(BAMV) Brookstone Value Stock - Performance 4.6% in 12m
Compare BAMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.07%
#99 in Group
Rel. Strength
54.17%
#3661 in Universe
Total Return 12m
4.58%
#81 in Group
Total Return 5y
21.57%
#103 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BAMV (4.6%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: BAMV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for BAMV
| Total Return (including Dividends) | BAMV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -7.78% | -5.82% | -5.89% |
| 3 Months | -7.95% | -10.73% | -12.45% |
| 12 Months | 4.58% | 5.31% | 6.72% |
| 5 Years | 21.57% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | BAMV | DIA | S&P 500 |
| 1 Month | -80.9% | -73.8% | -74.5% |
| 3 Months | -68.4% | -88.6% | -88.2% |
| 12 Months | 72.6% | 71.6% | 66.1% |
| 5 Years | 90.7% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #122 | -2.09% | -2.02% |
| 3 Month | #60 | 3.12% | 5.14% |
| 12 Month | #84 | -0.69% | -2.01% |
| 5 Years | #70 | 1.53% | -3.54% |
FAQs
Does BAMV Brookstone Value Stock outperforms the market?
No,
over the last 12 months BAMV made 4.58%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months BAMV made -7.95%, while DIA made -10.73%.
Over the last 3 months BAMV made -7.95%, while DIA made -10.73%.
Performance Comparison BAMV vs Indeces and Sectors
BAMV vs. Indices BAMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.55% | -1.89% | 1.31% | -2.14% |
| US NASDAQ 100 | QQQ | 2.41% | -1.50% | 1.84% | -0.95% |
| US Dow Jones Industrial 30 | DIA | 2.72% | -1.96% | 0.77% | -0.73% |
| German DAX 40 | DAX | -3.81% | 1.62% | -15.8% | -13.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.84% | -0.28% | -0.97% | -1.31% |
| Hongkong Hang Seng | HSI | -2.74% | 2.04% | -0.21% | -11.6% |
| India NIFTY 50 | INDA | -2.82% | -12.6% | -1.14% | 1.51% |
| Brasil Bovespa | EWZ | -2.01% | -2.70% | -1.64% | 14.1% |
BAMV vs. Sectors BAMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.30% | -2.12% | -7.50% | -8.96% |
| Consumer Discretionary | XLY | 2.42% | -3.86% | -1.43% | -4.64% |
| Consumer Staples | XLP | -1.75% | -11.0% | -8.91% | -9.36% |
| Energy | XLE | -3.17% | 2.30% | 0.25% | 14.9% |
| Financial | XLF | 0.18% | -3.27% | -6.81% | -14.4% |
| Health Care | XLV | 1.15% | -0.41% | 2.71% | 5.12% |
| Industrial | XLI | 0.43% | -3.08% | 1.23% | -0.78% |
| Materials | XLB | -0.17% | -1.13% | 8.39% | 12.1% |
| Real Estate | XLRE | -3.79% | -4.89% | -0.04% | -12.5% |
| Technology | XLK | 2.91% | 1.15% | 8.12% | 5.79% |
| Utilities | XLU | -1.76% | -7.36% | -4.43% | -19.8% |
| Aerospace & Defense | XAR | -0.14% | -7.82% | -8.45% | -19.6% |
| Biotech | XBI | -2.01% | 4.10% | 15.9% | 13.5% |
| Homebuilder | XHB | 0.60% | -0.94% | 19.2% | 13.7% |
| Retail | XRT | -0.15% | -5.67% | 5.98% | 8.97% |