(LVHD) Legg Mason Low - Performance 16.8% in 12m
Compare LVHD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.24%
#69 in Group
Rel. Strength
74.79%
#2014 in Universe
Total Return 12m
16.83%
#1 in Group
Total Return 5y
71.38%
#74 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: LVHD (16.8%) 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: LVHD vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for LVHD
| Total Return (including Dividends) | LVHD | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.57% | -5.82% | -5.89% |
| 3 Months | 1.11% | -10.73% | -12.45% |
| 12 Months | 16.83% | 5.31% | 6.72% |
| 5 Years | 71.38% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | LVHD | DIA | S&P 500 |
| 1 Month | -56.2% | -73.8% | -74.5% |
| 3 Months | 22.4% | -88.6% | -88.2% |
| 12 Months | 73.7% | 71.6% | 66.1% |
| 5 Years | 79.3% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #5 | 4.51% | 4.59% |
| 3 Month | #4 | 13.3% | 15.5% |
| 12 Month | #1 | 10.9% | 9.47% |
| 5 Years | #104 | -5.47% | -14.8% |
FAQs
Does LVHD Legg Mason Low outperforms the market?
Yes,
over the last 12 months LVHD made 16.83%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months LVHD made 1.11%, while DIA made -10.73%.
Over the last 3 months LVHD made 1.11%, while DIA made -10.73%.
Performance Comparison LVHD vs Indeces and Sectors
LVHD vs. Indices LVHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.32% | 4.32% | 7.11% | 10.1% |
| US NASDAQ 100 | QQQ | 4.18% | 4.71% | 7.64% | 11.3% |
| US Dow Jones Industrial 30 | DIA | 4.49% | 4.25% | 6.57% | 11.5% |
| German DAX 40 | DAX | -2.04% | 7.83% | -9.95% | -1.38% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.61% | 5.93% | 4.83% | 10.9% |
| Hongkong Hang Seng | HSI | -0.97% | 8.25% | 5.59% | 0.61% |
| India NIFTY 50 | INDA | -1.05% | -6.34% | 4.66% | 13.8% |
| Brasil Bovespa | EWZ | -0.24% | 3.51% | 4.16% | 26.3% |
LVHD vs. Sectors LVHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.07% | 4.09% | -1.70% | 3.29% |
| Consumer Discretionary | XLY | 4.19% | 2.35% | 4.37% | 7.61% |
| Consumer Staples | XLP | 0.02% | -4.77% | -3.11% | 2.89% |
| Energy | XLE | -1.40% | 8.51% | 6.05% | 27.1% |
| Financial | XLF | 1.95% | 2.94% | -1.01% | -2.12% |
| Health Care | XLV | 2.92% | 5.80% | 8.51% | 17.4% |
| Industrial | XLI | 2.20% | 3.13% | 7.03% | 11.5% |
| Materials | XLB | 1.60% | 5.08% | 14.2% | 24.4% |
| Real Estate | XLRE | -2.02% | 1.32% | 5.76% | -0.28% |
| Technology | XLK | 4.68% | 7.36% | 13.9% | 18.0% |
| Utilities | XLU | 0.01% | -1.15% | 1.37% | -7.54% |
| Aerospace & Defense | XAR | 1.63% | -1.61% | -2.65% | -7.33% |
| Biotech | XBI | -0.24% | 10.3% | 21.7% | 25.7% |
| Homebuilder | XHB | 2.37% | 5.27% | 25.0% | 25.9% |
| Retail | XRT | 1.62% | 0.54% | 11.8% | 21.2% |