(HTCO) Caravelle - Performance 22.6% in 12m
Compare HTCO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-29.54%
#32 in Group
Rel. Strength
78.10%
#1760 in Universe
Total Return 12m
22.55%
#5 in Group
Total Return 5y
-87.27%
#37 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -1.43%
17th Percentile in Group
12m Total Return: HTCO (22.6%) vs IYT (-9.3%)
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 |
-0.42% | 13% | 1757% | 3.05 | - | 0.52 | -58.5% | -24.7% |
| MAERSK-B CO A.P. Møller - Mærsk |
-9.62% | 29% | 218% | 3.96 | 15.8 | 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 | 25.00% | -8.90% | -4.31% |
| 3 Months | -59.15% | -18.05% | -7.85% |
| 12 Months | 22.55% | -9.25% | 10.76% |
| 5 Years | -87.27% | 69.90% | 106.31% |
| Trend Score (consistency of price movement) | HTCO | IYT | S&P 500 |
| 1 Month | 37.1% | -33.9% | -35.6% |
| 3 Months | -86.3% | -91.4% | -89.7% |
| 12 Months | 64.0% | 29.7% | 58.3% |
| 5 Years | -39.2% | 63.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IYT | vs. S&P 500 |
| 1 Month | #2 | 37.2% | 30.6% |
| 3 Month | #41 | -50.2% | -55.7% |
| 12 Month | #4 | 35.0% | 10.7% |
| 5 Years | #37 | -87.2% | -90.3% |
FAQs
Does HTCO Caravelle outperforms the market?
Yes,
over the last 12 months HTCO made 22.55%, while its related Sector, the iShares Transportation (IYT) made -9.25%.
Over the last 3 months HTCO made -59.15%, while IYT made -18.05%.
Over the last 3 months HTCO made -59.15%, while IYT made -18.05%.
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 | 8.59% | 29.3% | 19.0% | 11.8% |
| US NASDAQ 100 | QQQ | 6.63% | 29.2% | 19.0% | 10.5% |
| US Dow Jones Industrial 30 | DIA | 10.7% | 30.8% | 18.7% | 15.6% |
| German DAX 40 | DAX | 11.3% | 28.8% | 0.55% | -0.96% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 15.1% | 28.5% | 20.4% | 13.9% |
| Hongkong Hang Seng | HSI | 10.9% | 27.9% | 17.1% | 8.53% |
| India NIFTY 50 | INDA | 16.0% | 23.4% | 17.4% | 20.8% |
| Brasil Bovespa | EWZ | 8.84% | 23.0% | 14.5% | 28.1% |
HTCO vs. Sectors HTCO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 8.73% | 30.6% | 10.2% | 0.15% |
| Consumer Discretionary | XLY | 6.24% | 29.0% | 15.8% | 8.20% |
| Consumer Staples | XLP | 16.1% | 22.3% | 13.7% | 13.1% |
| Energy | XLE | 11.9% | 36.6% | 21.4% | 34.5% |
| Financial | XLF | 10.6% | 29.8% | 10.9% | 3.25% |
| Health Care | XLV | 11.6% | 30.0% | 21.0% | 22.3% |
| Industrial | XLI | 10.4% | 29.1% | 18.6% | 15.6% |
| Materials | XLB | 11.8% | 29.5% | 25.9% | 27.9% |
| Real Estate | XLRE | 13.4% | 26.9% | 21.1% | 7.43% |
| Technology | XLK | 4.78% | 29.5% | 23.9% | 16.3% |
| Utilities | XLU | 12.7% | 23.3% | 15.9% | 2.11% |
| Aerospace & Defense | XAR | 9.03% | 25.3% | 7.71% | -4.43% |
| Biotech | XBI | 9.46% | 32.8% | 32.1% | 24.8% |
| Homebuilder | XHB | 10.3% | 31.0% | 34.0% | 30.5% |
| Retail | XRT | 11.4% | 27.9% | 23.1% | 26.2% |