(ILCV) iShares Morningstar - Performance 9.2% in 12m
Compare ILCV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.67%
#38 in Group
Rel. Strength
59.52%
#3231 in Universe
Total Return 12m
9.16%
#58 in Group
Total Return 5y
90.17%
#55 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: ILCV (9.2%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: ILCV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for ILCV
| Total Return (including Dividends) | ILCV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.17% | -3.18% | -0.87% |
| 3 Months | -5.57% | -8.41% | -7.58% |
| 12 Months | 9.16% | 9.20% | 11.88% |
| 5 Years | 90.17% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | ILCV | DIA | S&P 500 |
| 1 Month | 17.3% | -2.7% | 23% |
| 3 Months | -86.5% | -91.1% | -88.5% |
| 12 Months | 61.0% | 61.2% | 55.1% |
| 5 Years | 90.2% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #66 | 0.01% | -2.32% |
| 3 Month | #71 | 3.10% | 2.17% |
| 12 Month | #58 | -0.04% | -2.43% |
| 5 Years | #71 | 1.36% | -9.58% |
FAQs
Does ILCV iShares Morningstar outperforms the market?
No,
over the last 12 months ILCV made 9.16%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months ILCV made -5.57%, while DIA made -8.41%.
Over the last 3 months ILCV made -5.57%, while DIA made -8.41%.
Performance Comparison ILCV vs Indeces and Sectors
ILCV vs. Indices ILCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.45% | -2.30% | -0.04% | -2.72% |
| US NASDAQ 100 | QQQ | -2.48% | -4.57% | -0.47% | -3.51% |
| US Dow Jones Industrial 30 | DIA | -0.51% | 0.01% | 0.05% | -0.04% |
| German DAX 40 | DAX | -0.22% | -4.49% | -19.6% | -15.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.51% | -0.35% | 2.95% | 3.20% |
| Hongkong Hang Seng | HSI | -0.46% | -3.23% | -1.96% | -4.73% |
| India NIFTY 50 | INDA | 1.39% | -7.23% | -0.33% | 6.09% |
| Brasil Bovespa | EWZ | -0.65% | -7.77% | -3.74% | 15.0% |
ILCV vs. Sectors ILCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.70% | -2.12% | -6.17% | -14.8% |
| Consumer Discretionary | XLY | -1.53% | -3.07% | -2.55% | -4.16% |
| Consumer Staples | XLP | 2.05% | -3.37% | -5.35% | -2.04% |
| Energy | XLE | 3.03% | 10.7% | 5.75% | 20.3% |
| Financial | XLF | -0.06% | -1.06% | -7.64% | -13.5% |
| Health Care | XLV | -1.37% | 0.62% | 1.65% | 7.44% |
| Industrial | XLI | -1.87% | -3.28% | -0.75% | -0.43% |
| Materials | XLB | -0.84% | -0.74% | 7.37% | 12.7% |
| Real Estate | XLRE | 0.07% | -1.86% | 0.85% | -8.93% |
| Technology | XLK | -3.90% | -4.86% | 3.30% | 1.43% |
| Utilities | XLU | 1.39% | -3.23% | -2.16% | -12.7% |
| Aerospace & Defense | XAR | -2.40% | -9.56% | -13.6% | -17.4% |
| Biotech | XBI | -2.75% | -5.45% | 12.6% | 11.0% |
| Homebuilder | XHB | -0.76% | -0.90% | 14.8% | 16.2% |
| Retail | XRT | 0.12% | -2.61% | 5.53% | 11.9% |