KVLE Performance & Benchmarks - 11.1% in 12m
The Total Return for 3m is 7.4%, for 6m 1.8% and YTD 3.5%. Compare with Peer-Group: Large Value
Performance Rating
65.63%
#62 in Peer-Group
Rel. Strength
59.93%
#3081 in Stock-Universe
Total Return 12m
11.10%
#30 in Peer-Group
Total Return 5y
64.99%
#81 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 26.77 USD |
| 52 Week Low | 21.98 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 11.14 |
| Buy/Sell Signal +-5 | -0.64 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: KVLE (11.1%) vs DIA (9.8%)
5y Drawdown (Underwater) Chart
Top Performer in Large Value
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| KVLE | -2.54% | -1.06% | 7.41% |
| ALTL | -2.80% | 3.29% | 15.7% |
| CGDV | -2.79% | 1.31% | 14.5% |
| FDRR | -2.58% | 0.37% | 12.9% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| KVLE | 1.76% | 11.1% | 65% |
| CGDV | 10.3% | 17.7% | 72.0% |
| FDRR | 6.91% | 15.6% | 94.8% |
| ALTL | 4.12% | 8.54% | 66.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
-0.82% | 15.6% | 96% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-3.17% | 9.35% | 107% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-1.8% | 8.65% | 98.7% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
1.22% | 14% | 126% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
-2.14% | 10.3% | 100% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
-0.15% | 12.9% | 92.2% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
-2.22% | 13.6% | 105% | - | - | - | - | - |
| VYM NYSE ARCA Vanguard High Dividend |
-1.23% | 11.4% | 90.2% | - | - | - | - | - |
Performance Comparison: KVLE vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for KVLE
| Total Return (including Dividends) | KVLE | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.06% | -2.02% | 0.66% |
| 3 Months | 7.41% | 7.38% | 11.66% |
| 12 Months | 11.10% | 9.79% | 15.92% |
| 5 Years | 64.99% | 78.80% | 103.09% |
| Trend Stabilty (consistency of price movement) | KVLE | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 3.5% | 7.3% | 66.4% |
| 3 Months | 92% | 88.6% | 96.6% |
| 12 Months | 38.5% | 38.2% | 50% |
| 5 Years | 89.8% | 86% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 72 %th | 0.99% | -1.70% |
| 3 Month | 67 %th | 0.03% | -3.80% |
| 12 Month | 80 %th | 1.19% | -4.16% |
| 5 Years | 65 %th | 4.69% | -9.89% |
FAQs
Does KFA Value Line Dynamic (KVLE) outperform the market?
Yes,
over the last 12 months KVLE made 11.10%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.79%.
Over the last 3 months KVLE made 7.41%, while DIA made 7.38%.
Performance Comparison KVLE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
KVLE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -1.7% | -2.9% | -5% |
| US NASDAQ 100 | QQQ | -0.3% | -2.3% | -5.4% | -10% |
| German DAX 40 | DAX | 0.7% | 0% | -7.1% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0% | -3.8% | -7.2% | -10% |
| Hongkong Hang Seng | HSI | -0.3% | -3.2% | -25.6% | -28% |
| India NIFTY 50 | INDA | -0.5% | 4.5% | -1.8% | 18% |
| Brasil Bovespa | EWZ | -1.5% | 6.4% | -5.2% | 7% |
KVLE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.2% | 0.5% | -2.2% | -13% |
| Consumer Discretionary | XLY | 1.4% | -0.1% | 7% | -8% |
| Consumer Staples | XLP | -0.9% | 1.2% | -0.6% | 7% |
| Energy | XLE | -0.8% | -1.2% | 3.2% | 14% |
| Financial | XLF | 1.3% | 1.3% | 0.8% | -10% |
| Health Care | XLV | 1.4% | 3% | 12.1% | 23% |
| Industrial | XLI | 0.9% | -2.2% | -8.2% | -10% |
| Materials | XLB | 3.6% | 2.7% | 3.2% | 15% |
| Real Estate | XLRE | 1% | -0.1% | 0.4% | 9% |
| Technology | XLK | -0.7% | -3.5% | -11.5% | -12% |
| Utilities | XLU | -4.1% | -5.8% | -9.4% | -8% |
| Aerospace & Defense | XAR | 0.3% | -5.2% | -21% | -34% |
| Biotech | XBI | -0.6% | -4.5% | 7.8% | 24% |
| Homebuilder | XHB | -0% | -2.2% | 3% | 20% |
| Retail | XRT | 2.3% | 0.9% | 2.5% | 8% |
KVLE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6% | -5.83% | 2.22% | 10% |
| Natural Gas | UNG | -1% | 8.8% | 24.6% | 7% |
| Gold | GLD | -3.1% | -1.6% | -17.2% | -26% |
| Silver | SLV | 0.6% | -3.7% | -15.4% | -18% |
| Copper | CPER | 20.5% | 11.6% | 0.3% | 3% |
KVLE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.2% | -0.7% | 0.4% | 15% |
| iShares High Yield Corp. Bond | HYG | -1.9% | -0.8% | -1.6% | 3% |