(EQTY) Kovitz Core Equity - Performance 6.4% in 12m
Compare EQTY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.74%
#127 in Group
Rel. Strength
56.76%
#3320 in Universe
Total Return 12m
6.35%
#127 in Group
Total Return 5y
43.10%
#140 in Group
12m Total Return: EQTY (6.4%) 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: 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 | -3.39% | -3.62% | -3.62% |
| 3 Months | -2.18% | -3.76% | -3.76% |
| 12 Months | 6.35% | 8.80% | 8.80% |
| 5 Years | 43.10% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | EQTY | SPY | S&P 500 |
| 1 Month | -27.5% | -17.5% | -17.5% |
| 3 Months | -46.8% | -55.3% | -55.3% |
| 12 Months | 86.6% | 84.8% | 84.8% |
| 5 Years | 96.8% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #92 | 0.23% | 0.23% |
| 3 Month | #73 | 1.64% | 1.64% |
| 12 Month | #139 | -2.25% | -2.25% |
| 5 Years | #84 | -1.77% | -1.77% |
FAQs
Does EQTY Kovitz Core Equity outperforms the market?
No,
over the last 12 months EQTY made 6.35%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months EQTY made -2.18%, while SPY made -3.76%.
Over the last 3 months EQTY made -2.18%, while SPY made -3.76%.
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 | 0.40% | 0.23% | 1.27% | -2.45% |
| US NASDAQ 100 | QQQ | 2.09% | 1.37% | 2.03% | -0.54% |
| US Dow Jones Industrial 30 | DIA | -0.66% | -0.68% | 0.24% | -1.51% |
| German DAX 40 | DAX | 0.48% | -0.58% | -16.5% | -16.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.59% | -3.66% | 9.48% | -2.73% |
| Hongkong Hang Seng | HSI | -2.40% | -5.87% | 5.66% | -11.8% |
| India NIFTY 50 | INDA | -0.22% | -10.2% | 12.2% | 6.49% |
| Brasil Bovespa | EWZ | -1.06% | -11.7% | 7.87% | 17.6% |
EQTY vs. Sectors EQTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.31% | 0.75% | -6.72% | -12.3% |
| Consumer Discretionary | XLY | 0.99% | 2.23% | 0.10% | -3.94% |
| Consumer Staples | XLP | -6.07% | -1.84% | 0.40% | -4.43% |
| Energy | XLE | -2.95% | -11.3% | -5.83% | 4.27% |
| Financial | XLF | -0.77% | 0.11% | -10.7% | -14.3% |
| Health Care | XLV | -0.79% | 0.41% | 6.20% | 6.91% |
| Industrial | XLI | -0.13% | -1.77% | 2.49% | -0.67% |
| Materials | XLB | -1.87% | -3.08% | 9.89% | 11.4% |
| Real Estate | XLRE | -3.48% | -0.24% | 4.60% | -5.22% |
| Technology | XLK | 2.62% | 1.33% | 5.80% | 6.07% |
| Utilities | XLU | -4.89% | -3.74% | 1.97% | -18.5% |
| Aerospace & Defense | XAR | 2.74% | -3.08% | -1.83% | -10.9% |
| Biotech | XBI | 8.12% | 5.30% | 20.8% | 22.9% |
| Homebuilder | XHB | 0.30% | -1.90% | 22.0% | 17.5% |
| Retail | XRT | -1.18% | -0.74% | 8.04% | 15.8% |