(ADPV) Series Portfolios - Performance 19.8% in 12m
ADPV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
54.94%
#31 in Peer-Group
Rel. Strength
68.74%
#2332 in Stock-Universe
Total Return 12m
19.83%
#2 in Peer-Group
Total Return 5y
45.32%
#48 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 42.24 USD |
| 52 Week Low | 28.25 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 76.23 |
| Buy/Sell Signal +-5 | -1.95 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ADPV (19.8%) vs SPY (12.8%)
5y Drawdown (Underwater) Chart
Top Performer in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
0.47% | 13% | 78.9% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-0.81% | 11.7% | 83.8% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
6.89% | 14.2% | 153% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
0.75% | 9.6% | 89.6% | - | - | - | - | - |
| XMMO NYSE ARCA Invesco S&P MidCap Momentum |
0.84% | 11.5% | 124% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
1.45% | 12.2% | 87.2% | - | - | - | - | - |
| VFMO BATS Vanguard U.S. Momentum |
2.07% | 13.2% | 110% | - | - | - | - | - |
| IMCB NYSE ARCA iShares Morningstar Mid-Cap |
1.37% | 12.8% | 85.4% | - | - | - | - | - |
Performance Comparison: ADPV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ADPV
| Total Return (including Dividends) | ADPV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.78% | 3.01% | 3.01% |
| 3 Months | 4.69% | 5.82% | 5.82% |
| 12 Months | 19.83% | 12.82% | 12.82% |
| 5 Years | 45.32% | 114.16% | 114.16% |
| Trend Score (consistency of price movement) | ADPV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 88.7% | 78.3% | 78.3% |
| 3 Months | 39.1% | 87.1% | 87.1% |
| 12 Months | 59.9% | 43.5% | 43.5% |
| 5 Years | 84.8% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #2 | 1.73% | 1.73% |
| 3 Month | #12 | -1.07% | -1.07% |
| 12 Month | #1 | 6.21% | 6.21% |
| 5 Years | #38 | -13.31% | -13.31% |
FAQs
Does Series Portfolios (ADPV) outperform the market?
Yes,
over the last 12 months ADPV made 19.83%, while its related Sector, the SPDR SP500 Trust (SPY) made 12.82%.
Over the last 3 months ADPV made 4.69%, while SPY made 5.82%.
Performance Comparison ADPV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ADPV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | 1.8% | -4% | 7% |
| US NASDAQ 100 | QQQ | -0.9% | 0.8% | -4.9% | 6% |
| German DAX 40 | DAX | 0.7% | 7.8% | -19.6% | -9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2% | 0.5% | -4.6% | 1% |
| Hongkong Hang Seng | HSI | -2.9% | -3.4% | -23.1% | -16% |
| India NIFTY 50 | INDA | -0.8% | 3.9% | -5.7% | 19% |
| Brasil Bovespa | EWZ | 3.3% | 4.4% | -26% | 13% |
ADPV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | 1.2% | -9.2% | -4% |
| Consumer Discretionary | XLY | 0% | 6.3% | 5.9% | 1% |
| Consumer Staples | XLP | 1.1% | 6.7% | -4.4% | 14% |
| Energy | XLE | 4.7% | 1.7% | -4% | 24% |
| Financial | XLF | -1.2% | 3.5% | -7.9% | -7% |
| Health Care | XLV | 0.5% | 3% | 0.8% | 27% |
| Industrial | XLI | 0.1% | 4.2% | -10.2% | 0% |
| Materials | XLB | 1.2% | 4.7% | -5.1% | 20% |
| Real Estate | XLRE | 2.1% | 4.1% | -4.9% | 7% |
| Technology | XLK | -1.9% | -2.8% | -6.4% | 9% |
| Utilities | XLU | 0.9% | 5.5% | -9.4% | -0% |
| Aerospace & Defense | XAR | -1.1% | 0% | -20.9% | -25% |
| Biotech | XBI | 0.8% | -0.2% | 7.7% | 30% |
| Homebuilder | XHB | -2.5% | 4.5% | 6% | 23% |
| Retail | XRT | 1% | 4.5% | 3.6% | 17% |
ADPV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.4% | -4.18% | -2.68% | 27% |
| Natural Gas | UNG | 13.8% | 11.9% | -5.6% | 36% |
| Gold | GLD | 2.5% | 3.9% | -28.8% | -23% |
| Silver | SLV | 2.3% | -4.4% | -24.1% | -5% |
| Copper | CPER | -0.2% | 0.7% | -21.6% | 6% |
ADPV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.5% | 2.3% | -3.9% | 23% |
| iShares High Yield Corp. Bond | HYG | 0.8% | 3.4% | -6.6% | 10% |