GOVZ Performance & Benchmarks - -12.7% in 12m
The Total Return for 3m is -2.1%, for 6m -2.4% and YTD -1.8%. Compare with Peer-Group: Long Government
Performance Rating
-80.83%
#24 in Peer-Group
Rel. Strength
29.85%
#5393 in Stock-Universe
Total Return 12m
-12.73%
#23 in Peer-Group
Total Return 5y
-56.04%
#23 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 11.99 USD |
| 52 Week Low | 8.84 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 83.51 |
| Buy/Sell Signal +-5 | 0.54 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: GOVZ (-12.7%) vs TLT (-4.2%)
5y Drawdown (Underwater) Chart
Top Performer in Long Government
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| GOVZ | 2.6% | -1.46% | -2.12% |
| TYA | 3.59% | 1.51% | 1.83% |
| XTEN | 1.55% | 0.65% | 1.10% |
| LGOV | 1.61% | 0.48% | 1.03% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| GOVZ | -2.44% | -12.7% | -56% |
| IEF | 4.76% | 2.94% | -12.6% |
| XSVN | 4.71% | 2.97% | 7.38% |
| TYA | 11.7% | 1.18% | -38.3% |
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 |
|---|---|---|---|---|---|---|---|---|
| XSVN NYSE ARCA Bondbloxx Trust |
0.36% | 2.97% | 7.38% | - | - | - | - | - |
| XTEN NYSE ARCA Bondbloxx Trust |
0.65% | 1.35% | 3.91% | - | - | - | - | - |
| UTEN NASDAQ Rbb Fund - US Treasury 10 |
0.31% | 1.91% | -1.65% | - | - | - | - | - |
| TUA NYSE ARCA Simplify Exchange Traded |
0.88% | 2.82% | -0.72% | - | - | - | - | - |
| IEF NASDAQ iShares 7-10 Year Treasury |
0.41% | 2.94% | -12.6% | - | - | - | - | - |
| LGOV NYSE ARCA First Trust Long Duration |
0.48% | 2.25% | -16.8% | - | - | - | - | - |
| TYA BATS Simplify Exchange Traded |
1.51% | 1.18% | -38.3% | - | - | - | - | - |
| GOVI NASDAQ Invesco Equal Weight 0-30 |
0.39% | 0.01% | -22.9% | - | - | - | - | - |
Performance Comparison: GOVZ vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for GOVZ
| Total Return (including Dividends) | GOVZ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.46% | -0.36% | 0.66% |
| 3 Months | -2.12% | -0.24% | 11.66% |
| 12 Months | -12.73% | -4.24% | 15.92% |
| 5 Years | -56.04% | -40.58% | 103.09% |
| Trend Stabilty (consistency of price movement) | GOVZ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 20.4% | 20.9% | 66.4% |
| 3 Months | -1% | 30.5% | 96.6% |
| 12 Months | -88.1% | -71.3% | 50% |
| 5 Years | -92.3% | -88.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 9 %th | -1.10% | -2.10% |
| 3 Month | 9 %th | -1.88% | -12.34% |
| 12 Month | 4 %th | -8.87% | -24.72% |
| 5 Years | 9 %th | -28.04% | -78.61% |
FAQs
Does iShares 25+ Year (GOVZ) outperform the market?
No,
over the last 12 months GOVZ made -12.73%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.24%.
Over the last 3 months GOVZ made -2.12%, while TLT made -0.24%.
Performance Comparison GOVZ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
GOVZ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5% | -2.1% | -7.1% | -29% |
| US NASDAQ 100 | QQQ | 4.8% | -2.7% | -9.6% | -34% |
| German DAX 40 | DAX | 5.9% | -0.4% | -11.3% | -42% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.2% | -4.2% | -11.4% | -34% |
| Hongkong Hang Seng | HSI | 4.8% | -3.6% | -29.8% | -52% |
| India NIFTY 50 | INDA | 4.6% | 4.1% | -6% | -6% |
| Brasil Bovespa | EWZ | 3.7% | 6% | -9.4% | -17% |
GOVZ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4% | 0.1% | -6.4% | -37% |
| Consumer Discretionary | XLY | 6.5% | -0.5% | 2.8% | -32% |
| Consumer Staples | XLP | 4.2% | 0.8% | -4.8% | -17% |
| Energy | XLE | 4.3% | -1.6% | -1.1% | -10% |
| Financial | XLF | 6.4% | 0.9% | -3.4% | -34% |
| Health Care | XLV | 6.5% | 2.6% | 7.9% | -1% |
| Industrial | XLI | 6% | -2.6% | -12.4% | -34% |
| Materials | XLB | 8.7% | 2.3% | -1% | -9% |
| Real Estate | XLRE | 6.1% | -0.5% | -3.8% | -15% |
| Technology | XLK | 4.5% | -3.9% | -15.7% | -36% |
| Utilities | XLU | 1.1% | -6.2% | -13.6% | -32% |
| Aerospace & Defense | XAR | 5.4% | -5.6% | -25.2% | -58% |
| Biotech | XBI | 4.5% | -4.9% | 3.6% | 0% |
| Homebuilder | XHB | 5.1% | -2.6% | -1.2% | -4% |
| Retail | XRT | 7.4% | 0.5% | -1.7% | -16% |
GOVZ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.9% | -6.23% | -1.98% | -14% |
| Natural Gas | UNG | 4.1% | 8.4% | 20.4% | -17% |
| Gold | GLD | 2% | -2% | -21.4% | -50% |
| Silver | SLV | 5.7% | -4.1% | -19.6% | -42% |
| Copper | CPER | 25.7% | 11.2% | -4% | -21% |
GOVZ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1% | -1.1% | -3.9% | -8% |
| iShares High Yield Corp. Bond | HYG | 3.2% | -1.2% | -5.8% | -21% |