(AIVL) WisdomTree Trust - Performance 9.2% in 12m
Compare AIVL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.48%
#30 in Group
Rel. Strength
62.09%
#3017 in Universe
Total Return 12m
9.20%
#10 in Group
Total Return 5y
74.04%
#35 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: AIVL (9.2%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers 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. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
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 | 4.70% | 2.87% | 2.87% |
| 3 Months | -1.61% | -6.42% | -6.42% |
| 12 Months | 9.20% | 9.87% | 9.87% |
| 5 Years | 74.04% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | AIVL | SPY | S&P 500 |
| 1 Month | 94.5% | 89.4% | 89.4% |
| 3 Months | -74.0% | -72% | -72% |
| 12 Months | 53.2% | 49.3% | 49.3% |
| 5 Years | 78.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #14 | 1.79% | 1.79% |
| 3 Month | #5 | 5.14% | 5.14% |
| 12 Month | #11 | -0.61% | -0.61% |
| 5 Years | #48 | -16.1% | -16.1% |
FAQs
Does AIVL WisdomTree Trust outperforms the market?
No,
over the last 12 months AIVL made 9.20%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months AIVL made -1.61%, while SPY made -6.42%.
Over the last 3 months AIVL made -1.61%, while SPY made -6.42%.
Performance Comparison AIVL vs Indeces and Sectors
AIVL vs. Indices AIVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.98% | 1.83% | 1.86% | -0.67% |
| US NASDAQ 100 | QQQ | 0.73% | -0.01% | 1.45% | -2.12% |
| US Dow Jones Industrial 30 | DIA | 0.70% | 3.09% | 2.89% | 2.83% |
| German DAX 40 | DAX | -1.14% | -14.6% | -23.7% | -15.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.32% | -1.57% | 2.63% | 3.57% |
| Hongkong Hang Seng | HSI | -2.54% | -11.5% | -7.63% | -2.89% |
| India NIFTY 50 | INDA | 3.37% | 2.42% | -0.04% | 6.87% |
| Brasil Bovespa | EWZ | -1.07% | -6.83% | -7.35% | 15.7% |
AIVL vs. Sectors AIVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.80% | 1.03% | -4.32% | -11.1% |
| Consumer Discretionary | XLY | 0.06% | 1.19% | 4.05% | -4.85% |
| Consumer Staples | XLP | 1.35% | 2.68% | -5.05% | 1.64% |
| Energy | XLE | - | 4.62% | 7.86% | 19.0% |
| Financial | XLF | 0.35% | -0.87% | -4.02% | -12.3% |
| Health Care | XLV | 4.77% | 9.08% | 7.09% | 15.1% |
| Industrial | XLI | -0.59% | -2.68% | 0.88% | -0.79% |
| Materials | XLB | 0.99% | -0.01% | 5.91% | 15.2% |
| Real Estate | XLRE | 1.31% | -1.42% | -0.52% | -4.26% |
| Technology | XLK | 0.09% | -2.04% | 4.13% | 2.20% |
| Utilities | XLU | -0.06% | -0.92% | -5.91% | -6.71% |
| Aerospace & Defense | XAR | 0.47% | -4.64% | -7.44% | -16.0% |
| Biotech | XBI | 9.06% | 2.68% | 22.9% | 23.2% |
| Homebuilder | XHB | 1.42% | 1.63% | 15.5% | 19.0% |
| Retail | XRT | 0.83% | 1.11% | 8.15% | 13.5% |