Performance of LVHI Franklin | 18.2% 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 -0.43% -0.66%
1 Week -0.49% -1.96%
1 Month 2.15% 0.69%
3 Months 5.24% 11.23%
6 Months 12.1% 14.52%
12 Months 18.2% 22.56%
YTD 11.3% 16.89%
Rel. Perf. 1m 0.15
Rel. Perf. 3m -0.18
Rel. Perf. 6m -0.28
Rel. Perf. 12m -0.28

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 73.81 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 31.86. This means that LVHI is currently overvalued and has a potential downside of 4.91% (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 18.18%.

In compare to SPDR S&P 500 Trust, LVHI made -4.38% less over the last 12 months. Due to the underperformance, it is recommend to sell 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 1.47% 1.46% -2.41% -4.38%
US NASDAQ 100 QQQ 3.47% 3.29% -1.05% -9.01%
US Dow Jones Industrial 30 DIA -1.20% -0.90% 4.75% 2.28%
German DAX 40 DBXD 2.68% 1.66% 2.85% 8.48%
UK FTSE 100 ISFU 1.29% 1.13% -1.27% 8.13%
Shanghai Shenzhen CSI 300 CSI 300 -2.16% 0.22% 4.64% 26.62%
Hongkong Hang Seng HSI 1.84% 3.55% 11.63% 33.92%
Japan Nikkei 225 EXX7 3.72% 0.25% 8.62% 9.69%
India NIFTY 50 INDA 1.07% -0.09% -1.18% -7.98%
Brasil Bovespa EWZ 3.46% -1.02% 24.35% 29.28%

LVHI Franklin vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.90% 1.03% -2.24% -12.74%
Consumer Discretionary XLY 1.43% -1.79% 4.26% 8.19%
Consumer Staples XLP -1.32% 0.77% 2.10% 12.28%
Energy XLE -2.53% -1.00% -4.97% 6.73%
Financial XLF -1.60% -1.54% -1.73% -4.26%
Health Care XLV -0.22% 0.75% 5.28% 7.64%
Industrial XLI -1.05% 0.47% 0.34% 2.62%
Materials XLB -0.06% 1.14% 1.61% 8.74%
Real Estate XLRE -1.79% -4.47% 5.65% 10.48%
Technology XLK 5.04% 5.45% 1.39% -7.97%
Utilities XLU 1.10% 0.87% -4.78% 11.95%
Aerospace & Defense XAR -0.46% -0.23% 0.96% 0.02%
Biotech XBI 0.98% -6.46% -0.05% 1.13%
Homebuilder XHB -3.73% -6.66% -5.39% -18.19%
Retail XRT 1.48% 1.91% 1.28% 2.79%

LVHI Franklin vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 2.31% 3.93% -1.23% 7.84%
Natural Gas UNG 7.25% 27.01% 43.36% 68.80%
Gold GLD 0.13% 0.51% -5.88% -4.05%
Silver SLV 4.60% 6.83% -17.01% -1.35%
Copper CPER 6.32% 8.13% 0.29% 7.07%

Returns of LVHI vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.60% 2.94% 11.38% 22.91%
iShares High Yield Corp. Bond HYG -0.49% 0.74% 7.88% 8.08%
Does Franklin outperform its market, is LVHI a Sector Leader?
No, over the last 12 months Franklin (LVHI) made 18.18%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 22.56%.
Over the last 3 months LVHI made 5.24%, while SPY made 11.23%.
Period LVHI SPY S&P 500
1 Month 2.15% 0.69% 0.69%
3 Months 5.24% 11.23% 11.23%
12 Months 18.18% 22.56% 22.56%