AVGE Performance & Benchmarks - 12.6% in 12m
The Total Return for 3m is 10.6%, for 6m 5.8% and YTD 8.1%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
64.69%
#12 in Peer-Group
Rel. Strength
61.54%
#2957 in Stock-Universe
Total Return 12m
12.62%
#25 in Peer-Group
Total Return 5y
63.03%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 80.02 USD |
| 52 Week Low | 62.40 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 16.37 |
| Buy/Sell Signal +-5 | -0.84 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AVGE (12.6%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| AVGE | -2.97% | -0.45% | 10.6% |
| IOO | -2.46% | 1.94% | 13.8% |
| SPGM | -2.61% | 0.12% | 11.1% |
| VT | -2.70% | -0.09% | 10.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| AVGE | 5.76% | 12.6% | 63% |
| DWLD | 9.33% | 25.9% | 71.0% |
| IOO | 9.22% | 17.3% | 111% |
| SPGM | 7.74% | 16.0% | 81.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| IOO NYSE ARCA iShares Global 100 |
1.94% | 17.3% | 111% | - | - | - | - | - |
| URTH NYSE ARCA iShares MSCI World |
-0.11% | 16.4% | 87.2% | - | - | - | - | - |
| SPGM NYSE ARCA SPDR Portfolio MSCI Global |
0.12% | 16% | 81.7% | - | - | - | - | - |
| ACWI NASDAQ iShares MSCI ACWI |
-0.16% | 16.4% | 78.3% | - | - | - | - | - |
| VT NYSE ARCA Vanguard Total World Stock |
-0.09% | 16.1% | 78.4% | - | - | - | - | - |
| AVGE NYSE ARCA Avantis All Equity Markets |
-0.45% | 12.6% | 63% | - | - | - | - | - |
| ACWV BATS iShares MSCI Global Min Vol |
-1.82% | 10.3% | 42.7% | - | - | - | - | - |
| GLOV BATS Goldman Sachs ActiveBeta(R) |
-1.05% | 15.5% | 38.5% | - | - | - | - | - |
Performance Comparison: AVGE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for AVGE
| Total Return (including Dividends) | AVGE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.45% | 0.66% | 0.66% |
| 3 Months | 10.55% | 11.66% | 11.66% |
| 12 Months | 12.62% | 15.92% | 15.92% |
| 5 Years | 63.03% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | AVGE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 32% | 66.4% | 66.4% |
| 3 Months | 95.2% | 96.6% | 96.6% |
| 12 Months | 52.2% | 50% | 50% |
| 5 Years | 94.8% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 56 %th | -1.10% | -1.10% |
| 3 Month | 82 %th | -0.99% | -0.99% |
| 12 Month | 46 %th | -2.85% | -2.85% |
| 5 Years | 62 %th | -8.45% | -8.45% |
FAQs
Does Avantis All Equity (AVGE) outperform the market?
No,
over the last 12 months AVGE made 12.62%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months AVGE made 10.55%, while SPY made 11.66%.
Performance Comparison AVGE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
AVGE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.6% | -1.1% | 1.1% | -3% |
| US NASDAQ 100 | QQQ | -0.8% | -1.7% | -1.4% | -9% |
| German DAX 40 | DAX | 0.3% | 0.6% | -3.1% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.4% | -3.1% | -3.2% | -9% |
| Hongkong Hang Seng | HSI | -0.8% | -2.6% | -21.6% | -26% |
| India NIFTY 50 | INDA | -1% | 5.1% | 2.2% | 19% |
| Brasil Bovespa | EWZ | -1.9% | 7% | -1.2% | 9% |
AVGE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.6% | 1.1% | 1.8% | -12% |
| Consumer Discretionary | XLY | 0.9% | 0.5% | 11% | -7% |
| Consumer Staples | XLP | -1.3% | 1.8% | 3.4% | 8% |
| Energy | XLE | -1.2% | -0.6% | 7.2% | 15% |
| Financial | XLF | 0.9% | 1.9% | 4.8% | -8% |
| Health Care | XLV | 1% | 3.6% | 16.1% | 24% |
| Industrial | XLI | 0.4% | -1.6% | -4.2% | -8% |
| Materials | XLB | 3.2% | 3.3% | 7.2% | 16% |
| Real Estate | XLRE | 0.5% | 0.5% | 4.4% | 11% |
| Technology | XLK | -1.1% | -2.9% | -7.5% | -10% |
| Utilities | XLU | -4.5% | -5.2% | -5.4% | -7% |
| Aerospace & Defense | XAR | -0.2% | -4.6% | -17% | -33% |
| Biotech | XBI | -1.1% | -3.9% | 11.8% | 26% |
| Homebuilder | XHB | -0.5% | -1.6% | 7% | 21% |
| Retail | XRT | 1.8% | 1.5% | 6.5% | 10% |
AVGE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.5% | -5.22% | 6.22% | 11% |
| Natural Gas | UNG | -1.5% | 9.4% | 28.6% | 9% |
| Gold | GLD | -3.5% | -1% | -13.2% | -24% |
| Silver | SLV | 0.1% | -3.1% | -11.4% | -16% |
| Copper | CPER | 20.1% | 12.2% | 4.3% | 5% |
AVGE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.6% | -0.1% | 4.4% | 17% |
| iShares High Yield Corp. Bond | HYG | -2.3% | -0.2% | 2.4% | 4% |