(GIAX) Nicholas Global Equity - Performance -6.8% in 12m
Compare GIAX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-21.16%
#89 in Group
Rel. Strength
49.05%
#4071 in Universe
Total Return 12m
-6.80%
#84 in Group
Total Return 5y
-6.80%
#84 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: GIAX (-6.8%) vs SPY (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-5.41% | 7.08% | 82% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.01% | 9.93% | 65.4% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-6.18% | 3.73% | 63.9% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-6.36% | 3.92% | 68.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-6.07% | 4.66% | 64.8% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-6.11% | 6.53% | 58.5% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-4.85% | 6.87% | 58.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.3% | 0.55% | 67.6% | - | - | - | - | - |
Performance Comparison: GIAX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for GIAX
| Total Return (including Dividends) | GIAX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.01% | -8.16% | -8.16% |
| 3 Months | -12.73% | -12.80% | -12.80% |
| 12 Months | -6.80% | 6.85% | 6.85% |
| 5 Years | -6.80% | 100.40% | 100.40% |
| Trend Score (consistency of price movement) | GIAX | SPY | S&P 500 |
| 1 Month | -70.6% | -70.9% | -70.9% |
| 3 Months | -89.7% | -90.1% | -90.1% |
| 12 Months | 0.60% | 62.2% | 62.2% |
| 5 Years | 0.60% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #48 | 1.25% | 1.25% |
| 3 Month | #60 | 0.08% | 0.08% |
| 12 Month | #75 | -5.09% | -5.09% |
| 5 Years | #45 | -5.09% | -5.09% |
FAQs
Does GIAX Nicholas Global Equity outperforms the market?
No,
over the last 12 months GIAX made -6.80%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.85%.
Over the last 3 months GIAX made -12.73%, while SPY made -12.80%.
Over the last 3 months GIAX made -12.73%, while SPY made -12.80%.
Performance Comparison GIAX vs Indeces and Sectors
GIAX vs. Indices GIAX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.04% | 1.15% | -1.63% | -13.7% |
| US NASDAQ 100 | QQQ | 1.06% | 2.40% | -0.57% | -13.6% |
| US Dow Jones Industrial 30 | DIA | 0.99% | 0.85% | -2.66% | -11.0% |
| German DAX 40 | DAX | -2.05% | -0.15% | -20.1% | -25.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.58% | -3.28% | -4.05% | -14.9% |
| Hongkong Hang Seng | HSI | -5.01% | -2.05% | -6.27% | -24.1% |
| India NIFTY 50 | INDA | -6.53% | -9.66% | -7.61% | -10.7% |
| Brasil Bovespa | EWZ | -5.91% | -5.75% | -6.96% | 3.07% |
GIAX vs. Sectors GIAX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.12% | 1.31% | -10.7% | -21.8% |
| Consumer Discretionary | XLY | -0.44% | 1.86% | -5.53% | -17.0% |
| Consumer Staples | XLP | -3.38% | -10.6% | -12.3% | -19.1% |
| Energy | XLE | -4.85% | 5.33% | -2.29% | 5.26% |
| Financial | XLF | -1.66% | -1.05% | -11.5% | -24.0% |
| Health Care | XLV | 0.02% | 1.21% | -0.80% | -5.19% |
| Industrial | XLI | -0.53% | 0.18% | -2.31% | -11.0% |
| Materials | XLB | -2.57% | -1.05% | 3.70% | 0.04% |
| Real Estate | XLRE | -3.35% | -3.66% | -4.35% | -22.4% |
| Technology | XLK | 2.31% | 4.56% | 6.00% | -6.57% |
| Utilities | XLU | -2.30% | -6.79% | -8.04% | -28.5% |
| Aerospace & Defense | XAR | 0.40% | -1.64% | -10.4% | -28.0% |
| Biotech | XBI | -3.33% | 5.58% | 10.3% | 0.36% |
| Homebuilder | XHB | -3.09% | 0.97% | 11.1% | 1.18% |
| Retail | XRT | -4.17% | -1.39% | 0.30% | -2.34% |