(AVSE) Avantis Responsible - Performance 16.7% in 12m
AVSE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
39.80%
#14 in Peer-Group
Rel. Strength
63.11%
#2736 in Stock-Universe
Total Return 12m
16.67%
#15 in Peer-Group
Total Return 5y
27.46%
#39 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 58.63 USD |
| 52 Week Low | 45.07 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 88.34 |
| Buy/Sell Signal +-5 | 1.51 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AVSE (16.7%) vs SPY (14.7%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Emerging Mkts
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 |
|---|---|---|---|---|---|---|---|---|
| EDIV NYSE ARCA SPDR S&P Emerging Markets |
2.66% | 12.6% | 83.8% | - | - | - | - | - |
| EELV NYSE ARCA Invesco S&P Emerging |
3.37% | 16.8% | 60.8% | - | - | - | - | - |
| FRDM BATS Freedom 100 Emerging |
6.39% | 17.8% | 87.6% | - | - | - | - | - |
| DEM NYSE ARCA WisdomTree Emerging Markets |
4.46% | 9.61% | 64.2% | - | - | - | - | - |
| PXH NYSE ARCA Invesco FTSE RAFI Emerging |
5.34% | 19.9% | 63.4% | - | - | - | - | - |
| DGS NYSE ARCA WisdomTree Emerging Markets |
4.72% | 10.2% | 68.2% | - | - | - | - | - |
| JPEM NYSE ARCA JPMorgan Diversified Return |
3.4% | 9.9% | 49.4% | - | - | - | - | - |
| EEMS NYSE ARCA iShares MSCI Emerging |
5.81% | 8.77% | 81.1% | - | - | - | - | - |
Performance Comparison: AVSE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for AVSE
| Total Return (including Dividends) | AVSE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 6.62% | 4.55% | 4.55% |
| 3 Months | 15.36% | 10.78% | 10.78% |
| 12 Months | 16.67% | 14.71% | 14.71% |
| 5 Years | 27.46% | 112.53% | 112.53% |
| Trend Score (consistency of price movement) | AVSE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 81% | 79.2% | 79.2% |
| 3 Months | 96% | 92.9% | 92.9% |
| 12 Months | 36.9% | 44.2% | 44.2% |
| 5 Years | 88.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th88.46 | 1.98% | 1.98% |
| 3 Month | %th86.54 | 4.14% | 4.14% |
| 12 Month | %th75.00 | 1.71% | 1.71% |
| 5 Years | %th90.38 | -9.69% | -9.69% |
FAQs
Does Avantis Responsible (AVSE) outperform the market?
Yes,
over the last 12 months AVSE made 16.67%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.71%.
Over the last 3 months AVSE made 15.36%, while SPY made 10.78%.
Performance Comparison AVSE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
AVSE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | 2.1% | 11.5% | 2% |
| US NASDAQ 100 | QQQ | -0.4% | 1.1% | 9.3% | 2% |
| German DAX 40 | DAX | 0.6% | 6.6% | -1.5% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.7% | 2.5% | 13.5% | -1% |
| Hongkong Hang Seng | HSI | 0.8% | 0.8% | -4.3% | -19% |
| India NIFTY 50 | INDA | 0.8% | 4.5% | 11.8% | 17% |
| Brasil Bovespa | EWZ | -1% | -1.2% | -13% | 3% |
AVSE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.1% | -0.1% | 4.8% | -12% |
| Consumer Discretionary | XLY | 2% | 5% | 20.2% | -3% |
| Consumer Staples | XLP | 3.9% | 8.3% | 13.3% | 7% |
| Energy | XLE | 4.8% | 3.1% | 16.9% | 21% |
| Financial | XLF | 0.3% | 3.5% | 8.4% | -12% |
| Health Care | XLV | 1.4% | 4.6% | 18.7% | 22% |
| Industrial | XLI | 0.8% | 2.9% | 4.9% | -7% |
| Materials | XLB | 2.3% | 5% | 12.1% | 14% |
| Real Estate | XLRE | 4.9% | 6.6% | 14.1% | 4% |
| Technology | XLK | -0.9% | -2.3% | 8.3% | 5% |
| Utilities | XLU | 2.8% | 6.6% | 8.1% | -8% |
| Aerospace & Defense | XAR | -1.6% | -3.3% | -9.9% | -36% |
| Biotech | XBI | 2.5% | 4.5% | 25.4% | 28% |
| Homebuilder | XHB | 2.1% | 0.5% | 22.8% | 16% |
| Retail | XRT | 3.5% | 5.2% | 20.2% | 11% |
AVSE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 7.7% | 1.50% | 20.8% | 27% |
| Natural Gas | UNG | 12.6% | 16.1% | 26.6% | 24% |
| Gold | GLD | 5.4% | 8.8% | -8.4% | -25% |
| Silver | SLV | 3.8% | 2.8% | -7.1% | -6% |
| Copper | CPER | 0.1% | 2.4% | -8.2% | 1% |
AVSE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.6% | 3% | 14.7% | 15% |
| iShares High Yield Corp. Bond | HYG | 2.5% | 4.8% | 12.5% | 6% |