(HEFA) iShares Currency - Performance 8.4% in 12m
Compare HEFA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.09%
#1 in Peer-Group
Rel. Strength
59.95%
#3187 in Stock-Universe
Total Return 12m
8.39%
#70 in Peer-Group
Total Return 5y
102.68%
#3 in Peer-Group
P/E -
(?) Percentile in Peer-Group
P/E Forward -
(?) Percentile in Peer-Group
PEG -
(?) Percentile in Peer-Group
FCF Yield -
(?) Percentile in Peer-Group
12m Total Return: HEFA (8.4%) vs VT (12.8%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| DBEF NYSE ARCA Xtrackers MSCI EAFE Hedged |
9.95% | 8.16% | 104% | - | - | - | - | - |
| HEFA BATS iShares Currency Hedged |
9.96% | 8.39% | 103% | - | - | - | - | - |
| IDMO NYSE ARCA Invesco S&P International |
9.85% | 19.8% | 118% | - | - | - | - | - |
| HAWX NYSE ARCA iShares Currency Hedged |
9.59% | 10.7% | 89.6% | - | - | - | - | - |
| DBAW NYSE ARCA Xtrackers MSCI All World ex |
8.44% | 9.29% | 84.7% | - | - | - | - | - |
| HFXI NYSE ARCA IQ 50 Percent Hedged FTSE |
8.66% | 8.67% | 90.7% | - | - | - | - | - |
| MFDX NYSE ARCA PIMCO RAFI Dynamic |
7.07% | 13.9% | 89.3% | - | - | - | - | - |
| AVDE NYSE ARCA Avantis International |
8.34% | 13.4% | 93.3% | - | - | - | - | - |
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 | 9.96% | 9.07% | 8.85% |
| 3 Months | 0.32% | -0.51% | -3.46% |
| 12 Months | 8.39% | 12.81% | 14.09% |
| 5 Years | 102.68% | 98.63% | 120.47% |
| Trend Score (consistency of price movement) | HEFA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 97% | 93.1% | 92.5% |
| 3 Months | -45.9% | -46.2% | -60% |
| 12 Months | 56.3% | 56.4% | 48.5% |
| 5 Years | 92.8% | 72.5% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #75 | 0.82% | 1.02% |
| 3 Month | #76 | 0.84% | 3.92% |
| 12 Month | #72 | -3.91% | -4.99% |
| 5 Years | #7 | 2.04% | -8.07% |
FAQs
Does iShares Currency (HEFA) outperform the market?
No,
over the last 12 months HEFA made 8.39%, while its related Sector, the Vanguard Total World Stock (VT) made 12.81%.
Over the last 3 months HEFA made 0.32%, while VT made -0.51%.
Over the last 3 months HEFA made 0.32%, while VT made -0.51%.
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 | -2.8% | 1.1% | 9.9% | -6% |
| US NASDAQ 100 | QQQ | -4.9% | -2.7% | 7.8% | -9% |
| German DAX 40 | DAX | 0.6% | -2.7% | -15.2% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | 4.7% | 12.1% | -0% |
| Hongkong Hang Seng | HSI | -0.4% | -4.2% | -1.3% | -2% |
| India NIFTY 50 | INDA | 1.6% | 4.1% | 6.7% | 3% |
| Brasil Bovespa | EWZ | -4.3% | -3.3% | 1.1% | 12% |
HEFA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | 0.9% | 5.2% | -16% |
| Consumer Discretionary | XLY | -6.8% | -3.2% | 9.8% | -14% |
| Consumer Staples | XLP | 3.9% | 12.1% | 8.7% | 2% |
| Energy | XLE | -4.3% | 1.6% | 16.6% | 14% |
| Financial | XLF | -1.7% | 1.6% | 5.4% | -16% |
| Health Care | XLV | 4% | 14.8% | 18.2% | 15% |
| Industrial | XLI | -3.7% | -1.3% | 8.7% | -6% |
| Materials | XLB | -0.7% | 4.3% | 15% | 13% |
| Real Estate | XLRE | 3.4% | 6.7% | 12.3% | -4% |
| Technology | XLK | -6.7% | -6.3% | 9.6% | -5% |
| Utilities | XLU | 3.3% | 7.4% | 5.6% | -7% |
| Aerospace & Defense | XAR | -2.1% | -1.7% | 1.5% | -22% |
| Biotech | XBI | 1.7% | 8.6% | 31.2% | 22% |
| Homebuilder | XHB | -4.4% | -0.3% | 21.5% | 13% |
| Retail | XRT | -4.8% | -1.7% | 14.3% | 9% |
HEFA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.5% | 5.56% | 10.4% | 17% |
| Natural Gas | UNG | -2.5% | 6.1% | -20.1% | 3% |
| Gold | GLD | 7.3% | 8.9% | -17.2% | -30% |
| Silver | SLV | 3.2% | 8.1% | 0.4% | -8% |
| Copper | CPER | 3% | 9.9% | -5.9% | 9% |
HEFA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 4.1% | 11.5% | 11.1% | 9% |
| iShares High Yield Corp. Bond | HYG | 0.9% | 6.4% | 5.8% | -1% |