Overview Performance Dividends Peer Group Options

(VLTSA) Voltalia - Performance -7.7% in 12m

Compare VLTSA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating -65.45%
#37 in Group
Rel. Strength 36.34%
#5079 in Universe
Total Return 12m -7.71%
#30 in Group
Total Return 5y -44.74%
#29 in Group
P/E -
(?) Percentile in Group
P/E Forward 33.4
64th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -11.47%
18th Percentile in Group

12m Total Return: VLTSA (-7.7%) vs XLU (20.8%)

Compare overall performance (total returns) of Voltalia with its related sector ETF XLU

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (VLTSA) Voltalia - Performance -7.7% in 12m

Top Performers in Renewable Electricity

Short Term
Symbol 1w 1m 3m
VLTSA 0.4% 12.5% 3.25%
INE 0.52% 0.52% 94.6%
TPE 3.21% 16.8% 40.8%
PNE3 2.53% 6.35% 27.3%
Long Term
Symbol 6m 12m 5y
VLTSA -16.3% -7.71% -44.7%
EOSEW 105% 330% -75.0%
INE 55.1% 71.2% -8.20%
TPE 61.0% 102% 420%
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
BLX TO
Boralex		 6.36% 10.3% 44.1% 86.2 37 1.62 27.5% -2.14%
NPI TO
Northland Power		 -5.12% -5.86% -17.1% 18 9.12 1.39 -19.6% -92.3%
AQN TO
Algonquin Power & Utilities		 -0.68% -9.21% -48% 74.7 17.8 1.41 -22.0% -108%

Performance Comparison: VLTSA vs XLU vs S&P 500

XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for VLTSA
Total Return (including Dividends) VLTSA XLU S&P 500
1 Month 12.48% 0.10% -0.45%
3 Months 3.25% 1.78% -6.29%
12 Months -7.71% 20.79% 13.04%
5 Years -44.74% 64.38% 111.82%
Trend Score (consistency of price movement) VLTSA XLU S&P 500
1 Month 79.5% 47.9% 47.5%
3 Months -49.5% -12.9% -87.3%
12 Months -82.2% 67.6% 54.3%
5 Years -78.1% 77.4% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month #4 12.7% 13.8%
3 Month #23 1.75% 11.0%
12 Month #30 -23.0% -17.0%
5 Years #30 -66.3% -73.7%

FAQs

Does VLTSA Voltalia outperforms the market?

No, over the last 12 months VLTSA made -7.71%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 20.79%.
Over the last 3 months VLTSA made 3.25%, while XLU made 1.78%.

Performance Comparison VLTSA vs Indeces and Sectors

VLTSA vs. Indices VLTSA is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.75% 12.9% -14.7% -20.8%
US NASDAQ 100 QQQ -2.67% 10.6% -15.4% -22.7%
US Dow Jones Industrial 30 DIA -1.21% 15.3% -13.9% -17.0%
German DAX 40 DAX -1.39% 12.7% -32.8% -32.7%
Shanghai Shenzhen CSI 300 CSI 300 1.90% 15.7% -11.0% -12.7%
Hongkong Hang Seng HSI -1.35% 14.0% -15.2% -20.6%
India NIFTY 50 INDA 0.77% 7.60% -14.6% -10.6%
Brasil Bovespa EWZ -0.12% 9.65% -20.4% -0.97%

VLTSA vs. Sectors VLTSA is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -1.90% 13.1% -20.7% -31.2%
Consumer Discretionary XLY -1.78% 13.1% -15.9% -22.4%
Consumer Staples XLP 0.31% 13.3% -18.8% -18.7%
Energy XLE 2.51% 26.5% -9.56% 1.61%
Financial XLF -0.64% 14.5% -21.6% -30.4%
Health Care XLV 0.95% 17.2% -9.54% -6.48%
Industrial XLI -2.07% 12.2% -15.7% -18.4%
Materials XLB 0.06% 15.7% -6.86% -3.27%
Real Estate XLRE -1.64% 13.6% -14.9% -26.1%
Technology XLK -3.31% 10.1% -11.8% -18.2%
Utilities XLU -0.47% 12.4% -19.1% -28.5%
Aerospace & Defense XAR -2.78% 5.50% -28.6% -35.2%
Biotech XBI -1.59% 6.93% 0.61% -2.32%
Homebuilder XHB -0.48% 14.6% 0.26% -1.54%
Retail XRT -0.51% 13.6% -8.74% -6.20%

VLTSA vs. Commodities VLTSA is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 6.16% 28.8% -5.87% 7.32%
Natural Gas UNG -11.3% 28.8% -55.1% -30.2%
Gold GLD 3.84% 9.04% -34.1% -46.9%
Silver SLV 4.23% 16.5% -15.8% -28.8%
Copper CPER 6.25% 21.1% -21.7% -9.26%

VLTSA vs. Yields & Bonds VLTSA is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.11% 15.5% -15.7% -11.7%
iShares High Yield Corp. Bond HYG 0.91% 13.0% -18.1% -16.0%