(VOLO-PREF) Volati - Performance 12.2% in 12m
Compare VOLO-PREF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.55%
#4 in Group
Rel. Strength
66.42%
#2673 in Universe
Total Return 12m
12.19%
#8 in Group
Total Return 5y
48.20%
#11 in Group
P/E 234
93th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.91%
47th Percentile in Group
12m Total Return: VOLO-PREF (12.2%) vs XLI (10%)
5y Drawdown (Underwater) Chart
Top Performers in Industrial Conglomerates
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: VOLO-PREF vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for VOLO-PREF
| Total Return (including Dividends) | VOLO-PREF | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 4.20% | 7.38% | 2.87% |
| 3 Months | 3.54% | -1.47% | -6.42% |
| 12 Months | 12.19% | 9.99% | 9.87% |
| 5 Years | 48.20% | 136.20% | 107.51% |
| Trend Score (consistency of price movement) | VOLO-PREF | XLI | S&P 500 |
| 1 Month | 96.4% | 90.4% | 89.4% |
| 3 Months | 67.8% | -50.1% | -72% |
| 12 Months | 95.0% | 52.7% | 49.3% |
| 5 Years | 90.7% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #11 | -2.96% | 1.30% |
| 3 Month | #9 | 5.08% | 10.6% |
| 12 Month | #8 | 2.08% | 2.24% |
| 5 Years | #11 | -37.3% | -28.6% |
FAQs
Does VOLO-PREF Volati outperforms the market?
Yes,
over the last 12 months VOLO-PREF made 12.19%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.99%.
Over the last 3 months VOLO-PREF made 3.54%, while XLI made -1.47%.
Over the last 3 months VOLO-PREF made 3.54%, while XLI made -1.47%.
Performance Comparison VOLO-PREF vs Indeces and Sectors
VOLO-PREF vs. Indices VOLO-PREF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.06% | 1.33% | 10.4% | 2.32% |
| US NASDAQ 100 | QQQ | 0.81% | -0.51% | 9.94% | 0.87% |
| US Dow Jones Industrial 30 | DIA | 0.78% | 2.59% | 11.4% | 5.82% |
| German DAX 40 | DAX | -1.06% | -15.1% | -15.2% | -12.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.40% | -2.07% | 11.1% | 6.56% |
| Hongkong Hang Seng | HSI | -2.46% | -12.0% | 0.86% | 0.10% |
| India NIFTY 50 | INDA | 3.45% | 1.92% | 8.45% | 9.86% |
| Brasil Bovespa | EWZ | -0.99% | -7.33% | 1.14% | 18.7% |
VOLO-PREF vs. Sectors VOLO-PREF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.88% | 0.53% | 4.17% | -8.14% |
| Consumer Discretionary | XLY | 0.14% | 0.69% | 12.5% | -1.86% |
| Consumer Staples | XLP | 1.43% | 2.18% | 3.44% | 4.63% |
| Energy | XLE | 0.08% | 4.12% | 16.4% | 22.0% |
| Financial | XLF | 0.43% | -1.37% | 4.47% | -9.33% |
| Health Care | XLV | 4.85% | 8.58% | 15.6% | 18.1% |
| Industrial | XLI | -0.51% | -3.18% | 9.37% | 2.20% |
| Materials | XLB | 1.07% | -0.51% | 14.4% | 18.2% |
| Real Estate | XLRE | 1.39% | -1.92% | 7.97% | -1.27% |
| Technology | XLK | 0.17% | -2.54% | 12.6% | 5.19% |
| Utilities | XLU | 0.02% | -1.42% | 2.58% | -3.72% |
| Aerospace & Defense | XAR | 0.55% | -5.14% | 1.05% | -13.0% |
| Biotech | XBI | 9.14% | 2.18% | 31.4% | 26.2% |
| Homebuilder | XHB | 1.50% | 1.13% | 24.0% | 21.9% |
| Retail | XRT | 0.91% | 0.61% | 16.6% | 16.5% |