(36B6) iShares MSCI USA SRI - Performance 2% in 12m
Compare 36B6 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
85.74%
#61 in Group
Rel. Strength
47.06%
#4075 in Universe
Total Return 12m
2.03%
#127 in Group
Total Return 5y
121.52%
#75 in Group
12m Total Return: 36B6 (2%) vs SPY (8.5%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend Equity
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 |
|---|---|---|---|---|---|---|---|---|
| D500 XETRA Invesco SP500 Dis |
-9.02% | 7.9% | 150% | - | - | - | - | - |
| VUSA XETRA Vanguard SP500 EUR |
-9.07% | 7.93% | 150% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-9% | 7.81% | 139% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-9.26% | 6.42% | 144% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-9.02% | 7.81% | 139% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-9.06% | 7.7% | 139% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-8.94% | 6.37% | 142% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-9.04% | 7.75% | 138% | - | - | - | - | - |
Performance Comparison: 36B6 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for 36B6
| Total Return (including Dividends) | 36B6 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.52% | -5.57% | -5.57% |
| 3 Months | -11.14% | -4.27% | -4.27% |
| 12 Months | 2.03% | 8.49% | 8.49% |
| 5 Years | 121.52% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | 36B6 | SPY | S&P 500 |
| 1 Month | -24.3% | -26.8% | -26.8% |
| 3 Months | -78.7% | -52.6% | -52.6% |
| 12 Months | 76.0% | 85.4% | 85.4% |
| 5 Years | 92.7% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #60 | -3.13% | -3.13% |
| 3 Month | #120 | -7.41% | -7.41% |
| 12 Month | #131 | -6.56% | -6.56% |
| 5 Years | #105 | -7.28% | -7.28% |
FAQs
Does 36B6 iShares MSCI USA SRI outperforms the market?
No,
over the last 12 months 36B6 made 2.03%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months 36B6 made -11.14%, while SPY made -4.27%.
Over the last 3 months 36B6 made -11.14%, while SPY made -4.27%.
Performance Comparison 36B6 vs Indeces and Sectors
36B6 vs. Indices 36B6 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.71% | -2.95% | -0.37% | -6.46% |
| US NASDAQ 100 | QQQ | 1.16% | -0.93% | 1.38% | -4.0% |
| US Dow Jones Industrial 30 | DIA | -1.95% | -4.49% | -2.24% | -5.90% |
| German DAX 40 | DAX | -0.30% | -6.79% | -16.8% | -18.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.30% | -8.52% | 3.77% | -7.50% |
| Hongkong Hang Seng | HSI | -1.97% | -8.07% | 1.98% | -14.6% |
| India NIFTY 50 | INDA | -2.04% | -15.6% | 9.16% | 1.33% |
| Brasil Bovespa | EWZ | -1.97% | -15.7% | 6.04% | 14.3% |
36B6 vs. Sectors 36B6 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.0% | -3.36% | -9.54% | -16.5% |
| Consumer Discretionary | XLY | 0.07% | -0.21% | -1.26% | -7.12% |
| Consumer Staples | XLP | -6.13% | -7.34% | -1.92% | -8.59% |
| Energy | XLE | -3.92% | -12.0% | -10.4% | 0.54% |
| Financial | XLF | -2.59% | -4.32% | -13.0% | -18.7% |
| Health Care | XLV | -2.50% | -6.94% | 2.15% | 0.74% |
| Industrial | XLI | -0.87% | -4.96% | 0.19% | -4.39% |
| Materials | XLB | -2.62% | -5.85% | 7.65% | 7.45% |
| Real Estate | XLRE | -3.34% | -6.13% | 2.45% | -9.46% |
| Technology | XLK | 1.85% | -0.23% | 5.98% | 2.48% |
| Utilities | XLU | -4.14% | -8.76% | -1.37% | -22.5% |
| Aerospace & Defense | XAR | 1.62% | -5.28% | -4.85% | -14.3% |
| Biotech | XBI | 5.42% | 0.05% | 15.7% | 15.5% |
| Homebuilder | XHB | 0.01% | -4.40% | 19.6% | 13.4% |
| Retail | XRT | -0.32% | -1.95% | 7.96% | 12.5% |