Overview Performance Dividends Holdings Peer Group Options

(EXXY) iShares Diversified - Performance 4.4% in 12m

EXXY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 55.27%
#16 in Peer-Group
Rel. Strength 42.32%
#4427 in Stock-Universe
Total Return 12m 4.40%
#10 in Peer-Group
Total Return 5y 72.75%
#22 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 30.49 USD
52 Week Low 25.65 USD
Sentiment Value
VRO Trend Strength +-100 40.00
Buy/Sell Signal +-5 -1.06
Support / Resistance Levels
Support
Resistance
12m Total Return: EXXY (4.4%) vs XLE (-0.2%)
Total Return of iShares Diversified versus its related sector ETF XLE
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (EXXY) iShares Diversified - Performance 4.4% in 12m

Top Performer in Commodities - Broad Basket

Short Term Performance

Symbol 1w 1m 3m
EXXY 0.85% 1.48% 4.15%
LYTR 0.77% 2.70% 3.79%
BCCMS 1.78% 1.40% 3.75%
XAAG 0.23% -0.45% -0.96%

Long Term Performance

Symbol 6m 12m 5y
EXXY 5.64% 4.4% 72.8%
BCCMS 5.28% 2.87% 65.1%
LYTR -3.79% -3.42% 93.8%
XAAG -4.20% -2.30% 67.1%

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
SXRS XETRA
iShares Diversified		 -1.37% -3.24% 70.4% - - - - -
LYTR XETRA
Lyxor Commodities		 2.7% -3.42% 93.8% - - - - -
XAAG XETRA
Invesco Bloomberg Commodity		 -0.45% -2.3% 67.1% - - - - -
BCCMS SW
UBS (Irl) Fund Solutions		 1.4% 2.87% 65.1% - - - - -

Performance Comparison: EXXY vs XLE vs S&P 500

XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for EXXY
Total Return (including Dividends) EXXY XLE S&P 500
1 Month 1.48% 7.06% 5.25%
3 Months 4.15% 11.40% 24.13%
12 Months 4.40% -0.22% 14.15%
5 Years 72.75% 184.25% 111.83%

Trend Score (consistency of price movement) EXXY XLE S&P 500
1 Month -27.3% 39.7% 81%
3 Months 62.9% 75.1% 96.9%
12 Months 77% -31.8% 44.9%
5 Years 56.4% 92.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLE vs. S&P 500
1 Month %th50.00 -5.22% -3.58%
3 Month %th46.00 -6.50% -16.09%
12 Month %th82.00 4.63% -8.54%
5 Years %th42.00 -39.23% -18.45%

FAQs

Does iShares Diversified (EXXY) outperform the market?

Yes, over the last 12 months EXXY made 4.40%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -0.22%. Over the last 3 months EXXY made 4.15%, while XLE made 11.40%.

Performance Comparison EXXY vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

EXXY vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.9% -3.8% -0% -10%
US NASDAQ 100 QQQ -0.6% -3.8% -0.7% -8%
German DAX 40 DAX 1.3% 2.9% -12.2% -24%
Shanghai Shenzhen CSI 300 CSI 300 -0.7% -1.8% -3.4% -16%
Hongkong Hang Seng HSI -0.5% -4.6% -19.5% -34%
India NIFTY 50 INDA 1% -2% -0.3% 5%
Brasil Bovespa EWZ -3.3% -7.3% -25.1% -6%

EXXY vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.5% -4.4% -4.2% -20%
Consumer Discretionary XLY -0.4% -1.7% 7.6% -13%
Consumer Staples XLP -1.2% 0.8% -1.7% -4%
Energy XLE -1.2% -5.6% 4.1% 5%
Financial XLF -1.6% -3.6% -4.9% -26%
Health Care XLV -0.3% -0.7% 7.3% 9%
Industrial XLI -0.9% -2.7% -7.9% -21%
Materials XLB -3.1% -2.8% -4.5% -2%
Real Estate XLRE -0.8% 0.5% 0.3% -8%
Technology XLK -1.6% -7.2% -2.4% -7%
Utilities XLU 0.2% -0.3% -3.3% -19%
Aerospace & Defense XAR 1.3% -5.6% -18.6% -45%
Biotech XBI -1.8% -1.9% 13.2% 11%
Homebuilder XHB -3.4% -5.5% 7.2% -1%
Retail XRT -3.4% -3.5% 4.3% -7%

EXXY vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -1.8% -6.96% 8.37% 12%
Natural Gas UNG 8.7% 11.3% 16.8% 7%
Gold GLD -1.1% 2.7% -20.7% -35%
Silver SLV -1.9% -5.4% -17.4% -13%
Copper CPER 0.1% -3.1% -17.1% -6%

EXXY vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1% 0.4% 3.4% 6%
iShares High Yield Corp. Bond HYG 0.3% -0.1% 1.1% -6%