(IX) Orix Ads - Performance -0.5% in 12m

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

Performance Rating 60.83%
#5 in Group
Rel. Strength 41.97%
#4632 in Universe
Total Return 12m -0.50%
#11 in Group
Total Return 5y 156.89%
#5 in Group
P/E 8.16
33th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.57%
70th Percentile in Group

12m Total Return: IX (-0.5%) vs XLF (22.7%)

Compare overall performance (total returns) of Orix Ads with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (IX) Orix Ads - Performance -0.5% in 12m

Top Performers in Diversified Financial Services

Short Term
Symbol 1w 1m 3m
IX -0.3% -3.97% -5.19%
KBCA 0.35% 2.67% 10.6%
BRK-B 1.22% 0.13% 13.8%
DJT -6.97% 25.6% -23.0%
Long Term
Symbol 6m 12m 5y
IX -5.52% -0.5% 157%
KBCA 24.1% 39.2% 182%
BRK-B 18.3% 34.4% 200%
EQH 10.1% 36.9% 231%
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
CPAY NYSE
Corpay
-6.7% 7.69% 40.4% 23 15.4 1.18 75.8% 6.06%
VOYA NYSE
Voya Financial
-12.6% -11.1% 45.1% 9.57 7.7 1.19 -23.6% -29.9%

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 -3.97% -2.11% -0.87%
3 Months -5.19% -4.92% -7.58%
12 Months -0.50% 22.69% 11.88%
5 Years 156.89% 144.89% 110.33%
Trend Score (consistency of price movement) IX XLF S&P 500
1 Month 19.0% 27.8% 23%
3 Months -45.7% -81% -88.5%
12 Months -44.4% 83.7% 55.1%
5 Years 91.1% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #8 -1.91% -3.13%
3 Month #6 -0.28% 2.59%
12 Month #12 -18.9% -11.1%
5 Years #8 4.90% 22.1%

FAQs

Does IX Orix Ads outperforms the market?

No, over the last 12 months IX made -0.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months IX made -5.19%, while XLF made -4.92%.

Performance Comparison IX vs Indeces and Sectors

IX vs. Indices IX is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -3.87% -3.10% -3.66% -12.4%
US NASDAQ 100 QQQ -4.90% -5.37% -4.09% -13.2%
US Dow Jones Industrial 30 DIA -2.93% -0.79% -3.57% -9.70%
German DAX 40 DAX -2.64% -5.29% -23.2% -25.2%
Shanghai Shenzhen CSI 300 CSI 300 0.09% -1.15% -0.67% -6.46%
Hongkong Hang Seng HSI -2.88% -4.03% -5.58% -14.4%
India NIFTY 50 INDA -1.03% -8.03% -3.95% -3.57%
Brasil Bovespa EWZ -3.07% -8.57% -7.36% 5.32%

IX vs. Sectors IX is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -4.12% -2.92% -9.79% -24.5%
Consumer Discretionary XLY -3.95% -3.87% -6.17% -13.8%
Consumer Staples XLP -0.37% -4.17% -8.97% -11.7%
Energy XLE 0.61% 9.89% 2.13% 10.6%
Financial XLF -2.48% -1.86% -11.3% -23.2%
Health Care XLV -3.79% -0.18% -1.97% -2.22%
Industrial XLI -4.29% -4.08% -4.37% -10.1%
Materials XLB -3.26% -1.54% 3.75% 3.02%
Real Estate XLRE -2.35% -2.66% -2.77% -18.6%
Technology XLK -6.32% -5.66% -0.32% -8.23%
Utilities XLU -1.03% -4.03% -5.78% -22.3%
Aerospace & Defense XAR -4.82% -10.4% -17.2% -27.1%
Biotech XBI -5.17% -6.25% 8.98% 1.33%
Homebuilder XHB -3.18% -1.70% 11.2% 6.53%
Retail XRT -2.30% -3.41% 1.91% 2.24%

IX vs. Commodities IX is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 6.30% 13.8% 7.51% 18.4%
Natural Gas UNG -6.72% 18.6% -37.2% -16.4%
Gold GLD -0.34% -9.39% -25.4% -43.9%
Silver SLV 2.84% 0.52% -4.82% -23.6%
Copper CPER 5.73% 5.71% -9.83% -1.31%

IX vs. Yields & Bonds IX is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.76% -2.61% -4.35% -6.15%
iShares High Yield Corp. Bond HYG -1.07% -4.09% -7.74% -9.77%