(BBLU) Ea Bridgeway Blue Chip - Performance 10.7% in 12m
Compare BBLU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.32%
#118 in Group
Rel. Strength
67.11%
#2526 in Universe
Total Return 12m
10.72%
#20 in Group
Total Return 5y
72.74%
#117 in Group
12m Total Return: BBLU (10.7%) 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: BBLU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BBLU
| Total Return (including Dividends) | BBLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.15% | -3.62% | -3.62% |
| 3 Months | -2.08% | -3.76% | -3.76% |
| 12 Months | 10.72% | 8.80% | 8.80% |
| 5 Years | 72.74% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | BBLU | SPY | S&P 500 |
| 1 Month | -11.2% | -17.5% | -17.5% |
| 3 Months | -43.6% | -55.3% | -55.3% |
| 12 Months | 90.0% | 84.8% | 84.8% |
| 5 Years | 98.4% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #161 | -0.55% | -0.55% |
| 3 Month | #72 | 1.74% | 1.74% |
| 12 Month | #27 | 1.77% | 1.77% |
| 5 Years | #9 | 9.02% | 9.02% |
FAQs
Does BBLU Ea Bridgeway Blue Chip outperforms the market?
Yes,
over the last 12 months BBLU made 10.72%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months BBLU made -2.08%, while SPY made -3.76%.
Over the last 3 months BBLU made -2.08%, while SPY made -3.76%.
Performance Comparison BBLU vs Indeces and Sectors
BBLU vs. Indices BBLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.01% | -0.53% | 2.76% | 1.92% |
| US NASDAQ 100 | QQQ | 1.68% | 0.61% | 3.52% | 3.83% |
| US Dow Jones Industrial 30 | DIA | -1.07% | -1.44% | 1.73% | 2.86% |
| German DAX 40 | DAX | 0.07% | -1.34% | -15.0% | -11.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.00% | -4.42% | 11.0% | 1.64% |
| Hongkong Hang Seng | HSI | -2.81% | -6.63% | 7.15% | -7.47% |
| India NIFTY 50 | INDA | -0.63% | -11.0% | 13.7% | 10.9% |
| Brasil Bovespa | EWZ | -1.47% | -12.4% | 9.36% | 22.0% |
BBLU vs. Sectors BBLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.90% | -0.01% | -5.23% | -7.88% |
| Consumer Discretionary | XLY | 0.58% | 1.47% | 1.59% | 0.43% |
| Consumer Staples | XLP | -6.48% | -2.60% | 1.89% | -0.06% |
| Energy | XLE | -3.36% | -12.0% | -4.34% | 8.64% |
| Financial | XLF | -1.18% | -0.65% | -9.19% | -9.89% |
| Health Care | XLV | -1.20% | -0.35% | 7.69% | 11.3% |
| Industrial | XLI | -0.54% | -2.53% | 3.98% | 3.70% |
| Materials | XLB | -2.28% | -3.84% | 11.4% | 15.8% |
| Real Estate | XLRE | -3.89% | -1.00% | 6.09% | -0.85% |
| Technology | XLK | 2.21% | 0.57% | 7.29% | 10.4% |
| Utilities | XLU | -5.30% | -4.50% | 3.46% | -14.1% |
| Aerospace & Defense | XAR | 2.33% | -3.84% | -0.34% | -6.54% |
| Biotech | XBI | 7.71% | 4.54% | 22.3% | 27.3% |
| Homebuilder | XHB | -0.11% | -2.66% | 23.5% | 21.8% |
| Retail | XRT | -1.59% | -1.50% | 9.53% | 20.2% |