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](https://www.valueray.com/images/chart/LVHI.BATS_perf.png)
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).
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.
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% |
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%.
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% |