(ADDV-A) ADDvise - Performance -76% in 12m

Compare ADDV-A with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 26.73%
#4 in Group
Rel. Strength 4.25%
#7692 in Universe
Total Return 12m -76.01%
#43 in Group
Total Return 5y 100.40%
#4 in Group
P/E 19.8
35th Percentile in Group
P/E Forward 19.3
52th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.46%
36th Percentile in Group

12m Total Return: ADDV-A (-76%) vs XLV (0.3%)

Compare overall performance (total returns) of ADDvise with its related sector ETF XLV

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (ADDV-A) ADDvise - Performance -76% in 12m

Top Performers in Life Sciences Tools & Services

Short Term
Symbol 1w 1m 3m
ADDV-A -10.6% -39% -50%
BIOT 0.89% 40.9% 6.08%
ALIF-B 7.37% 9.73% 14.2%
QGEN 3.93% 6.05% -7.56%
Long Term
Symbol 6m 12m 5y
ADDV-A -72.9% -76% 100%
ADPT 77.5% 203% -75.3%
PSNL -18.5% 207% -62.8%
ALIF-B 21.8% 71.0% 112%
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
NYSE
Agilent Technologies
-11.6% -21.5% 44.2% 23.5 18.4 1.68 58.4% 7.8%
RVTY NYSE
Revvity
-12.1% -7.4% 7.42% 39 18.2 0.64 -63.9% -30.6%
TECH NASDAQ
Bio-Techne
-16.2% -19.5% -1.48% 51.8 22.6 1.07 -31.9% -5.85%
SHC NASDAQ
Sotera Health
-6.5% -1.46% -55.6% 65.6 20.2 1.68 -43.6% -

Performance Comparison: ADDV-A vs XLV vs S&P 500

XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for ADDV-A
Total Return (including Dividends) ADDV-A XLV S&P 500
1 Month -38.95% -4.97% -4.31%
3 Months -50.00% -6.08% -7.85%
12 Months -76.01% 0.26% 10.76%
5 Years 100.40% 47.01% 106.31%
Trend Score (consistency of price movement) ADDV-A XLV S&P 500
1 Month -81.9% -54.4% -35.6%
3 Months -64.5% -66.1% -89.7%
12 Months -84.0% -12% 58.3%
5 Years 71.3% 90% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLV vs. S&P 500
1 Month #50 -35.8% -36.2%
3 Month #43 -46.8% -45.7%
12 Month #44 -76.1% -78.3%
5 Years #5 36.3% -2.86%

FAQs

Does ADDV-A ADDvise outperforms the market?

No, over the last 12 months ADDV-A made -76.01%, while its related Sector, the Health Care Sector SPDR (XLV) made 0.26%.
Over the last 3 months ADDV-A made -50.00%, while XLV made -6.08%.

Performance Comparison ADDV-A vs Indeces and Sectors

ADDV-A vs. Indices ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -17.8% -34.6% -68.6% -86.8%
US NASDAQ 100 QQQ -19.7% -34.7% -68.6% -88.0%
US Dow Jones Industrial 30 DIA -15.7% -33.2% -68.9% -83.0%
German DAX 40 DAX -15.1% -35.1% -87.1% -99.5%
Shanghai Shenzhen CSI 300 CSI 300 -11.2% -35.5% -67.2% -84.6%
Hongkong Hang Seng HSI -15.5% -36.1% -70.5% -90.0%
India NIFTY 50 INDA -10.3% -40.5% -70.2% -77.8%
Brasil Bovespa EWZ -17.5% -40.9% -73.1% -70.5%

ADDV-A vs. Sectors ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -17.6% -33.4% -77.4% -98.4%
Consumer Discretionary XLY -20.1% -34.9% -71.8% -90.4%
Consumer Staples XLP -10.3% -41.7% -74.0% -85.5%
Energy XLE -14.4% -27.3% -66.2% -64.1%
Financial XLF -15.8% -34.2% -76.7% -95.3%
Health Care XLV -14.7% -34.0% -66.6% -76.3%
Industrial XLI -15.9% -34.9% -69.0% -82.9%
Materials XLB -14.5% -34.4% -61.7% -70.7%
Real Estate XLRE -12.9% -37.0% -66.5% -91.1%
Technology XLK -21.6% -34.4% -63.8% -82.3%
Utilities XLU -13.6% -40.6% -71.7% -96.5%
Aerospace & Defense XAR -17.3% -38.7% -79.9% -103%
Biotech XBI -16.9% -31.1% -55.5% -73.8%
Homebuilder XHB -16.0% -32.9% -53.7% -68.0%
Retail XRT -15.0% -36.0% -64.5% -72.4%

ADDV-A vs. Commodities ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -11.2% -31.2% -65.9% -61.8%
Natural Gas UNG -8.61% -16.2% -81.6% -85.3%
Gold GLD -7.17% -48.4% -93.2% -117%
Silver SLV -11.5% -37.2% -71.0% -95.9%
Copper CPER -12.6% -31.9% -83.7% -83.1%

ADDV-A vs. Yields & Bonds ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -14.0% -38.3% -71.5% -81.5%
iShares High Yield Corp. Bond HYG -12.5% -38.6% -75.2% -85.4%