(BHV) BlackRock Virginia MBT - Performance 2.2% in 12m
Compare BHV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-20.68%
#170 in Group
Rel. Strength
47.00%
#4240 in Universe
Total Return 12m
2.15%
#119 in Group
Total Return 5y
-20.77%
#171 in Group
P/E 23.5
79th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.22%
94th Percentile in Group
12m Total Return: BHV (2.2%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: BHV vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BHV
| Total Return (including Dividends) | BHV | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.07% | -4.87% | -7.04% |
| 3 Months | -3.99% | -6.25% | -10.88% |
| 12 Months | 2.15% | 19.36% | 5.72% |
| 5 Years | -20.77% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BHV | XLF | S&P 500 |
| 1 Month | -49.7% | -69.4% | -76.1% |
| 3 Months | -43.7% | -72.1% | -86.4% |
| 12 Months | 43.8% | 87.9% | 67.8% |
| 5 Years | -64.0% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #90 | -0.74% | 0.89% |
| 3 Month | #94 | 0.80% | 5.34% |
| 12 Month | #128 | -15.8% | -5.53% |
| 5 Years | #179 | -66.4% | -61.4% |
FAQs
Does BHV BlackRock Virginia MBT outperforms the market?
No,
over the last 12 months BHV made 2.15%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BHV made -3.99%, while XLF made -6.25%.
Over the last 3 months BHV made -3.99%, while XLF made -6.25%.
Performance Comparison BHV vs Indeces and Sectors
BHV vs. Indices BHV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.87% | 2.97% | 2.37% | -3.57% |
| US NASDAQ 100 | QQQ | 3.36% | 3.79% | 2.46% | -1.51% |
| US Dow Jones Industrial 30 | DIA | 0.97% | 1.10% | 0.40% | -4.53% |
| German DAX 40 | DAX | -9.63% | 3.98% | -16.2% | -17.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.13% | 3.68% | -2.48% | -5.80% |
| Hongkong Hang Seng | HSI | -4.80% | 7.08% | 0.98% | -14.0% |
| India NIFTY 50 | INDA | -1.14% | -7.49% | 2.95% | 1.47% |
| Brasil Bovespa | EWZ | -1.64% | 2.21% | 2.05% | 13.1% |
BHV vs. Sectors BHV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.06% | 3.51% | -5.83% | -11.1% |
| Consumer Discretionary | XLY | 4.46% | 2.15% | 0.16% | -5.19% |
| Consumer Staples | XLP | -2.39% | -3.96% | -5.28% | -10.3% |
| Energy | XLE | 1.91% | 7.85% | 3.43% | 15.0% |
| Financial | XLF | 0.16% | 0.80% | -5.55% | -17.2% |
| Health Care | XLV | 0.46% | 2.71% | 3.56% | 2.29% |
| Industrial | XLI | 0.37% | 1.90% | 3.00% | -1.74% |
| Materials | XLB | -0.63% | 3.37% | 9.79% | 10.1% |
| Real Estate | XLRE | -2.88% | 0.92% | 2.65% | -12.2% |
| Technology | XLK | 3.56% | 5.76% | 8.40% | 5.37% |
| Utilities | XLU | -2.65% | -1.96% | -1.86% | -24.2% |
| Aerospace & Defense | XAR | -1.79% | -3.46% | -7.04% | -21.0% |
| Biotech | XBI | -1.65% | 10.8% | 18.3% | 14.3% |
| Homebuilder | XHB | 3.48% | 5.14% | 21.8% | 13.8% |
| Retail | XRT | 3.11% | 1.68% | 9.66% | 9.17% |