(HELN) Helvetia Holding - Performance 60.9% in 12m
Compare HELN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
91.75%
#12 in Group
Rel. Strength
92.14%
#632 in Universe
Total Return 12m
60.86%
#3 in Group
Total Return 5y
152.59%
#16 in Group
P/E 19.2
80th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -1.30%
7th Percentile in Group
12m Total Return: HELN (60.9%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Multi-line Insurance
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 |
|---|---|---|---|---|---|---|---|---|
| IAG TO iA Financial |
-3.99% | 62.8% | 277% | 13 | 10.4 | 0.85 | 49.6% | 17.1% |
| TLX XETRA Talanx |
2.26% | 47.3% | 288% | 12.7 | 11.8 | 1.51 | 52.9% | 7.88% |
| HIG NYSE Hartford Financial |
-2.22% | 21.9% | 250% | 11.5 | 10.3 | 1.41 | 58.4% | -3.34% |
| CS PA AXA |
1.07% | 27.4% | 255% | 12.4 | 9.82 | 1.21 | 77.2% | 42.5% |
| ALV XETRA Allianz SE VNA O.N. |
0.81% | 44% | 191% | 13 | 11.9 | 1.22 | 9.60% | 0.56% |
| AGS BR ageas SA/NV |
-5.29% | 32.6% | 147% | 8.49 | 6.25 | 0.77 | 47.8% | 12.7% |
| SLF TO Sun Life Financial |
-1.77% | 20.3% | 119% | 15.3 | 10.9 | 1 | -19.0% | 12.6% |
| AIG NYSE American International |
-3.22% | 11.2% | 281% | 19.9 | 12.6 | 0.85 | -47.6% | -24.6% |
Performance Comparison: HELN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HELN
| Total Return (including Dividends) | HELN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.20% | -4.78% | -4.31% |
| 3 Months | 12.38% | -6.25% | -7.85% |
| 12 Months | 60.86% | 19.30% | 10.76% |
| 5 Years | 152.59% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | HELN | XLF | S&P 500 |
| 1 Month | -27.9% | -30.6% | -35.6% |
| 3 Months | 83.3% | -83.1% | -89.7% |
| 12 Months | 97.7% | 84.9% | 58.3% |
| 5 Years | 94.6% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #17 | 3.76% | 3.25% |
| 3 Month | #7 | 19.9% | 22.0% |
| 12 Month | #2 | 34.8% | 45.2% |
| 5 Years | #18 | 7.70% | 22.4% |
FAQs
Does HELN Helvetia Holding outperforms the market?
Yes,
over the last 12 months HELN made 60.86%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months HELN made 12.38%, while XLF made -6.25%.
Over the last 3 months HELN made 12.38%, while XLF made -6.25%.
Performance Comparison HELN vs Indeces and Sectors
HELN vs. Indices HELN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -9.89% | 3.11% | 24.2% | 50.1% |
| US NASDAQ 100 | QQQ | -11.9% | 3.04% | 24.2% | 48.9% |
| US Dow Jones Industrial 30 | DIA | -7.82% | 4.58% | 24.0% | 53.9% |
| German DAX 40 | DAX | -7.23% | 2.61% | 5.78% | 37.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.36% | 2.30% | 25.6% | 52.2% |
| Hongkong Hang Seng | HSI | -7.62% | 1.68% | 22.3% | 46.8% |
| India NIFTY 50 | INDA | -2.46% | -2.76% | 22.6% | 59.1% |
| Brasil Bovespa | EWZ | -9.64% | -3.17% | 19.7% | 66.4% |
HELN vs. Sectors HELN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -9.75% | 4.38% | 15.5% | 38.5% |
| Consumer Discretionary | XLY | -12.2% | 2.84% | 21.1% | 46.5% |
| Consumer Staples | XLP | -2.43% | -3.95% | 18.9% | 51.4% |
| Energy | XLE | -6.54% | 10.4% | 26.6% | 72.8% |
| Financial | XLF | -7.93% | 3.58% | 16.1% | 41.6% |
| Health Care | XLV | -6.87% | 3.77% | 26.2% | 60.6% |
| Industrial | XLI | -8.06% | 2.87% | 23.9% | 54.0% |
| Materials | XLB | -6.64% | 3.31% | 31.1% | 66.2% |
| Real Estate | XLRE | -5.06% | 0.71% | 26.4% | 45.7% |
| Technology | XLK | -13.7% | 3.32% | 29.1% | 54.6% |
| Utilities | XLU | -5.74% | -2.88% | 21.1% | 40.4% |
| Aerospace & Defense | XAR | -9.45% | -0.90% | 12.9% | 33.9% |
| Biotech | XBI | -9.02% | 6.64% | 37.3% | 63.1% |
| Homebuilder | XHB | -8.14% | 4.82% | 39.2% | 68.8% |
| Retail | XRT | -7.10% | 1.73% | 28.3% | 64.5% |