(CGUI) Capital Fixed Income - Performance 4.7% in 12m
Compare CGUI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
26.42%
#64 in Group
Rel. Strength
70.29%
#2385 in Universe
Total Return 12m
4.69%
#57 in Group
Total Return 5y
4.69%
#62 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: CGUI (4.7%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
-0.07% | 5.33% | 25.9% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.09% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.1% | 5.38% | 19.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.38% | 5.48% | 16.5% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.35% | 22.1% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-1.18% | 4.46% | 33.6% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.42% | 5.51% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.38% | 5.49% | 17.7% | - | - | - | - | - |
Performance Comparison: CGUI vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for CGUI
| Total Return (including Dividends) | CGUI | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.45% | -1.35% | -4.77% |
| 3 Months | 1.32% | 2.22% | -9.81% |
| 12 Months | 4.69% | 3.98% | 9.54% |
| 5 Years | 4.69% | -39.85% | 104.83% |
| Trend Score (consistency of price movement) | CGUI | TLT | S&P 500 |
| 1 Month | 89.1% | -71.3% | -51.2% |
| 3 Months | 98.6% | 14% | -90.1% |
| 12 Months | 99.9% | -11.5% | 59.4% |
| 5 Years | 99.9% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #5 | 1.83% | 5.49% |
| 3 Month | #3 | -0.87% | 12.3% |
| 12 Month | #2 | 7.25% | 3.65% |
| 5 Years | #58 | 7.25% | 3.65% |
FAQs
Does CGUI Capital Fixed Income outperforms the market?
Yes,
over the last 12 months CGUI made 4.69%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months CGUI made 1.32%, while TLT made 2.22%.
Over the last 3 months CGUI made 1.32%, while TLT made 2.22%.
Performance Comparison CGUI vs Indeces and Sectors
CGUI vs. Indices CGUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.73% | 5.22% | 7.49% | -4.85% |
| US NASDAQ 100 | QQQ | -5.12% | 5.20% | 7.25% | -5.55% |
| US Dow Jones Industrial 30 | DIA | -2.34% | 6.16% | 7.11% | -1.30% |
| German DAX 40 | DAX | -4.05% | 3.86% | -10.9% | -16.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.72% | 3.54% | 7.18% | -4.90% |
| Hongkong Hang Seng | HSI | -4.38% | 3.66% | 4.57% | -10.8% |
| India NIFTY 50 | INDA | -2.71% | -2.66% | 4.78% | 0.62% |
| Brasil Bovespa | EWZ | -5.91% | -1.65% | 3.75% | 11.4% |
CGUI vs. Sectors CGUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.83% | 5.44% | -1.58% | -12.6% |
| Consumer Discretionary | XLY | -4.58% | 5.43% | 5.05% | -7.74% |
| Consumer Staples | XLP | 1.12% | -1.63% | 2.03% | -4.83% |
| Energy | XLE | -1.16% | 11.6% | 9.06% | 16.1% |
| Financial | XLF | -3.31% | 4.24% | -0.67% | -14.5% |
| Health Care | XLV | -1.28% | 7.08% | 9.74% | 5.58% |
| Industrial | XLI | -2.85% | 4.37% | 6.66% | -2.56% |
| Materials | XLB | -2.96% | 4.26% | 13.6% | 8.64% |
| Real Estate | XLRE | -0.23% | 3.39% | 9.52% | -9.94% |
| Technology | XLK | -6.40% | 6.06% | 12.5% | 0.23% |
| Utilities | XLU | -0.75% | 0.09% | 4.83% | -16.5% |
| Aerospace & Defense | XAR | -2.98% | 1.07% | -3.85% | -20.9% |
| Biotech | XBI | -6.41% | 9.38% | 19.3% | 8.18% |
| Homebuilder | XHB | -3.73% | 6.28% | 22.2% | 12.1% |
| Retail | XRT | -2.83% | 4.28% | 11.2% | 8.75% |