(OEF) iShares S&P 100 - Performance 11% in 12m
Compare OEF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
87.15%
#17 in Group
Rel. Strength
67.47%
#2498 in Universe
Total Return 12m
10.96%
#15 in Group
Total Return 5y
151.54%
#10 in Group
12m Total Return: OEF (11%) 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: OEF vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for OEF
| Total Return (including Dividends) | OEF | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.34% | -3.62% | -3.62% |
| 3 Months | -5.58% | -3.76% | -3.76% |
| 12 Months | 10.96% | 8.80% | 8.80% |
| 5 Years | 151.54% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | OEF | SPY | S&P 500 |
| 1 Month | -30.9% | -17.5% | -17.5% |
| 3 Months | -58.7% | -55.3% | -55.3% |
| 12 Months | 85.5% | 84.8% | 84.8% |
| 5 Years | 84.8% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #176 | -0.75% | -0.75% |
| 3 Month | #180 | -1.89% | -1.89% |
| 12 Month | #20 | 1.99% | 1.99% |
| 5 Years | #26 | 3.47% | 3.47% |
FAQs
Does OEF iShares S&P 100 outperforms the market?
Yes,
over the last 12 months OEF made 10.96%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months OEF made -5.58%, while SPY made -3.76%.
Over the last 3 months OEF made -5.58%, while SPY made -3.76%.
Performance Comparison OEF vs Indeces and Sectors
OEF vs. Indices OEF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.66% | -0.72% | 0.36% | 2.16% |
| US NASDAQ 100 | QQQ | 1.03% | 0.42% | 1.12% | 4.07% |
| US Dow Jones Industrial 30 | DIA | -1.72% | -1.63% | -0.67% | 3.10% |
| German DAX 40 | DAX | -0.58% | -1.53% | -17.4% | -11.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.65% | -4.61% | 8.57% | 1.88% |
| Hongkong Hang Seng | HSI | -3.46% | -6.82% | 4.75% | -7.23% |
| India NIFTY 50 | INDA | -1.28% | -11.1% | 11.3% | 11.1% |
| Brasil Bovespa | EWZ | -2.12% | -12.6% | 6.96% | 22.2% |
OEF vs. Sectors OEF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.25% | -0.20% | -7.63% | -7.64% |
| Consumer Discretionary | XLY | -0.07% | 1.28% | -0.81% | 0.67% |
| Consumer Staples | XLP | -7.13% | -2.79% | -0.51% | 0.18% |
| Energy | XLE | -4.01% | -12.2% | -6.74% | 8.88% |
| Financial | XLF | -1.83% | -0.84% | -11.6% | -9.65% |
| Health Care | XLV | -1.85% | -0.54% | 5.29% | 11.5% |
| Industrial | XLI | -1.19% | -2.72% | 1.58% | 3.94% |
| Materials | XLB | -2.93% | -4.03% | 8.98% | 16.0% |
| Real Estate | XLRE | -4.54% | -1.19% | 3.69% | -0.61% |
| Technology | XLK | 1.56% | 0.38% | 4.89% | 10.7% |
| Utilities | XLU | -5.95% | -4.69% | 1.06% | -13.9% |
| Aerospace & Defense | XAR | 1.68% | -4.03% | -2.74% | -6.30% |
| Biotech | XBI | 7.06% | 4.35% | 19.9% | 27.6% |
| Homebuilder | XHB | -0.76% | -2.85% | 21.1% | 22.1% |
| Retail | XRT | -2.24% | -1.69% | 7.13% | 20.4% |