(MVPA) Advisor Managed - Performance 14.6% in 12m
MVPA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
40.17%
#41 in Peer-Group
Rel. Strength
62.44%
#2802 in Stock-Universe
Total Return 12m
14.55%
#6 in Peer-Group
Total Return 5y
40.54%
#39 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 37.08 USD |
| 52 Week Low | 27.47 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 74.77 |
| Buy/Sell Signal +-5 | 1.90 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MVPA (14.6%) vs SPY (13.2%)
5y Drawdown (Underwater) Chart
Top Performer 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. |
1.16% | 13.9% | 146% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
1.77% | 17.6% | 146% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
2.5% | 12.7% | 126% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
2.62% | 17.2% | 131% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
1.73% | 8.68% | 100% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
0.93% | 6.1% | 123% | - | - | - | - | - |
| RWK NYSE ARCA Invesco S&P MidCap 400 |
2.13% | 5.64% | 149% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
1.33% | 9.2% | 122% | - | - | - | - | - |
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 | 2.90% | 2.95% | 2.95% |
| 3 Months | 4.69% | 6.01% | 6.01% |
| 12 Months | 14.55% | 13.19% | 13.19% |
| 5 Years | 40.54% | 117.19% | 117.19% |
| Trend Score (consistency of price movement) | MVPA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 67% | 78.3% | 78.3% |
| 3 Months | 81.9% | 84.6% | 84.6% |
| 12 Months | 26.1% | 43.3% | 43.3% |
| 5 Years | 54.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #2 | -0.04% | -0.04% |
| 3 Month | #3 | -1.24% | -1.24% |
| 12 Month | #5 | 1.20% | 1.20% |
| 5 Years | #6 | 9.77% | 9.77% |
FAQs
Does Advisor Managed (MVPA) outperform the market?
Yes,
over the last 12 months MVPA made 14.55%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.19%.
Over the last 3 months MVPA made 4.69%, while SPY made 6.01%.
Performance Comparison MVPA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MVPA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1% | -0.1% | -5.4% | 1% |
| US NASDAQ 100 | QQQ | 0.8% | -0.8% | -6% | 0% |
| German DAX 40 | DAX | 2% | 5.3% | -21.9% | -14% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.8% | 0.1% | -4.8% | -1% |
| Hongkong Hang Seng | HSI | 0.3% | -4.5% | -24.1% | -18% |
| India NIFTY 50 | INDA | 1.1% | 2.4% | -6.6% | 14% |
| Brasil Bovespa | EWZ | 3.4% | 1.1% | -29.1% | 8% |
MVPA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.9% | -0.7% | -10.6% | -11% |
| Consumer Discretionary | XLY | 0.2% | 3.3% | 3.7% | -5% |
| Consumer Staples | XLP | 1.2% | 3.5% | -7.5% | 8% |
| Energy | XLE | 6.3% | -0.6% | -5.8% | 18% |
| Financial | XLF | -0.1% | 1.3% | -9.9% | -11% |
| Health Care | XLV | 2.2% | 1.2% | -0.8% | 22% |
| Industrial | XLI | 0.8% | 1.4% | -12.7% | -5% |
| Materials | XLB | 1.9% | 1.9% | -7.4% | 15% |
| Real Estate | XLRE | 0.8% | -0.3% | -9.1% | 1% |
| Technology | XLK | 0.3% | -3.8% | -7.1% | 3% |
| Utilities | XLU | 0.6% | 2.3% | -12.1% | -6% |
| Aerospace & Defense | XAR | 1.2% | -1.5% | -23.1% | -28% |
| Biotech | XBI | 0.8% | -2.8% | 5% | 25% |
| Homebuilder | XHB | -2.9% | 1% | 3.1% | 19% |
| Retail | XRT | 1.3% | 1.6% | -0.1% | 12% |
MVPA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 14.2% | -5.60% | -3.03% | 23% |
| Natural Gas | UNG | 10.5% | 7.7% | -4.6% | 32% |
| Gold | GLD | 4.7% | 2.3% | -30.7% | -27% |
| Silver | SLV | 6.2% | -5% | -24.6% | -6% |
| Copper | CPER | 0.5% | -0.6% | -23.5% | 3% |
MVPA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.9% | 0.6% | -5.2% | 18% |
| iShares High Yield Corp. Bond | HYG | 2% | 1.5% | -8.4% | 5% |