(WVVI) Willamette Valley - Performance 38.8% in 12m

Compare WVVI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating -14.97%
#7 in Group
Rel. Strength 87.61%
#987 in Universe
Total Return 12m 38.76%
#2 in Group
Total Return 5y 0.87%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -10.67%
0th Percentile in Group

12m Total Return: WVVI (38.8%) vs QQQ (11.3%)

Compare overall performance (total returns) of Willamette Valley with its related sector ETF QQQ

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (WVVI) Willamette Valley - Performance 38.8% in 12m

Top Performers in Distillers & Vintners

Short Term
Symbol 1w 1m 3m
WVVI -3.49% -1.69% -6%
STZ 1.66% 4.21% 15.8%
MGPI 3.14% 14.1% 1.16%
CSW-A 2.35% 2.07% 18.1%
Long Term
Symbol 6m 12m 5y
WVVI 73.7% 38.8% 0.87%
CSW-A 27.5% 20.2% 29.6%
VIVA 0.24% 4.62% -16.9%
STZ -18.6% -25.6% 25.7%
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
GUI XETRA
Diageo
10% -18.6% -9.1% 17.4 13.9 1.86 -35.1% 1.57%
DEO NYSE
Diageo
7.27% -16.4% -6.5% 17.5 13.9 1.87 56.5% 42.6%

Performance Comparison: WVVI vs QQQ vs S&P 500

QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for WVVI
Total Return (including Dividends) WVVI QQQ S&P 500
1 Month -1.69% 4.71% 2.87%
3 Months -6.00% -7.66% -6.42%
12 Months 38.76% 11.32% 9.87%
5 Years 0.87% 121.95% 107.51%
Trend Score (consistency of price movement) WVVI QQQ S&P 500
1 Month -19.6% 86.6% 89.4%
3 Months -23.9% -63.8% -72%
12 Months 38.1% 37.3% 49.3%
5 Years -75.6% 76.8% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. QQQ vs. S&P 500
1 Month #9 -6.12% -4.43%
3 Month #10 1.80% 0.45%
12 Month #3 24.6% 26.3%
5 Years #8 -54.6% -51.4%

FAQs

Does WVVI Willamette Valley outperforms the market?

Yes, over the last 12 months WVVI made 38.76%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months WVVI made -6.00%, while QQQ made -7.66%.

Performance Comparison WVVI vs Indeces and Sectors

WVVI vs. Indices WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -3.06% -4.56% 78.8% 28.9%
US NASDAQ 100 QQQ -3.31% -6.40% 78.4% 27.4%
US Dow Jones Industrial 30 DIA -3.34% -3.30% 79.8% 32.4%
German DAX 40 DAX -5.18% -21.0% 53.2% 13.7%
Shanghai Shenzhen CSI 300 CSI 300 -3.72% -7.96% 79.6% 33.1%
Hongkong Hang Seng HSI -6.58% -17.9% 69.3% 26.7%
India NIFTY 50 INDA -0.67% -3.97% 76.9% 36.4%
Brasil Bovespa EWZ -5.11% -13.2% 69.6% 45.2%

WVVI vs. Sectors WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -3.24% -5.36% 72.6% 18.4%
Consumer Discretionary XLY -3.98% -5.20% 81.0% 24.7%
Consumer Staples XLP -2.69% -3.71% 71.9% 31.2%
Energy XLE -4.04% -1.77% 84.8% 48.5%
Financial XLF -3.69% -7.26% 72.9% 17.2%
Health Care XLV 0.73% 2.69% 84.0% 44.7%
Industrial XLI -4.63% -9.07% 77.8% 28.8%
Materials XLB -3.05% -6.40% 82.9% 44.8%
Real Estate XLRE -2.73% -7.81% 76.4% 25.3%
Technology XLK -3.95% -8.43% 81.1% 31.8%
Utilities XLU -4.10% -7.31% 71.0% 22.9%
Aerospace & Defense XAR -3.57% -11.0% 69.5% 13.6%
Biotech XBI 5.02% -3.71% 99.9% 52.8%
Homebuilder XHB -2.62% -4.76% 92.4% 48.5%
Retail XRT -3.21% -5.28% 85.1% 43.1%

WVVI vs. Commodities WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -7.55% -0.25% 79.8% 51.7%
Natural Gas UNG -7.09% 1.57% 36.1% 26.6%
Gold GLD -6.46% -9.21% 46.9% -2.67%
Silver SLV -5.83% -7.89% 67.1% 23.5%
Copper CPER -2.94% -6.02% 65.2% 37.5%

WVVI vs. Yields & Bonds WVVI is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.71% - 77.0% 38.7%
iShares High Yield Corp. Bond HYG -3.50% -3.20% 72.2% 30.6%