(VOLO-PREF) Volati - Performance 10.5% in 12m
Compare VOLO-PREF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.55%
#5 in Group
Rel. Strength
65.05%
#2684 in Universe
Total Return 12m
10.50%
#8 in Group
Total Return 5y
61.67%
#11 in Group
P/E 244
93th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 5.57%
53th Percentile in Group
12m Total Return: VOLO-PREF (10.5%) vs XLI (8.5%)
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 | 0.32% | -0.69% | -3.01% |
| 3 Months | 3.23% | 1.64% | -3.15% |
| 12 Months | 10.50% | 8.53% | 10.19% |
| 5 Years | 61.67% | 138.86% | 129.24% |
| Trend Score (consistency of price movement) | VOLO-PREF | XLI | S&P 500 |
| 1 Month | 86.1% | 13.4% | -5.5% |
| 3 Months | 86.0% | -35.2% | -58.4% |
| 12 Months | 95.3% | 76.6% | 84.1% |
| 5 Years | 90.7% | 87.5% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #12 | 1.02% | 3.43% |
| 3 Month | #11 | 1.56% | 6.59% |
| 12 Month | #8 | 1.81% | 0.28% |
| 5 Years | #11 | -32.3% | -29.5% |
FAQs
Does VOLO-PREF Volati outperforms the market?
Yes,
over the last 12 months VOLO-PREF made 10.50%, while its related Sector, the Industrial Sector SPDR (XLI) made 8.53%.
Over the last 3 months VOLO-PREF made 3.23%, while XLI made 1.64%.
Over the last 3 months VOLO-PREF made 3.23%, while XLI made 1.64%.
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 | 1.04% | 3.33% | 3.36% | 0.31% |
| US NASDAQ 100 | QQQ | 2.02% | 4.38% | 4.13% | 1.90% |
| US Dow Jones Industrial 30 | DIA | 0.84% | 2.46% | 2.44% | 0.99% |
| German DAX 40 | DAX | 2.34% | 3.70% | -13.4% | -11.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.33% | 0.09% | 18.6% | 1.38% |
| Hongkong Hang Seng | HSI | -0.93% | -2.45% | 12.6% | -6.83% |
| India NIFTY 50 | INDA | 0.01% | -7.55% | 13.7% | 9.80% |
| Brasil Bovespa | EWZ | 0.93% | -7.97% | 11.4% | 22.2% |
VOLO-PREF vs. Sectors VOLO-PREF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.58% | 4.13% | -4.75% | -8.71% |
| Consumer Discretionary | XLY | 0.28% | 4.15% | - | -3.56% |
| Consumer Staples | XLP | -1.75% | 2.16% | 2.52% | -0.53% |
| Energy | XLE | -0.05% | -7.70% | -2.22% | 9.69% |
| Financial | XLF | 0.56% | 3.02% | -8.80% | -11.8% |
| Health Care | XLV | 0.62% | 3.48% | 8.06% | 8.81% |
| Industrial | XLI | 0.73% | 1.01% | 4.07% | 1.97% |
| Materials | XLB | -0.06% | -0.19% | 11.5% | 14.4% |
| Real Estate | XLRE | -1.0% | 3.01% | 6.48% | -2.86% |
| Technology | XLK | 2.17% | 4.33% | 8.48% | 8.49% |
| Utilities | XLU | -2.25% | -0.50% | 4.24% | -14.7% |
| Aerospace & Defense | XAR | 1.64% | -0.96% | -0.56% | -10.4% |
| Biotech | XBI | 5.60% | 6.17% | 21.1% | 21.5% |
| Homebuilder | XHB | 0.54% | 0.17% | 22.7% | 18.2% |
| Retail | XRT | -1.26% | 0.82% | 7.44% | 15.3% |