(MGMT) Ballast Small/Mid Cap - Performance 2.6% in 12m
Compare MGMT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.67%
#27 in Group
Rel. Strength
46.46%
#4301 in Universe
Total Return 12m
2.61%
#12 in Group
Total Return 5y
49.74%
#41 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: MGMT (2.6%) 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: MGMT vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for MGMT
| Total Return (including Dividends) | MGMT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.81% | -4.31% | -4.31% |
| 3 Months | -12.49% | -7.85% | -7.85% |
| 12 Months | 2.61% | 10.76% | 10.76% |
| 5 Years | 49.74% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | MGMT | SPY | S&P 500 |
| 1 Month | -30.8% | -35.6% | -35.6% |
| 3 Months | -92.2% | -89.7% | -89.7% |
| 12 Months | 54.1% | 58.3% | 58.3% |
| 5 Years | 58.8% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #29 | -1.57% | -1.57% |
| 3 Month | #27 | -5.03% | -5.03% |
| 12 Month | #26 | -7.36% | -7.36% |
| 5 Years | #26 | -6.51% | -6.51% |
FAQs
Does MGMT Ballast Small/Mid Cap outperforms the market?
No,
over the last 12 months MGMT made 2.61%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months MGMT made -12.49%, while SPY made -7.85%.
Over the last 3 months MGMT made -12.49%, while SPY made -7.85%.
Performance Comparison MGMT vs Indeces and Sectors
MGMT vs. Indices MGMT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.82% | -1.50% | 1.67% | -8.15% |
| US NASDAQ 100 | QQQ | -4.78% | -1.57% | 1.67% | -9.40% |
| US Dow Jones Industrial 30 | DIA | -0.75% | -0.03% | 1.41% | -4.37% |
| German DAX 40 | DAX | -0.16% | -2.00% | -16.8% | -20.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.71% | -2.31% | 3.09% | -6.01% |
| Hongkong Hang Seng | HSI | -0.55% | -2.93% | -0.20% | -11.4% |
| India NIFTY 50 | INDA | 4.61% | -7.37% | 0.07% | 0.81% |
| Brasil Bovespa | EWZ | -2.57% | -7.78% | -2.83% | 8.11% |
MGMT vs. Sectors MGMT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.68% | -0.23% | -7.07% | -19.8% |
| Consumer Discretionary | XLY | -5.17% | -1.77% | -1.49% | -11.7% |
| Consumer Staples | XLP | 4.64% | -8.56% | -3.65% | -6.88% |
| Energy | XLE | 0.53% | 5.82% | 4.10% | 14.5% |
| Financial | XLF | -0.86% | -1.03% | -6.43% | -16.7% |
| Health Care | XLV | 0.20% | -0.84% | 3.68% | 2.35% |
| Industrial | XLI | -0.99% | -1.74% | 1.32% | -4.30% |
| Materials | XLB | 0.43% | -1.30% | 8.56% | 7.95% |
| Real Estate | XLRE | 2.01% | -3.90% | 3.82% | -12.5% |
| Technology | XLK | -6.63% | -1.29% | 6.54% | -3.63% |
| Utilities | XLU | 1.33% | -7.49% | -1.43% | -17.8% |
| Aerospace & Defense | XAR | -2.38% | -5.51% | -9.60% | -24.4% |
| Biotech | XBI | -1.95% | 2.03% | 14.8% | 4.86% |
| Homebuilder | XHB | -1.07% | 0.21% | 16.7% | 10.6% |
| Retail | XRT | -0.03% | -2.88% | 5.79% | 6.23% |