(HTCO) Caravelle - Performance 70.2% in 12m
Compare HTCO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-29.79%
#33 in Group
Rel. Strength
94.56%
#422 in Universe
Total Return 12m
70.15%
#3 in Group
Total Return 5y
-87.57%
#39 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -1.43%
17th Percentile in Group
12m Total Return: HTCO (70.2%) vs IYT (-13.4%)
5y Drawdown (Underwater) Chart
Top Performers in Marine Transportation
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 |
|---|---|---|---|---|---|---|---|---|
| DAC NYSE Danaos |
-4.71% | 2.37% | 2350% | 3 | - | 0.52 | -58.5% | -24.7% |
| MAERSK-B CO A.P. Møller - Mærsk |
-7.53% | 26.4% | 212% | 4.53 | 29.5 | 0.35 | -42.9% | 30.4% |
Performance Comparison: HTCO vs IYT vs S&P 500
IYT (iShares Transportation ETF) is the Sector Benchmark for HTCO
| Total Return (including Dividends) | HTCO | IYT | S&P 500 |
|---|---|---|---|
| 1 Month | -51.59% | -13.36% | -7.79% |
| 3 Months | -70.39% | -13.12% | -9.06% |
| 12 Months | 70.15% | -13.35% | 4.64% |
| 5 Years | -87.57% | 79.16% | 117.94% |
| Trend Score (consistency of price movement) | HTCO | IYT | S&P 500 |
| 1 Month | -71.5% | -41% | -5.5% |
| 3 Months | -88.6% | -65.3% | -61.9% |
| 12 Months | 62.9% | 51.8% | 82.8% |
| 5 Years | -41.9% | 66.5% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IYT | vs. S&P 500 |
| 1 Month | #41 | -44.1% | -47.5% |
| 3 Month | #40 | -65.9% | -67.4% |
| 12 Month | #2 | 96.4% | 62.6% |
| 5 Years | #37 | -87.4% | -90.3% |
FAQs
Does HTCO Caravelle outperforms the market?
Yes,
over the last 12 months HTCO made 70.15%, while its related Sector, the iShares Transportation (IYT) made -13.35%.
Over the last 3 months HTCO made -70.39%, while IYT made -13.12%.
Over the last 3 months HTCO made -70.39%, while IYT made -13.12%.
Performance Comparison HTCO vs Indeces and Sectors
HTCO vs. Indices HTCO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 20.5% | -43.8% | 176% | 65.5% |
| US NASDAQ 100 | QQQ | 21.5% | -42.4% | 177% | 67.6% |
| US Dow Jones Industrial 30 | DIA | 19.3% | -45.6% | 174% | 64.9% |
| German DAX 40 | DAX | 19.3% | -45.3% | 157% | 52.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 17.7% | -50.8% | 186% | 62.1% |
| Hongkong Hang Seng | HSI | 16.9% | -52.6% | 180% | 53.6% |
| India NIFTY 50 | INDA | 16.3% | -58.7% | 181% | 70.4% |
| Brasil Bovespa | EWZ | 15.1% | -60.7% | 177% | 81.5% |
HTCO vs. Sectors HTCO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 21.3% | -43.5% | 168% | 57.2% |
| Consumer Discretionary | XLY | 21.2% | -42.0% | 173% | 63.1% |
| Consumer Staples | XLP | 13.6% | -50.3% | 169% | 57.2% |
| Energy | XLE | 21.7% | -51.1% | 176% | 77.9% |
| Financial | XLF | 20.1% | -44.1% | 164% | 53.9% |
| Health Care | XLV | 16.4% | -47.7% | 176% | 69.2% |
| Industrial | XLI | 20.4% | -45.5% | 177% | 68.0% |
| Materials | XLB | 19.2% | -47.6% | 183% | 79.0% |
| Real Estate | XLRE | 16.6% | -46.0% | 176% | 60.2% |
| Technology | XLK | 22.8% | -41.0% | 183% | 75.4% |
| Utilities | XLU | 13.1% | -51.8% | 173% | 45.2% |
| Aerospace & Defense | XAR | 20.1% | -48.2% | 171% | 55.0% |
| Biotech | XBI | 23.7% | -42.9% | 190% | 84.2% |
| Homebuilder | XHB | 22.1% | -44.7% | 196% | 85.0% |
| Retail | XRT | 21.5% | -43.1% | 183% | 81.7% |