(IZAFE-B) iZafe Series - Performance 15.8% in 12m
Compare IZAFE-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-61.85%
#38 in Group
Rel. Strength
66.29%
#2683 in Universe
Total Return 12m
15.77%
#10 in Group
Total Return 5y
-87.70%
#44 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -13.24%
(?) Percentile in Group
12m Total Return: IZAFE-B (15.8%) vs XLV (-4.1%)
5y Drawdown (Underwater) Chart
Top Performers in Life Sciences Tools & Services
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 |
|---|---|---|---|---|---|---|---|---|
| A 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: IZAFE-B vs XLV vs S&P 500
XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for IZAFE-B
| Total Return (including Dividends) | IZAFE-B | XLV | S&P 500 |
|---|---|---|---|
| 1 Month | 3.63% | 0.87% | 13.81% |
| 3 Months | 8.90% | -7.96% | -6.30% |
| 12 Months | 15.77% | -4.06% | 10.65% |
| 5 Years | -87.70% | 43.49% | 107.77% |
| Trend Score (consistency of price movement) | IZAFE-B | XLV | S&P 500 |
| 1 Month | 44.6% | -8.1% | 83% |
| 3 Months | 26.0% | -75.3% | -75.3% |
| 12 Months | 44.3% | -28.8% | 50.1% |
| 5 Years | -91.2% | 89.7% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLV | vs. S&P 500 |
| 1 Month | #21 | 2.73% | -8.95% |
| 3 Month | #3 | 18.3% | 16.2% |
| 12 Month | #10 | 20.7% | 4.63% |
| 5 Years | #43 | -91.4% | -94.1% |
FAQs
Does IZAFE-B iZafe Series outperforms the market?
Yes,
over the last 12 months IZAFE-B made 15.77%, while its related Sector, the Health Care Sector SPDR (XLV) made -4.06%.
Over the last 3 months IZAFE-B made 8.90%, while XLV made -7.96%.
Over the last 3 months IZAFE-B made 8.90%, while XLV made -7.96%.
Performance Comparison IZAFE-B vs Indeces and Sectors
IZAFE-B vs. Indices IZAFE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.62% | -10.2% | 21.8% | 5.12% |
| US NASDAQ 100 | QQQ | 1.43% | -13.7% | 21.6% | 4.13% |
| US Dow Jones Industrial 30 | DIA | 1.21% | -6.36% | 22.1% | 8.06% |
| German DAX 40 | DAX | 1.64% | -11.3% | -4.51% | -9.93% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.56% | -8.20% | 21.0% | 8.40% |
| Hongkong Hang Seng | HSI | -1.55% | -16.3% | 13.4% | 2.09% |
| India NIFTY 50 | INDA | 6.54% | -1.21% | 21.3% | 16.0% |
| Brasil Bovespa | EWZ | 0.57% | -13.6% | 13.1% | 24.1% |
IZAFE-B vs. Sectors IZAFE-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.98% | -9.78% | 14.7% | -5.79% |
| Consumer Discretionary | XLY | 1.24% | -10.6% | 22.7% | 1.50% |
| Consumer Staples | XLP | 2.48% | -2.96% | 14.8% | 6.65% |
| Energy | XLE | 1.80% | -3.13% | 28.4% | 25.2% |
| Financial | XLF | 0.52% | -9.89% | 14.7% | -6.66% |
| Health Care | XLV | 4.63% | 2.76% | 26.8% | 19.8% |
| Industrial | XLI | -0.07% | -13.2% | 20.3% | 4.78% |
| Materials | XLB | 1.82% | -9.93% | 26.7% | 21.0% |
| Real Estate | XLRE | 2.94% | -7.91% | 21.0% | 0.32% |
| Technology | XLK | 0.54% | -17.6% | 24.6% | 8.67% |
| Utilities | XLU | 1.57% | -5.96% | 14.1% | -1.70% |
| Aerospace & Defense | XAR | -0.36% | -17.5% | 10.3% | -11.6% |
| Biotech | XBI | 8.21% | -8.18% | 41.9% | 28.1% |
| Homebuilder | XHB | 1.15% | -7.85% | 35.0% | 23.3% |
| Retail | XRT | -0.28% | -11.0% | 26.0% | 17.3% |