(IX) Orix Ads - Performance -0.7% in 12m
Compare IX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.08%
#5 in Group
Rel. Strength
42.04%
#4656 in Universe
Total Return 12m
-0.72%
#10 in Group
Total Return 5y
158.37%
#7 in Group
P/E 8.16
36th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.56%
67th Percentile in Group
12m Total Return: IX (-0.7%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Financial Services
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 |
-15.4% | -11% | 48.5% | 9.2 | 7.08 | 1.19 | -48.9% | -41.5% |
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 | -7.92% | -4.78% | -4.31% |
| 3 Months | -5.67% | -6.25% | -7.85% |
| 12 Months | -0.72% | 19.30% | 10.76% |
| 5 Years | 158.37% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | IX | XLF | S&P 500 |
| 1 Month | -31.7% | -30.6% | -35.6% |
| 3 Months | -44.1% | -83.1% | -89.7% |
| 12 Months | -38.5% | 84.9% | 58.3% |
| 5 Years | 91.2% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #7 | -3.30% | -3.77% |
| 3 Month | #3 | 0.62% | 2.37% |
| 12 Month | #9 | -16.8% | -10.4% |
| 5 Years | #7 | 10.2% | 25.2% |
FAQs
Does IX Orix Ads outperforms the market?
No,
over the last 12 months IX made -0.72%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months IX made -5.67%, while XLF made -6.25%.
Over the last 3 months IX made -5.67%, while XLF made -6.25%.
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 | -4.69% | -3.61% | 0.09% | -11.5% |
| US NASDAQ 100 | QQQ | -6.65% | -3.68% | 0.09% | -12.7% |
| US Dow Jones Industrial 30 | DIA | -2.62% | -2.14% | -0.17% | -7.70% |
| German DAX 40 | DAX | -2.03% | -4.11% | -18.3% | -24.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.84% | -4.42% | 1.51% | -9.34% |
| Hongkong Hang Seng | HSI | -2.42% | -5.04% | -1.78% | -14.7% |
| India NIFTY 50 | INDA | 2.74% | -9.48% | -1.51% | -2.52% |
| Brasil Bovespa | EWZ | -4.44% | -9.89% | -4.41% | 4.78% |
IX vs. Sectors IX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.55% | -2.34% | -8.65% | -23.1% |
| Consumer Discretionary | XLY | -7.04% | -3.88% | -3.07% | -15.1% |
| Consumer Staples | XLP | 2.77% | -10.7% | -5.23% | -10.2% |
| Energy | XLE | -1.34% | 3.71% | 2.52% | 11.2% |
| Financial | XLF | -2.73% | -3.14% | -8.01% | -20.0% |
| Health Care | XLV | -1.67% | -2.95% | 2.10% | -0.98% |
| Industrial | XLI | -2.86% | -3.85% | -0.26% | -7.63% |
| Materials | XLB | -1.44% | -3.41% | 6.98% | 4.62% |
| Real Estate | XLRE | 0.14% | -6.01% | 2.24% | -15.8% |
| Technology | XLK | -8.50% | -3.40% | 4.96% | -6.96% |
| Utilities | XLU | -0.54% | -9.60% | -3.01% | -21.2% |
| Aerospace & Defense | XAR | -4.25% | -7.62% | -11.2% | -27.7% |
| Biotech | XBI | -3.82% | -0.08% | 13.2% | 1.53% |
| Homebuilder | XHB | -2.94% | -1.90% | 15.1% | 7.25% |
| Retail | XRT | -1.90% | -4.99% | 4.21% | 2.90% |