(ADDV-B) ADDvise - Performance -83.7% in 12m
Compare ADDV-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
2.01%
#10 in Group
Rel. Strength
2.58%
#7826 in Universe
Total Return 12m
-83.73%
#45 in Group
Total Return 5y
25.99%
#11 in Group
P/E 7.67
4th Percentile in Group
P/E Forward 8.64
3th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.46%
36th Percentile in Group
12m Total Return: ADDV-B (-83.7%) vs XLV (0.3%)
5y Drawdown (Underwater) Chart
Top Performers in Life Sciences Tools & Services
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 |
|---|---|---|---|---|---|---|---|---|
| A 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-B vs XLV vs S&P 500
XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for ADDV-B
| Total Return (including Dividends) | ADDV-B | XLV | S&P 500 |
|---|---|---|---|
| 1 Month | 9.42% | -4.97% | -4.31% |
| 3 Months | -49.08% | -6.08% | -7.85% |
| 12 Months | -83.73% | 0.26% | 10.76% |
| 5 Years | 25.99% | 47.01% | 106.31% |
| Trend Score (consistency of price movement) | ADDV-B | XLV | S&P 500 |
| 1 Month | 45.3% | -54.4% | -35.6% |
| 3 Months | -70.6% | -66.1% | -89.7% |
| 12 Months | -96.2% | -12% | 58.3% |
| 5 Years | 46.7% | 90% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLV | vs. S&P 500 |
| 1 Month | #5 | 15.1% | 14.4% |
| 3 Month | #42 | -45.8% | -44.7% |
| 12 Month | #45 | -83.8% | -85.3% |
| 5 Years | #12 | -14.3% | -38.9% |
FAQs
Does ADDV-B ADDvise outperforms the market?
No,
over the last 12 months ADDV-B made -83.73%, while its related Sector, the Health Care Sector SPDR (XLV) made 0.26%.
Over the last 3 months ADDV-B made -49.08%, while XLV made -6.08%.
Over the last 3 months ADDV-B made -49.08%, while XLV made -6.08%.
Performance Comparison ADDV-B vs Indeces and Sectors
ADDV-B vs. Indices ADDV-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -13.1% | 13.7% | -70.6% | -94.5% |
| US NASDAQ 100 | QQQ | -15.1% | 13.7% | -70.6% | -95.7% |
| US Dow Jones Industrial 30 | DIA | -11.1% | 15.2% | -70.9% | -90.7% |
| German DAX 40 | DAX | -10.5% | 13.2% | -89.1% | -107% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.59% | 12.9% | -69.2% | -92.4% |
| Hongkong Hang Seng | HSI | -10.9% | 12.3% | -72.5% | -97.8% |
| India NIFTY 50 | INDA | -5.69% | 7.86% | -72.2% | -85.5% |
| Brasil Bovespa | EWZ | -12.9% | 7.45% | -75.1% | -78.2% |
ADDV-B vs. Sectors ADDV-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -13.0% | 15.0% | -79.4% | -106% |
| Consumer Discretionary | XLY | -15.5% | 13.5% | -73.8% | -98.1% |
| Consumer Staples | XLP | -5.66% | 6.67% | -75.9% | -93.2% |
| Energy | XLE | -9.77% | 21.1% | -68.2% | -71.8% |
| Financial | XLF | -11.2% | 14.2% | -78.7% | -103% |
| Health Care | XLV | -10.1% | 14.4% | -68.6% | -84.0% |
| Industrial | XLI | -11.3% | 13.5% | -71.0% | -90.6% |
| Materials | XLB | -9.87% | 13.9% | -63.7% | -78.4% |
| Real Estate | XLRE | -8.29% | 11.3% | -68.5% | -98.9% |
| Technology | XLK | -16.9% | 13.9% | -65.8% | -90.0% |
| Utilities | XLU | -8.97% | 7.74% | -73.7% | -104% |
| Aerospace & Defense | XAR | -12.7% | 9.72% | -81.9% | -111% |
| Biotech | XBI | -12.3% | 17.3% | -57.5% | -81.5% |
| Homebuilder | XHB | -11.4% | 15.4% | -55.6% | -75.8% |
| Retail | XRT | -10.3% | 12.4% | -66.5% | -80.1% |