(SPSM) SPDR Portfolio S&P - Performance -3.5% in 12m
Compare SPSM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.06%
#29 in Group
Rel. Strength
40.03%
#4812 in Universe
Total Return 12m
-3.48%
#44 in Group
Total Return 5y
76.81%
#24 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: SPSM (-3.5%) vs IWM (-0.7%)
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: SPSM vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for SPSM
| Total Return (including Dividends) | SPSM | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -7.58% | -7.09% | -4.77% |
| 3 Months | -15.93% | -14.95% | -9.81% |
| 12 Months | -3.48% | -0.71% | 9.54% |
| 5 Years | 76.81% | 62.38% | 104.83% |
| Trend Score (consistency of price movement) | SPSM | IWM | S&P 500 |
| 1 Month | -48.8% | -44.2% | -51.2% |
| 3 Months | -93.8% | -92.8% | -90.1% |
| 12 Months | 21.4% | 25.1% | 59.4% |
| 5 Years | 55.1% | 35.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #24 | -0.53% | -2.94% |
| 3 Month | #20 | -1.15% | -6.79% |
| 12 Month | #18 | -2.79% | -11.9% |
| 5 Years | #12 | 8.89% | -13.7% |
FAQs
Does SPSM SPDR Portfolio S&P outperforms the market?
No,
over the last 12 months SPSM made -3.48%, while its related Sector, the iShares Russell 2000 (IWM) made -0.71%.
Over the last 3 months SPSM made -15.93%, while IWM made -14.95%.
Over the last 3 months SPSM made -15.93%, while IWM made -14.95%.
Performance Comparison SPSM vs Indeces and Sectors
SPSM vs. Indices SPSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.23% | -2.81% | -7.14% | -13.0% |
| US NASDAQ 100 | QQQ | -1.62% | -2.83% | -7.38% | -13.7% |
| US Dow Jones Industrial 30 | DIA | 1.16% | -1.87% | -7.52% | -9.47% |
| German DAX 40 | DAX | -0.55% | -4.17% | -25.5% | -24.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.78% | -4.49% | -7.45% | -13.1% |
| Hongkong Hang Seng | HSI | -0.88% | -4.37% | -10.1% | -19.0% |
| India NIFTY 50 | INDA | 0.79% | -10.7% | -9.85% | -7.55% |
| Brasil Bovespa | EWZ | -2.41% | -9.68% | -10.9% | 3.26% |
SPSM vs. Sectors SPSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.33% | -2.59% | -16.2% | -20.8% |
| Consumer Discretionary | XLY | -1.08% | -2.60% | -9.58% | -15.9% |
| Consumer Staples | XLP | 4.62% | -9.66% | -12.6% | -13.0% |
| Energy | XLE | 2.34% | 3.52% | -5.57% | 7.89% |
| Financial | XLF | 0.19% | -3.79% | -15.3% | -22.7% |
| Health Care | XLV | 2.22% | -0.95% | -4.89% | -2.59% |
| Industrial | XLI | 0.65% | -3.66% | -7.97% | -10.7% |
| Materials | XLB | 0.54% | -3.77% | -1.07% | 0.47% |
| Real Estate | XLRE | 3.27% | -4.64% | -5.11% | -18.1% |
| Technology | XLK | -2.90% | -1.97% | -2.13% | -7.94% |
| Utilities | XLU | 2.75% | -7.94% | -9.80% | -24.6% |
| Aerospace & Defense | XAR | 0.52% | -6.96% | -18.5% | -29.1% |
| Biotech | XBI | -2.91% | 1.35% | 4.66% | 0.01% |
| Homebuilder | XHB | -0.23% | -1.75% | 7.60% | 3.91% |
| Retail | XRT | 0.67% | -3.75% | -3.42% | 0.58% |