(SMIZ) Zacks Trust - Performance 2.9% in 12m
Compare SMIZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.93%
#36 in Group
Rel. Strength
48.51%
#4132 in Universe
Total Return 12m
2.85%
#11 in Group
Total Return 5y
25.30%
#42 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: SMIZ (2.9%) vs SPY (9.5%)
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 |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: SMIZ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SMIZ
| Total Return (including Dividends) | SMIZ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.08% | -4.77% | -4.77% |
| 3 Months | -12.86% | -9.81% | -9.81% |
| 12 Months | 2.85% | 9.54% | 9.54% |
| 5 Years | 25.30% | 104.83% | 104.83% |
| Trend Score (consistency of price movement) | SMIZ | SPY | S&P 500 |
| 1 Month | -40.3% | -51.2% | -51.2% |
| 3 Months | -91.0% | -90.1% | -90.1% |
| 12 Months | 33.6% | 59.4% | 59.4% |
| 5 Years | 74.3% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #14 | 0.72% | 0.72% |
| 3 Month | #26 | -3.38% | -3.38% |
| 12 Month | #23 | -6.11% | -6.11% |
| 5 Years | #23 | -5.27% | -5.27% |
FAQs
Does SMIZ Zacks Trust outperforms the market?
No,
over the last 12 months SMIZ made 2.85%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.54%.
Over the last 3 months SMIZ made -12.86%, while SPY made -9.81%.
Over the last 3 months SMIZ made -12.86%, while SPY made -9.81%.
Performance Comparison SMIZ vs Indeces and Sectors
SMIZ vs. Indices SMIZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.78% | 0.69% | -3.08% | -6.69% |
| US NASDAQ 100 | QQQ | -0.61% | 0.67% | -3.32% | -7.39% |
| US Dow Jones Industrial 30 | DIA | 2.17% | 1.63% | -3.46% | -3.14% |
| German DAX 40 | DAX | 0.46% | -0.67% | -21.5% | -18.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.79% | -0.99% | -3.39% | -6.74% |
| Hongkong Hang Seng | HSI | 0.13% | -0.87% | -6.0% | -12.7% |
| India NIFTY 50 | INDA | 1.80% | -7.19% | -5.79% | -1.22% |
| Brasil Bovespa | EWZ | -1.40% | -6.18% | -6.82% | 9.59% |
SMIZ vs. Sectors SMIZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.68% | 0.91% | -12.2% | -14.5% |
| Consumer Discretionary | XLY | -0.07% | 0.90% | -5.52% | -9.58% |
| Consumer Staples | XLP | 5.63% | -6.16% | -8.54% | -6.67% |
| Energy | XLE | 3.35% | 7.02% | -1.51% | 14.2% |
| Financial | XLF | 1.20% | -0.29% | -11.2% | -16.3% |
| Health Care | XLV | 3.23% | 2.55% | -0.83% | 3.74% |
| Industrial | XLI | 1.66% | -0.16% | -3.91% | -4.40% |
| Materials | XLB | 1.55% | -0.27% | 2.99% | 6.80% |
| Real Estate | XLRE | 4.28% | -1.14% | -1.05% | -11.8% |
| Technology | XLK | -1.89% | 1.53% | 1.93% | -1.61% |
| Utilities | XLU | 3.76% | -4.44% | -5.74% | -18.3% |
| Aerospace & Defense | XAR | 1.53% | -3.46% | -14.4% | -22.8% |
| Biotech | XBI | -1.90% | 4.85% | 8.72% | 6.34% |
| Homebuilder | XHB | 0.78% | 1.75% | 11.7% | 10.2% |
| Retail | XRT | 1.68% | -0.25% | 0.64% | 6.91% |