(FOVL) iShares Focused Value - Performance 15.5% in 12m
Compare FOVL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.51%
#5 in Group
Rel. Strength
71.91%
#2236 in Universe
Total Return 12m
15.54%
#2 in Group
Total Return 5y
154.14%
#3 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: FOVL (15.5%) 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: FOVL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FOVL
| Total Return (including Dividends) | FOVL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.56% | 2.87% | 2.87% |
| 3 Months | -4.41% | -6.42% | -6.42% |
| 12 Months | 15.54% | 9.87% | 9.87% |
| 5 Years | 154.14% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | FOVL | SPY | S&P 500 |
| 1 Month | 96.6% | 89.4% | 89.4% |
| 3 Months | -73.5% | -72% | -72% |
| 12 Months | 68.5% | 49.3% | 49.3% |
| 5 Years | 79.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #16 | 2.62% | 2.62% |
| 3 Month | #28 | 2.14% | 2.14% |
| 12 Month | #1 | 5.16% | 5.16% |
| 5 Years | #4 | 22.5% | 22.5% |
FAQs
Does FOVL iShares Focused Value outperforms the market?
Yes,
over the last 12 months FOVL made 15.54%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months FOVL made -4.41%, while SPY made -6.42%.
Over the last 3 months FOVL made -4.41%, while SPY made -6.42%.
Performance Comparison FOVL vs Indeces and Sectors
FOVL vs. Indices FOVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.60% | 2.69% | 1.17% | 5.67% |
| US NASDAQ 100 | QQQ | 1.35% | 0.85% | 0.76% | 4.22% |
| US Dow Jones Industrial 30 | DIA | 1.32% | 3.95% | 2.20% | 9.17% |
| German DAX 40 | DAX | -0.52% | -13.7% | -24.4% | -9.54% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.94% | -0.71% | 1.94% | 9.91% |
| Hongkong Hang Seng | HSI | -1.92% | -10.7% | -8.32% | 3.45% |
| India NIFTY 50 | INDA | 3.99% | 3.28% | -0.73% | 13.2% |
| Brasil Bovespa | EWZ | -0.45% | -5.97% | -8.04% | 22.0% |
FOVL vs. Sectors FOVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.42% | 1.89% | -5.01% | -4.79% |
| Consumer Discretionary | XLY | 0.68% | 2.05% | 3.36% | 1.49% |
| Consumer Staples | XLP | 1.97% | 3.54% | -5.74% | 7.98% |
| Energy | XLE | 0.62% | 5.48% | 7.17% | 25.3% |
| Financial | XLF | 0.97% | -0.01% | -4.71% | -5.98% |
| Health Care | XLV | 5.39% | 9.94% | 6.40% | 21.5% |
| Industrial | XLI | 0.03% | -1.82% | 0.19% | 5.55% |
| Materials | XLB | 1.61% | 0.85% | 5.22% | 21.6% |
| Real Estate | XLRE | 1.93% | -0.56% | -1.21% | 2.08% |
| Technology | XLK | 0.71% | -1.18% | 3.44% | 8.54% |
| Utilities | XLU | 0.56% | -0.06% | -6.60% | -0.37% |
| Aerospace & Defense | XAR | 1.09% | -3.78% | -8.13% | -9.62% |
| Biotech | XBI | 9.68% | 3.54% | 22.2% | 29.6% |
| Homebuilder | XHB | 2.04% | 2.49% | 14.8% | 25.3% |
| Retail | XRT | 1.45% | 1.97% | 7.46% | 19.9% |