(SPTM) SPDR Portfolio S&P - Performance 8% in 12m
Compare SPTM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.38%
#28 in Group
Rel. Strength
61.72%
#2939 in Universe
Total Return 12m
8.00%
#84 in Group
Total Return 5y
143.52%
#29 in Group
12m Total Return: SPTM (8%) 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: SPTM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPTM
| Total Return (including Dividends) | SPTM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.57% | -3.62% | -3.62% |
| 3 Months | -3.98% | -3.76% | -3.76% |
| 12 Months | 8.00% | 8.80% | 8.80% |
| 5 Years | 143.52% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | SPTM | SPY | S&P 500 |
| 1 Month | -17.7% | -17.5% | -17.5% |
| 3 Months | -56.8% | -55.3% | -55.3% |
| 12 Months | 83.8% | 84.8% | 84.8% |
| 5 Years | 83.9% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #106 | 0.05% | 0.05% |
| 3 Month | #123 | -0.23% | -0.23% |
| 12 Month | #93 | -0.73% | -0.73% |
| 5 Years | #60 | 0.17% | 0.17% |
FAQs
Does SPTM SPDR Portfolio S&P outperforms the market?
No,
over the last 12 months SPTM made 8.00%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months SPTM made -3.98%, while SPY made -3.76%.
Over the last 3 months SPTM made -3.98%, while SPY made -3.76%.
Performance Comparison SPTM vs Indeces and Sectors
SPTM vs. Indices SPTM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.02% | 0.05% | -0.39% | -0.80% |
| US NASDAQ 100 | QQQ | 1.71% | 1.19% | 0.37% | 1.11% |
| US Dow Jones Industrial 30 | DIA | -1.04% | -0.86% | -1.42% | 0.14% |
| German DAX 40 | DAX | 0.10% | -0.76% | -18.2% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.97% | -3.84% | 7.82% | -1.08% |
| Hongkong Hang Seng | HSI | -2.78% | -6.05% | 4.0% | -10.2% |
| India NIFTY 50 | INDA | -0.60% | -10.4% | 10.5% | 8.14% |
| Brasil Bovespa | EWZ | -1.44% | -11.9% | 6.21% | 19.2% |
SPTM vs. Sectors SPTM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.93% | 0.57% | -8.38% | -10.6% |
| Consumer Discretionary | XLY | 0.61% | 2.05% | -1.56% | -2.29% |
| Consumer Staples | XLP | -6.45% | -2.02% | -1.26% | -2.78% |
| Energy | XLE | -3.33% | -11.4% | -7.49% | 5.92% |
| Financial | XLF | -1.15% | -0.07% | -12.3% | -12.6% |
| Health Care | XLV | -1.17% | 0.23% | 4.54% | 8.56% |
| Industrial | XLI | -0.51% | -1.95% | 0.83% | 0.98% |
| Materials | XLB | -2.25% | -3.26% | 8.23% | 13.1% |
| Real Estate | XLRE | -3.86% | -0.42% | 2.94% | -3.57% |
| Technology | XLK | 2.24% | 1.15% | 4.14% | 7.72% |
| Utilities | XLU | -5.27% | -3.92% | 0.31% | -16.9% |
| Aerospace & Defense | XAR | 2.36% | -3.26% | -3.49% | -9.26% |
| Biotech | XBI | 7.74% | 5.12% | 19.1% | 24.6% |
| Homebuilder | XHB | -0.08% | -2.08% | 20.3% | 19.1% |
| Retail | XRT | -1.56% | -0.92% | 6.38% | 17.5% |