(BTHM) BlackRock Trust - Performance 9% in 12m
Compare BTHM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.73%
#164 in Group
Rel. Strength
64.75%
#2707 in Universe
Total Return 12m
8.97%
#48 in Group
Total Return 5y
30.76%
#160 in Group
12m Total Return: BTHM (9%) 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: BTHM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BTHM
| Total Return (including Dividends) | BTHM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.27% | -3.62% | -3.62% |
| 3 Months | -5.59% | -3.76% | -3.76% |
| 12 Months | 8.97% | 8.80% | 8.80% |
| 5 Years | 30.76% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | BTHM | SPY | S&P 500 |
| 1 Month | -29.6% | -17.5% | -17.5% |
| 3 Months | -59.2% | -55.3% | -55.3% |
| 12 Months | 83.2% | 84.8% | 84.8% |
| 5 Years | 84.3% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #149 | -0.40% | -0.40% |
| 3 Month | #177 | -1.62% | -1.62% |
| 12 Month | #53 | 0.44% | 0.44% |
| 5 Years | #31 | 2.98% | 2.98% |
FAQs
Does BTHM BlackRock Trust outperforms the market?
Yes,
over the last 12 months BTHM made 8.97%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months BTHM made -5.59%, while SPY made -3.76%.
Over the last 3 months BTHM made -5.59%, while SPY made -3.76%.
Performance Comparison BTHM vs Indeces and Sectors
BTHM vs. Indices BTHM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.54% | -0.65% | -0.88% | 0.17% |
| US NASDAQ 100 | QQQ | 1.15% | 0.49% | -0.12% | 2.08% |
| US Dow Jones Industrial 30 | DIA | -1.60% | -1.56% | -1.91% | 1.11% |
| German DAX 40 | DAX | -0.46% | -1.46% | -18.7% | -13.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.53% | -4.54% | 7.33% | -0.11% |
| Hongkong Hang Seng | HSI | -3.34% | -6.75% | 3.51% | -9.22% |
| India NIFTY 50 | INDA | -1.16% | -11.1% | 10.0% | 9.11% |
| Brasil Bovespa | EWZ | -2.0% | -12.6% | 5.72% | 20.2% |
BTHM vs. Sectors BTHM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.37% | -0.13% | -8.87% | -9.63% |
| Consumer Discretionary | XLY | 0.05% | 1.35% | -2.05% | -1.32% |
| Consumer Staples | XLP | -7.01% | -2.72% | -1.75% | -1.81% |
| Energy | XLE | -3.89% | -12.1% | -7.98% | 6.89% |
| Financial | XLF | -1.71% | -0.77% | -12.8% | -11.6% |
| Health Care | XLV | -1.73% | -0.47% | 4.05% | 9.53% |
| Industrial | XLI | -1.07% | -2.65% | 0.34% | 1.95% |
| Materials | XLB | -2.81% | -3.96% | 7.74% | 14.0% |
| Real Estate | XLRE | -4.42% | -1.12% | 2.45% | -2.60% |
| Technology | XLK | 1.68% | 0.45% | 3.65% | 8.69% |
| Utilities | XLU | -5.83% | -4.62% | -0.18% | -15.9% |
| Aerospace & Defense | XAR | 1.80% | -3.96% | -3.98% | -8.29% |
| Biotech | XBI | 7.18% | 4.42% | 18.6% | 25.6% |
| Homebuilder | XHB | -0.64% | -2.78% | 19.8% | 20.1% |
| Retail | XRT | -2.12% | -1.62% | 5.89% | 18.4% |