(IX) Orix Ads - Performance 1.5% in 12m

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

Performance Rating 69.07%
#6 in Group
Rel. Strength 45.24%
#4184 in Universe
Total Return 12m 1.47%
#11 in Group
Total Return 5y 175.33%
#7 in Group
P/E 9.34
38th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 3.38%
73th Percentile in Group

12m Total Return: IX (1.5%) vs XLF (22.3%)

Compare overall performance (total returns) of Orix Ads with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (IX) Orix Ads - Performance 1.5% in 12m

Top Performers in Diversified Financial Services

Short Term
Symbol 1w 1m 3m
IX -2.42% 1.06% -1.04%
BRK-B 0.85% 5.42% 19.2%
EQH 1.61% 1.64% 15.8%
KBCA -3.07% 2.16% 11.6%
Long Term
Symbol 6m 12m 5y
IX -9.02% 1.47% 175%
EQH 32.2% 50.7% 339%
JXN -3.08% 37.2% 235%
KBCA 19.0% 38.3% 220%
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
VOYA NYSE
Voya Financial
-3.68% -2.14% 86.2% 11 8.17 1.19 -48.9% -41.5%
CPAY NYSE
Corpay
-2.03% 15.5% 74% 25.6 17 1.18 83.8% 12.5%

Performance Comparison: IX vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IX
Total Return (including Dividends) IX XLF S&P 500
1 Month 1.06% -2.70% -3.01%
3 Months -1.04% 4.42% -3.15%
12 Months 1.47% 22.25% 10.19%
5 Years 175.33% 161.62% 129.24%
Trend Score (consistency of price movement) IX XLF S&P 500
1 Month 23.9% 62.5% -5.5%
3 Months 17.6% -0.9% -58.4%
12 Months -7.20% 93.1% 84.1%
5 Years 91.5% 75.2% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #7 3.87% 4.19%
3 Month #11 -5.23% 2.18%
12 Month #11 -17.0% -7.91%
5 Years #9 5.24% 20.1%

FAQs

Does IX Orix Ads outperforms the market?

No, over the last 12 months IX made 1.47%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months IX made -1.04%, while XLF made 4.42%.

Performance Comparison IX vs Indeces and Sectors

IX vs. Indices IX is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.70% 4.07% -8.89% -8.72%
US NASDAQ 100 QQQ -0.72% 5.12% -8.12% -7.13%
US Dow Jones Industrial 30 DIA -1.90% 3.20% -9.81% -8.04%
German DAX 40 DAX -0.40% 4.44% -25.7% -20.2%
Shanghai Shenzhen CSI 300 CSI 300 -1.41% 0.83% 6.34% -7.65%
Hongkong Hang Seng HSI -3.67% -1.71% 0.33% -15.9%
India NIFTY 50 INDA -2.73% -6.81% 1.46% 0.77%
Brasil Bovespa EWZ -1.81% -7.23% -0.89% 13.2%

IX vs. Sectors IX is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -0.16% 4.87% -17.0% -17.7%
Consumer Discretionary XLY -2.46% 4.89% -12.3% -12.6%
Consumer Staples XLP -4.49% 2.90% -9.73% -9.56%
Energy XLE -2.79% -6.96% -14.5% 0.66%
Financial XLF -2.18% 3.76% -21.1% -20.8%
Health Care XLV -2.12% 4.22% -4.19% -0.22%
Industrial XLI -2.01% 1.75% -8.18% -7.06%
Materials XLB -2.80% 0.55% -0.78% 5.41%
Real Estate XLRE -3.74% 3.75% -5.77% -11.9%
Technology XLK -0.57% 5.07% -3.77% -0.54%
Utilities XLU -4.99% 0.24% -8.01% -23.8%
Aerospace & Defense XAR -1.10% -0.22% -12.8% -19.5%
Biotech XBI 2.86% 6.91% 8.81% 12.5%
Homebuilder XHB -2.20% 0.91% 10.5% 9.17%
Retail XRT -4.0% 1.56% -4.81% 6.26%

IX vs. Commodities IX is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -5.50% -4.97% -15.9% 5.25%
Natural Gas UNG -6.94% 5.16% -37.3% -34.5%
Gold GLD -5.99% -6.97% -26.3% -35.2%
Silver SLV -3.17% -5.93% -15.1% -27.6%
Copper CPER 1.31% -9.30% -17.2% -22.0%

IX vs. Yields & Bonds IX is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -5.32% 1.94% -4.63% -2.01%
iShares High Yield Corp. Bond HYG -2.60% 1.51% -10.6% -7.30%