(MVPA) Advisor Managed - Performance -0.6% in 12m
Compare MVPA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.64%
#44 in Group
Rel. Strength
43.83%
#4512 in Universe
Total Return 12m
-0.64%
#40 in Group
Total Return 5y
25.62%
#41 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: MVPA (-0.6%) 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: MVPA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for MVPA
| Total Return (including Dividends) | MVPA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.08% | -2.90% | -2.90% |
| 3 Months | -14.98% | -7.85% | -7.85% |
| 12 Months | -0.64% | 9.33% | 9.33% |
| 5 Years | 25.62% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | MVPA | SPY | S&P 500 |
| 1 Month | -29.3% | -35.6% | -35.6% |
| 3 Months | -86.8% | -89.7% | -89.7% |
| 12 Months | 37.8% | 58.3% | 58.3% |
| 5 Years | 53.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #26 | -2.25% | -2.25% |
| 3 Month | #52 | -7.74% | -7.74% |
| 12 Month | #41 | -9.12% | -9.12% |
| 5 Years | #12 | 8.44% | 8.44% |
FAQs
Does MVPA Advisor Managed outperforms the market?
No,
over the last 12 months MVPA made -0.64%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months MVPA made -14.98%, while SPY made -7.85%.
Over the last 3 months MVPA made -14.98%, while SPY made -7.85%.
Performance Comparison MVPA vs Indeces and Sectors
MVPA vs. Indices MVPA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.02% | -2.18% | -3.33% | -9.97% |
| US NASDAQ 100 | QQQ | -2.98% | -3.20% | -3.61% | -10.5% |
| US Dow Jones Industrial 30 | DIA | 1.05% | 0.06% | -3.22% | -6.82% |
| German DAX 40 | DAX | 1.64% | -3.19% | -21.6% | -22.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.51% | -1.51% | -1.70% | -5.82% |
| Hongkong Hang Seng | HSI | 1.25% | -1.54% | -4.42% | -10.9% |
| India NIFTY 50 | INDA | 6.41% | -7.13% | -4.41% | -1.98% |
| Brasil Bovespa | EWZ | -0.77% | -7.40% | -6.68% | 7.65% |
MVPA vs. Sectors MVPA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.88% | -0.73% | -11.7% | -21.2% |
| Consumer Discretionary | XLY | -3.37% | -2.25% | -6.55% | -11.4% |
| Consumer Staples | XLP | 6.44% | -5.12% | -8.75% | -10.0% |
| Energy | XLE | 2.33% | 6.20% | -1.79% | 11.1% |
| Financial | XLF | 0.94% | -0.78% | -10.4% | -20.3% |
| Health Care | XLV | 2.0% | -0.31% | -1.47% | -0.53% |
| Industrial | XLI | 0.81% | -2.16% | -3.69% | -6.67% |
| Materials | XLB | 2.23% | -0.44% | 4.0% | 6.06% |
| Real Estate | XLRE | 3.81% | -2.91% | -1.17% | -14.4% |
| Technology | XLK | -4.83% | -3.64% | 1.22% | -5.24% |
| Utilities | XLU | 3.13% | -6.11% | -5.95% | -20.8% |
| Aerospace & Defense | XAR | -0.58% | -7.83% | -14.9% | -25.1% |
| Biotech | XBI | -0.15% | 1.09% | 10.6% | 5.38% |
| Homebuilder | XHB | 0.73% | 0.15% | 12.2% | 9.10% |
| Retail | XRT | 1.77% | -2.67% | 1.63% | 4.28% |