(HAV-B) Havsfrun Investment - Performance 35% in 12m
Compare HAV-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
10.03%
#45 in Group
Rel. Strength
87.62%
#960 in Universe
Total Return 12m
34.98%
#17 in Group
Total Return 5y
65.32%
#41 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 12.2%
(unknown) Percentile in Group
12m Total Return: HAV-B (35%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| PJT NYSE PJT Partners |
-16% | 41% | 206% | 29 | 22.5 | 1.36 | 15.8% | 36.6% |
| LPLA NASDAQ LPL Financial Holdings |
-12.8% | 19.3% | 506% | 23.9 | 17.6 | 1.33 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-13.1% | 1.95% | 228% | 13.6 | 13 | 1.69 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.9% | 13.7% | 252% | 15 | 11.4 | 0.85 | -1.20% | 12% |
| EVR NYSE Evercore Partners |
-23.9% | -6.6% | 303% | 22 | 15 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-22.3% | -2.17% | 145% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| LAZ NYSE Lazard |
-20.8% | -0.86% | 113% | 16.1 | 12.3 | 1 | -42.7% | 3.53% |
| SCHW NYSE Charles Schwab |
-4.16% | 6.31% | 123% | 26.8 | 18.9 | 0.91 | -13.0% | 6.41% |
Performance Comparison: HAV-B vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HAV-B
| Total Return (including Dividends) | HAV-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 15.09% | -7.49% | -7.79% |
| 3 Months | 45.24% | -1.50% | -9.06% |
| 12 Months | 34.98% | 16.29% | 4.64% |
| 5 Years | 65.32% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | HAV-B | XLF | S&P 500 |
| 1 Month | 27.0% | 58.6% | -5.5% |
| 3 Months | 77.4% | -8.5% | -61.9% |
| 12 Months | 36.5% | 92.9% | 82.8% |
| 5 Years | -43.6% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #4 | 24.4% | 24.8% |
| 3 Month | #3 | 47.4% | 59.7% |
| 12 Month | #18 | 16.1% | 29.0% |
| 5 Years | #43 | -33.5% | -24.2% |
FAQs
Does HAV-B Havsfrun Investment outperforms the market?
Yes,
over the last 12 months HAV-B made 34.98%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months HAV-B made 45.24%, while XLF made -1.50%.
Over the last 3 months HAV-B made 45.24%, while XLF made -1.50%.
Performance Comparison HAV-B vs Indeces and Sectors
HAV-B vs. Indices HAV-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.93% | 22.9% | 79.2% | 30.3% |
| US NASDAQ 100 | QQQ | -3.86% | 24.3% | 80.4% | 32.4% |
| US Dow Jones Industrial 30 | DIA | -6.10% | 21.1% | 77.1% | 29.7% |
| German DAX 40 | DAX | -6.05% | 21.4% | 60.3% | 17.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -7.65% | 15.9% | 89.4% | 26.9% |
| Hongkong Hang Seng | HSI | -8.44% | 14.1% | 82.7% | 18.5% |
| India NIFTY 50 | INDA | -9.11% | 8.02% | 84.4% | 35.2% |
| Brasil Bovespa | EWZ | -10.3% | 6.02% | 80.0% | 46.3% |
HAV-B vs. Sectors HAV-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.09% | 23.2% | 70.8% | 22.0% |
| Consumer Discretionary | XLY | -4.23% | 24.7% | 76.2% | 27.9% |
| Consumer Staples | XLP | -11.8% | 16.4% | 72.0% | 22.1% |
| Energy | XLE | -3.69% | 15.6% | 78.8% | 42.7% |
| Financial | XLF | -5.33% | 22.6% | 67.2% | 18.7% |
| Health Care | XLV | -9.02% | 19.0% | 79.0% | 34.0% |
| Industrial | XLI | -4.99% | 21.2% | 80.0% | 32.8% |
| Materials | XLB | -6.18% | 19.1% | 85.7% | 43.8% |
| Real Estate | XLRE | -8.82% | 20.7% | 79.5% | 25.1% |
| Technology | XLK | -2.59% | 25.7% | 86.4% | 40.2% |
| Utilities | XLU | -12.2% | 14.9% | 75.9% | 10.1% |
| Aerospace & Defense | XAR | -5.31% | 18.5% | 74.2% | 19.8% |
| Biotech | XBI | -1.65% | 23.8% | 93.4% | 49.0% |
| Homebuilder | XHB | -3.24% | 22.0% | 99.3% | 49.8% |
| Retail | XRT | -3.88% | 23.6% | 85.9% | 46.6% |