(ADPV) Series Portfolios - Performance 23.5% in 12m
Compare ADPV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.80%
#41 in Group
Rel. Strength
80.20%
#1582 in Universe
Total Return 12m
23.53%
#2 in Group
Total Return 5y
39.06%
#51 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: ADPV (23.5%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
-3.37% | 14.7% | 73.2% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-4.74% | 8.57% | 89.6% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-5.1% | 4.62% | 92.9% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-4.66% | 1.86% | 97.8% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-4.67% | 3.17% | 89.9% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-10.6% | -8.96% | 140% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
-5.75% | 5.02% | 88.2% | - | - | - | - | - |
Performance Comparison: ADPV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ADPV
| Total Return (including Dividends) | ADPV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.16% | -5.89% | -5.89% |
| 3 Months | -9.19% | -12.45% | -12.45% |
| 12 Months | 23.53% | 6.72% | 6.72% |
| 5 Years | 39.06% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | ADPV | SPY | S&P 500 |
| 1 Month | 77.3% | -74.5% | -74.5% |
| 3 Months | -73.4% | -88.2% | -88.2% |
| 12 Months | 83.9% | 66.1% | 66.1% |
| 5 Years | 82.9% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #2 | 6.43% | 6.43% |
| 3 Month | #14 | 3.71% | 3.71% |
| 12 Month | #2 | 15.7% | 15.7% |
| 5 Years | #28 | -4.04% | -4.04% |
FAQs
Does ADPV Series Portfolios outperforms the market?
Yes,
over the last 12 months ADPV made 23.53%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months ADPV made -9.19%, while SPY made -12.45%.
Over the last 3 months ADPV made -9.19%, while SPY made -12.45%.
Performance Comparison ADPV vs Indeces and Sectors
ADPV vs. Indices ADPV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.35% | 6.05% | 13.2% | 16.8% |
| US NASDAQ 100 | QQQ | 2.21% | 6.44% | 13.7% | 18.0% |
| US Dow Jones Industrial 30 | DIA | 2.52% | 5.98% | 12.6% | 18.2% |
| German DAX 40 | DAX | -4.01% | 9.56% | -3.90% | 5.32% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.64% | 7.66% | 10.9% | 17.6% |
| Hongkong Hang Seng | HSI | -2.94% | 9.98% | 11.6% | 7.31% |
| India NIFTY 50 | INDA | -3.02% | -4.61% | 10.7% | 20.5% |
| Brasil Bovespa | EWZ | -2.21% | 5.24% | 10.2% | 33.0% |
ADPV vs. Sectors ADPV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.10% | 5.82% | 4.35% | 9.99% |
| Consumer Discretionary | XLY | 2.22% | 4.08% | 10.4% | 14.3% |
| Consumer Staples | XLP | -1.95% | -3.04% | 2.94% | 9.59% |
| Energy | XLE | -3.37% | 10.2% | 12.1% | 33.8% |
| Financial | XLF | -0.02% | 4.67% | 5.04% | 4.58% |
| Health Care | XLV | 0.95% | 7.53% | 14.6% | 24.1% |
| Industrial | XLI | 0.23% | 4.86% | 13.1% | 18.2% |
| Materials | XLB | -0.37% | 6.81% | 20.2% | 31.1% |
| Real Estate | XLRE | -3.99% | 3.05% | 11.8% | 6.42% |
| Technology | XLK | 2.71% | 9.09% | 20.0% | 24.7% |
| Utilities | XLU | -1.96% | 0.58% | 7.42% | -0.84% |
| Aerospace & Defense | XAR | -0.34% | 0.12% | 3.40% | -0.63% |
| Biotech | XBI | -2.21% | 12.0% | 27.7% | 32.4% |
| Homebuilder | XHB | 0.40% | 7.0% | 31.1% | 32.6% |
| Retail | XRT | -0.35% | 2.27% | 17.8% | 27.9% |