(IX) Orix Ads - Performance 4.4% in 12m

IX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 56.60%
#6 in Peer-Group
Rel. Strength 46.52%
#4069 in Stock-Universe
Total Return 12m 4.35%
#9 in Peer-Group
Total Return 5y 147.11%
#6 in Peer-Group
P/E Value
P/E Trailing 9.98
P/E Forward -
High / Low USD
52 Week High 24.12 USD
52 Week Low 18.25 USD
Sentiment Value
VRO Trend Strength +-100 79.57
Buy/Sell Signal +-5 0.08
Support / Resistance Levels
Support
Resistance
12m Total Return: IX (4.4%) vs XLF (23.7%)
Total Return of Orix Ads versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (IX) Orix Ads - Performance 4.4% in 12m

Top Performer in Diversified Financial Services

Short Term Performance

Symbol 1w 1m 3m
IX 0.42% 5.26% 2.27%
ALRS -2.60% -5.84% 13.7%
KBCA -4.70% -3.43% 5.57%
CRBG -3.64% -0.77% -1.66%

Long Term Performance

Symbol 6m 12m 5y
IX 2.13% 4.35% 147%
KBCA 23.7% 38.9% 195%
ALRS -2.38% 16.8% 20.9%
EQH 10.1% 31.7% 182%

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
VOYA NYSE
Voya Financial
-3.15% -4.99% 52.5% 12.5 8.56 1.19 -9.20% -18.3%
CPAY NYSE
Corpay
-6.9% 28.2% 24.9% 22.6 15.3 1.18 78.9% 10.3%

Performance Comparison: IX vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IX
Total Return (including Dividends) IX XLF S&P 500
1 Month 5.26% -2.57% 1.11%
3 Months 2.27% 2.14% 5.58%
12 Months 4.35% 23.72% 10.51%
5 Years 147.11% 127.03% 109.12%

Trend Score (consistency of price movement) IX XLF S&P 500
1 Month 92.7% -20.6% 69.9%
3 Months 33.4% 63.2% 69.3%
12 Months -61.8% 79.3% 43.2%
5 Years 90.7% 75.2% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #1 8.04% 4.10%
3 Month #5 0.13% -3.13%
12 Month #9 -15.66% -5.58%
5 Years #6 8.84% 18.17%

FAQs

Does Orix Ads (IX) outperform the market?

No, over the last 12 months IX made 4.35%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%. Over the last 3 months IX made 2.27%, while XLF made 2.14%.

Performance Comparison IX vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

IX vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.9% 4.2% 3.1% -6%
US NASDAQ 100 QQQ 1.1% 3.8% 3.9% -5%
German DAX 40 DAX 3.1% 6% -13.2% -25%
Shanghai Shenzhen CSI 300 CSI 300 1.2% 6.2% 1.3% -7%
Hongkong Hang Seng HSI 0.4% 0.2% -15.9% -23%
India NIFTY 50 INDA 2.6% 6.6% 4.1% 6%
Brasil Bovespa EWZ -1.5% 4.8% -17.1% -5%

IX vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.2% 3.8% 0.3% -18%
Consumer Discretionary XLY 1.4% 7.1% 13% -13%
Consumer Staples XLP 1.2% 5.5% 1.6% -3%
Energy XLE -5% 2.4% -0.5% 1%
Financial XLF 2.5% 7.8% 0.3% -19%
Health Care XLV -1.1% 0.9% 3.6% 9%
Industrial XLI 1.9% 4.9% -2.4% -14%
Materials XLB 1.5% 3.9% 2.3% 5%
Real Estate XLRE 0.4% 4.3% 2.1% -9%
Technology XLK 0.6% 3.3% 2.7% 0%
Utilities XLU -0.5% 4.7% -5.2% -17%
Aerospace & Defense XAR 1.9% -0.5% -13.8% -38%
Biotech XBI 1.2% -2.5% 13.9% 12%
Homebuilder XHB 2.5% 10.3% 18.5% 14%
Retail XRT 4.8% 5.4% 11.1% 4%

IX vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -10.9% -13.4% -6.72% 1%
Natural Gas UNG 1.6% 7.9% -15.2% 19%
Gold GLD -2.7% -0.9% -27% -43%
Silver SLV 1.7% -6.1% -16.5% -18%
Copper CPER 3.4% 3.6% -11.8% -4%

IX vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.6% 4.6% 4.6% 8%
iShares High Yield Corp. Bond HYG 0.4% 4.8% -0.6% -5%