(EAGL) The 2023 Series Trust - Performance 11.9% in 12m
Compare EAGL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.35%
#173 in Group
Rel. Strength
68.84%
#2393 in Universe
Total Return 12m
11.88%
#11 in Group
Total Return 5y
12.63%
#185 in Group
12m Total Return: EAGL (11.9%) 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: EAGL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EAGL
| Total Return (including Dividends) | EAGL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.84% | -3.62% | -3.62% |
| 3 Months | 1.11% | -3.76% | -3.76% |
| 12 Months | 11.88% | 8.80% | 8.80% |
| 5 Years | 12.63% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | EAGL | SPY | S&P 500 |
| 1 Month | 20.4% | -17.5% | -17.5% |
| 3 Months | -18.5% | -55.3% | -55.3% |
| 12 Months | 90.1% | 84.8% | 84.8% |
| 5 Years | 90.5% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #10 | 2.88% | 2.88% |
| 3 Month | #25 | 5.06% | 5.06% |
| 12 Month | #15 | 2.83% | 2.83% |
| 5 Years | #30 | 3.04% | 3.04% |
FAQs
Does EAGL The 2023 Series Trust outperforms the market?
Yes,
over the last 12 months EAGL made 11.88%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months EAGL made 1.11%, while SPY made -3.76%.
Over the last 3 months EAGL made 1.11%, while SPY made -3.76%.
Performance Comparison EAGL vs Indeces and Sectors
EAGL vs. Indices EAGL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.20% | 2.78% | 4.13% | 3.08% |
| US NASDAQ 100 | QQQ | 1.89% | 3.92% | 4.89% | 4.99% |
| US Dow Jones Industrial 30 | DIA | -0.86% | 1.87% | 3.10% | 4.02% |
| German DAX 40 | DAX | 0.28% | 1.97% | -13.7% | -10.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.79% | -1.11% | 12.3% | 2.80% |
| Hongkong Hang Seng | HSI | -2.60% | -3.32% | 8.52% | -6.31% |
| India NIFTY 50 | INDA | -0.42% | -7.64% | 15.0% | 12.0% |
| Brasil Bovespa | EWZ | -1.26% | -9.13% | 10.7% | 23.1% |
EAGL vs. Sectors EAGL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.11% | 3.30% | -3.86% | -6.72% |
| Consumer Discretionary | XLY | 0.79% | 4.78% | 2.96% | 1.59% |
| Consumer Staples | XLP | -6.27% | 0.71% | 3.26% | 1.10% |
| Energy | XLE | -3.15% | -8.71% | -2.97% | 9.80% |
| Financial | XLF | -0.97% | 2.66% | -7.82% | -8.73% |
| Health Care | XLV | -0.99% | 2.96% | 9.06% | 12.4% |
| Industrial | XLI | -0.33% | 0.78% | 5.35% | 4.86% |
| Materials | XLB | -2.07% | -0.53% | 12.8% | 17.0% |
| Real Estate | XLRE | -3.68% | 2.31% | 7.46% | 0.31% |
| Technology | XLK | 2.42% | 3.88% | 8.66% | 11.6% |
| Utilities | XLU | -5.09% | -1.19% | 4.83% | -13.0% |
| Aerospace & Defense | XAR | 2.54% | -0.53% | 1.03% | -5.38% |
| Biotech | XBI | 7.92% | 7.85% | 23.6% | 28.5% |
| Homebuilder | XHB | 0.10% | 0.65% | 24.8% | 23.0% |
| Retail | XRT | -1.38% | 1.81% | 10.9% | 21.4% |