(ADDV-A) ADDvise - Performance -80.1% in 12m

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

Performance Rating 14.29%
#5 in Group
Rel. Strength 3.53%
#7676 in Universe
Total Return 12m -80.07%
#43 in Group
Total Return 5y 43.93%
#4 in Group
P/E 17.6
17th Percentile in Group
P/E Forward 19.3
52th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 7.18%
36th Percentile in Group

12m Total Return: ADDV-A (-80.1%) vs XLV (-4.1%)

Compare overall performance (total returns) of ADDvise with its related sector ETF XLV

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (ADDV-A) ADDvise - Performance -80.1% in 12m

Top Performers in Life Sciences Tools & Services

Short Term
Symbol 1w 1m 3m
ADDV-A - -18.6% -53%
PSNL 33.7% 72.0% 2.99%
TEM 25.8% 75.2% -4.59%
BIOT 0.21% 57.9% 3.90%
Long Term
Symbol 6m 12m 5y
ADDV-A -76.3% -80.1% 43.9%
PSNL 13.4% 230% -55.2%
ADPT 59.3% 192% -75.7%
ALIF-B 35.7% 76.1% 130%
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
NYSE
Agilent Technologies
9.48% -23.3% 38.3% 24.9 19.3 1.76 60.8% 7.8%
RVTY NYSE
Revvity
1.28% -9.43% 0.59% 38.4 19.2 0.67 -50.1% -36.8%
QGEN NYSE
Qiagen
8.63% -1.88% -1.95% 113 18.1 0.99 -64.4% -7.5%
SHC NASDAQ
Sotera Health
35% 18% -47.3% 138 20.2 1.68 -54.5% -23.6%

Performance Comparison: ADDV-A vs XLV vs S&P 500

XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for ADDV-A
Total Return (including Dividends) ADDV-A XLV S&P 500
1 Month -18.57% 0.87% 13.81%
3 Months -52.97% -7.96% -6.30%
12 Months -80.07% -4.06% 10.65%
5 Years 43.93% 43.49% 107.77%
Trend Score (consistency of price movement) ADDV-A XLV S&P 500
1 Month -80.0% -8.1% 83%
3 Months -78.4% -75.3% -75.3%
12 Months -87.6% -28.8% 50.1%
5 Years 68.6% 89.7% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLV vs. S&P 500
1 Month #48 -19.3% -28.5%
3 Month #47 -48.9% -49.8%
12 Month #43 -79.2% -82.0%
5 Years #5 0.31% -30.7%

FAQs

Does ADDV-A ADDvise outperforms the market?

No, over the last 12 months ADDV-A made -80.07%, while its related Sector, the Health Care Sector SPDR (XLV) made -4.06%.
Over the last 3 months ADDV-A made -52.97%, while XLV made -7.96%.

Performance Comparison ADDV-A vs Indeces and Sectors

ADDV-A vs. Indices ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.18% -32.4% -71.3% -90.7%
US NASDAQ 100 QQQ -1.37% -35.9% -71.5% -91.7%
US Dow Jones Industrial 30 DIA -1.59% -28.6% -71.0% -87.8%
German DAX 40 DAX -1.16% -33.5% -97.6% -106%
Shanghai Shenzhen CSI 300 CSI 300 -3.36% -30.4% -72.1% -87.4%
Hongkong Hang Seng HSI -4.35% -38.5% -79.7% -93.8%
India NIFTY 50 INDA 3.74% -23.4% -71.8% -79.9%
Brasil Bovespa EWZ -2.23% -35.8% -80.0% -71.7%

ADDV-A vs. Sectors ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -1.82% -32.0% -78.4% -102%
Consumer Discretionary XLY -1.56% -32.8% -70.3% -94.3%
Consumer Staples XLP -0.32% -25.2% -78.2% -89.2%
Energy XLE -1.0% -25.3% -64.7% -70.6%
Financial XLF -2.28% -32.1% -78.4% -103%
Health Care XLV 1.83% -19.4% -66.3% -76.0%
Industrial XLI -2.87% -35.4% -72.7% -91.1%
Materials XLB -0.98% -32.1% -66.4% -74.8%
Real Estate XLRE 0.14% -30.1% -72.1% -95.5%
Technology XLK -2.26% -39.8% -68.4% -87.2%
Utilities XLU -1.23% -28.2% -79.0% -97.5%
Aerospace & Defense XAR -3.16% -39.7% -82.8% -107%
Biotech XBI 5.41% -30.4% -51.2% -67.8%
Homebuilder XHB -1.65% -30.1% -58.1% -72.5%
Retail XRT -3.08% -33.2% -67.1% -78.6%

ADDV-A vs. Commodities ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -1.67% -22.1% -66.0% -66.3%
Natural Gas UNG -4.33% -17.4% -120% -93.4%
Gold GLD -2.41% -29.3% -99.1% -123%
Silver SLV -0.24% -27.1% -79.7% -98.2%
Copper CPER 0.83% -29.7% -81.7% -80.9%

ADDV-A vs. Yields & Bonds ADDV-A is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.0% -17.3% -72.3% -80.5%
iShares High Yield Corp. Bond HYG -0.26% -22.7% -77.5% -88.2%