(VOLO-PREF) Volati - Performance 10.8% in 12m
Compare VOLO-PREF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.86%
#4 in Group
Rel. Strength
68.65%
#2509 in Universe
Total Return 12m
10.84%
#7 in Group
Total Return 5y
45.90%
#10 in Group
P/E 244
100th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.70%
53th Percentile in Group
12m Total Return: VOLO-PREF (10.8%) vs XLI (4.1%)
5y Drawdown (Underwater) Chart
Top Performers in Industrial Conglomerates
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: VOLO-PREF vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for VOLO-PREF
| Total Return (including Dividends) | VOLO-PREF | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 1.27% | -6.03% | -6.73% |
| 3 Months | 3.55% | -10.65% | -11.93% |
| 12 Months | 10.84% | 4.06% | 7.24% |
| 5 Years | 45.90% | 116.28% | 100.61% |
| Trend Score (consistency of price movement) | VOLO-PREF | XLI | S&P 500 |
| 1 Month | 31.8% | -61.2% | -63.5% |
| 3 Months | 63.5% | -90.5% | -90.3% |
| 12 Months | 95.0% | 59.6% | 60.6% |
| 5 Years | 90.7% | 87.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #6 | 7.77% | 8.58% |
| 3 Month | #6 | 15.9% | 17.6% |
| 12 Month | #7 | 6.51% | 3.36% |
| 5 Years | #11 | -32.5% | -27.3% |
FAQs
Does VOLO-PREF Volati outperforms the market?
Yes,
over the last 12 months VOLO-PREF made 10.84%, while its related Sector, the Industrial Sector SPDR (XLI) made 4.06%.
Over the last 3 months VOLO-PREF made 3.55%, while XLI made -10.65%.
Over the last 3 months VOLO-PREF made 3.55%, while XLI made -10.65%.
Performance Comparison VOLO-PREF vs Indeces and Sectors
VOLO-PREF vs. Indices VOLO-PREF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.23% | 8.0% | 10.7% | 3.60% |
| US NASDAQ 100 | QQQ | -1.71% | 8.63% | 10.5% | 3.25% |
| US Dow Jones Industrial 30 | DIA | 0.80% | 8.18% | 10.0% | 6.35% |
| German DAX 40 | DAX | -2.45% | 5.21% | -9.25% | -9.49% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.66% | 4.66% | 9.50% | 1.63% |
| Hongkong Hang Seng | HSI | -3.90% | 4.99% | 6.11% | -5.94% |
| India NIFTY 50 | INDA | -3.38% | -0.76% | 7.30% | 7.85% |
| Brasil Bovespa | EWZ | -5.50% | 0.81% | 5.60% | 19.6% |
VOLO-PREF vs. Sectors VOLO-PREF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.94% | 8.12% | 1.52% | -4.23% |
| Consumer Discretionary | XLY | -2.67% | 8.11% | 5.35% | -0.45% |
| Consumer Staples | XLP | -1.38% | -1.71% | 2.69% | -0.49% |
| Energy | XLE | -1.30% | 13.8% | 12.0% | 23.5% |
| Financial | XLF | -1.93% | 6.12% | 1.78% | -6.99% |
| Health Care | XLV | 1.04% | 9.03% | 12.9% | 13.2% |
| Industrial | XLI | -0.63% | 7.30% | 10.8% | 6.78% |
| Materials | XLB | -0.97% | 7.12% | 17.9% | 16.8% |
| Real Estate | XLRE | -1.00% | 4.50% | 11.0% | -3.89% |
| Technology | XLK | -1.50% | 10.3% | 16.9% | 9.68% |
| Utilities | XLU | -1.12% | 1.07% | 7.02% | -10.8% |
| Aerospace & Defense | XAR | 0.22% | 4.45% | 1.28% | -11.0% |
| Biotech | XBI | -4.65% | 12.2% | 22.1% | 17.3% |
| Homebuilder | XHB | -2.76% | 9.39% | 25.4% | 21.4% |
| Retail | XRT | -3.10% | 6.66% | 14.1% | 17.1% |