(VALU) Value Line - Performance 5.8% in 12m
Compare VALU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
28.34%
#19 in Group
Rel. Strength
63.94%
#2870 in Universe
Total Return 12m
5.81%
#18 in Group
Total Return 5y
61.39%
#19 in Group
P/E 17.9
20th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.88%
96th Percentile in Group
12m Total Return: VALU (5.8%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Exchanges & Data
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 |
|---|---|---|---|---|---|---|---|---|
| X TO TMX |
16.9% | 56.7% | 133% | 32.3 | 28.3 | 1.43 | -28.5% | -30.3% |
| CBOE BATS Cboe Global Markets |
9.61% | 24.5% | 146% | 30.4 | 25.1 | 1.75 | 81.9% | 24.8% |
| NDAQ NASDAQ Nasdaq |
19% | 33.7% | 133% | 35.4 | 24.9 | 1.58 | -25.5% | - |
Performance Comparison: VALU vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for VALU
| Total Return (including Dividends) | VALU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 7.59% | 13.52% | 13.81% |
| 3 Months | 16.15% | -2.66% | -6.30% |
| 12 Months | 5.81% | 22.43% | 10.65% |
| 5 Years | 61.39% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | VALU | XLF | S&P 500 |
| 1 Month | 9.90% | 89.2% | 83% |
| 3 Months | 37.6% | -64.6% | -75.3% |
| 12 Months | -6.20% | 82% | 50.1% |
| 5 Years | 47.2% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #13 | -5.23% | -5.47% |
| 3 Month | #10 | 19.3% | 24.0% |
| 12 Month | #18 | -13.6% | -4.37% |
| 5 Years | #20 | -35.6% | -22.3% |
FAQs
Does VALU Value Line outperforms the market?
No,
over the last 12 months VALU made 5.81%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months VALU made 16.15%, while XLF made -2.66%.
Over the last 3 months VALU made 16.15%, while XLF made -2.66%.
Performance Comparison VALU vs Indeces and Sectors
VALU vs. Indices VALU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.63% | -6.22% | -17.7% | -4.84% |
| US NASDAQ 100 | QQQ | -4.82% | -9.77% | -17.9% | -5.83% |
| US Dow Jones Industrial 30 | DIA | -5.04% | -2.40% | -17.4% | -1.90% |
| German DAX 40 | DAX | -4.61% | -7.37% | -44.0% | -19.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.81% | -4.24% | -18.5% | -1.56% |
| Hongkong Hang Seng | HSI | -7.80% | -12.3% | -26.1% | -7.87% |
| India NIFTY 50 | INDA | 0.29% | 2.75% | -18.1% | 6.02% |
| Brasil Bovespa | EWZ | -5.68% | -9.65% | -26.4% | 14.1% |
VALU vs. Sectors VALU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.27% | -5.82% | -24.8% | -15.8% |
| Consumer Discretionary | XLY | -5.01% | -6.64% | -16.7% | -8.46% |
| Consumer Staples | XLP | -3.77% | 1.0% | -24.6% | -3.31% |
| Energy | XLE | -4.45% | 0.83% | -11.1% | 15.3% |
| Financial | XLF | -5.73% | -5.93% | -24.8% | -16.6% |
| Health Care | XLV | -1.62% | 6.72% | -12.7% | 9.87% |
| Industrial | XLI | -6.32% | -9.23% | -19.1% | -5.18% |
| Materials | XLB | -4.43% | -5.97% | -12.8% | 11.0% |
| Real Estate | XLRE | -3.31% | -3.95% | -18.4% | -9.64% |
| Technology | XLK | -5.71% | -13.6% | -14.8% | -1.29% |
| Utilities | XLU | -4.68% | -2.0% | -25.4% | -11.7% |
| Aerospace & Defense | XAR | -6.61% | -13.6% | -29.2% | -21.5% |
| Biotech | XBI | 1.96% | -4.22% | 2.45% | 18.1% |
| Homebuilder | XHB | -5.10% | -3.89% | -4.50% | 13.4% |
| Retail | XRT | -6.53% | -7.06% | -13.5% | 7.29% |