(VALU) Value Line - Performance 7.2% in 12m
Compare VALU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
29.20%
#19 in Group
Rel. Strength
61.27%
#3094 in Universe
Total Return 12m
7.21%
#17 in Group
Total Return 5y
41.30%
#18 in Group
P/E 17.6
20th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.98%
96th Percentile in Group
12m Total Return: VALU (7.2%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Exchanges & Data
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 |
|---|---|---|---|---|---|---|---|---|
| X TO TMX Limited |
1.38% | 43.9% | 128% | 29.7 | 27.6 | 1.43 | 0.70% | -30.3% |
| CBOE BATS Cboe Global Markets |
-1.18% | 23.8% | 127% | 30.2 | 24.2 | 1.75 | 75.0% | 9.94% |
| NDAQ NASDAQ Nasdaq |
-4.14% | 21.8% | 112% | 35.4 | 21.9 | 1.39 | -35.5% | 0.84% |
| SPGI NYSE S&P Global |
-5.61% | 12.8% | 72.9% | 36.5 | 26.2 | 1.83 | -27.6% | -2.5% |
Performance Comparison: VALU vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for VALU
| Total Return (including Dividends) | VALU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.92% | -4.51% | -5.89% |
| 3 Months | -16.38% | -7.56% | -12.45% |
| 12 Months | 7.21% | 18.95% | 6.72% |
| 5 Years | 41.30% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | VALU | XLF | S&P 500 |
| 1 Month | 34.0% | -71.4% | -74.5% |
| 3 Months | -15.3% | -76.1% | -88.2% |
| 12 Months | 14.5% | 87.3% | 66.1% |
| 5 Years | 50.1% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #5 | 5.68% | 7.23% |
| 3 Month | #18 | -9.54% | -4.49% |
| 12 Month | #18 | -9.87% | 0.45% |
| 5 Years | #20 | -39.3% | -29.7% |
FAQs
Does VALU Value Line outperforms the market?
No,
over the last 12 months VALU made 7.21%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months VALU made -16.38%, while XLF made -7.56%.
Over the last 3 months VALU made -16.38%, while XLF made -7.56%.
Performance Comparison VALU vs Indeces and Sectors
VALU vs. Indices VALU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.45% | 6.81% | -17.7% | 0.49% |
| US NASDAQ 100 | QQQ | 0.41% | 7.20% | -17.2% | 1.68% |
| US Dow Jones Industrial 30 | DIA | 0.72% | 6.74% | -18.3% | 1.90% |
| German DAX 40 | DAX | -5.81% | 10.3% | -34.8% | -11.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.16% | 8.42% | -20.0% | 1.32% |
| Hongkong Hang Seng | HSI | -4.74% | 10.7% | -19.2% | -9.01% |
| India NIFTY 50 | INDA | -4.82% | -3.85% | -20.2% | 4.14% |
| Brasil Bovespa | EWZ | -4.01% | 6.0% | -20.7% | 16.7% |
VALU vs. Sectors VALU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.70% | 6.58% | -26.5% | -6.33% |
| Consumer Discretionary | XLY | 0.42% | 4.84% | -20.5% | -2.01% |
| Consumer Staples | XLP | -3.75% | -2.28% | -27.9% | -6.73% |
| Energy | XLE | -5.17% | 11.0% | -18.8% | 17.5% |
| Financial | XLF | -1.82% | 5.43% | -25.8% | -11.7% |
| Health Care | XLV | -0.85% | 8.29% | -16.3% | 7.75% |
| Industrial | XLI | -1.57% | 5.62% | -17.8% | 1.85% |
| Materials | XLB | -2.17% | 7.57% | -10.6% | 14.8% |
| Real Estate | XLRE | -5.79% | 3.81% | -19.1% | -9.90% |
| Technology | XLK | 0.91% | 9.85% | -10.9% | 8.42% |
| Utilities | XLU | -3.76% | 1.34% | -23.5% | -17.2% |
| Aerospace & Defense | XAR | -2.14% | 0.88% | -27.5% | -17.0% |
| Biotech | XBI | -4.01% | 12.8% | -3.17% | 16.1% |
| Homebuilder | XHB | -1.40% | 7.76% | 0.18% | 16.3% |
| Retail | XRT | -2.15% | 3.03% | -13.1% | 11.6% |