(HAV-B) Havsfrun Investment - Performance 35% in 12m
HAV-B performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
5.22%
#49 in Peer-Group
Rel. Strength
78.64%
#1640 in Stock-Universe
Total Return 12m
35.02%
#29 in Peer-Group
Total Return 5y
22.49%
#47 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 292 |
| P/E Forward | - |
| High / Low | SEK |
|---|---|
| 52 Week High | 23.38 SEK |
| 52 Week Low | 9.49 SEK |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 87.00 |
| Buy/Sell Signal +-5 | -1.11 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HAV-B (35%) vs XLF (30%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
2.09% | 39.8% | 407% | 25.3 | 21.7 | 1.76 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
10.4% | 35.7% | 273% | 14.3 | 12.9 | 1.68 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
13% | 53.3% | 262% | 29.2 | 27.3 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
17% | 34.9% | 278% | 20.8 | 11.4 | 0.85 | -37.4% | -26.8% |
| SCHW NYSE Charles Schwab |
4.57% | 26.7% | 186% | 27.1 | 21.3 | 1.13 | 7.50% | 11.9% |
| EVR NYSE Evercore Partners |
22.2% | 36.9% | 446% | 27.5 | 31.8 | 1.13 | -38.0% | 2.04% |
| BGC NASDAQ BGC |
16.3% | 25.6% | 333% | 36.7 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
15.4% | 17.8% | 182% | 29.9 | 32.8 | 1.97 | -40.2% | -14% |
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 | 20.24% | 5.08% | 5.25% |
| 3 Months | -4.97% | 20.75% | 24.13% |
| 12 Months | 35.02% | 29.97% | 14.15% |
| 5 Years | 22.49% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | HAV-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 87.3% | 64.2% | 81% |
| 3 Months | -49.4% | 86% | 96.9% |
| 12 Months | 75.4% | 78% | 44.9% |
| 5 Years | -51.8% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th90.28 | 14.42% | 14.24% |
| 3 Month | %th16.67 | -21.30% | -23.45% |
| 12 Month | %th59.72 | 3.88% | 18.28% |
| 5 Years | %th27.78 | -50.75% | -42.17% |
FAQs
Does Havsfrun Investment (HAV-B) outperform the market?
Yes,
over the last 12 months HAV-B made 35.02%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.97%.
Over the last 3 months HAV-B made -4.97%, while XLF made 20.75%.
Performance Comparison HAV-B vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HAV-B vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.1% | 15% | 18.5% | 21% |
| US NASDAQ 100 | QQQ | 2.3% | 14.9% | 17.8% | 22% |
| German DAX 40 | DAX | 4.2% | 21.7% | 6.3% | 6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.2% | 17% | 15.1% | 15% |
| Hongkong Hang Seng | HSI | 2.5% | 14.2% | -1% | -4% |
| India NIFTY 50 | INDA | 3.9% | 16.8% | 18.2% | 36% |
| Brasil Bovespa | EWZ | -0.4% | 11.4% | -6.6% | 25% |
HAV-B vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.4% | 14.3% | 14.4% | 11% |
| Consumer Discretionary | XLY | 2.6% | 17.1% | 26.1% | 17% |
| Consumer Staples | XLP | 1.8% | 19.6% | 16.8% | 26% |
| Energy | XLE | 1.7% | 13.2% | 22.6% | 35% |
| Financial | XLF | 1.4% | 15.2% | 13.6% | 5% |
| Health Care | XLV | 2.6% | 18.1% | 25.8% | 40% |
| Industrial | XLI | 2% | 16% | 10.6% | 10% |
| Materials | XLB | -0.2% | 16% | 14% | 29% |
| Real Estate | XLRE | 2.1% | 19.3% | 18.8% | 22% |
| Technology | XLK | 1.3% | 11.6% | 16.2% | 24% |
| Utilities | XLU | 3.1% | 18.5% | 15.3% | 12% |
| Aerospace & Defense | XAR | 4.2% | 13.2% | -0.1% | -14% |
| Biotech | XBI | 1.1% | 16.9% | 31.7% | 42% |
| Homebuilder | XHB | -0.4% | 13.2% | 25.7% | 29% |
| Retail | XRT | -0.5% | 15.3% | 22.8% | 24% |
HAV-B vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.2% | 11.8% | 26.9% | 43% |
| Natural Gas | UNG | 11.6% | 30.1% | 35.3% | 37% |
| Gold | GLD | 1.8% | 21.5% | -2.2% | -4% |
| Silver | SLV | 1% | 13.3% | 1.1% | 17% |
| Copper | CPER | 3% | 15.7% | 1.4% | 24% |
HAV-B vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.9% | 19.2% | 21.9% | 37% |
| iShares High Yield Corp. Bond | HYG | 3.3% | 18.6% | 19.6% | 25% |