(ADDV-B) ADDvise - Performance -83% in 12m

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

Performance Rating -5.11%
#10 in Group
Rel. Strength 3.04%
#7715 in Universe
Total Return 12m -82.96%
#44 in Group
Total Return 5y 3.53%
#9 in Group
P/E 6.95
0th Percentile in Group
P/E Forward 8.64
3th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 7.18%
36th Percentile in Group

12m Total Return: ADDV-B (-83%) 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-B) ADDvise - Performance -83% in 12m

Top Performers in Life Sciences Tools & Services

Short Term
Symbol 1w 1m 3m
ADDV-B -7.31% 8% -13.4%
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-B -67.7% -83% 3.53%
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-B vs XLV vs S&P 500

XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for ADDV-B
Total Return (including Dividends) ADDV-B XLV S&P 500
1 Month 8.00% 0.87% 13.81%
3 Months -13.39% -7.96% -6.30%
12 Months -82.96% -4.06% 10.65%
5 Years 3.53% 43.49% 107.77%
Trend Score (consistency of price movement) ADDV-B XLV S&P 500
1 Month 35.9% -8.1% 83%
3 Months -59.0% -75.3% -75.3%
12 Months -96.1% -28.8% 50.1%
5 Years 43.7% 89.7% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLV vs. S&P 500
1 Month #11 7.07% -5.11%
3 Month #43 -5.90% -7.57%
12 Month #45 -82.2% -84.6%
5 Years #11 -27.9% -50.2%

FAQs

Does ADDV-B ADDvise outperforms the market?

No, over the last 12 months ADDV-B made -82.96%, while its related Sector, the Health Care Sector SPDR (XLV) made -4.06%.
Over the last 3 months ADDV-B made -13.39%, while XLV made -7.96%.

Performance Comparison ADDV-B vs Indeces and Sectors

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

Symbol 1w 1m 6m 12m
US S&P 500 SPY -8.49% -5.81% -62.7% -93.6%
US NASDAQ 100 QQQ -8.68% -9.36% -62.9% -94.6%
US Dow Jones Industrial 30 DIA -8.90% -1.99% -62.4% -90.7%
German DAX 40 DAX -8.47% -6.96% -89.0% -109%
Shanghai Shenzhen CSI 300 CSI 300 -10.7% -3.83% -63.5% -90.3%
Hongkong Hang Seng HSI -11.7% -11.9% -71.1% -96.6%
India NIFTY 50 INDA -3.57% 3.16% -63.2% -82.8%
Brasil Bovespa EWZ -9.54% -9.24% -71.4% -74.6%

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

Symbol 1w 1m 6m 12m
Communication Services XLC -9.13% -5.41% -69.8% -105%
Consumer Discretionary XLY -8.87% -6.23% -61.7% -97.2%
Consumer Staples XLP -7.63% 1.41% -69.7% -92.1%
Energy XLE -8.31% 1.24% -56.1% -73.5%
Financial XLF -9.59% -5.52% -69.8% -105%
Health Care XLV -5.48% 7.13% -57.7% -78.9%
Industrial XLI -10.2% -8.82% -64.2% -94.0%
Materials XLB -8.29% -5.56% -57.8% -77.7%
Real Estate XLRE -7.17% -3.54% -63.5% -98.4%
Technology XLK -9.57% -13.2% -59.8% -90.1%
Utilities XLU -8.54% -1.59% -70.4% -100%
Aerospace & Defense XAR -10.5% -13.2% -74.2% -110%
Biotech XBI -1.90% -3.81% -42.6% -70.7%
Homebuilder XHB -8.96% -3.48% -49.5% -75.4%
Retail XRT -10.4% -6.65% -58.5% -81.5%

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

Symbol 1w 1m 6m 12m
Oil USO -8.98% 4.43% -57.4% -69.2%
Natural Gas UNG -11.6% 9.15% -112% -96.3%
Gold GLD -9.72% -2.69% -90.5% -126%
Silver SLV -7.55% -0.55% -71.1% -101%
Copper CPER -6.48% -3.12% -73.1% -83.8%

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

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -5.31% 9.26% -63.7% -83.4%
iShares High Yield Corp. Bond HYG -7.57% 3.84% -68.9% -91.1%