(VFH) Vanguard Financials - Performance 18% in 12m
Compare VFH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.25%
#11 in Group
Rel. Strength
75.92%
#1924 in Universe
Total Return 12m
18.03%
#13 in Group
Total Return 5y
133.95%
#12 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: VFH (18%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
Performance Comparison: VFH vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for VFH
| Total Return (including Dividends) | VFH | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.99% | -4.51% | -5.89% |
| 3 Months | -9.60% | -7.56% | -12.45% |
| 12 Months | 18.03% | 18.95% | 6.72% |
| 5 Years | 133.95% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | VFH | XLF | S&P 500 |
| 1 Month | -72.2% | -71.4% | -74.5% |
| 3 Months | -82.1% | -76.1% | -88.2% |
| 12 Months | 84.6% | 87.3% | 66.1% |
| 5 Years | 73.9% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #12 | -0.51% | 0.95% |
| 3 Month | #14 | -2.21% | 3.25% |
| 12 Month | #13 | -0.77% | 10.6% |
| 5 Years | #16 | 0.49% | 16.4% |
FAQs
Does VFH Vanguard Financials outperforms the market?
No,
over the last 12 months VFH made 18.03%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months VFH made -9.60%, while XLF made -7.56%.
Over the last 3 months VFH made -9.60%, while XLF made -7.56%.
Performance Comparison VFH vs Indeces and Sectors
VFH vs. Indices VFH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.75% | 0.90% | 6.47% | 11.3% |
| US NASDAQ 100 | QQQ | 2.61% | 1.29% | 7.0% | 12.5% |
| US Dow Jones Industrial 30 | DIA | 2.92% | 0.83% | 5.93% | 12.7% |
| German DAX 40 | DAX | -3.61% | 4.41% | -10.6% | -0.18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.04% | 2.51% | 4.19% | 12.1% |
| Hongkong Hang Seng | HSI | -2.54% | 4.83% | 4.95% | 1.81% |
| India NIFTY 50 | INDA | -2.62% | -9.76% | 4.02% | 15.0% |
| Brasil Bovespa | EWZ | -1.81% | 0.09% | 3.52% | 27.5% |
VFH vs. Sectors VFH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.50% | 0.67% | -2.34% | 4.49% |
| Consumer Discretionary | XLY | 2.62% | -1.07% | 3.73% | 8.81% |
| Consumer Staples | XLP | -1.55% | -8.19% | -3.75% | 4.09% |
| Energy | XLE | -2.97% | 5.09% | 5.41% | 28.3% |
| Financial | XLF | 0.38% | -0.48% | -1.65% | -0.92% |
| Health Care | XLV | 1.35% | 2.38% | 7.87% | 18.6% |
| Industrial | XLI | 0.63% | -0.29% | 6.39% | 12.7% |
| Materials | XLB | 0.03% | 1.66% | 13.6% | 25.6% |
| Real Estate | XLRE | -3.59% | -2.10% | 5.12% | 0.92% |
| Technology | XLK | 3.11% | 3.94% | 13.3% | 19.2% |
| Utilities | XLU | -1.56% | -4.57% | 0.73% | -6.34% |
| Aerospace & Defense | XAR | 0.06% | -5.03% | -3.29% | -6.13% |
| Biotech | XBI | -1.81% | 6.89% | 21.0% | 26.9% |
| Homebuilder | XHB | 0.80% | 1.85% | 24.4% | 27.1% |
| Retail | XRT | 0.05% | -2.88% | 11.1% | 22.4% |