Performance of LVHI Franklin | 17.7% in 12m

Compare LVHI with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Franklin with its related Sector/Index SPY

Compare Franklin with its related Sector/Index SPY

Performance Duell LVHI vs SPY

TimeFrame LVHI SPY
1 Day 1.12% 1.12%
1 Week 0.92% -0.83%
1 Month 3.30% -0.20%
3 Months 4.74% 7.46%
6 Months 11.6% 12.41%
12 Months 17.7% 20.59%
YTD 12.3% 15.92%
Rel. Perf. 1m 0.28
Rel. Perf. 3m 0.03
Rel. Perf. 6m -0.13
Rel. Perf. 12m -0.13

Is Franklin a good stock to buy?

Yes. Based on ValueRay Analyses, Franklin (BATS:LVHI) is currently (July 2024) a good stock to buy. It has a ValueRay Growth Rating of 71.67 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of LVHI as of July 2024 is 32.12. This means that LVHI is currently overvalued and has a potential downside of 4.8% (Sold with Premium).

Is LVHI a buy, sell or hold?

Franklin has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 17.69%.

In compare to SPDR S&P 500 Trust, LVHI made -2.9% less over the last 12 months. Due to the inline performance, it is recommend to hold LVHI.
Values above 0%: LVHI is performing better - Values below 0%: LVHI is underperforming

Compare LVHI with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.75% 3.50% -0.80% -2.90%
US NASDAQ 100 QQQ 3.50% 6.92% 2.05% -3.81%
US Dow Jones Industrial 30 DIA 0.17% -0.51% 4.15% 1.42%
German DAX 40 DBXD -0.47% 1.86% 3.51% 2.83%
UK FTSE 100 ISFU -0.27% 0.69% 0.06% 2.52%
Shanghai Shenzhen CSI 300 CSI 300 3.92% 3.60% 9.49% 33.28%
Hongkong Hang Seng HSI 2.34% 4.08% 15.61% 37.70%
Japan Nikkei 225 EXX7 2.43% 4.45% 10.07% 6.78%
India NIFTY 50 INDA -0.22% 0.40% -3.90% -9.25%
Brasil Bovespa EWZ 1.85% 1.91% 25.74% 30.09%

LVHI Franklin vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 2.58% 5.93% 3.28% -5.24%
Consumer Discretionary XLY 3.69% 3.69% 4.78% 11.75%
Consumer Staples XLP 0.41% 1.69% 1.92% 11.01%
Energy XLE 1.11% 1.53% 0.42% 8.78%
Financial XLF -0.39% -2.53% -1.57% -7.30%
Health Care XLV -0.49% 0.66% 3.12% 4.09%
Industrial XLI -0.23% -0.49% -0.46% 1.46%
Materials XLB -0.43% 0.21% -0.01% 8.98%
Real Estate XLRE 0.38% -4.57% 3.99% 7.20%
Technology XLK 3.00% 7.70% 4.04% -4.52%
Utilities XLU -0.56% -0.16% -6.57% 7.94%
Aerospace & Defense XAR -2.72% -2.39% -3.47% -2.04%
Biotech XBI -3.21% -6.84% -3.61% -2.94%
Homebuilder XHB -3.37% -12.70% -12.20% -21.65%
Retail XRT -1.17% 0.67% 0.50% 2.20%

LVHI Franklin vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 3.34% 6.65% 7.49% 13.67%
Natural Gas UNG 6.44% 29.52% 44.53% 70.19%
Gold GLD 1.42% -0.49% -6.37% -3.30%
Silver SLV 5.45% 6.45% -10.54% 5.39%
Copper CPER 3.46% 8.63% 4.49% 14.02%

Returns of LVHI vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.84% 3.15% 10.47% 21.10%
iShares High Yield Corp. Bond HYG 0.52% 1.41% 7.59% 7.53%
Does Franklin outperform its market, is LVHI a Sector Leader?
No, over the last 12 months Franklin (LVHI) made 17.69%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 20.59%.
Over the last 3 months LVHI made 4.74%, while SPY made 7.46%.
Period LVHI SPY S&P 500
1 Month 3.30% -0.20% -0.20%
3 Months 4.74% 7.46% 7.46%
12 Months 17.69% 20.59% 20.59%