(XB) BondBloxx Trust - Performance 7.5% in 12m
Compare XB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.55%
#23 in Group
Rel. Strength
59.22%
#3276 in Universe
Total Return 12m
7.51%
#39 in Group
Total Return 5y
17.29%
#43 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: XB (7.5%) vs TLT (4.1%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield Bond
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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-0.71% | 6.49% | 49.2% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-0.16% | 8.15% | 42.6% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
0.04% | 8.06% | 41.4% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
0.4% | 8.91% | 39.1% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
0.12% | 7.94% | 37.4% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-0.15% | 7.39% | 47.9% | - | - | - | - | - |
| HYSA NYSE ARCA BondBloxx Trust |
-0.2% | 7.92% | 23.9% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
-0.8% | 7.63% | 41.4% | - | - | - | - | - |
Performance Comparison: XB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for XB
| Total Return (including Dividends) | XB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.16% | 0.34% | -2.90% |
| 3 Months | -0.21% | 1.77% | -7.85% |
| 12 Months | 7.51% | 4.06% | 9.33% |
| 5 Years | 17.29% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | XB | TLT | S&P 500 |
| 1 Month | -8.40% | -64.4% | -35.6% |
| 3 Months | -74.5% | 9.6% | -89.7% |
| 12 Months | 84.9% | -12.9% | 58.3% |
| 5 Years | 96.6% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #24 | -0.17% | 3.15% |
| 3 Month | #36 | -1.94% | 8.30% |
| 12 Month | #41 | 3.31% | -1.67% |
| 5 Years | #51 | 41.5% | -17.4% |
FAQs
Does XB BondBloxx Trust outperforms the market?
Yes,
over the last 12 months XB made 7.51%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.06%.
Over the last 3 months XB made -0.21%, while TLT made 1.77%.
Over the last 3 months XB made -0.21%, while TLT made 1.77%.
Performance Comparison XB vs Indeces and Sectors
XB vs. Indices XB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.16% | 3.06% | 6.20% | -1.82% |
| US NASDAQ 100 | QQQ | -7.12% | 2.04% | 5.92% | -2.36% |
| US Dow Jones Industrial 30 | DIA | -3.09% | 5.30% | 6.31% | 1.33% |
| German DAX 40 | DAX | -2.50% | 2.05% | -12.1% | -14.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.37% | 3.73% | 7.83% | 2.33% |
| Hongkong Hang Seng | HSI | -2.89% | 3.70% | 5.11% | -2.79% |
| India NIFTY 50 | INDA | 2.27% | -1.89% | 5.12% | 6.17% |
| Brasil Bovespa | EWZ | -4.91% | -2.16% | 2.85% | 15.8% |
XB vs. Sectors XB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.02% | 4.51% | -2.17% | -13.0% |
| Consumer Discretionary | XLY | -7.51% | 2.99% | 2.98% | -3.24% |
| Consumer Staples | XLP | 2.30% | 0.12% | 0.78% | -1.87% |
| Energy | XLE | -1.81% | 11.4% | 7.74% | 19.2% |
| Financial | XLF | -3.20% | 4.46% | -0.91% | -12.1% |
| Health Care | XLV | -2.14% | 4.93% | 8.06% | 7.62% |
| Industrial | XLI | -3.33% | 3.08% | 5.84% | 1.48% |
| Materials | XLB | -1.91% | 4.80% | 13.5% | 14.2% |
| Real Estate | XLRE | -0.33% | 2.33% | 8.36% | -6.24% |
| Technology | XLK | -8.97% | 1.60% | 10.8% | 2.91% |
| Utilities | XLU | -1.01% | -0.87% | 3.58% | -12.6% |
| Aerospace & Defense | XAR | -4.72% | -2.59% | -5.36% | -17.0% |
| Biotech | XBI | -4.29% | 6.33% | 20.1% | 13.5% |
| Homebuilder | XHB | -3.41% | 5.39% | 21.7% | 17.3% |
| Retail | XRT | -2.37% | 2.57% | 11.2% | 12.4% |