(SPB) Superior Plus - Performance -5.9% in 12m

Compare SPB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 38.59%
#12 in Group
Rel. Strength 37.52%
#5014 in Universe
Total Return 12m -5.89%
#18 in Group
Total Return 5y 110.06%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward 15.0
33th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 6.17%
50th Percentile in Group

12m Total Return: SPB (-5.9%) vs XLU (21.1%)

Compare overall performance (total returns) of Superior Plus with its related sector ETF XLU

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (SPB) Superior Plus - Performance -5.9% in 12m

Top Performers in Gas Utilities

Short Term
Symbol 1w 1m 3m
SPB 4.52% 3.85% 9.21%
OGS 1.32% 6.95% 15.1%
ATO 1.35% 6.70% 15.1%
NWN 2.28% 6.26% 11.6%
Long Term
Symbol 6m 12m 5y
SPB 11.6% -5.89% 110%
NFG 26.3% 45.8% 113%
ATO 13.2% 38.0% 71.8%
SR 21.4% 31.5% 31.0%
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
SPH NYSE
Suburban Propane Partners
-0.91% 12.1% 116% 19.6 9.83 1.24 -16.8% -37.9%
NJR NYSE
NewJersey Resources
1.81% 17.4% 80.3% 15 16.1 1.96 10.3% -4.12%

Performance Comparison: SPB vs XLU vs S&P 500

XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for SPB
Total Return (including Dividends) SPB XLU S&P 500
1 Month 3.85% 0.36% -4.77%
3 Months 9.21% -0.61% -9.81%
12 Months -5.89% 21.14% 9.54%
5 Years 110.06% 55.69% 104.83%
Trend Score (consistency of price movement) SPB XLU S&P 500
1 Month 32.2% -6.4% -51.2%
3 Months 64.5% -20.7% -90.1%
12 Months -67.3% 69.3% 59.4%
5 Years 62.2% 77.4% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month #6 3.47% 9.05%
3 Month #8 9.88% 21.1%
12 Month #18 -22.3% -14.1%
5 Years #7 34.9% 2.55%

FAQs

Does SPB Superior Plus outperforms the market?

No, over the last 12 months SPB made -5.89%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.14%.
Over the last 3 months SPB made 9.21%, while XLU made -0.61%.

Performance Comparison SPB vs Indeces and Sectors

SPB vs. Indices SPB is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.67% 8.62% 16.6% -15.4%
US NASDAQ 100 QQQ -0.72% 8.60% 16.4% -16.1%
US Dow Jones Industrial 30 DIA 2.06% 9.56% 16.2% -11.9%
German DAX 40 DAX 0.35% 7.26% -1.80% -27.3%
Shanghai Shenzhen CSI 300 CSI 300 2.68% 6.94% 16.3% -15.5%
Hongkong Hang Seng HSI 0.02% 7.06% 13.7% -21.4%
India NIFTY 50 INDA 1.69% 0.74% 13.9% -9.96%
Brasil Bovespa EWZ -1.51% 1.75% 12.9% 0.85%

SPB vs. Sectors SPB is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 0.57% 8.84% 7.52% -23.2%
Consumer Discretionary XLY -0.18% 8.83% 14.2% -18.3%
Consumer Staples XLP 5.52% 1.77% 11.1% -15.4%
Energy XLE 3.24% 15.0% 18.2% 5.48%
Financial XLF 1.09% 7.64% 8.43% -25.1%
Health Care XLV 3.12% 10.5% 18.8% -5.0%
Industrial XLI 1.55% 7.77% 15.8% -13.1%
Materials XLB 1.44% 7.66% 22.7% -1.94%
Real Estate XLRE 4.17% 6.79% 18.6% -20.5%
Technology XLK -2.0% 9.46% 21.6% -10.4%
Utilities XLU 3.65% 3.49% 13.9% -27.0%
Aerospace & Defense XAR 1.42% 4.47% 5.25% -31.5%
Biotech XBI -2.01% 12.8% 28.4% -2.40%
Homebuilder XHB 0.67% 9.68% 31.3% 1.50%
Retail XRT 1.57% 7.68% 20.3% -1.83%

SPB vs. Commodities SPB is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 5.99% 12.4% 17.9% 8.15%
Natural Gas UNG 13.5% 28.8% 3.33% -13.8%
Gold GLD 3.88% -7.27% -10.3% -49.4%
Silver SLV 1.10% 1.85% 12.0% -28.6%
Copper CPER 0.65% 7.71% -0.19% -15.5%

SPB vs. Yields & Bonds SPB is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.71% 5.20% 14.3% -9.87%
iShares High Yield Corp. Bond HYG 3.32% 4.31% 9.51% -15.0%