(ILCV) iShares Morningstar - Performance 6.5% in 12m
Compare ILCV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.92%
#38 in Group
Rel. Strength
58.97%
#3278 in Universe
Total Return 12m
6.47%
#51 in Group
Total Return 5y
82.85%
#55 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: ILCV (6.5%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: ILCV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for ILCV
| Total Return (including Dividends) | ILCV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -5.70% | -5.82% | -5.89% |
| 3 Months | -8.20% | -10.73% | -12.45% |
| 12 Months | 6.47% | 5.31% | 6.72% |
| 5 Years | 82.85% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | ILCV | DIA | S&P 500 |
| 1 Month | -73.2% | -73.8% | -74.5% |
| 3 Months | -78.5% | -88.6% | -88.2% |
| 12 Months | 70.6% | 71.6% | 66.1% |
| 5 Years | 90.4% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #52 | 0.12% | 0.20% |
| 3 Month | #63 | 2.84% | 4.85% |
| 12 Month | #55 | 1.10% | -0.24% |
| 5 Years | #75 | 0.85% | -9.06% |
FAQs
Does ILCV iShares Morningstar outperforms the market?
Yes,
over the last 12 months ILCV made 6.47%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months ILCV made -8.20%, while DIA made -10.73%.
Over the last 3 months ILCV made -8.20%, while DIA made -10.73%.
Performance Comparison ILCV vs Indeces and Sectors
ILCV vs. Indices ILCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.16% | 0.19% | 1.60% | -0.25% |
| US NASDAQ 100 | QQQ | 2.02% | 0.58% | 2.13% | 0.94% |
| US Dow Jones Industrial 30 | DIA | 2.33% | 0.12% | 1.06% | 1.16% |
| German DAX 40 | DAX | -4.20% | 3.70% | -15.5% | -11.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.45% | 1.80% | -0.68% | 0.58% |
| Hongkong Hang Seng | HSI | -3.13% | 4.12% | 0.08% | -9.75% |
| India NIFTY 50 | INDA | -3.21% | -10.5% | -0.85% | 3.40% |
| Brasil Bovespa | EWZ | -2.40% | -0.62% | -1.35% | 15.9% |
ILCV vs. Sectors ILCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.91% | -0.04% | -7.21% | -7.07% |
| Consumer Discretionary | XLY | 2.03% | -1.78% | -1.14% | -2.75% |
| Consumer Staples | XLP | -2.14% | -8.90% | -8.62% | -7.47% |
| Energy | XLE | -3.56% | 4.38% | 0.54% | 16.8% |
| Financial | XLF | -0.21% | -1.19% | -6.52% | -12.5% |
| Health Care | XLV | 0.76% | 1.67% | 3.00% | 7.01% |
| Industrial | XLI | 0.04% | -1.0% | 1.52% | 1.11% |
| Materials | XLB | -0.56% | 0.95% | 8.68% | 14.0% |
| Real Estate | XLRE | -4.18% | -2.81% | 0.25% | -10.6% |
| Technology | XLK | 2.52% | 3.23% | 8.41% | 7.68% |
| Utilities | XLU | -2.15% | -5.28% | -4.14% | -17.9% |
| Aerospace & Defense | XAR | -0.53% | -5.74% | -8.16% | -17.7% |
| Biotech | XBI | -2.40% | 6.18% | 16.2% | 15.4% |
| Homebuilder | XHB | 0.21% | 1.14% | 19.5% | 15.6% |
| Retail | XRT | -0.54% | -3.59% | 6.27% | 10.9% |