(VFH) Vanguard Financials - Performance 21.8% in 12m
Compare VFH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.09%
#11 in Group
Rel. Strength
76.54%
#1873 in Universe
Total Return 12m
21.84%
#11 in Group
Total Return 5y
143.66%
#11 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: VFH (21.8%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-3.9% | 20.7% | 193% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-5.5% | 19.7% | 149% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.83% | 18.9% | 165% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.91% | 41.6% | 190% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.05% | 26.8% | 144% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-6.74% | 1.87% | 157% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.54% | 28% | 174% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.11% | 22.7% | 145% | - | - | - | - | - |
Performance Comparison: VFH vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for VFH
| Total Return (including Dividends) | VFH | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.31% | -2.11% | -0.87% |
| 3 Months | -6.89% | -4.92% | -7.58% |
| 12 Months | 21.84% | 22.69% | 11.88% |
| 5 Years | 143.66% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | VFH | XLF | S&P 500 |
| 1 Month | 27.7% | 27.8% | 23% |
| 3 Months | -83.2% | -81% | -88.5% |
| 12 Months | 80.5% | 83.7% | 55.1% |
| 5 Years | 73.7% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #14 | -0.21% | -1.46% |
| 3 Month | #14 | -2.07% | 0.74% |
| 12 Month | #12 | -0.69% | 8.91% |
| 5 Years | #14 | -0.50% | 15.9% |
FAQs
Does VFH Vanguard Financials outperforms the market?
No,
over the last 12 months VFH made 21.84%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months VFH made -6.89%, while XLF made -4.92%.
Over the last 3 months VFH made -6.89%, while XLF made -4.92%.
Performance Comparison VFH vs Indeces and Sectors
VFH vs. Indices VFH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.39% | -1.44% | 5.94% | 9.96% |
| US NASDAQ 100 | QQQ | -2.42% | -3.71% | 5.51% | 9.17% |
| US Dow Jones Industrial 30 | DIA | -0.45% | 0.87% | 6.03% | 12.6% |
| German DAX 40 | DAX | -0.16% | -3.63% | -13.6% | -2.84% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.57% | 0.51% | 8.93% | 15.9% |
| Hongkong Hang Seng | HSI | -0.40% | -2.37% | 4.02% | 7.95% |
| India NIFTY 50 | INDA | 1.45% | -6.37% | 5.65% | 18.8% |
| Brasil Bovespa | EWZ | -0.59% | -6.91% | 2.24% | 27.7% |
VFH vs. Sectors VFH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.64% | -1.26% | -0.19% | -2.12% |
| Consumer Discretionary | XLY | -1.47% | -2.21% | 3.43% | 8.52% |
| Consumer Staples | XLP | 2.11% | -2.51% | 0.63% | 10.6% |
| Energy | XLE | 3.09% | 11.6% | 11.7% | 32.9% |
| Financial | XLF | - | -0.20% | -1.66% | -0.85% |
| Health Care | XLV | -1.31% | 1.48% | 7.63% | 20.1% |
| Industrial | XLI | -1.81% | -2.42% | 5.23% | 12.3% |
| Materials | XLB | -0.78% | 0.12% | 13.4% | 25.4% |
| Real Estate | XLRE | 0.13% | -1.0% | 6.83% | 3.75% |
| Technology | XLK | -3.84% | -4.0% | 9.28% | 14.1% |
| Utilities | XLU | 1.45% | -2.37% | 3.82% | 0.01% |
| Aerospace & Defense | XAR | -2.34% | -8.70% | -7.59% | -4.73% |
| Biotech | XBI | -2.69% | -4.59% | 18.6% | 23.7% |
| Homebuilder | XHB | -0.70% | -0.04% | 20.8% | 28.9% |
| Retail | XRT | 0.18% | -1.75% | 11.5% | 24.6% |