(HAV-B) Havsfrun Investment - Performance 24.1% in 12m
Compare HAV-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
7.41%
#45 in Group
Rel. Strength
79.26%
#1667 in Universe
Total Return 12m
24.09%
#28 in Group
Total Return 5y
39.64%
#43 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 17.9%
(?) Percentile in Group
12m Total Return: HAV-B (24.1%) vs XLF (19.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-8.17% | 19.1% | 472% | 21.8 | 16.1 | 1.22 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-5.38% | 14.3% | 238% | 13.2 | 12.3 | 1.6 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
-8.59% | 42.4% | 208% | 26.3 | 23.9 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-15.8% | 11.2% | 218% | 13.3 | 9.78 | 0.85 | -16.1% | 10.6% |
| EVR NYSE Evercore Partners |
-9.03% | 9.02% | 335% | 20.3 | 18.9 | 1.13 | -55.5% | 0.91% |
| BGC NASDAQ BGC |
-8.32% | 11.1% | 226% | 34.2 | - | 1.22 | 12.1% | -11.1% |
| MC NYSE Moelis |
-16.5% | 8.67% | 161% | 27.9 | 27.2 | 1.97 | -57.4% | 4% |
| SCHW NYSE Charles Schwab |
-1% | 8.25% | 133% | 25.5 | 18.3 | 1.01 | -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 | -34.98% | -4.78% | -4.31% |
| 3 Months | -7.11% | -6.25% | -7.85% |
| 12 Months | 24.09% | 19.30% | 10.76% |
| 5 Years | 39.64% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | HAV-B | XLF | S&P 500 |
| 1 Month | -38.6% | -30.6% | -35.6% |
| 3 Months | 55.8% | -83.1% | -89.7% |
| 12 Months | 52.9% | 84.9% | 58.3% |
| 5 Years | -45.0% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #57 | -31.7% | -32.1% |
| 3 Month | #29 | -0.91% | 0.81% |
| 12 Month | #28 | 4.02% | 12.0% |
| 5 Years | #43 | -40.5% | -32.3% |
FAQs
Does HAV-B Havsfrun Investment outperforms the market?
Yes,
over the last 12 months HAV-B made 24.09%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months HAV-B made -7.11%, while XLF made -6.25%.
Over the last 3 months HAV-B made -7.11%, while XLF made -6.25%.
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 | -12.9% | -30.7% | 41.5% | 13.3% |
| US NASDAQ 100 | QQQ | -14.9% | -30.7% | 41.5% | 12.1% |
| US Dow Jones Industrial 30 | DIA | -10.9% | -29.2% | 41.2% | 17.1% |
| German DAX 40 | DAX | -10.3% | -31.2% | 23.1% | 0.58% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.39% | -31.5% | 42.9% | 15.5% |
| Hongkong Hang Seng | HSI | -10.7% | -32.1% | 39.6% | 10.1% |
| India NIFTY 50 | INDA | -5.49% | -36.5% | 39.9% | 22.3% |
| Brasil Bovespa | EWZ | -12.7% | -37.0% | 37.0% | 29.6% |
HAV-B vs. Sectors HAV-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -12.8% | -29.4% | 32.7% | 1.69% |
| Consumer Discretionary | XLY | -15.3% | -30.9% | 38.3% | 9.74% |
| Consumer Staples | XLP | -5.46% | -37.7% | 36.2% | 14.6% |
| Energy | XLE | -9.57% | -23.4% | 43.9% | 36.0% |
| Financial | XLF | -11.0% | -30.2% | 33.4% | 4.79% |
| Health Care | XLV | -9.90% | -30.0% | 43.5% | 23.8% |
| Industrial | XLI | -11.1% | -30.9% | 41.1% | 17.2% |
| Materials | XLB | -9.67% | -30.5% | 48.4% | 29.4% |
| Real Estate | XLRE | -8.09% | -33.1% | 43.6% | 8.97% |
| Technology | XLK | -16.7% | -30.5% | 46.4% | 17.9% |
| Utilities | XLU | -8.77% | -36.7% | 38.4% | 3.65% |
| Aerospace & Defense | XAR | -12.5% | -34.7% | 30.2% | -2.89% |
| Biotech | XBI | -12.1% | -27.1% | 54.6% | 26.3% |
| Homebuilder | XHB | -11.2% | -29.0% | 56.5% | 32.1% |
| Retail | XRT | -10.1% | -32.1% | 45.6% | 27.7% |