(ISMD) Inspire Small/Mid Cap - Performance -2.9% in 12m
Compare ISMD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.05%
#17 in Group
Rel. Strength
40.33%
#4788 in Universe
Total Return 12m
-2.85%
#42 in Group
Total Return 5y
82.71%
#15 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: ISMD (-2.9%) vs SPY (10.8%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
-31.6% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-4.14% | 3.4% | 94.3% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.24% | 4.72% | 96.3% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.41% | 3.79% | 103% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.15% | 2.2% | 98.8% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.3% | 11.8% | 57.3% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-6.76% | -1.91% | 101% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.51% | 1.82% | 107% | - | - | - | - | - |
Performance Comparison: ISMD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ISMD
| Total Return (including Dividends) | ISMD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.06% | -4.31% | -4.31% |
| 3 Months | -15.38% | -7.85% | -7.85% |
| 12 Months | -2.85% | 10.76% | 10.76% |
| 5 Years | 82.71% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | ISMD | SPY | S&P 500 |
| 1 Month | -34.2% | -35.6% | -35.6% |
| 3 Months | -93.7% | -89.7% | -89.7% |
| 12 Months | 18.5% | 58.3% | 58.3% |
| 5 Years | 69.9% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #55 | -2.87% | -2.87% |
| 3 Month | #50 | -8.16% | -8.16% |
| 12 Month | #48 | -12.3% | -12.3% |
| 5 Years | #30 | -11.4% | -11.4% |
FAQs
Does ISMD Inspire Small/Mid Cap outperforms the market?
No,
over the last 12 months ISMD made -2.85%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months ISMD made -15.38%, while SPY made -7.85%.
Over the last 3 months ISMD made -15.38%, while SPY made -7.85%.
Performance Comparison ISMD vs Indeces and Sectors
ISMD vs. Indices ISMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.44% | -2.75% | -7.44% | -13.6% |
| US NASDAQ 100 | QQQ | -3.40% | -2.82% | -7.44% | -14.9% |
| US Dow Jones Industrial 30 | DIA | 0.63% | -1.28% | -7.70% | -9.83% |
| German DAX 40 | DAX | 1.22% | -3.25% | -25.9% | -26.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.09% | -3.56% | -6.02% | -11.5% |
| Hongkong Hang Seng | HSI | 0.83% | -4.18% | -9.31% | -16.9% |
| India NIFTY 50 | INDA | 5.99% | -8.62% | -9.04% | -4.65% |
| Brasil Bovespa | EWZ | -1.19% | -9.03% | -11.9% | 2.65% |
ISMD vs. Sectors ISMD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.30% | -1.48% | -16.2% | -25.3% |
| Consumer Discretionary | XLY | -3.79% | -3.02% | -10.6% | -17.2% |
| Consumer Staples | XLP | 6.02% | -9.81% | -12.8% | -12.3% |
| Energy | XLE | 1.91% | 4.57% | -5.01% | 9.08% |
| Financial | XLF | 0.52% | -2.28% | -15.5% | -22.2% |
| Health Care | XLV | 1.58% | -2.09% | -5.43% | -3.11% |
| Industrial | XLI | 0.39% | -2.99% | -7.79% | -9.76% |
| Materials | XLB | 1.81% | -2.55% | -0.55% | 2.49% |
| Real Estate | XLRE | 3.39% | -5.15% | -5.29% | -18.0% |
| Technology | XLK | -5.25% | -2.54% | -2.57% | -9.09% |
| Utilities | XLU | 2.71% | -8.74% | -10.5% | -23.3% |
| Aerospace & Defense | XAR | -1.0% | -6.76% | -18.7% | -29.8% |
| Biotech | XBI | -0.57% | 0.78% | 5.65% | -0.60% |
| Homebuilder | XHB | 0.31% | -1.04% | 7.54% | 5.12% |
| Retail | XRT | 1.35% | -4.13% | -3.32% | 0.77% |