04% | -17.8% |
| Aerospace & Defense | XAR | 2.49% | -3.40% | -3.76% | -10.2% |
| Biotech | XBI | 7.87% | 4.98% | 18.8% | 23.7% |
| Homebuilder | XHB | 0.05% | -2.22% | 20.0% | 18.2% |
| Retail | XRT | -1.43% | -1.06% | 6.11% | 16.6% |