(ROIS) Hartford Multifactor - Performance 2.9% in 12m
ROIS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
13.57%
#15 in Peer-Group
Rel. Strength
44.32%
#4267 in Stock-Universe
Total Return 12m
2.85%
#15 in Peer-Group
Total Return 5y
5.71%
#14 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 56.12 USD |
| 52 Week Low | 46.87 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 14.57 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ROIS (2.9%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Small/Mid 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 |
|---|---|---|---|---|---|---|---|---|
| AVDV NYSE ARCA Avantis International |
4.54% | 25.4% | 113% | - | - | - | - | - |
| GVAL BATS Cambria Global Value |
3.18% | 29.7% | 91.3% | - | - | - | - | - |
| FYLD BATS Cambria Foreign Shareholder |
3.09% | 13.6% | 98.1% | - | - | - | - | - |
| DISV BATS Dimensional Trust |
3.68% | 22.3% | 45.8% | - | - | - | - | - |
| FNDC NYSE ARCA Schwab Fundamental |
3.43% | 21.8% | 72.9% | - | - | - | - | - |
| DLS NYSE ARCA WisdomTree International |
4.65% | 20.3% | 66.7% | - | - | - | - | - |
| DDLS BATS WisdomTree Dynamic Currency |
4.76% | 13.6% | 52.7% | - | - | - | - | - |
| PDN NYSE ARCA Invesco FTSE RAFI Developed |
3.42% | 21.4% | 62.3% | - | - | - | - | - |
Performance Comparison: ROIS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ROIS
| Total Return (including Dividends) | ROIS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.58% | 4.01% | 4.01% |
| 3 Months | 2.54% | 17.14% | 17.14% |
| 12 Months | 2.85% | 13.46% | 13.46% |
| 5 Years | 5.71% | 112.73% | 112.73% |
| Trend Score (consistency of price movement) | ROIS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 40.9% | 90.3% | 90.3% |
| 3 Months | 71.9% | 97.5% | 97.5% |
| 12 Months | -0.5% | 46.4% | 46.4% |
| 5 Years | 42.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th0.00 | -11.29% | -11.29% |
| 3 Month | %th7.14 | -11.65% | -11.65% |
| 12 Month | %th0.00 | -8.51% | -8.51% |
| 5 Years | %th42.86 | -13.62% | -13.62% |
FAQs
Does Hartford Multifactor (ROIS) outperform the market?
No,
over the last 12 months ROIS made 2.85%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.46%.
Over the last 3 months ROIS made 2.54%, while SPY made 17.14%.
Performance Comparison ROIS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ROIS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | -12.6% | -6.6% | -11% |
| US NASDAQ 100 | QQQ | -0.4% | -12.8% | -8.6% | -10% |
| German DAX 40 | DAX | -0.8% | -9.8% | -18.7% | -27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.7% | -13.1% | -11% | -16% |
| Hongkong Hang Seng | HSI | -1.4% | -11.4% | -28.6% | -32% |
| India NIFTY 50 | INDA | 0.9% | -7.8% | -7% | 6% |
| Brasil Bovespa | EWZ | 3.7% | -8% | -21.6% | 2% |
ROIS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.9% | -10.3% | -9.9% | -21% |
| Consumer Discretionary | XLY | -1.4% | -11.9% | 1.1% | -15% |
| Consumer Staples | XLP | 1.6% | -8.4% | -5.6% | -5% |
| Energy | XLE | -3.4% | -12.7% | 1% | 1% |
| Financial | XLF | 1% | -11.2% | -8.9% | -22% |
| Health Care | XLV | -0.6% | -8.6% | 4.9% | 10% |
| Industrial | XLI | -0.9% | -13% | -12.4% | -21% |
| Materials | XLB | -1.1% | -13.1% | -7.2% | -1% |
| Real Estate | XLRE | -0.2% | -8.5% | -5.1% | -5% |
| Technology | XLK | -0.4% | -15.2% | -11.7% | -8% |
| Utilities | XLU | -0.5% | -11.2% | -10.6% | -17% |
| Aerospace & Defense | XAR | -1.1% | -15.4% | -26.6% | -46% |
| Biotech | XBI | -4.1% | -11.7% | 3.7% | 14% |
| Homebuilder | XHB | -3.5% | -17.3% | 0% | 4% |
| Retail | XRT | -0.4% | -11.8% | -1.8% | -3% |
ROIS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.1% | -11.9% | 7.33% | 7% |
| Natural Gas | UNG | 1.3% | -2.1% | 19.4% | 5% |
| Gold | GLD | -0.6% | -8.8% | -24.5% | -36% |
| Silver | SLV | -4.8% | -14.9% | -28.6% | -19% |
| Copper | CPER | -10.8% | -23.5% | -26.1% | -21% |
ROIS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.4% | -8.6% | -1.3% | 7% |
| iShares High Yield Corp. Bond | HYG | 0.1% | -9.7% | -3.6% | -6% |