(LVHD) Legg Mason Low - Performance 15.5% in 12m
Compare LVHD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.02%
#65 in Group
Rel. Strength
70.11%
#2386 in Universe
Total Return 12m
15.47%
#11 in Group
Total Return 5y
73.49%
#79 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: LVHD (15.5%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: LVHD vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for LVHD
| Total Return (including Dividends) | LVHD | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.00% | -3.18% | -0.87% |
| 3 Months | 2.20% | -8.41% | -7.58% |
| 12 Months | 15.47% | 9.20% | 11.88% |
| 5 Years | 73.49% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | LVHD | DIA | S&P 500 |
| 1 Month | 17.3% | -2.7% | 23% |
| 3 Months | -9.60% | -91.1% | -88.5% |
| 12 Months | 69.9% | 61.2% | 55.1% |
| 5 Years | 79.2% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #52 | 0.18% | -2.15% |
| 3 Month | #4 | 11.6% | 10.6% |
| 12 Month | #9 | 5.74% | 3.21% |
| 5 Years | #115 | -7.54% | -17.5% |
FAQs
Does LVHD Legg Mason Low outperforms the market?
Yes,
over the last 12 months LVHD made 15.47%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months LVHD made 2.20%, while DIA made -8.41%.
Over the last 3 months LVHD made 2.20%, while DIA made -8.41%.
Performance Comparison LVHD vs Indeces and Sectors
LVHD vs. Indices LVHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.24% | -2.13% | 3.36% | 3.59% |
| US NASDAQ 100 | QQQ | -4.27% | -4.40% | 2.93% | 2.80% |
| US Dow Jones Industrial 30 | DIA | -2.30% | 0.18% | 3.45% | 6.27% |
| German DAX 40 | DAX | -2.01% | -4.32% | -16.2% | -9.21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.72% | -0.18% | 6.35% | 9.51% |
| Hongkong Hang Seng | HSI | -2.25% | -3.06% | 1.44% | 1.58% |
| India NIFTY 50 | INDA | -0.40% | -7.06% | 3.07% | 12.4% |
| Brasil Bovespa | EWZ | -2.44% | -7.60% | -0.34% | 21.3% |
LVHD vs. Sectors LVHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.49% | -1.95% | -2.77% | -8.49% |
| Consumer Discretionary | XLY | -3.32% | -2.90% | 0.85% | 2.15% |
| Consumer Staples | XLP | 0.26% | -3.20% | -1.95% | 4.27% |
| Energy | XLE | 1.24% | 10.9% | 9.15% | 26.6% |
| Financial | XLF | -1.85% | -0.89% | -4.24% | -7.22% |
| Health Care | XLV | -3.16% | 0.79% | 5.05% | 13.8% |
| Industrial | XLI | -3.66% | -3.11% | 2.65% | 5.88% |
| Materials | XLB | -2.63% | -0.57% | 10.8% | 19.0% |
| Real Estate | XLRE | -1.72% | -1.69% | 4.25% | -2.62% |
| Technology | XLK | -5.69% | -4.69% | 6.70% | 7.74% |
| Utilities | XLU | -0.40% | -3.06% | 1.24% | -6.36% |
| Aerospace & Defense | XAR | -4.19% | -9.39% | -10.2% | -11.1% |
| Biotech | XBI | -4.54% | -5.28% | 16.0% | 17.3% |
| Homebuilder | XHB | -2.55% | -0.73% | 18.2% | 22.5% |
| Retail | XRT | -1.67% | -2.44% | 8.93% | 18.2% |