(36B6) iShares MSCI USA SRI - Performance -5.5% in 12m
Compare 36B6 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.67%
#86 in Group
Rel. Strength
39.97%
#4796 in Universe
Total Return 12m
-5.51%
#138 in Group
Total Return 5y
77.12%
#90 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: 36B6 (-5.5%) vs SPY (6.9%)
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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-14% | -0.68% | 99% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-13.9% | -0.75% | 98.5% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-12.7% | 0.6% | 92.5% | - | - | - | - | - |
| LYSP5 SW Lyxor SP500 - D-USD USD |
-9.63% | 5.81% | 101% | - | - | - | - | - |
| ESDD PA BNP Paribas Easy SP500 H |
-8.5% | 6.58% | 101% | - | - | - | - | - |
| CSSPX SW iShares Core SP500 USD |
-8.51% | 6.83% | 100% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-13.9% | -0.81% | 90.1% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-14% | -0.82% | 89.9% | - | - | - | - | - |
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 | -13.76% | -8.16% | -8.16% |
| 3 Months | -22.57% | -12.80% | -12.80% |
| 12 Months | -5.51% | 6.85% | 6.85% |
| 5 Years | 77.12% | 100.40% | 100.40% |
| Trend Score (consistency of price movement) | 36B6 | SPY | S&P 500 |
| 1 Month | -84.0% | -70.9% | -70.9% |
| 3 Months | -91.5% | -90.1% | -90.1% |
| 12 Months | 48.2% | 62.2% | 62.2% |
| 5 Years | 92.4% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #69 | -6.11% | -6.11% |
| 3 Month | #127 | -11.2% | -11.2% |
| 12 Month | #140 | -11.6% | -11.6% |
| 5 Years | #116 | -11.6% | -11.6% |
FAQs
Does 36B6 iShares MSCI USA SRI outperforms the market?
No,
over the last 12 months 36B6 made -5.51%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.85%.
Over the last 3 months 36B6 made -22.57%, while SPY made -12.80%.
Over the last 3 months 36B6 made -22.57%, while SPY made -12.80%.
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 | -2.64% | -5.60% | -6.74% | -12.4% |
| US NASDAQ 100 | QQQ | -1.62% | -4.35% | -5.68% | -12.3% |
| US Dow Jones Industrial 30 | DIA | -1.69% | -5.90% | -7.77% | -9.66% |
| German DAX 40 | DAX | -4.73% | -6.90% | -25.2% | -24.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.26% | -10.0% | -9.16% | -13.6% |
| Hongkong Hang Seng | HSI | -7.69% | -8.80% | -11.4% | -22.8% |
| India NIFTY 50 | INDA | -9.21% | -16.4% | -12.7% | -9.36% |
| Brasil Bovespa | EWZ | -8.59% | -12.5% | -12.1% | 4.36% |
36B6 vs. Sectors 36B6 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.80% | -5.44% | -15.8% | -20.5% |
| Consumer Discretionary | XLY | -3.12% | -4.89% | -10.6% | -15.7% |
| Consumer Staples | XLP | -6.06% | -17.3% | -17.4% | -17.8% |
| Energy | XLE | -7.53% | -1.42% | -7.40% | 6.55% |
| Financial | XLF | -4.34% | -7.80% | -16.6% | -22.7% |
| Health Care | XLV | -2.66% | -5.54% | -5.91% | -3.90% |
| Industrial | XLI | -3.21% | -6.57% | -7.42% | -9.71% |
| Materials | XLB | -5.25% | -7.80% | -1.41% | 1.33% |
| Real Estate | XLRE | -6.03% | -10.4% | -9.46% | -21.1% |
| Technology | XLK | -0.37% | -2.19% | 0.89% | -5.28% |
| Utilities | XLU | -4.98% | -13.5% | -13.2% | -27.3% |
| Aerospace & Defense | XAR | -2.28% | -8.39% | -15.5% | -26.7% |
| Biotech | XBI | -6.01% | -1.17% | 5.21% | 1.65% |
| Homebuilder | XHB | -5.77% | -5.78% | 5.99% | 2.47% |
| Retail | XRT | -6.85% | -8.14% | -4.81% | -1.05% |