(CGUS) Capital Core Equity - Performance 8.4% in 12m
Compare CGUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.11%
#125 in Group
Rel. Strength
62.65%
#2868 in Universe
Total Return 12m
8.39%
#73 in Group
Total Return 5y
43.15%
#138 in Group
12m Total Return: CGUS (8.4%) 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: CGUS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for CGUS
| Total Return (including Dividends) | CGUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.71% | -3.62% | -3.62% |
| 3 Months | -3.98% | -3.76% | -3.76% |
| 12 Months | 8.39% | 8.80% | 8.80% |
| 5 Years | 43.15% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | CGUS | SPY | S&P 500 |
| 1 Month | -31.7% | -17.5% | -17.5% |
| 3 Months | -57.6% | -55.3% | -55.3% |
| 12 Months | 85.8% | 84.8% | 84.8% |
| 5 Years | 92.1% | 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 | #123 | -0.23% | -0.23% |
| 12 Month | #82 | -0.38% | -0.38% |
| 5 Years | #34 | 2.74% | 2.74% |
FAQs
Does CGUS Capital Core Equity outperforms the market?
No,
over the last 12 months CGUS made 8.39%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months CGUS made -3.98%, while SPY made -3.76%.
Over the last 3 months CGUS made -3.98%, while SPY made -3.76%.
Performance Comparison CGUS vs Indeces and Sectors
CGUS vs. Indices CGUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.15% | -0.09% | -0.57% | -0.41% |
| US NASDAQ 100 | QQQ | 1.54% | 1.05% | 0.19% | 1.50% |
| US Dow Jones Industrial 30 | DIA | -1.21% | -1.0% | -1.60% | 0.53% |
| German DAX 40 | DAX | -0.07% | -0.90% | -18.4% | -14.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.14% | -3.98% | 7.64% | -0.69% |
| Hongkong Hang Seng | HSI | -2.95% | -6.19% | 3.82% | -9.80% |
| India NIFTY 50 | INDA | -0.77% | -10.5% | 10.3% | 8.53% |
| Brasil Bovespa | EWZ | -1.61% | -12.0% | 6.03% | 19.6% |
CGUS vs. Sectors CGUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.76% | 0.43% | -8.56% | -10.2% |
| Consumer Discretionary | XLY | 0.44% | 1.91% | -1.74% | -1.90% |
| Consumer Staples | XLP | -6.62% | -2.16% | -1.44% | -2.39% |
| Energy | XLE | -3.50% | -11.6% | -7.67% | 6.31% |
| Financial | XLF | -1.32% | -0.21% | -12.5% | -12.2% |
| Health Care | XLV | -1.34% | 0.09% | 4.36% | 8.95% |
| Industrial | XLI | -0.68% | -2.09% | 0.65% | 1.37% |
| Materials | XLB | -2.42% | -3.40% | 8.05% | 13.5% |
| Real Estate | XLRE | -4.03% | -0.56% | 2.76% | -3.18% |
| Technology | XLK | 2.07% | 1.01% | 3.96% | 8.11% |
| Utilities | XLU | -5.44% | -4.06% | 0.13% | -16.5% |
| Aerospace & Defense | XAR | 2.19% | -3.40% | -3.67% | -8.87% |
| Biotech | XBI | 7.57% | 4.98% | 18.9% | 25.0% |
| Homebuilder | XHB | -0.25% | -2.22% | 20.1% | 19.5% |
| Retail | XRT | -1.73% | -1.06% | 6.20% | 17.9% |