(WVVI) Willamette Valley - Performance 23.6% in 12m

Compare WVVI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating -14.55%
#7 in Group
Rel. Strength 87.40%
#991 in Universe
Total Return 12m 23.61%
#2 in Group
Total Return 5y 16.88%
#5 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -14.91%
0th Percentile in Group

12m Total Return: WVVI (23.6%) vs XLP (5.5%)

Compare overall performance (total returns) of Willamette Valley with its related sector ETF XLP

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (WVVI) Willamette Valley - Performance 23.6% in 12m

Top Performers in Distillers & Vintners

Short Term
Symbol 1w 1m 3m
WVVI -2.34% 0.83% 68.8%
CSW-A -4.55% -3.16% 15.3%
AMB -0.69% -2.50% -11.9%
ADW-A -9.59% -15.2% 5.47%
Long Term
Symbol 6m 12m 5y
WVVI 70.8% 23.6% 16.9%
CSW-A 15.8% 13.5% 15.9%
AMB -13.6% -24.2% 63.3%
ADW-A -0.47% 12.2% -37.9%
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

Performance Comparison: WVVI vs XLP vs S&P 500

XLP (Consumer Staples Sector ETF) is the Sector Benchmark for WVVI
Total Return (including Dividends) WVVI XLP S&P 500
1 Month 0.83% -7.17% -1.84%
3 Months 68.81% -0.81% -5.21%
12 Months 23.61% 5.54% 6.99%
5 Years 16.88% 50.95% 114.05%
Trend Score (consistency of price movement) WVVI XLP S&P 500
1 Month -33.7% 5% -43.8%
3 Months 52.0% 47.3% -73.6%
12 Months 13.5% 63% 75.4%
5 Years -72.1% 89.9% 84.3%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLP vs. S&P 500
1 Month #3 8.61% 13.5%
3 Month #2 70.2% 99.8%
12 Month #3 17.1% 27.5%
5 Years #5 -22.6% -39.7%

FAQs

Does WVVI Willamette Valley outperforms the market?

Yes, over the last 12 months WVVI made 23.61%, while its related Sector, the Consumer Staples Sector (XLP) made 5.54%.
Over the last 3 months WVVI made 68.81%, while XLP made -0.81%.

Performance Comparison WVVI vs Indeces and Sectors

WVVI vs. Indices WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.48% 2.67% 75.1% 16.6%
US NASDAQ 100 QQQ 9.64% 12.7% 85.5% 28.6%
US Dow Jones Industrial 30 DIA 7.93% 10.9% 80.6% 25.3%
German DAX 40 DAX 7.53% 11.1% 64.5% 13.4%
Shanghai Shenzhen CSI 300 CSI 300 8.20% 12.2% 92.0% 24.8%
Hongkong Hang Seng HSI 12.0% 16.2% 88.1% 22.0%
India NIFTY 50 INDA 1.36% -0.82% 84.0% 29.1%
Brasil Bovespa EWZ 7.99% 4.37% 86.1% 45.7%

WVVI vs. Sectors WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 8.42% 12.5% 75.0% 18.1%
Consumer Discretionary XLY 9.28% 11.7% 80.8% 25.1%
Consumer Staples XLP 4.31% 8.0% 75.4% 18.1%
Energy XLE 16.3% 13.4% 85.5% 42.6%
Financial XLF 9.38% 9.04% 73.2% 16.8%
Health Care XLV 4.89% 10.4% 82.4% 29.0%
Industrial XLI 9.34% 12.5% 84.1% 29.4%
Materials XLB 11.6% 14.1% 91.4% 42.1%
Real Estate XLRE 9.12% 12.1% 83.7% 24.5%
Technology XLK 11.3% 14.8% 91.7% 35.8%
Utilities XLU 5.20% 6.63% 77.4% 8.77%
Aerospace & Defense XAR 6.57% 7.19% 77.2% 16.0%
Biotech XBI 8.36% 19.9% 98.9% 46.3%
Homebuilder XHB 8.37% 14.8% 99.3% 43.0%
Retail XRT 8.79% 12.5% 87.9% 39.2%

WVVI vs. Commodities WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 15.5% 11.5% 87.2% 46.6%
Natural Gas UNG 9.35% 24.1% 50.9% 4.99%
Gold GLD 1.96% -2.61% 57.2% -3.51%
Silver SLV 9.05% 7.60% 73.9% 16.8%
Copper CPER 16.1% 12.4% 78.9% 27.9%

WVVI vs. Yields & Bonds WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.09% 3.45% 75.8% 22.9%
iShares High Yield Corp. Bond HYG 1.40% 4.66% 72.6% 19.3%