(HTCO) Caravelle - Performance 225.6% in 12m
Compare HTCO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-29.53%
#30 in Group
Rel. Strength
88.41%
#923 in Universe
Total Return 12m
225.59%
#4 in Group
Total Return 5y
-75.86%
#35 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -1.43%
17th Percentile in Group
12m Total Return: HTCO (225.6%) vs IYT (-2.8%)
5y Drawdown (Underwater) Chart
Top Performers in Marine Transportation
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 |
|---|---|---|---|---|---|---|---|---|
| DAC NYSE Danaos |
25.7% | 7.04% | 2132% | 3.05 | - | 0.52 | -19.5% | -24.7% |
| MAERSK-B CO A.P. Møller - Mærsk |
16.5% | 21.9% | 231% | 4.61 | 23.4 | 0.35 | -43.9% | 30.4% |
Performance Comparison: HTCO vs IYT vs S&P 500
IYT (iShares Transportation ETF) is the Sector Benchmark for HTCO
| Total Return (including Dividends) | HTCO | IYT | S&P 500 |
|---|---|---|---|
| 1 Month | 121.50% | 14.89% | 13.81% |
| 3 Months | -25.94% | -11.63% | -6.30% |
| 12 Months | 225.59% | -2.80% | 10.65% |
| 5 Years | -75.86% | 83.93% | 107.77% |
| Trend Score (consistency of price movement) | HTCO | IYT | S&P 500 |
| 1 Month | 87.9% | 73.5% | 83% |
| 3 Months | -68.9% | -85.8% | -75.3% |
| 12 Months | 64.9% | 15.6% | 50.1% |
| 5 Years | -37.2% | 62.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IYT | vs. S&P 500 |
| 1 Month | #3 | 92.8% | 94.6% |
| 3 Month | #39 | -16.2% | -21.0% |
| 12 Month | #4 | 235% | 194% |
| 5 Years | #37 | -77.1% | -82.0% |
FAQs
Does HTCO Caravelle outperforms the market?
Yes,
over the last 12 months HTCO made 225.59%, while its related Sector, the iShares Transportation (IYT) made -2.80%.
Over the last 3 months HTCO made -25.94%, while IYT made -11.63%.
Over the last 3 months HTCO made -25.94%, while IYT made -11.63%.
Performance Comparison HTCO vs Indeces and Sectors
HTCO vs. Indices HTCO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 88.4% | 108% | 104% | 215% |
| US NASDAQ 100 | QQQ | 88.2% | 104% | 104% | 214% |
| US Dow Jones Industrial 30 | DIA | 88.0% | 112% | 104% | 218% |
| German DAX 40 | DAX | 88.4% | 107% | 77.8% | 200% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 86.2% | 110% | 103% | 218% |
| Hongkong Hang Seng | HSI | 85.3% | 102% | 95.7% | 212% |
| India NIFTY 50 | INDA | 93.3% | 117% | 104% | 226% |
| Brasil Bovespa | EWZ | 87.4% | 104% | 95.4% | 234% |
HTCO vs. Sectors HTCO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 87.8% | 108% | 97.0% | 204% |
| Consumer Discretionary | XLY | 88.0% | 107% | 105% | 211% |
| Consumer Staples | XLP | 89.3% | 115% | 97.2% | 216% |
| Energy | XLE | 88.6% | 115% | 111% | 235% |
| Financial | XLF | 87.3% | 108% | 97.0% | 203% |
| Health Care | XLV | 91.4% | 121% | 109% | 230% |
| Industrial | XLI | 86.7% | 105% | 103% | 215% |
| Materials | XLB | 88.6% | 108% | 109% | 231% |
| Real Estate | XLRE | 89.7% | 110% | 103% | 210% |
| Technology | XLK | 87.3% | 100% | 107% | 218% |
| Utilities | XLU | 88.4% | 112% | 96.4% | 208% |
| Aerospace & Defense | XAR | 86.4% | 100% | 92.6% | 198% |
| Biotech | XBI | 95.0% | 110% | 124% | 238% |
| Homebuilder | XHB | 88.0% | 110% | 117% | 233% |
| Retail | XRT | 86.5% | 107% | 108% | 227% |