(HEFA) iShares Currency - Performance 10.7% in 12m
HEFA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
81.60%
#1 in Peer-Group
Rel. Strength
55.23%
#3326 in Stock-Universe
Total Return 12m
10.68%
#73 in Peer-Group
Total Return 5y
92.22%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 38.21 USD |
| 52 Week Low | 31.91 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 55.31 |
| Buy/Sell Signal +-5 | 1.47 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HEFA (10.7%) vs VT (15.7%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Large Blend
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 |
|---|---|---|---|---|---|---|---|---|
| HEFA BATS iShares Currency Hedged |
0.18% | 10.7% | 92.2% | - | - | - | - | - |
| DBEF NYSE ARCA Xtrackers MSCI EAFE Hedged |
0.26% | 10.7% | 90.9% | - | - | - | - | - |
| IDMO NYSE ARCA Invesco S&P International |
2.38% | 26.7% | 110% | - | - | - | - | - |
| HAWX NYSE ARCA iShares Currency Hedged |
1.64% | 13.4% | 78.1% | - | - | - | - | - |
| DBAW NYSE ARCA Xtrackers MSCI All World ex |
2.34% | 13.5% | 75% | - | - | - | - | - |
| IDVO NYSE ARCA Amplify International |
1.91% | 19.1% | 60.7% | - | - | - | - | - |
| HFXI NYSE ARCA IQ 50 Percent Hedged FTSE |
1.97% | 13.9% | 78.6% | - | - | - | - | - |
| SCHF NYSE ARCA Schwab International Equity |
2.33% | 18.2% | 91.7% | - | - | - | - | - |
Performance Comparison: HEFA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for HEFA
| Total Return (including Dividends) | HEFA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.18% | 3.82% | 4.33% |
| 3 Months | 3.11% | 9.10% | 8.76% |
| 12 Months | 10.68% | 15.65% | 13.95% |
| 5 Years | 92.22% | 90.69% | 116.91% |
| Trend Score (consistency of price movement) | HEFA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -35.5% | 73.8% | 79.1% |
| 3 Months | 84.2% | 94% | 91.7% |
| 12 Months | 71% | 59.5% | 44% |
| 5 Years | 94% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th1.32 | -3.50% | -3.97% |
| 3 Month | %th3.95 | -5.49% | -5.19% |
| 12 Month | %th3.95 | -4.29% | -2.86% |
| 5 Years | %th80.26 | 0.80% | -11.38% |
FAQs
Does iShares Currency (HEFA) outperform the market?
No,
over the last 12 months HEFA made 10.68%, while its related Sector, the Vanguard Total World Stock (VT) made 15.65%.
Over the last 3 months HEFA made 3.11%, while VT made 9.10%.
Performance Comparison HEFA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HEFA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.3% | -4.2% | 5.5% | -3% |
| US NASDAQ 100 | QQQ | -2% | -5.1% | 4.3% | -4% |
| German DAX 40 | DAX | -0.8% | 1% | -10.4% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.1% | -2.7% | 8.3% | -7% |
| Hongkong Hang Seng | HSI | -2.7% | -7.2% | -11.9% | -26% |
| India NIFTY 50 | INDA | -1.5% | -2.3% | 4.2% | 10% |
| Brasil Bovespa | EWZ | 0.4% | -2.2% | -17.6% | 3% |
HEFA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.8% | -5.8% | -0.9% | -15% |
| Consumer Discretionary | XLY | -1.8% | -0.8% | 13.8% | -9% |
| Consumer Staples | XLP | 2% | 1.7% | 6.6% | 3% |
| Energy | XLE | 5.5% | -3.8% | 7% | 14% |
| Financial | XLF | -1.4% | -2.2% | 2.1% | -18% |
| Health Care | XLV | 0.7% | -1.6% | 12.2% | 17% |
| Industrial | XLI | -1.3% | -2.6% | -1.4% | -12% |
| Materials | XLB | -0.1% | -1.1% | 4.9% | 9% |
| Real Estate | XLRE | 3% | -0.3% | 6.5% | -1% |
| Technology | XLK | -2.3% | -8% | 3.5% | -1% |
| Utilities | XLU | 0.8% | -0.1% | 1% | -11% |
| Aerospace & Defense | XAR | -3.6% | -8.8% | -14.9% | -40% |
| Biotech | XBI | 1.4% | -4.5% | 18.6% | 21% |
| Homebuilder | XHB | -1.9% | -1.8% | 15.2% | 12% |
| Retail | XRT | 1.4% | -1.3% | 13.2% | 6% |
HEFA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 14% | -8.74% | 10.2% | 19% |
| Natural Gas | UNG | 8.5% | 3.3% | 4.5% | 19% |
| Gold | GLD | 5% | 1.3% | -15.3% | -29% |
| Silver | SLV | 2.5% | -7.7% | -12.5% | -13% |
| Copper | CPER | -2.4% | -6.6% | -13.4% | -7% |
HEFA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.1% | -2.1% | 7.3% | 13% |
| iShares High Yield Corp. Bond | HYG | 1.5% | -1.5% | 4.7% | 1% |