(MVPA) Advisor Managed - Performance 2.9% in 12m
Compare MVPA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.55%
#43 in Group
Rel. Strength
44.98%
#4378 in Universe
Total Return 12m
2.92%
#38 in Group
Total Return 5y
30.72%
#40 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: MVPA (2.9%) 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: MVPA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for MVPA
| Total Return (including Dividends) | MVPA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.80% | 2.87% | 2.87% |
| 3 Months | -11.43% | -6.42% | -6.42% |
| 12 Months | 2.92% | 9.87% | 9.87% |
| 5 Years | 30.72% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | MVPA | SPY | S&P 500 |
| 1 Month | 92.3% | 89.4% | 89.4% |
| 3 Months | -65.5% | -72% | -72% |
| 12 Months | 30.0% | 49.3% | 49.3% |
| 5 Years | 49.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #10 | 2.85% | 2.85% |
| 3 Month | #53 | -5.35% | -5.35% |
| 12 Month | #40 | -6.33% | -6.33% |
| 5 Years | #11 | 10.1% | 10.1% |
FAQs
Does MVPA Advisor Managed outperforms the market?
No,
over the last 12 months MVPA made 2.92%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months MVPA made -11.43%, while SPY made -6.42%.
Over the last 3 months MVPA made -11.43%, while SPY made -6.42%.
Performance Comparison MVPA vs Indeces and Sectors
MVPA vs. Indices MVPA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.75% | 2.93% | -5.84% | -6.95% |
| US NASDAQ 100 | QQQ | 1.50% | 1.09% | -6.25% | -8.40% |
| US Dow Jones Industrial 30 | DIA | 1.47% | 4.19% | -4.81% | -3.45% |
| German DAX 40 | DAX | -0.37% | -13.5% | -31.4% | -22.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.09% | -0.47% | -5.07% | -2.71% |
| Hongkong Hang Seng | HSI | -1.77% | -10.4% | -15.3% | -9.17% |
| India NIFTY 50 | INDA | 4.14% | 3.52% | -7.74% | 0.59% |
| Brasil Bovespa | EWZ | -0.30% | -5.73% | -15.1% | 9.40% |
MVPA vs. Sectors MVPA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.57% | 2.13% | -12.0% | -17.4% |
| Consumer Discretionary | XLY | 0.83% | 2.29% | -3.65% | -11.1% |
| Consumer Staples | XLP | 2.12% | 3.78% | -12.8% | -4.64% |
| Energy | XLE | 0.77% | 5.72% | 0.16% | 12.7% |
| Financial | XLF | 1.12% | 0.23% | -11.7% | -18.6% |
| Health Care | XLV | 5.54% | 10.2% | -0.61% | 8.84% |
| Industrial | XLI | 0.18% | -1.58% | -6.82% | -7.07% |
| Materials | XLB | 1.76% | 1.09% | -1.79% | 8.95% |
| Real Estate | XLRE | 2.08% | -0.32% | -8.22% | -10.5% |
| Technology | XLK | 0.86% | -0.94% | -3.57% | -4.08% |
| Utilities | XLU | 0.71% | 0.18% | -13.6% | -13.0% |
| Aerospace & Defense | XAR | 1.24% | -3.54% | -15.1% | -22.2% |
| Biotech | XBI | 9.83% | 3.78% | 15.2% | 16.9% |
| Homebuilder | XHB | 2.19% | 2.73% | 7.79% | 12.7% |
| Retail | XRT | 1.60% | 2.21% | 0.45% | 7.24% |