(IZAFE-B) iZafe Series - Performance 14.6% in 12m
Compare IZAFE-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-62.94%
#39 in Group
Rel. Strength
70.48%
#2372 in Universe
Total Return 12m
14.60%
#9 in Group
Total Return 5y
-86.51%
#43 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -12.94%
(?) Percentile in Group
12m Total Return: IZAFE-B (14.6%) 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: IZAFE-B vs XLV vs S&P 500
XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for IZAFE-B
| Total Return (including Dividends) | IZAFE-B | XLV | S&P 500 |
|---|---|---|---|
| 1 Month | 6.15% | -4.97% | -4.31% |
| 3 Months | 12.61% | -6.08% | -7.85% |
| 12 Months | 14.60% | 0.26% | 10.76% |
| 5 Years | -86.51% | 47.01% | 106.31% |
| Trend Score (consistency of price movement) | IZAFE-B | XLV | S&P 500 |
| 1 Month | 63.2% | -54.4% | -35.6% |
| 3 Months | 45.2% | -66.1% | -89.7% |
| 12 Months | 36.0% | -12% | 58.3% |
| 5 Years | -91.4% | 90% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLV | vs. S&P 500 |
| 1 Month | #8 | 11.7% | 10.9% |
| 3 Month | #3 | 19.9% | 22.2% |
| 12 Month | #10 | 14.3% | 3.47% |
| 5 Years | #44 | -90.8% | -93.5% |
FAQs
Does IZAFE-B iZafe Series outperforms the market?
Yes,
over the last 12 months IZAFE-B made 14.60%, while its related Sector, the Health Care Sector SPDR (XLV) made 0.26%.
Over the last 3 months IZAFE-B made 12.61%, while XLV made -6.08%.
Over the last 3 months IZAFE-B made 12.61%, while XLV made -6.08%.
Performance Comparison IZAFE-B vs Indeces and Sectors
IZAFE-B vs. Indices IZAFE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -7.15% | 10.5% | 18.9% | 3.84% |
| US NASDAQ 100 | QQQ | -9.11% | 10.4% | 18.9% | 2.59% |
| US Dow Jones Industrial 30 | DIA | -5.08% | 11.9% | 18.6% | 7.62% |
| German DAX 40 | DAX | -4.49% | 9.96% | 0.47% | -8.91% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.62% | 9.65% | 20.3% | 5.98% |
| Hongkong Hang Seng | HSI | -4.88% | 9.03% | 17.0% | 0.58% |
| India NIFTY 50 | INDA | 0.28% | 4.59% | 17.3% | 12.8% |
| Brasil Bovespa | EWZ | -6.90% | 4.18% | 14.4% | 20.1% |
IZAFE-B vs. Sectors IZAFE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -7.01% | 11.7% | 10.2% | -7.80% |
| Consumer Discretionary | XLY | -9.50% | 10.2% | 15.7% | 0.25% |
| Consumer Staples | XLP | 0.31% | 3.40% | 13.6% | 5.11% |
| Energy | XLE | -3.80% | 17.8% | 21.3% | 26.5% |
| Financial | XLF | -5.19% | 10.9% | 10.8% | -4.70% |
| Health Care | XLV | -4.13% | 11.1% | 20.9% | 14.3% |
| Industrial | XLI | -5.32% | 10.2% | 18.6% | 7.69% |
| Materials | XLB | -3.90% | 10.7% | 25.8% | 19.9% |
| Real Estate | XLRE | -2.32% | 8.06% | 21.1% | -0.52% |
| Technology | XLK | -11.0% | 10.7% | 23.8% | 8.36% |
| Utilities | XLU | -3.0% | 4.47% | 15.8% | -5.84% |
| Aerospace & Defense | XAR | -6.71% | 6.45% | 7.63% | -12.4% |
| Biotech | XBI | -6.28% | 14.0% | 32.0% | 16.9% |
| Homebuilder | XHB | -5.40% | 12.2% | 33.9% | 22.6% |
| Retail | XRT | -4.36% | 9.08% | 23.0% | 18.2% |