(VFH) Vanguard Financials - Performance 23.5% in 12m
VFH performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
78.19%
#10 in Peer-Group
Rel. Strength
73.44%
#2017 in Stock-Universe
Total Return 12m
23.50%
#14 in Peer-Group
Total Return 5y
130.96%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 126.80 USD |
| 52 Week Low | 97.82 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 20.94 |
| Buy/Sell Signal +-5 | -0.24 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: VFH (23.5%) vs XLF (22.9%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| KBWP NASDAQ Invesco KBW Property |
-3.46% | 18% | 137% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.48% | 16.3% | 160% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-2.64% | 17.2% | 130% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-1.21% | 41.2% | 168% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
1.44% | 37.5% | 179% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-1.08% | 28.2% | 129% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.71% | 22.9% | 131% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-0.19% | 5.35% | 124% | - | - | - | - | - |
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 | -2.36% | -2.71% | 0.44% |
| 3 Months | 2.49% | 1.68% | 5.66% |
| 12 Months | 23.50% | 22.93% | 10.61% |
| 5 Years | 130.96% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | VFH | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 5.5% | -9% | 83% |
| 3 Months | 67.8% | 64.3% | 77.5% |
| 12 Months | 72.1% | 78.5% | 43.1% |
| 5 Years | 73.7% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #19 | 0.36% | -2.78% |
| 3 Month | #14 | 0.80% | -3.00% |
| 12 Month | #16 | 0.46% | 11.65% |
| 5 Years | #11 | -0.05% | 12.14% |
FAQs
Does Vanguard Financials (VFH) outperform the market?
Yes,
over the last 12 months VFH made 23.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.93%.
Over the last 3 months VFH made 2.49%, while XLF made 1.68%.
Performance Comparison VFH vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
VFH vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -2.8% | 2.4% | 13% |
| US NASDAQ 100 | QQQ | -0.6% | -3.7% | 1.8% | 13% |
| German DAX 40 | DAX | 0.4% | 0.2% | -11.2% | -4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.5% | -2% | 4.7% | 10% |
| Hongkong Hang Seng | HSI | 0% | -6.2% | -14.3% | -4% |
| India NIFTY 50 | INDA | 0.4% | -0.6% | 4.9% | 25% |
| Brasil Bovespa | EWZ | -3.1% | -3.9% | -20.3% | 13% |
VFH vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.3% | -3.9% | -1.8% | -0% |
| Consumer Discretionary | XLY | 0.1% | 0.7% | 12.4% | 6% |
| Consumer Staples | XLP | 0.4% | -0.1% | 2.7% | 17% |
| Energy | XLE | -3.2% | -6.8% | -2.5% | 23% |
| Financial | XLF | 0.1% | 0.4% | -0.9% | 1% |
| Health Care | XLV | 1.2% | -1.5% | 6.4% | 31% |
| Industrial | XLI | -0.3% | -0.9% | -3.4% | 6% |
| Materials | XLB | 0.1% | -2.1% | 1% | 25% |
| Real Estate | XLRE | -0.5% | -1.7% | -1.3% | 11% |
| Technology | XLK | -1.1% | -5.4% | 0.7% | 17% |
| Utilities | XLU | 0.2% | 0% | -3.8% | 5% |
| Aerospace & Defense | XAR | -0.5% | -6.6% | -16% | -17% |
| Biotech | XBI | 0.6% | -6.1% | 12.9% | 31% |
| Homebuilder | XHB | 2.2% | 4.2% | 15.4% | 32% |
| Retail | XRT | -0.3% | -2.4% | 9% | 21% |
VFH vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.1% | -22.4% | -8.32% | 20% |
| Natural Gas | UNG | -14% | -17.9% | -12.4% | 28% |
| Gold | GLD | -0.8% | -6.5% | -24.5% | -19% |
| Silver | SLV | -2.1% | -15.5% | -20.5% | 5% |
| Copper | CPER | -1.8% | -6.7% | -14% | 15% |
VFH vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.9% | -3.4% | 4.5% | 27% |
| iShares High Yield Corp. Bond | HYG | -1.4% | -3.1% | 0.6% | 14% |