SVOL Performance & Benchmarks - -10.5% in 12m
The Total Return for 3m is 6.9%, for 6m -12.8% and YTD -9.9%. Compare with Peer-Group: Large Blend
Performance Rating
29.07%
#186 in Peer-Group
Rel. Strength
32.32%
#5180 in Stock-Universe
Total Return 12m
-10.49%
#199 in Peer-Group
Total Return 5y
28.91%
#178 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 19.64 USD |
| 52 Week Low | 13.06 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 21.20 |
| Buy/Sell Signal +-5 | -1.21 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SVOL (-10.5%) vs SPY (16.2%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SVOL | -3.44% | -6.86% | 6.93% |
| NETZ | 1.45% | 4.95% | 31.5% |
| HCMT | -0.09% | 4.08% | 27.8% |
| YMAG | 1.11% | 4.85% | 21.1% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SVOL | -12.8% | -10.5% | 28.9% |
| NETZ | 21.4% | 38.2% | 94.3% |
| SPMO | 16.1% | 35.4% | 157% |
| SAMT | 13.6% | 36.8% | 48.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.86% | 35.4% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
2.97% | 16.3% | 161% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.75% | 16.1% | 159% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.89% | 18.1% | 113% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
0.74% | 16.2% | 103% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
2.53% | 16.7% | 118% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
2.18% | 17.4% | 114% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
0.67% | 13.6% | 103% | - | - | - | - | - |
Performance Comparison: SVOL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SVOL
| Total Return (including Dividends) | SVOL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.86% | 2.30% | 2.30% |
| 3 Months | 6.93% | 14.32% | 14.32% |
| 12 Months | -10.49% | 16.19% | 16.19% |
| 5 Years | 28.91% | 106.47% | 106.47% |
| Trend Stabilty (consistency of price movement) | SVOL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -52.5% | 88.4% | 88.4% |
| 3 Months | 12.2% | 97.4% | 97.4% |
| 12 Months | -57.7% | 49.8% | 49.8% |
| 5 Years | 81% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 0 %th | -8.95% | -8.95% |
| 3 Month | 12 %th | -6.46% | -6.46% |
| 12 Month | 1 %th | -22.96% | -22.96% |
| 5 Years | 8 %th | -21.18% | -21.18% |
FAQs
Does Simplify Volatility (SVOL) outperform the market?
No,
over the last 12 months SVOL made -10.49%, while its related Sector, the SPDR SP500 Trust (SPY) made 16.19%.
Over the last 3 months SVOL made 6.93%, while SPY made 14.32%.
Performance Comparison SVOL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SVOL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.1% | -9.2% | -18.5% | -27% |
| US NASDAQ 100 | QQQ | -3.4% | -9.3% | -21.3% | -31% |
| German DAX 40 | DAX | -2.5% | -7.4% | -23.1% | -40% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.6% | -10% | -22% | -30% |
| Hongkong Hang Seng | HSI | -2.6% | -11.1% | -41% | -52% |
| India NIFTY 50 | INDA | -0.8% | -1.4% | -16.1% | -3% |
| Brasil Bovespa | EWZ | -1.3% | 1.1% | -19.6% | -12% |
SVOL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.3% | -5.8% | -18.3% | -37% |
| Consumer Discretionary | XLY | -2.8% | -8.8% | -8.7% | -30% |
| Consumer Staples | XLP | -1.5% | -5.4% | -15.1% | -16% |
| Energy | XLE | -3.2% | -9.7% | -13.9% | -7% |
| Financial | XLF | -2.1% | -6.9% | -15.3% | -32% |
| Health Care | XLV | 0.5% | -3.6% | -2.4% | 1% |
| Industrial | XLI | -2.5% | -9.9% | -23.4% | -31% |
| Materials | XLB | 0.5% | -6.8% | -12.6% | -8% |
| Real Estate | XLRE | -0.2% | -6.8% | -14.4% | -14% |
| Technology | XLK | -4% | -10.6% | -27.1% | -31% |
| Utilities | XLU | -5.1% | -11.8% | -24.4% | -32% |
| Aerospace & Defense | XAR | -2.1% | -9.5% | -36.5% | -55% |
| Biotech | XBI | -1.4% | -10.2% | -5.3% | 3% |
| Homebuilder | XHB | 0% | -10.3% | -7.3% | 3% |
| Retail | XRT | 0.3% | -8.7% | -11.1% | -12% |
SVOL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -8% | -15.7% | -14.9% | -13% |
| Natural Gas | UNG | -1.5% | 4.2% | 3.2% | -11% |
| Gold | GLD | -1.1% | -6.3% | -30% | -44% |
| Silver | SLV | 2.7% | -8.4% | -29.7% | -37% |
| Copper | CPER | 20.7% | 6.4% | -15.1% | -15% |
SVOL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.6% | -5.7% | -14% | -6% |
| iShares High Yield Corp. Bond | HYG | -3.4% | -7% | -16.6% | -19% |