(AIVL) WisdomTree Trust - Performance 8.3% in 12m
Compare AIVL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.82%
#31 in Group
Rel. Strength
61.55%
#3089 in Universe
Total Return 12m
8.31%
#10 in Group
Total Return 5y
67.69%
#37 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: AIVL (8.3%) vs SPY (9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
Performance Comparison: AIVL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for AIVL
| Total Return (including Dividends) | AIVL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.00% | -2.90% | -2.90% |
| 3 Months | -5.78% | -7.85% | -7.85% |
| 12 Months | 8.31% | 9.33% | 9.33% |
| 5 Years | 67.69% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | AIVL | SPY | S&P 500 |
| 1 Month | -34.2% | -35.6% | -35.6% |
| 3 Months | -69.4% | -89.7% | -89.7% |
| 12 Months | 62.5% | 58.3% | 58.3% |
| 5 Years | 78.4% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #25 | -2.17% | -2.17% |
| 3 Month | #10 | 2.25% | 2.25% |
| 12 Month | #9 | -0.93% | -0.93% |
| 5 Years | #50 | -18.7% | -18.7% |
FAQs
Does AIVL WisdomTree Trust outperforms the market?
No,
over the last 12 months AIVL made 8.31%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months AIVL made -5.78%, while SPY made -7.85%.
Over the last 3 months AIVL made -5.78%, while SPY made -7.85%.
Performance Comparison AIVL vs Indeces and Sectors
AIVL vs. Indices AIVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.39% | -2.10% | 0.55% | -1.02% |
| US NASDAQ 100 | QQQ | -5.35% | -3.12% | 0.27% | -1.56% |
| US Dow Jones Industrial 30 | DIA | -1.32% | 0.14% | 0.66% | 2.13% |
| German DAX 40 | DAX | -0.73% | -3.11% | -17.7% | -13.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.14% | -1.43% | 2.18% | 3.13% |
| Hongkong Hang Seng | HSI | -1.12% | -1.46% | -0.54% | -1.99% |
| India NIFTY 50 | INDA | 4.04% | -7.05% | -0.53% | 6.97% |
| Brasil Bovespa | EWZ | -3.14% | -7.32% | -2.80% | 16.6% |
AIVL vs. Sectors AIVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.25% | -0.65% | -7.82% | -12.2% |
| Consumer Discretionary | XLY | -5.74% | -2.17% | -2.67% | -2.44% |
| Consumer Staples | XLP | 4.07% | -5.04% | -4.87% | -1.07% |
| Energy | XLE | -0.04% | 6.28% | 2.09% | 20.0% |
| Financial | XLF | -1.43% | -0.70% | -6.56% | -11.3% |
| Health Care | XLV | -0.37% | -0.23% | 2.41% | 8.42% |
| Industrial | XLI | -1.56% | -2.08% | 0.19% | 2.28% |
| Materials | XLB | -0.14% | -0.36% | 7.88% | 15.0% |
| Real Estate | XLRE | 1.44% | -2.83% | 2.71% | -5.44% |
| Technology | XLK | -7.20% | -3.56% | 5.10% | 3.71% |
| Utilities | XLU | 0.76% | -6.03% | -2.07% | -11.8% |
| Aerospace & Defense | XAR | -2.95% | -7.75% | -11.0% | -16.2% |
| Biotech | XBI | -2.52% | 1.17% | 14.5% | 14.3% |
| Homebuilder | XHB | -1.64% | 0.23% | 16.1% | 18.1% |
| Retail | XRT | -0.60% | -2.59% | 5.51% | 13.2% |