(HAV-B) Havsfrun Investment - Performance 15.2% in 12m
Compare HAV-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
7.22%
#44 in Group
Rel. Strength
69.81%
#2410 in Universe
Total Return 12m
15.23%
#32 in Group
Total Return 5y
37.13%
#43 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 19.5%
(?) Percentile in Group
12m Total Return: HAV-B (15.2%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: HAV-B vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HAV-B
| Total Return (including Dividends) | HAV-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -11.79% | -2.11% | -0.87% |
| 3 Months | 0.73% | -4.92% | -7.58% |
| 12 Months | 15.23% | 22.69% | 11.88% |
| 5 Years | 37.13% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | HAV-B | XLF | S&P 500 |
| 1 Month | -26.7% | 27.8% | 23% |
| 3 Months | 54.8% | -81% | -88.5% |
| 12 Months | 55.9% | 83.7% | 55.1% |
| 5 Years | -45.7% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #54 | -9.89% | -11.0% |
| 3 Month | #20 | 5.95% | 8.99% |
| 12 Month | #31 | -6.08% | 3.0% |
| 5 Years | #43 | -44.0% | -34.8% |
FAQs
Does HAV-B Havsfrun Investment outperforms the market?
No,
over the last 12 months HAV-B made 15.23%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months HAV-B made 0.73%, while XLF made -4.92%.
Over the last 3 months HAV-B made 0.73%, while XLF made -4.92%.
Performance Comparison HAV-B vs Indeces and Sectors
HAV-B vs. Indices HAV-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -10.4% | -10.9% | 30.9% | 3.35% |
| US NASDAQ 100 | QQQ | -11.4% | -13.2% | 30.5% | 2.56% |
| US Dow Jones Industrial 30 | DIA | -9.46% | -8.61% | 31.0% | 6.03% |
| German DAX 40 | DAX | -9.17% | -13.1% | 11.4% | -9.45% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.44% | -8.97% | 33.9% | 9.27% |
| Hongkong Hang Seng | HSI | -9.41% | -11.9% | 29.0% | 1.34% |
| India NIFTY 50 | INDA | -7.56% | -15.9% | 30.6% | 12.2% |
| Brasil Bovespa | EWZ | -9.60% | -16.4% | 27.2% | 21.1% |
HAV-B vs. Sectors HAV-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -10.7% | -10.7% | 24.8% | -8.73% |
| Consumer Discretionary | XLY | -10.5% | -11.7% | 28.4% | 1.91% |
| Consumer Staples | XLP | -6.90% | -12.0% | 25.6% | 4.03% |
| Energy | XLE | -5.92% | 2.07% | 36.7% | 26.3% |
| Financial | XLF | -9.01% | -9.68% | 23.3% | -7.46% |
| Health Care | XLV | -10.3% | -8.00% | 32.6% | 13.5% |
| Industrial | XLI | -10.8% | -11.9% | 30.2% | 5.64% |
| Materials | XLB | -9.79% | -9.36% | 38.3% | 18.8% |
| Real Estate | XLRE | -8.88% | -10.5% | 31.8% | -2.86% |
| Technology | XLK | -12.9% | -13.5% | 34.2% | 7.50% |
| Utilities | XLU | -7.56% | -11.9% | 28.8% | -6.60% |
| Aerospace & Defense | XAR | -11.4% | -18.2% | 17.4% | -11.3% |
| Biotech | XBI | -11.7% | -14.1% | 43.5% | 17.1% |
| Homebuilder | XHB | -9.71% | -9.52% | 45.7% | 22.3% |
| Retail | XRT | -8.83% | -11.2% | 36.5% | 18.0% |