(IVES) Amplify Trust - Performance -7.7% in 12m
Compare IVES with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
15.85%
#72 in Group
Rel. Strength
37.89%
#4961 in Universe
Total Return 12m
-7.69%
#77 in Group
Total Return 5y
30.64%
#62 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: IVES (-7.7%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Technology
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 |
|---|---|---|---|---|---|---|---|---|
| QTUM NYSE ARCA Defiance Quantum |
-12.1% | 25.3% | 184% | - | - | - | - | - |
| FNGS NYSE ARCA MicroSectors FANG+ ETN |
-5.82% | 14.9% | 216% | - | - | - | - | - |
| CIBR NASDAQ First Trust NASDAQ |
-5.54% | 17.2% | 120% | - | - | - | - | - |
| IETC BATS iShares Evolved U.S. |
-7.03% | 7.12% | 131% | - | - | - | - | - |
| FTEC NYSE ARCA Fidelity MSCI Information |
-9.36% | 3.11% | 128% | - | - | - | - | - |
| IYW NYSE ARCA iShares U.S. Technology |
-8.89% | 2.5% | 138% | - | - | - | - | - |
| VGT NYSE ARCA Vanguard Information |
-9.34% | 3.1% | 127% | - | - | - | - | - |
| XLK NYSE ARCA Technology Sector SPDR |
-8.93% | -1.21% | 129% | - | - | - | - | - |
Performance Comparison: IVES vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IVES
| Total Return (including Dividends) | IVES | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -13.48% | -5.89% | -5.89% |
| 3 Months | -22.89% | -12.45% | -12.45% |
| 12 Months | -7.69% | 6.72% | 6.72% |
| 5 Years | 30.64% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | IVES | SPY | S&P 500 |
| 1 Month | -79.3% | -74.5% | -74.5% |
| 3 Months | -85.5% | -88.2% | -88.2% |
| 12 Months | 41.5% | 66.1% | 66.1% |
| 5 Years | -4.90% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #87 | -8.07% | -8.07% |
| 3 Month | #81 | -11.9% | -11.9% |
| 12 Month | #85 | -13.5% | -13.5% |
| 5 Years | #85 | -35.0% | -35.0% |
FAQs
Does IVES Amplify Trust outperforms the market?
No,
over the last 12 months IVES made -7.69%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months IVES made -22.89%, while SPY made -12.45%.
Over the last 3 months IVES made -22.89%, while SPY made -12.45%.
Performance Comparison IVES vs Indeces and Sectors
IVES vs. Indices IVES is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.11% | -7.59% | -9.86% | -14.4% |
| US NASDAQ 100 | QQQ | 0.97% | -7.20% | -9.33% | -13.2% |
| US Dow Jones Industrial 30 | DIA | 1.28% | -7.66% | -10.4% | -13.0% |
| German DAX 40 | DAX | -5.25% | -4.08% | -26.9% | -25.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.60% | -5.98% | -12.1% | -13.6% |
| Hongkong Hang Seng | HSI | -4.18% | -3.66% | -11.4% | -23.9% |
| India NIFTY 50 | INDA | -4.26% | -18.3% | -12.3% | -10.8% |
| Brasil Bovespa | EWZ | -3.45% | -8.40% | -12.8% | 1.78% |
IVES vs. Sectors IVES is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.14% | -7.82% | -18.7% | -21.2% |
| Consumer Discretionary | XLY | 0.98% | -9.56% | -12.6% | -16.9% |
| Consumer Staples | XLP | -3.19% | -16.7% | -20.1% | -21.6% |
| Energy | XLE | -4.61% | -3.40% | -10.9% | 2.60% |
| Financial | XLF | -1.26% | -8.97% | -18.0% | -26.6% |
| Health Care | XLV | -0.29% | -6.11% | -8.46% | -7.15% |
| Industrial | XLI | -1.01% | -8.78% | -9.94% | -13.1% |
| Materials | XLB | -1.61% | -6.83% | -2.78% | -0.15% |
| Real Estate | XLRE | -5.23% | -10.6% | -11.2% | -24.8% |
| Technology | XLK | 1.47% | -4.55% | -3.05% | -6.48% |
| Utilities | XLU | -3.20% | -13.1% | -15.6% | -32.1% |
| Aerospace & Defense | XAR | -1.58% | -13.5% | -19.6% | -31.9% |
| Biotech | XBI | -3.45% | -1.60% | 4.69% | 1.22% |
| Homebuilder | XHB | -0.84% | -6.64% | 8.04% | 1.42% |
| Retail | XRT | -1.59% | -11.4% | -5.19% | -3.30% |