(SVOL) Simplify Volatility - Performance -5.4% in 12m
Compare SVOL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.09%
#159 in Group
Rel. Strength 12m
35.75%
#5027 in Universe
Total Return 12m
-5.36%
#199 in Group
Total Return 5y
29.57%
#160 in Group
12m Total Return: SVOL (-5.4%) vs SPY (10.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group (based on Performance, Valuations and Relative Strength)
| Symbol | 1m | 12m | 5y | P/E | P/B | Growth Rating |
|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks for |
-8.08% | 12.7% | 161% | - | - | 94.24 |
| FFLC BATS Fidelity Fundamental Large |
-8.36% | 9.02% | 126% | - | - | 92.34 |
| JQUA NYSE ARCA JPMorgan U.S. Quality Factor |
-7.06% | 9.98% | 155% | - | - | 92.09 |
| DGRW NASDAQ WisdomTree U.S. Quality |
-5.67% | 7.79% | 141% | - | - | 91.77 |
| USMC NASDAQ Principal U.S. Mega-Cap |
-9.62% | 13.1% | 155% | - | - | 91.62 |
Performance Duell SVOL vs SPY
| Total Return (including Dividends) | SVOL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -13.42% | -7.96% | -7.96% |
| 3 Months | -12.24% | -6.94% | -6.94% |
| 12 Months | -5.36% | 10.80% | 10.80% |
| 5 Years | 29.57% | 153.10% | 153.10% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #198 | -5.93% | -5.93% |
| 3 Month | #194 | -5.70% | -5.70% |
| 12 Month | #200 | -14.6% | -14.6% |
| 5 Years | #145 | -10.5% | -10.5% |
| Trend Score (consistency of price movement) | SVOL | SPY | S&P 500 |
| 1 Month | -96.3% | -96% | -96% |
| 3 Months | -13.3% | -21% | -21% |
| 12 Months | 57.7% | 91% | 91% |
| 5 Years | 86.6% | 84.5% | 84.5% |
FAQs
Does SVOL Simplify Volatility outperforms the market?
No,
over the last 12 months SVOL made -5.36%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.80%.
Over the last 3 months SVOL made -12.24%, while SPY made -6.94%.
Over the last 3 months SVOL made -12.24%, while SPY made -6.94%.
Performance Comparison SVOL vs Indeces and Sectors
SVOL vs. Indices SVOL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.58% | -5.46% | -11.6% | -16.2% |
| US NASDAQ 100 | QQQ | -2.65% | -2.35% | -12.6% | -15.5% |
| US Dow Jones Industrial 30 | DIA | -0.20% | -6.71% | -11.3% | -14.0% |
| German DAX 40 | DAX | -2.90% | -14.1% | -34.2% | -32.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.67% | -17.7% | -36.1% | -19.2% |
| Hongkong Hang Seng | HSI | -2.29% | -20.9% | -26.4% | -22.5% |
| India NIFTY 50 | INDA | -2.32% | -12.1% | 4.30% | -2.53% |
| Brasil Bovespa | EWZ | -7.52% | -11.3% | -1.07% | 7.34% |
SVOL vs. Sectors SVOL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.06% | -5.56% | -21.6% | -26.0% |
| Consumer Discretionary | XLY | -0.36% | -0.31% | -13.7% | -15.9% |
| Consumer Staples | XLP | 2.65% | -11.7% | -6.53% | -12.9% |
| Energy | XLE | -3.09% | -11.7% | -16.4% | -6.30% |
| Financial | XLF | -2.22% | -6.42% | -19.4% | -25.5% |
| Health Care | XLV | 0.68% | -13.7% | -3.88% | -6.66% |
| Industrial | XLI | -0.41% | -8.01% | -11.7% | -14.2% |
| Materials | XLB | -1.17% | -7.91% | -3.75% | -1.60% |
| Real Estate | XLRE | 0.27% | -11.6% | -3.96% | -15.3% |
| Technology | XLK | -3.42% | -1.77% | -8.71% | -9.60% |
| Utilities | XLU | -2.11% | -12.2% | -12.1% | -33.0% |
| Aerospace & Defense | XAR | -3.77% | -8.47% | -17.5% | -24.7% |
| Biotech | XBI | -2.21% | -8.82% | 3.01% | 0.77% |
| Homebuilder | XHB | 2.49% | -5.86% | 7.88% | 1.09% |
| Retail | XRT | 3.01% | 1.43% | -1.0% | 3.88% |