(HART) IQ Healthy Hearts - Performance 4.9% in 12m
Compare HART with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
45.26%
#5 in Group
Rel. Strength
55.08%
#3592 in Universe
Total Return 12m
4.85%
#5 in Group
Total Return 5y
24.64%
#18 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: HART (4.9%) vs SPY (7.9%)
5y Drawdown (Underwater) Chart
Top Performers in Health
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 |
|---|---|---|---|---|---|---|---|---|
| PPH NASDAQ VanEck Pharmaceutical |
-10.4% | -0.92% | 52.4% | - | - | - | - | - |
| XLV NYSE ARCA Health Care Sector SPDR |
-5.82% | 0.93% | 47.8% | - | - | - | - | - |
| IHE NYSE ARCA iShares U.S. |
-9.89% | 0.7% | 36.5% | - | - | - | - | - |
| IYH NYSE ARCA iShares U.S. Healthcare |
-6.48% | -0.53% | 41.6% | - | - | - | - | - |
| VHT NYSE ARCA Vanguard Health Care |
-6.21% | 0.01% | 41.5% | - | - | - | - | - |
| FHLC NYSE ARCA Fidelity MSCI Health Care |
-6.3% | -0.24% | 41.1% | - | - | - | - | - |
| IXJ NYSE ARCA iShares Global Healthcare |
-6.5% | -0.14% | 35.5% | - | - | - | - | - |
| IHI NYSE ARCA iShares U.S. Medical |
-5.23% | 2.33% | 33.3% | - | - | - | - | - |
Performance Comparison: HART vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HART
| Total Return (including Dividends) | HART | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.13% | -4.92% | -4.92% |
| 3 Months | -4.01% | -9.03% | -9.03% |
| 12 Months | 4.85% | 7.93% | 7.93% |
| 5 Years | 24.64% | 101.72% | 101.72% |
| Trend Score (consistency of price movement) | HART | SPY | S&P 500 |
| 1 Month | -89.6% | -71.8% | -71.8% |
| 3 Months | -49.8% | -84.5% | -84.5% |
| 12 Months | 35.6% | 69.5% | 69.5% |
| 5 Years | 78.7% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #16 | -2.32% | -2.32% |
| 3 Month | #15 | 5.52% | 5.52% |
| 12 Month | #7 | -2.86% | -2.86% |
| 5 Years | #10 | -17.4% | -17.4% |
FAQs
Does HART IQ Healthy Hearts outperforms the market?
No,
over the last 12 months HART made 4.85%, while its related Sector, the SPDR SP500 Trust (SPY) made 7.93%.
Over the last 3 months HART made -4.01%, while SPY made -9.03%.
Over the last 3 months HART made -4.01%, while SPY made -9.03%.
Performance Comparison HART vs Indeces and Sectors
HART vs. Indices HART is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.39% | -2.21% | -2.39% | -3.08% |
| US NASDAQ 100 | QQQ | -5.19% | -2.14% | -2.67% | -2.05% |
| US Dow Jones Industrial 30 | DIA | -2.34% | -3.62% | -4.22% | -3.88% |
| German DAX 40 | DAX | 0.19% | 1.12% | -17.9% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.42% | 1.31% | -4.94% | -1.42% |
| Hongkong Hang Seng | HSI | -2.68% | 3.96% | -2.35% | -9.18% |
| India NIFTY 50 | INDA | 0.88% | -10.6% | 0.58% | 4.38% |
| Brasil Bovespa | EWZ | -1.17% | -1.12% | -0.65% | 17.6% |
HART vs. Sectors HART is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.05% | -2.11% | -10.8% | -11.2% |
| Consumer Discretionary | XLY | -2.23% | -3.28% | -4.98% | -4.58% |
| Consumer Staples | XLP | -1.24% | -8.11% | -8.57% | -8.91% |
| Energy | XLE | 1.48% | 5.51% | 1.45% | 19.1% |
| Financial | XLF | -2.74% | -3.77% | -10.7% | -15.6% |
| Health Care | XLV | 1.35% | -1.31% | 0.09% | 3.92% |
| Industrial | XLI | -3.64% | -2.46% | -1.25% | -0.24% |
| Materials | XLB | -3.94% | -0.42% | 6.19% | 12.8% |
| Real Estate | XLRE | -2.55% | -2.19% | -0.59% | -7.82% |
| Technology | XLK | -6.88% | -0.54% | 2.78% | 4.47% |
| Utilities | XLU | -1.39% | -5.91% | -6.92% | -21.0% |
| Aerospace & Defense | XAR | -6.03% | -6.95% | -11.6% | -19.5% |
| Biotech | XBI | -4.77% | 6.17% | 13.9% | 16.1% |
| Homebuilder | XHB | -0.08% | -0.03% | 17.0% | 15.7% |
| Retail | XRT | -0.87% | -2.49% | 5.06% | 10.7% |