(EQTY) Kovitz Core Equity - Performance 2.3% in 12m
Compare EQTY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.74%
#124 in Group
Rel. Strength
53.85%
#3686 in Universe
Total Return 12m
2.28%
#132 in Group
Total Return 5y
31.60%
#141 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: EQTY (2.3%) vs SPY (4.1%)
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
-8.62% | 14.2% | 134% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-6.82% | 7.89% | 111% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-3.75% | 11.4% | 91.2% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-7.73% | 3.09% | 110% | - | - | - | - | - |
| PTLC BATS Pacer Trendpilot US Large |
-5.79% | 7.5% | 89.4% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-7.59% | 5.61% | 104% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-9.88% | 0.7% | 107% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-8.5% | 7.94% | 101% | - | - | - | - | - |
Performance Comparison: EQTY vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EQTY
| Total Return (including Dividends) | EQTY | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.40% | -8.88% | -8.88% |
| 3 Months | -13.42% | -14.53% | -14.53% |
| 12 Months | 2.28% | 4.14% | 4.14% |
| 5 Years | 31.60% | 98.04% | 98.04% |
| Trend Score (consistency of price movement) | EQTY | SPY | S&P 500 |
| 1 Month | -76.1% | -74.2% | -74.2% |
| 3 Months | -89.2% | -89.4% | -89.4% |
| 12 Months | 70.8% | 64% | 64% |
| 5 Years | 95.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #87 | 0.53% | 0.53% |
| 3 Month | #82 | 1.30% | 1.30% |
| 12 Month | #135 | -1.78% | -1.78% |
| 5 Years | #77 | -1.39% | -1.39% |
FAQs
Does EQTY Kovitz Core Equity outperforms the market?
No,
over the last 12 months EQTY made 2.28%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.14%.
Over the last 3 months EQTY made -13.42%, while SPY made -14.53%.
Over the last 3 months EQTY made -13.42%, while SPY made -14.53%.
Performance Comparison EQTY vs Indeces and Sectors
EQTY vs. Indices EQTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.16% | 0.48% | 2.15% | -1.86% |
| US NASDAQ 100 | QQQ | 1.81% | 1.39% | 3.07% | -1.76% |
| US Dow Jones Industrial 30 | DIA | 2.30% | 0.61% | 1.19% | 0.86% |
| German DAX 40 | DAX | -4.64% | -1.05% | -18.0% | -15.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.99% | -4.84% | -3.69% | -5.53% |
| Hongkong Hang Seng | HSI | -3.64% | -0.22% | -2.64% | -11.7% |
| India NIFTY 50 | INDA | -7.38% | -11.4% | -4.26% | -0.60% |
| Brasil Bovespa | EWZ | -4.28% | -3.24% | -2.83% | 14.5% |
EQTY vs. Sectors EQTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.51% | 0.98% | -6.82% | -9.78% |
| Consumer Discretionary | XLY | 1.64% | -0.04% | -0.82% | -4.49% |
| Consumer Staples | XLP | -2.75% | -11.2% | -9.96% | -8.43% |
| Energy | XLE | -3.77% | 5.14% | 1.21% | 16.5% |
| Financial | XLF | -0.34% | -1.03% | -6.64% | -11.2% |
| Health Care | XLV | 0.79% | 0.82% | 2.42% | 5.70% |
| Industrial | XLI | 0.02% | -1.30% | 1.78% | -0.13% |
| Materials | XLB | -1.13% | -1.53% | 7.86% | 11.3% |
| Real Estate | XLRE | -3.09% | -4.43% | -1.19% | -11.0% |
| Technology | XLK | 2.62% | 3.64% | 9.50% | 4.89% |
| Utilities | XLU | -1.25% | -5.50% | -3.69% | -16.2% |
| Aerospace & Defense | XAR | -0.57% | -5.25% | -6.70% | -18.3% |
| Biotech | XBI | -2.17% | 4.92% | 13.8% | 12.0% |
| Homebuilder | XHB | -0.25% | 0.14% | 17.4% | 13.6% |
| Retail | XRT | -1.84% | -3.70% | 4.81% | 8.97% |