(VZN) VZ Holding - Performance 56.5% in 12m
Compare VZN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.45%
#16 in Group
Rel. Strength
93.05%
#539 in Universe
Total Return 12m
56.53%
#8 in Group
Total Return 5y
193.38%
#25 in Group
P/E 30.6
90th Percentile in Group
P/E Forward 17.8
80th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 5.54%
64th Percentile in Group
12m Total Return: VZN (56.5%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: VZN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for VZN
| Total Return (including Dividends) | VZN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 8.11% | -7.49% | -7.79% |
| 3 Months | 13.06% | -1.50% | -9.06% |
| 12 Months | 56.53% | 16.29% | 4.64% |
| 5 Years | 193.38% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | VZN | XLF | S&P 500 |
| 1 Month | 85.3% | 58.6% | -5.5% |
| 3 Months | 72.2% | -8.5% | -61.9% |
| 12 Months | 98.6% | 92.9% | 82.8% |
| 5 Years | 74.5% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #9 | 16.9% | 17.2% |
| 3 Month | #10 | 14.8% | 24.3% |
| 12 Month | #8 | 34.6% | 49.6% |
| 5 Years | #28 | 18.0% | 34.6% |
FAQs
Does VZN VZ Holding outperforms the market?
Yes,
over the last 12 months VZN made 56.53%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months VZN made 13.06%, while XLF made -1.50%.
Over the last 3 months VZN made 13.06%, while XLF made -1.50%.
Performance Comparison VZN vs Indeces and Sectors
VZN vs. Indices VZN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.84% | 15.9% | 30.8% | 51.9% |
| US NASDAQ 100 | QQQ | 4.91% | 17.3% | 32.1% | 54.0% |
| US Dow Jones Industrial 30 | DIA | 2.67% | 14.2% | 28.7% | 51.3% |
| German DAX 40 | DAX | 2.72% | 14.4% | 11.9% | 39.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.12% | 8.91% | 41.0% | 48.4% |
| Hongkong Hang Seng | HSI | 0.33% | 7.13% | 34.4% | 40.0% |
| India NIFTY 50 | INDA | -0.34% | 1.04% | 36.0% | 56.8% |
| Brasil Bovespa | EWZ | -1.52% | -0.96% | 31.7% | 67.9% |
VZN vs. Sectors VZN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.68% | 16.2% | 22.4% | 43.5% |
| Consumer Discretionary | XLY | 4.54% | 17.7% | 27.8% | 49.4% |
| Consumer Staples | XLP | -3.02% | 9.39% | 23.6% | 43.6% |
| Energy | XLE | 5.08% | 8.57% | 30.5% | 64.3% |
| Financial | XLF | 3.44% | 15.6% | 18.9% | 40.2% |
| Health Care | XLV | -0.25% | 12.1% | 30.7% | 55.6% |
| Industrial | XLI | 3.78% | 14.2% | 31.7% | 54.4% |
| Materials | XLB | 2.59% | 12.1% | 37.3% | 65.4% |
| Real Estate | XLRE | -0.05% | 13.7% | 31.2% | 46.6% |
| Technology | XLK | 6.18% | 18.7% | 38.0% | 61.7% |
| Utilities | XLU | -3.47% | 7.92% | 27.5% | 31.6% |
| Aerospace & Defense | XAR | 3.46% | 11.5% | 25.9% | 41.3% |
| Biotech | XBI | 7.12% | 16.8% | 45.1% | 70.6% |
| Homebuilder | XHB | 5.53% | 15.1% | 50.9% | 71.4% |
| Retail | XRT | 4.89% | 16.6% | 37.5% | 68.1% |