(BHV) BlackRock Virginia MBT - Performance 2.8% in 12m
Compare BHV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-22.22%
#172 in Group
Rel. Strength
46.07%
#4305 in Universe
Total Return 12m
2.75%
#127 in Group
Total Return 5y
-17.11%
#171 in Group
P/E 57.4
93th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.29%
94th Percentile in Group
12m Total Return: BHV (2.8%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: BHV vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BHV
| Total Return (including Dividends) | BHV | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.51% | -2.11% | -0.87% |
| 3 Months | -4.18% | -4.92% | -7.58% |
| 12 Months | 2.75% | 22.69% | 11.88% |
| 5 Years | -17.11% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | BHV | XLF | S&P 500 |
| 1 Month | -62.1% | 27.8% | 23% |
| 3 Months | -74.6% | -81% | -88.5% |
| 12 Months | 25.9% | 83.7% | 55.1% |
| 5 Years | -63.9% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #119 | -0.41% | -1.66% |
| 3 Month | #102 | 0.78% | 3.68% |
| 12 Month | #127 | -16.3% | -8.16% |
| 5 Years | #176 | -66.2% | -60.6% |
FAQs
Does BHV BlackRock Virginia MBT outperforms the market?
No,
over the last 12 months BHV made 2.75%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BHV made -4.18%, while XLF made -4.92%.
Over the last 3 months BHV made -4.18%, while XLF made -4.92%.
Performance Comparison BHV vs Indeces and Sectors
BHV vs. Indices BHV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.89% | -1.64% | -1.76% | -9.13% |
| US NASDAQ 100 | QQQ | -3.92% | -3.91% | -2.19% | -9.92% |
| US Dow Jones Industrial 30 | DIA | -1.95% | 0.67% | -1.67% | -6.45% |
| German DAX 40 | DAX | -1.66% | -3.83% | -21.3% | -21.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.07% | 0.31% | 1.23% | -3.21% |
| Hongkong Hang Seng | HSI | -1.90% | -2.57% | -3.68% | -11.1% |
| India NIFTY 50 | INDA | -0.05% | -6.57% | -2.05% | -0.32% |
| Brasil Bovespa | EWZ | -2.09% | -7.11% | -5.46% | 8.57% |
BHV vs. Sectors BHV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.14% | -1.46% | -7.89% | -21.2% |
| Consumer Discretionary | XLY | -2.97% | -2.41% | -4.27% | -10.6% |
| Consumer Staples | XLP | 0.61% | -2.71% | -7.07% | -8.45% |
| Energy | XLE | 1.59% | 11.4% | 4.03% | 13.8% |
| Financial | XLF | -1.50% | -0.40% | -9.36% | -19.9% |
| Health Care | XLV | -2.81% | 1.28% | -0.07% | 1.03% |
| Industrial | XLI | -3.31% | -2.62% | -2.47% | -6.84% |
| Materials | XLB | -2.28% | -0.08% | 5.65% | 6.27% |
| Real Estate | XLRE | -1.37% | -1.20% | -0.87% | -15.3% |
| Technology | XLK | -5.34% | -4.20% | 1.58% | -4.98% |
| Utilities | XLU | -0.05% | -2.57% | -3.88% | -19.1% |
| Aerospace & Defense | XAR | -3.84% | -8.90% | -15.3% | -23.8% |
| Biotech | XBI | -4.19% | -4.79% | 10.9% | 4.58% |
| Homebuilder | XHB | -2.20% | -0.24% | 13.1% | 9.78% |
| Retail | XRT | -1.32% | -1.95% | 3.81% | 5.49% |