(IVAL) Alpha Architect - Performance 5.9% in 12m
Compare IVAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
35.36%
#44 in Group
Rel. Strength
52.33%
#3805 in Universe
Total Return 12m
5.94%
#46 in Group
Total Return 5y
49.71%
#40 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IVAL (5.9%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-1.02% | 14.5% | 105% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
3.02% | 15.7% | 95.6% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
2.74% | 17% | 102% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
2.94% | 17.1% | 108% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
3.43% | 19.3% | 104% | - | - | - | - | - |
| PID NASDAQ Invesco International |
3.41% | 15% | 99.3% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
3.39% | 19.8% | 87.4% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
2.85% | 16.3% | 99% | - | - | - | - | - |
Performance Comparison: IVAL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for IVAL
| Total Return (including Dividends) | IVAL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 3.25% | -3.18% | -0.87% |
| 3 Months | 8.31% | -8.41% | -7.58% |
| 12 Months | 5.94% | 9.20% | 11.88% |
| 5 Years | 49.71% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | IVAL | DIA | S&P 500 |
| 1 Month | 77.3% | -2.7% | 23% |
| 3 Months | 50.0% | -91.1% | -88.5% |
| 12 Months | -2.40% | 61.2% | 55.1% |
| 5 Years | 56.8% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #26 | 6.64% | 4.15% |
| 3 Month | #31 | 18.3% | 17.2% |
| 12 Month | #46 | -2.99% | -5.31% |
| 5 Years | #47 | -20.2% | -28.8% |
FAQs
Does IVAL Alpha Architect outperforms the market?
No,
over the last 12 months IVAL made 5.94%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months IVAL made 8.31%, while DIA made -8.41%.
Over the last 3 months IVAL made 8.31%, while DIA made -8.41%.
Performance Comparison IVAL vs Indeces and Sectors
IVAL vs. Indices IVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.83% | 4.12% | 9.97% | -5.94% |
| US NASDAQ 100 | QQQ | -2.86% | 1.85% | 9.54% | -6.73% |
| US Dow Jones Industrial 30 | DIA | -0.89% | 6.43% | 10.1% | -3.26% |
| German DAX 40 | DAX | -0.60% | 1.93% | -9.55% | -18.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.13% | 6.07% | 13.0% | -0.02% |
| Hongkong Hang Seng | HSI | -0.84% | 3.19% | 8.05% | -7.95% |
| India NIFTY 50 | INDA | 1.01% | -0.81% | 9.68% | 2.87% |
| Brasil Bovespa | EWZ | -1.03% | -1.35% | 6.27% | 11.8% |
IVAL vs. Sectors IVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.08% | 4.30% | 3.84% | -18.0% |
| Consumer Discretionary | XLY | -1.91% | 3.35% | 7.46% | -7.38% |
| Consumer Staples | XLP | 1.67% | 3.05% | 4.66% | -5.26% |
| Energy | XLE | 2.65% | 17.1% | 15.8% | 17.0% |
| Financial | XLF | -0.44% | 5.36% | 2.37% | -16.8% |
| Health Care | XLV | -1.75% | 7.04% | 11.7% | 4.22% |
| Industrial | XLI | -2.25% | 3.14% | 9.26% | -3.65% |
| Materials | XLB | -1.22% | 5.68% | 17.4% | 9.46% |
| Real Estate | XLRE | -0.31% | 4.56% | 10.9% | -12.2% |
| Technology | XLK | -4.28% | 1.56% | 13.3% | -1.79% |
| Utilities | XLU | 1.01% | 3.19% | 7.85% | -15.9% |
| Aerospace & Defense | XAR | -2.78% | -3.14% | -3.56% | -20.6% |
| Biotech | XBI | -3.13% | 0.97% | 22.6% | 7.77% |
| Homebuilder | XHB | -1.14% | 5.52% | 24.8% | 13.0% |
| Retail | XRT | -0.26% | 3.81% | 15.5% | 8.68% |