(SCAP) Series Portfolios - Performance 1.6% in 12m
Compare SCAP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
29.85%
#41 in Group
Rel. Strength
46.36%
#4302 in Universe
Total Return 12m
1.62%
#11 in Group
Total Return 5y
12.31%
#45 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: SCAP (1.6%) vs SPY (9.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: SCAP vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCAP
| Total Return (including Dividends) | SCAP | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.87% | -0.87% | -0.87% |
| 3 Months | -12.82% | -8.60% | -8.60% |
| 12 Months | 1.62% | 9.37% | 9.37% |
| 5 Years | 12.31% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | SCAP | SPY | S&P 500 |
| 1 Month | -15.5% | -17.9% | -17.9% |
| 3 Months | -89.8% | -89.7% | -89.7% |
| 12 Months | 32.5% | 57.2% | 57.2% |
| 5 Years | 65.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #37 | -4.04% | -4.04% |
| 3 Month | #30 | -4.61% | -4.61% |
| 12 Month | #16 | -7.09% | -7.09% |
| 5 Years | #28 | -7.23% | -7.23% |
FAQs
Does SCAP Series Portfolios outperforms the market?
No,
over the last 12 months SCAP made 1.62%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months SCAP made -12.82%, while SPY made -8.60%.
Over the last 3 months SCAP made -12.82%, while SPY made -8.60%.
Performance Comparison SCAP vs Indeces and Sectors
SCAP vs. Indices SCAP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.55% | -4.0% | -5.18% | -7.75% |
| US NASDAQ 100 | QQQ | -2.43% | -5.61% | -5.40% | -8.21% |
| US Dow Jones Industrial 30 | DIA | 1.23% | -1.71% | -5.34% | -4.89% |
| German DAX 40 | DAX | 2.06% | -3.91% | -23.5% | -20.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.29% | -2.02% | -3.27% | -3.27% |
| Hongkong Hang Seng | HSI | 2.06% | -2.42% | -5.96% | -8.36% |
| India NIFTY 50 | INDA | 6.09% | -8.79% | -7.03% | -0.56% |
| Brasil Bovespa | EWZ | -1.34% | -9.69% | -9.49% | 9.0% |
SCAP vs. Sectors SCAP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.78% | -3.80% | -13.9% | -19.4% |
| Consumer Discretionary | XLY | -2.90% | -5.19% | -8.40% | -9.17% |
| Consumer Staples | XLP | 7.28% | -5.07% | -10.2% | -7.39% |
| Energy | XLE | 2.10% | 5.36% | -4.27% | 12.7% |
| Financial | XLF | 1.12% | -2.76% | -12.6% | -18.4% |
| Health Care | XLV | 2.09% | -0.77% | -3.66% | 1.33% |
| Industrial | XLI | 0.97% | -4.32% | -5.83% | -4.77% |
| Materials | XLB | 2.55% | -2.19% | 2.02% | 8.15% |
| Real Estate | XLRE | 3.69% | -3.35% | -3.57% | -12.8% |
| Technology | XLK | -4.14% | -5.72% | -0.45% | -2.81% |
| Utilities | XLU | 3.01% | -5.78% | -8.38% | -19.3% |
| Aerospace & Defense | XAR | -0.46% | -10.1% | -17.1% | -23.3% |
| Biotech | XBI | -1.12% | -1.28% | 7.64% | 6.33% |
| Homebuilder | XHB | 1.06% | -2.45% | 10.2% | 11.2% |
| Retail | XRT | 1.99% | -5.06% | -0.44% | 6.28% |