(IVU) IVU Traffic - Performance 22.6% in 12m
Compare IVU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
11.77%
#19 in Group
Rel. Strength
78.77%
#1704 in Universe
Total Return 12m
22.64%
#16 in Group
Total Return 5y
41.79%
#22 in Group
P/E 23.4
54th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.47%
57th Percentile in Group
12m Total Return: IVU (22.6%) vs XLY (12.4%)
5y Drawdown (Underwater) Chart
Top Performers in Internet & Direct Marketing Retail
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 |
|---|---|---|---|---|---|---|---|---|
| 690D XETRA Qingdao Haier |
-11.7% | 23.3% | 227% | 6.77 | 6 | 0.66 | 56.9% | 4.26% |
| ZAL XETRA Zalando SE |
12.4% | 39.8% | -17.5% | 35.7 | 27.6 | 0.56 | 20.1% | 34.6% |
| TMV XETRA TeamViewer |
1.15% | 2.62% | -69.7% | 15.4 | 11.5 | 0.66 | 87.0% | 82.1% |
| ALE WAR Allegro.eu S.A. |
3.63% | 2.8% | -51.7% | 32.5 | 22.4 | 0.36 | - | - |
Performance Comparison: IVU vs XLY vs S&P 500
XLY (Consumer Discretionary ETF) is the Sector Benchmark for IVU
| Total Return (including Dividends) | IVU | XLY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.19% | -4.98% | -4.77% |
| 3 Months | 10.16% | -15.38% | -9.81% |
| 12 Months | 22.64% | 12.43% | 9.54% |
| 5 Years | 41.79% | 76.79% | 104.83% |
| Trend Score (consistency of price movement) | IVU | XLY | S&P 500 |
| 1 Month | -38.1% | -55.7% | -51.2% |
| 3 Months | 75.3% | -93.4% | -90.1% |
| 12 Months | 53.2% | 69.8% | 59.4% |
| 5 Years | -37.0% | 55% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #31 | -0.22% | -0.44% |
| 3 Month | #17 | 30.2% | 22.1% |
| 12 Month | #15 | 9.09% | 12.0% |
| 5 Years | #23 | -19.8% | -30.8% |
FAQs
Does IVU IVU Traffic outperforms the market?
Yes,
over the last 12 months IVU made 22.64%, while its related Sector, the Consumer Discretionary (XLY) made 12.43%.
Over the last 3 months IVU made 10.16%, while XLY made -15.38%.
Over the last 3 months IVU made 10.16%, while XLY made -15.38%.
Performance Comparison IVU vs Indeces and Sectors
IVU vs. Indices IVU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.27% | -0.42% | 38.0% | 13.1% |
| US NASDAQ 100 | QQQ | 0.88% | -0.44% | 37.7% | 12.4% |
| US Dow Jones Industrial 30 | DIA | 3.66% | 0.52% | 37.6% | 16.7% |
| German DAX 40 | DAX | 1.95% | -1.78% | 19.6% | 1.24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.28% | -2.10% | 37.7% | 13.1% |
| Hongkong Hang Seng | HSI | 1.62% | -1.98% | 35.1% | 7.14% |
| India NIFTY 50 | INDA | 3.29% | -8.30% | 35.3% | 18.6% |
| Brasil Bovespa | EWZ | 0.09% | -7.29% | 34.2% | 29.4% |
IVU vs. Sectors IVU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.17% | -0.20% | 28.9% | 5.34% |
| Consumer Discretionary | XLY | 1.42% | -0.21% | 35.5% | 10.2% |
| Consumer Staples | XLP | 7.12% | -7.27% | 32.5% | 13.1% |
| Energy | XLE | 4.84% | 5.91% | 39.5% | 34.0% |
| Financial | XLF | 2.69% | -1.40% | 29.8% | 3.47% |
| Health Care | XLV | 4.72% | 1.44% | 40.2% | 23.5% |
| Industrial | XLI | 3.15% | -1.27% | 37.1% | 15.4% |
| Materials | XLB | 3.04% | -1.38% | 44.0% | 26.6% |
| Real Estate | XLRE | 5.77% | -2.25% | 40.0% | 8.01% |
| Technology | XLK | -0.40% | 0.42% | 43.0% | 18.2% |
| Utilities | XLU | 5.25% | -5.55% | 35.3% | 1.50% |
| Aerospace & Defense | XAR | 3.02% | -4.57% | 26.6% | -2.96% |
| Biotech | XBI | -0.41% | 3.74% | 49.8% | 26.1% |
| Homebuilder | XHB | 2.27% | 0.64% | 52.7% | 30.0% |
| Retail | XRT | 3.17% | -1.36% | 41.7% | 26.7% |