(IX) Orix Ads - Performance 3.4% in 12m

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

Performance Rating 58.75%
#6 in Peer-Group
Rel. Strength 43.68%
#4343 in Stock-Universe
Total Return 12m 3.44%
#10 in Peer-Group
Total Return 5y 178.96%
#5 in Peer-Group
P/E Value
P/E Trailing 10.1
P/E Forward -
High / Low USD
52 Week High 24.12 USD
52 Week Low 18.25 USD
Sentiment Value
VRO Trend Strength +-100 96.26
Buy/Sell Signal +-5 0.48
Support / Resistance Levels
Support
Resistance
12m Total Return: IX (3.4%) vs XLF (29.9%)
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 3.4% in 12m

Top Performer in Diversified Financial Services

Short Term Performance

Symbol 1w 1m 3m
IX 4.38% 6.66% 12.7%
ALRS 3.58% 9.33% 34.3%
CRBG 2.23% 9.41% 25.9%
VOYA 3.77% 8.89% 17.5%

Long Term Performance

Symbol 6m 12m 5y
IX 8.91% 3.44% 179%
ALRS 21.2% 24.5% 37.1%
KBCA 24.6% 48.0% 200%
CRBG 17.9% 25.8% 115%

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
8.89% 4.16% 68% 12.7 8.73 1.19 -9.20% -18.3%
CPAY NYSE
Corpay
4% 26.8% 32.4% 23 15.6 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 6.66% 4.49% 5.22%
3 Months 12.65% 11.92% 16.86%
12 Months 3.44% 29.94% 14.81%
5 Years 178.96% 148.72% 111.83%

Trend Score (consistency of price movement) IX XLF S&P 500
1 Month 61.5% 64.2% 81%
3 Months 94% 86% 96.9%
12 Months -57.4% 78% 44.9%
5 Years 90.6% 75.2% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th62.50 2.08% 1.37%
3 Month %th75.00 0.65% -3.61%
12 Month %th31.25 -20.39% -9.91%
5 Years %th68.75 12.16% 31.69%

FAQs

Does Orix Ads (IX) outperform the market?

No, over the last 12 months IX made 3.44%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.94%. Over the last 3 months IX made 12.65%, while XLF made 11.92%.

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 2.2% 1.4% 2.6% -11%
US NASDAQ 100 QQQ 2.6% 1.1% 1.4% -10%
German DAX 40 DAX 3.2% 7.3% -10.8% -26%
Shanghai Shenzhen CSI 300 CSI 300 3.9% 2.5% -0.2% -15%
Hongkong Hang Seng HSI 3.1% 0.3% -15.8% -32%
India NIFTY 50 INDA 4.2% 3.3% 4.4% 4%
Brasil Bovespa EWZ 0.2% -1.6% -24.1% -8%

IX vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 2.9% 0.1% -2.1% -23%
Consumer Discretionary XLY 1.5% 3.8% 10.5% -15%
Consumer Staples XLP 1.9% 6.7% 2.7% -7%
Energy XLE 2.9% 1.7% 7.8% 5%
Financial XLF 1.7% 2.2% -1.3% -27%
Health Care XLV 3.4% 4.3% 10.6% 7%
Industrial XLI 1.6% 2.4% -4.4% -21%
Materials XLB 0.3% 2% -2% -3%
Real Estate XLRE 2.4% 5.4% 5% -10%
Technology XLK 2% -2.2% -0.5% -8%
Utilities XLU 3.6% 6.7% 1.2% -20%
Aerospace & Defense XAR 3.4% -1% -14.6% -46%
Biotech XBI 2.5% 3.1% 16.7% 10%
Homebuilder XHB -0.7% -1.9% 10.5% -1%
Retail XRT -0.8% 2.4% 7.2% -8%

IX vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 2.2% -0.92% 12.4% 11%
Natural Gas UNG 7% 16.7% 11.1% 10%
Gold GLD 4.3% 7.2% -17.2% -37%
Silver SLV 3.9% 0.1% -15.3% -17%
Copper CPER 3.7% 1.7% -16% -10%

IX vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 5.1% 4% 7.1% 5%
iShares High Yield Corp. Bond HYG 3.9% 4.9% 4.2% -7%