(SPD) Simplify US Equity - Performance 0.3% in 12m
Compare SPD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
41.80%
#162 in Group
Rel. Strength
61.45%
#3021 in Universe
Total Return 12m
0.32%
#31 in Group
Total Return 5y
32.17%
#132 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: SPD (0.3%) vs SPY (-1.5%)
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
-11.5% | 4.73% | 126% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-10.2% | 1.5% | 104% | - | - | - | - | - |
| PTLC BATS Pacer Trendpilot US Large |
-6.81% | 3.97% | 90.2% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-11.9% | -5.05% | 102% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-11.9% | -5.06% | 99.9% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-11.5% | -0.36% | 100% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-12.2% | -1.72% | 108% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-11.1% | 2.95% | 99.8% | - | - | - | - | - |
Performance Comparison: SPD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPD
| Total Return (including Dividends) | SPD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.55% | -12.16% | -12.16% |
| 3 Months | -8.41% | -14.06% | -14.06% |
| 12 Months | 0.32% | -1.53% | -1.53% |
| 5 Years | 32.17% | 94.99% | 94.99% |
| Trend Score (consistency of price movement) | SPD | SPY | S&P 500 |
| 1 Month | -11.2% | -10.4% | -10.4% |
| 3 Months | -74.7% | -68.4% | -68.4% |
| 12 Months | 57.5% | 78.6% | 78.6% |
| 5 Years | 52.5% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #4 | 8.66% | 8.66% |
| 3 Month | #30 | 6.57% | 6.57% |
| 12 Month | #36 | 1.88% | 1.88% |
| 5 Years | #179 | -16.2% | -16.2% |
FAQs
Does SPD Simplify US Equity outperforms the market?
Yes,
over the last 12 months SPD made 0.32%, while its related Sector, the SPDR SP500 Trust (SPY) made -1.53%.
Over the last 3 months SPD made -8.41%, while SPY made -14.06%.
Over the last 3 months SPD made -8.41%, while SPY made -14.06%.
Performance Comparison SPD vs Indeces and Sectors
SPD vs. Indices SPD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 9.14% | 7.61% | 4.28% | 1.85% |
| US NASDAQ 100 | QQQ | 8.96% | 9.17% | 5.52% | 3.57% |
| US Dow Jones Industrial 30 | DIA | 8.91% | 6.65% | 2.53% | 1.19% |
| German DAX 40 | DAX | 9.97% | 9.36% | -9.88% | -7.24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 11.1% | 8.73% | 26.8% | 2.50% |
| Hongkong Hang Seng | HSI | 9.76% | 9.81% | 15.0% | -4.55% |
| India NIFTY 50 | INDA | 3.87% | -4.65% | 5.42% | 5.85% |
| Brasil Bovespa | EWZ | 6.66% | -1.04% | 7.92% | 20.7% |
SPD vs. Sectors SPD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 8.74% | 8.09% | -4.29% | -6.71% |
| Consumer Discretionary | XLY | 7.83% | 7.38% | 0.66% | -0.62% |
| Consumer Staples | XLP | 4.35% | 1.36% | -3.71% | -6.88% |
| Energy | XLE | 15.6% | 5.25% | 8.64% | 17.4% |
| Financial | XLF | 10.8% | 5.36% | -4.88% | -6.93% |
| Health Care | XLV | 7.21% | 5.02% | 3.86% | 4.61% |
| Industrial | XLI | 9.75% | 7.74% | 6.14% | 5.35% |
| Materials | XLB | 10.2% | 7.78% | 12.1% | 16.2% |
| Real Estate | XLRE | 8.46% | 5.36% | 4.16% | -1.31% |
| Technology | XLK | 10.5% | 11.4% | 11.4% | 10.7% |
| Utilities | XLU | 6.23% | -0.18% | -0.13% | -15.0% |
| Aerospace & Defense | XAR | 8.45% | 4.64% | 1.34% | -6.19% |
| Biotech | XBI | 9.31% | 11.8% | 17.9% | 19.5% |
| Homebuilder | XHB | 6.44% | 6.84% | 19.2% | 16.8% |
| Retail | XRT | 5.91% | 5.26% | 7.18% | 12.7% |