USVN Performance & Benchmarks - 2.3% in 12m
The Total Return for 3m is 2.2%, for 6m 4.9% and YTD 5.8%. Compare with Peer-Group: Intermediate Government
Performance Rating
27.71%
#9 in Peer-Group
Rel. Strength
38.54%
#4728 in Stock-Universe
Total Return 12m
2.26%
#19 in Peer-Group
Total Return 5y
6.57%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 48.50 USD |
| 52 Week Low | 45.30 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 89.86 |
| Buy/Sell Signal +-5 | 1.60 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: USVN (2.3%) vs TLT (-7%)
5y Drawdown (Underwater) Chart
Top Performer in Intermediate Government
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| USVN | 1.51% | 1.58% | 2.19% |
| MGOV | 1.30% | 1.77% | 2.31% |
| VMBS | 1.21% | 1.47% | 2.62% |
| MBB | 1.28% | 1.43% | 2.56% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| USVN | 4.94% | 2.26% | 6.57% |
| MTBA | 3.82% | 3.61% | 10.5% |
| VMBS | 4.12% | 3.14% | -2.37% |
| MBB | 4.13% | 2.77% | -2.74% |
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 |
|---|---|---|---|---|---|---|---|---|
| XFIV NYSE ARCA Bondbloxx Trust |
1.41% | 3.33% | 11.3% | - | - | - | - | - |
| MTBA NYSE ARCA Simplify Exchange Traded |
1.03% | 3.61% | 10.5% | - | - | - | - | - |
| MGOV NYSE ARCA First Trust Exchange-Traded |
1.77% | 2.56% | 11.6% | - | - | - | - | - |
| IEI NASDAQ iShares 3-7 Year Treasury |
1.24% | 3.49% | -1.78% | - | - | - | - | - |
| VGIT NASDAQ Vanguard Intermediate-Term |
1.36% | 3.24% | -3.59% | - | - | - | - | - |
| JMBS NYSE ARCA Janus Henderson |
1.34% | 2.87% | 0.63% | - | - | - | - | - |
| SCHR NYSE ARCA Schwab Intermediate-Term |
1.32% | 3.23% | -3.66% | - | - | - | - | - |
| SPTI NYSE ARCA SPDR Portfolio Intermediate |
1.31% | 3.26% | -3.72% | - | - | - | - | - |
Performance Comparison: USVN vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for USVN
| Total Return (including Dividends) | USVN | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.58% | 2.62% | 1.69% |
| 3 Months | 2.19% | 2.08% | 12.34% |
| 12 Months | 2.26% | -7.02% | 23.51% |
| 5 Years | 6.57% | -40.56% | 102.76% |
| Trend Stabilty (consistency of price movement) | USVN | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 68.2% | 42.9% | 68.6% |
| 3 Months | 78.1% | 38.6% | 96.5% |
| 12 Months | 33.4% | -70.5% | 50.2% |
| 5 Years | 74.5% | -87.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 95 %th | -1.01% | -0.10% |
| 3 Month | 64 %th | 0.10% | -9.04% |
| 12 Month | 14 %th | 9.98% | -17.20% |
| 5 Years | 23 %th | 15.09% | -35.18% |
FAQs
Does US Treasury 7 Year (USVN) outperform the market?
Yes,
over the last 12 months USVN made 2.26%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -7.02%.
Over the last 3 months USVN made 2.19%, while TLT made 2.08%.
Performance Comparison USVN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
USVN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.4% | -0.1% | -0.6% | -21% |
| US NASDAQ 100 | QQQ | 2.2% | -0.6% | -2.9% | -28% |
| German DAX 40 | DAX | 2.4% | 2.9% | -5.1% | -34% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.9% | -1.8% | -3.5% | -20% |
| Hongkong Hang Seng | HSI | 3.5% | -2.7% | -23.3% | -39% |
| India NIFTY 50 | INDA | 2.9% | 6.8% | 2.9% | 6% |
| Brasil Bovespa | EWZ | -0% | 7.4% | -2.9% | -5% |
USVN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.5% | 0.5% | -0.1% | -31% |
| Consumer Discretionary | XLY | 4.9% | 1.5% | 10.2% | -27% |
| Consumer Staples | XLP | 1.7% | 3.5% | 1.2% | -4% |
| Energy | XLE | 4.6% | 2.5% | 8.6% | 0% |
| Financial | XLF | 3.7% | 3% | 2.7% | -27% |
| Health Care | XLV | 3.2% | 2.6% | 13.7% | 10% |
| Industrial | XLI | 3.7% | 0.1% | -6% | -25% |
| Materials | XLB | 5% | 4.5% | 5.4% | 0% |
| Real Estate | XLRE | 2.5% | 1.2% | 2.7% | -4% |
| Technology | XLK | 2.2% | -1.3% | -9% | -31% |
| Utilities | XLU | -2.9% | -4.9% | -9.2% | -22% |
| Aerospace & Defense | XAR | 3.1% | -1.9% | -19.4% | -53% |
| Biotech | XBI | 1.2% | -2.3% | 11.1% | 9% |
| Homebuilder | XHB | 2.3% | -2.9% | 5.2% | 4% |
| Retail | XRT | 4.1% | 2.1% | 4.7% | -9% |
USVN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2.9% | 2.06% | 6.75% | -2% |
| Natural Gas | UNG | 6.7% | 15.8% | 29% | 2% |
| Gold | GLD | -0.3% | 0.4% | -13.5% | -37% |
| Silver | SLV | 3.4% | -0.1% | -11.4% | -34% |
| Copper | CPER | 21.8% | 12.6% | 4.1% | -8% |
USVN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.4% | -1% | 3.2% | 9% |
| iShares High Yield Corp. Bond | HYG | 1.3% | 0.9% | 1% | -8% |