(QDVR) iShares MSCI USA SRI - Performance 3.3% in 12m
Compare QDVR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.78%
#65 in Group
Rel. Strength
48.08%
#3967 in Universe
Total Return 12m
3.27%
#126 in Group
Total Return 5y
113.78%
#77 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: QDVR (3.3%) vs SPY (10.2%)
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 |
-7.88% | 9.32% | 143% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-7.86% | 9.28% | 141% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-7.79% | 7.75% | 145% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-7.8% | 9.26% | 132% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-7.9% | 7.92% | 137% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-7.8% | 9.2% | 132% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-7.83% | 9.18% | 132% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-7.78% | 7.77% | 136% | - | - | - | - | - |
Performance Comparison: QDVR vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for QDVR
| Total Return (including Dividends) | QDVR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.43% | -3.01% | -3.01% |
| 3 Months | -9.98% | -3.15% | -3.15% |
| 12 Months | 3.27% | 10.19% | 10.19% |
| 5 Years | 113.78% | 129.24% | 129.24% |
| Trend Score (consistency of price movement) | QDVR | SPY | S&P 500 |
| 1 Month | 0.80% | -5.5% | -5.5% |
| 3 Months | -79.2% | -58.4% | -58.4% |
| 12 Months | 74.2% | 84.1% | 84.1% |
| 5 Years | 92.6% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #55 | -4.56% | -4.56% |
| 3 Month | #118 | -7.05% | -7.05% |
| 12 Month | #128 | -6.28% | -6.28% |
| 5 Years | #105 | -6.74% | -6.74% |
FAQs
Does QDVR iShares MSCI USA SRI outperforms the market?
No,
over the last 12 months QDVR made 3.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.19%.
Over the last 3 months QDVR made -9.98%, while SPY made -3.15%.
Over the last 3 months QDVR made -9.98%, while SPY made -3.15%.
Performance Comparison QDVR vs Indeces and Sectors
QDVR vs. Indices QDVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.89% | -4.42% | -1.21% | -6.92% |
| US NASDAQ 100 | QQQ | 0.09% | -3.37% | -0.44% | -5.33% |
| US Dow Jones Industrial 30 | DIA | -1.09% | -5.29% | -2.13% | -6.24% |
| German DAX 40 | DAX | 0.41% | -4.05% | -18.0% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.60% | -7.66% | 14.0% | -5.85% |
| Hongkong Hang Seng | HSI | -2.86% | -10.2% | 8.01% | -14.1% |
| India NIFTY 50 | INDA | -1.92% | -15.3% | 9.14% | 2.57% |
| Brasil Bovespa | EWZ | -1.0% | -15.7% | 6.79% | 15.0% |
QDVR vs. Sectors QDVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.65% | -3.62% | -9.32% | -15.9% |
| Consumer Discretionary | XLY | -1.65% | -3.60% | -4.57% | -10.8% |
| Consumer Staples | XLP | -3.68% | -5.59% | -2.05% | -7.76% |
| Energy | XLE | -1.98% | -15.5% | -6.79% | 2.46% |
| Financial | XLF | -1.37% | -4.73% | -13.4% | -19.0% |
| Health Care | XLV | -1.31% | -4.27% | 3.49% | 1.58% |
| Industrial | XLI | -1.20% | -6.74% | -0.50% | -5.26% |
| Materials | XLB | -1.99% | -7.94% | 6.90% | 7.21% |
| Real Estate | XLRE | -2.93% | -4.74% | 1.91% | -10.1% |
| Technology | XLK | 0.24% | -3.42% | 3.91% | 1.26% |
| Utilities | XLU | -4.18% | -8.25% | -0.33% | -22.0% |
| Aerospace & Defense | XAR | -0.29% | -8.71% | -5.13% | -17.7% |
| Biotech | XBI | 3.67% | -1.58% | 16.5% | 14.3% |
| Homebuilder | XHB | -1.39% | -7.58% | 18.2% | 11.0% |
| Retail | XRT | -3.19% | -6.93% | 2.87% | 8.06% |