(KVLE) KFA Value Line Dynamic - Performance 9.3% in 12m
Compare KVLE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.37%
#82 in Group
Rel. Strength
66.03%
#2714 in Universe
Total Return 12m
9.29%
#31 in Group
Total Return 5y
47.71%
#87 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: KVLE (9.3%) 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: KVLE vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for KVLE
| Total Return (including Dividends) | KVLE | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -5.59% | -5.82% | -5.89% |
| 3 Months | -10.29% | -10.73% | -12.45% |
| 12 Months | 9.29% | 5.31% | 6.72% |
| 5 Years | 47.71% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | KVLE | DIA | S&P 500 |
| 1 Month | -76.9% | -73.8% | -74.5% |
| 3 Months | -88.9% | -88.6% | -88.2% |
| 12 Months | 69.8% | 71.6% | 66.1% |
| 5 Years | 88.1% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #45 | 0.24% | 0.32% |
| 3 Month | #101 | 0.49% | 2.46% |
| 12 Month | #32 | 3.78% | 2.41% |
| 5 Years | #49 | 4.76% | -4.44% |
FAQs
Does KVLE KFA Value Line Dynamic outperforms the market?
Yes,
over the last 12 months KVLE made 9.29%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months KVLE made -10.29%, while DIA made -10.73%.
Over the last 3 months KVLE made -10.29%, while DIA made -10.73%.
Performance Comparison KVLE vs Indeces and Sectors
KVLE vs. Indices KVLE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.25% | 0.30% | 0.04% | 2.57% |
| US NASDAQ 100 | QQQ | 1.11% | 0.69% | 0.57% | 3.76% |
| US Dow Jones Industrial 30 | DIA | 1.42% | 0.23% | -0.50% | 3.98% |
| German DAX 40 | DAX | -5.11% | 3.81% | -17.0% | -8.92% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.46% | 1.91% | -2.24% | 3.40% |
| Hongkong Hang Seng | HSI | -4.04% | 4.23% | -1.48% | -6.93% |
| India NIFTY 50 | INDA | -4.12% | -10.4% | -2.41% | 6.22% |
| Brasil Bovespa | EWZ | -3.31% | -0.51% | -2.91% | 18.8% |
KVLE vs. Sectors KVLE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | - | 0.07% | -8.77% | -4.25% |
| Consumer Discretionary | XLY | 1.12% | -1.67% | -2.70% | 0.07% |
| Consumer Staples | XLP | -3.05% | -8.79% | -10.2% | -4.65% |
| Energy | XLE | -4.47% | 4.49% | -1.02% | 19.6% |
| Financial | XLF | -1.12% | -1.08% | -8.08% | -9.66% |
| Health Care | XLV | -0.15% | 1.78% | 1.44% | 9.83% |
| Industrial | XLI | -0.87% | -0.89% | -0.04% | 3.93% |
| Materials | XLB | -1.47% | 1.06% | 7.12% | 16.8% |
| Real Estate | XLRE | -5.09% | -2.70% | -1.31% | -7.82% |
| Technology | XLK | 1.61% | 3.34% | 6.85% | 10.5% |
| Utilities | XLU | -3.06% | -5.17% | -5.70% | -15.1% |
| Aerospace & Defense | XAR | -1.44% | -5.63% | -9.72% | -14.9% |
| Biotech | XBI | -3.31% | 6.29% | 14.6% | 18.2% |
| Homebuilder | XHB | -0.70% | 1.25% | 17.9% | 18.4% |
| Retail | XRT | -1.45% | -3.48% | 4.71% | 13.7% |