(AIVL) WisdomTree Trust - Performance 12.9% in 12m
AIVL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.40%
#23 in Peer-Group
Rel. Strength
59.90%
#2991 in Stock-Universe
Total Return 12m
12.88%
#11 in Peer-Group
Total Return 5y
77.21%
#35 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 113.63 USD |
| 52 Week Low | 97.18 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 75.49 |
| Buy/Sell Signal +-5 | 1.25 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AIVL (12.9%) vs SPY (13.2%)
5y Drawdown (Underwater) Chart
Top Performer in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
1.16% | 13.9% | 146% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
1.77% | 17.6% | 146% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
2.5% | 12.7% | 126% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
2.62% | 17.2% | 131% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
1.73% | 8.68% | 100% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
0.93% | 6.1% | 123% | - | - | - | - | - |
| RWK NYSE ARCA Invesco S&P MidCap 400 |
2.13% | 5.64% | 149% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
1.33% | 9.2% | 122% | - | - | - | - | - |
Performance Comparison: AIVL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for AIVL
| Total Return (including Dividends) | AIVL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.47% | 2.95% | 2.95% |
| 3 Months | 1.51% | 6.01% | 6.01% |
| 12 Months | 12.88% | 13.19% | 13.19% |
| 5 Years | 77.21% | 117.19% | 117.19% |
| Trend Score (consistency of price movement) | AIVL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 65.1% | 78.3% | 78.3% |
| 3 Months | 64.8% | 84.6% | 84.6% |
| 12 Months | 44.2% | 43.3% | 43.3% |
| 5 Years | 78.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #30 | -1.44% | -1.44% |
| 3 Month | #21 | -4.25% | -4.25% |
| 12 Month | #10 | -0.28% | -0.28% |
| 5 Years | #46 | -18.41% | -18.41% |
FAQs
Does WisdomTree Trust (AIVL) outperform the market?
No,
over the last 12 months AIVL made 12.88%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.19%.
Over the last 3 months AIVL made 1.51%, while SPY made 6.01%.
Performance Comparison AIVL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
AIVL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | -1.5% | 3.1% | -0% |
| US NASDAQ 100 | QQQ | -0.5% | -2.2% | 2.5% | -2% |
| German DAX 40 | DAX | 0.7% | 3.9% | -13.3% | -15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.5% | -1.4% | 3.7% | -3% |
| Hongkong Hang Seng | HSI | -1% | -5.9% | -15.5% | -20% |
| India NIFTY 50 | INDA | -0.2% | 1% | 2% | 13% |
| Brasil Bovespa | EWZ | 2.1% | -0.4% | -20.6% | 6% |
AIVL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | -2.1% | -2.1% | -12% |
| Consumer Discretionary | XLY | -1.1% | 1.9% | 12.2% | -7% |
| Consumer Staples | XLP | -0.1% | 2% | 1% | 6% |
| Energy | XLE | 5.1% | -2% | 2.7% | 17% |
| Financial | XLF | -1.4% | -0.2% | -1.4% | -13% |
| Health Care | XLV | 0.9% | -0.2% | 7.8% | 20% |
| Industrial | XLI | -0.5% | -0.1% | -4.2% | -7% |
| Materials | XLB | 0.6% | 0.4% | 1.1% | 13% |
| Real Estate | XLRE | -0.5% | -1.8% | -0.5% | -1% |
| Technology | XLK | -1% | -5.2% | 1.5% | 1% |
| Utilities | XLU | -0.7% | 0.9% | -3.6% | -8% |
| Aerospace & Defense | XAR | -0.1% | -2.9% | -14.6% | -30% |
| Biotech | XBI | -0.5% | -4.2% | 13.5% | 23% |
| Homebuilder | XHB | -4.2% | -0.4% | 11.7% | 17% |
| Retail | XRT | 0% | 0.2% | 8.5% | 10% |
AIVL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.9% | -7.03% | 5.51% | 21% |
| Natural Gas | UNG | 9.2% | 6.3% | 4% | 30% |
| Gold | GLD | 3.4% | 0.9% | -22.2% | -29% |
| Silver | SLV | 5% | -6.4% | -16.1% | -8% |
| Copper | CPER | -0.8% | -2% | -15% | 1% |
AIVL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.6% | -0.9% | 3.4% | 16% |
| iShares High Yield Corp. Bond | HYG | 0.7% | 0.1% | 0.2% | 3% |