(IVAL) Alpha Architect - Performance 2.8% in 12m
Compare IVAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.73%
#45 in Group
Rel. Strength
50.48%
#3956 in Universe
Total Return 12m
2.84%
#46 in Group
Total Return 5y
52.04%
#39 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: IVAL (2.8%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign 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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-5.62% | 11.7% | 99% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-2.42% | 13.5% | 89.9% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-3.13% | 15% | 98% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-3.43% | 16.6% | 99.2% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-5.51% | 13.9% | 101% | - | - | - | - | - |
| PID NASDAQ Invesco International |
-0.9% | 13.1% | 92.4% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
-0.73% | 19.4% | 84.9% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
-4.91% | 13.6% | 94.1% | - | - | - | - | - |
Performance Comparison: IVAL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for IVAL
| Total Return (including Dividends) | IVAL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -2.18% | -5.82% | -5.89% |
| 3 Months | 6.45% | -10.73% | -12.45% |
| 12 Months | 2.84% | 5.31% | 6.72% |
| 5 Years | 52.04% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | IVAL | DIA | S&P 500 |
| 1 Month | -68.3% | -73.8% | -74.5% |
| 3 Months | 46.6% | -88.6% | -88.2% |
| 12 Months | -14.2% | 71.6% | 66.1% |
| 5 Years | 57.0% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #16 | 3.86% | 3.94% |
| 3 Month | #20 | 19.2% | 21.6% |
| 12 Month | #47 | -2.35% | -3.64% |
| 5 Years | #46 | -16.1% | -24.4% |
FAQs
Does IVAL Alpha Architect outperforms the market?
No,
over the last 12 months IVAL made 2.84%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months IVAL made 6.45%, while DIA made -10.73%.
Over the last 3 months IVAL made 6.45%, while DIA made -10.73%.
Performance Comparison IVAL vs Indeces and Sectors
IVAL vs. Indices IVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.26% | 3.71% | 12.6% | -3.88% |
| US NASDAQ 100 | QQQ | 6.12% | 4.10% | 13.1% | -2.69% |
| US Dow Jones Industrial 30 | DIA | 6.43% | 3.64% | 12.0% | -2.47% |
| German DAX 40 | DAX | -0.10% | 7.22% | -4.49% | -15.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.55% | 5.32% | 10.3% | -3.05% |
| Hongkong Hang Seng | HSI | 0.97% | 7.64% | 11.1% | -13.4% |
| India NIFTY 50 | INDA | 0.89% | -6.95% | 10.1% | -0.23% |
| Brasil Bovespa | EWZ | 1.70% | 2.90% | 9.62% | 12.3% |
IVAL vs. Sectors IVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.01% | 3.48% | 3.76% | -10.7% |
| Consumer Discretionary | XLY | 6.13% | 1.74% | 9.83% | -6.38% |
| Consumer Staples | XLP | 1.96% | -5.38% | 2.35% | -11.1% |
| Energy | XLE | 0.54% | 7.90% | 11.5% | 13.1% |
| Financial | XLF | 3.89% | 2.33% | 4.45% | -16.1% |
| Health Care | XLV | 4.86% | 5.19% | 14.0% | 3.38% |
| Industrial | XLI | 4.14% | 2.52% | 12.5% | -2.52% |
| Materials | XLB | 3.54% | 4.47% | 19.7% | 10.4% |
| Real Estate | XLRE | -0.08% | 0.71% | 11.2% | -14.3% |
| Technology | XLK | 6.62% | 6.75% | 19.4% | 4.05% |
| Utilities | XLU | 1.95% | -1.76% | 6.83% | -21.5% |
| Aerospace & Defense | XAR | 3.57% | -2.22% | 2.81% | -21.3% |
| Biotech | XBI | 1.70% | 9.70% | 27.1% | 11.8% |
| Homebuilder | XHB | 4.31% | 4.66% | 30.5% | 12.0% |
| Retail | XRT | 3.56% | -0.07% | 17.2% | 7.23% |