(GLDVD) UBS (Irl) - S&P - Performance 18.9% in 12m
GLDVD performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
62.61%
#14 in Peer-Group
Rel. Strength
68.56%
#2410 in Stock-Universe
Total Return 12m
18.86%
#1 in Peer-Group
Total Return 5y
77.50%
#7 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 11.45 USD |
| 52 Week Low | 9.03 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 67.11 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: GLDVD (18.9%) vs VT (13.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Equity Income
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 |
|---|---|---|---|---|---|---|---|---|
| VDIV XETRA VanEck Morningstar |
-0.33% | 15.6% | 129% | - | - | - | - | - |
| TDIV AS VanEck Morningstar |
-0.36% | 15.6% | 127% | - | - | - | - | - |
| ISPA XETRA iShares STOXX Global Select |
0.87% | 11.9% | 79.9% | - | - | - | - | - |
| VGWD XETRA Vanguard FTSE All-World |
0.25% | 6.92% | 76% | - | - | - | - | - |
| VHYL AS Vanguard FTSE All-World |
0.19% | 6.85% | 75.9% | - | - | - | - | - |
| WQDA AS iShares MSCI World Quality |
1.95% | 10.8% | 71.8% | - | - | - | - | - |
| QDVW XETRA iShares MSCI World Quality |
0.06% | 3.23% | 73.5% | - | - | - | - | - |
| FGEQ XETRA Fidelity Global Quality |
0.64% | 1.84% | 78.7% | - | - | - | - | - |
Performance Comparison: GLDVD vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for GLDVD
| Total Return (including Dividends) | GLDVD | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.17% | 3.07% | 4.01% |
| 3 Months | 16.19% | 16.88% | 17.14% |
| 12 Months | 18.86% | 13.91% | 13.46% |
| 5 Years | 77.50% | 86.47% | 112.73% |
| Trend Score (consistency of price movement) | GLDVD | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 89.7% | 88.7% | 90.3% |
| 3 Months | 97.6% | 97.9% | 97.5% |
| 12 Months | 75% | 61.2% | 46.4% |
| 5 Years | 55.9% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th76.47 | -0.87% | -1.76% |
| 3 Month | %th88.24 | -0.59% | -0.82% |
| 12 Month | %th100.00 | 4.34% | 4.76% |
| 5 Years | %th61.76 | -4.81% | -16.56% |
FAQs
Does UBS (Irl) - S&P (GLDVD) outperform the market?
Yes,
over the last 12 months GLDVD made 18.86%, while its related Sector, the Vanguard Total World Stock (VT) made 13.91%.
Over the last 3 months GLDVD made 16.19%, while VT made 16.88%.
Performance Comparison GLDVD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
GLDVD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -1.8% | 10.8% | 5% |
| US NASDAQ 100 | QQQ | -0.3% | -2% | 8.8% | 6% |
| German DAX 40 | DAX | -0.7% | 1% | -1.3% | -11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.6% | -2.4% | 6.3% | 0% |
| Hongkong Hang Seng | HSI | -1.3% | -0.7% | -11.2% | -16% |
| India NIFTY 50 | INDA | 1% | 3% | 10.3% | 22% |
| Brasil Bovespa | EWZ | 3.8% | 2.8% | -4.3% | 18% |
GLDVD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1% | 0.5% | 7.5% | -5% |
| Consumer Discretionary | XLY | -1.3% | -1.2% | 18.5% | 1% |
| Consumer Staples | XLP | 1.7% | 2.3% | 11.7% | 11% |
| Energy | XLE | -3.3% | -2% | 18.4% | 17% |
| Financial | XLF | 1.1% | -0.5% | 8.5% | -6% |
| Health Care | XLV | -0.5% | 2.1% | 22.3% | 26% |
| Industrial | XLI | -0.8% | -2.3% | 5% | -5% |
| Materials | XLB | -1.1% | -2.3% | 10.2% | 15% |
| Real Estate | XLRE | -0.1% | 2.3% | 12.3% | 11% |
| Technology | XLK | -0.3% | -4.5% | 5.7% | 8% |
| Utilities | XLU | -0.5% | -0.4% | 6.8% | -1% |
| Aerospace & Defense | XAR | -1% | -4.7% | -9.2% | -30% |
| Biotech | XBI | -4% | -1% | 21% | 30% |
| Homebuilder | XHB | -3.5% | -6.6% | 17.4% | 20% |
| Retail | XRT | -0.3% | -1.1% | 15.6% | 13% |
GLDVD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1% | -1.13% | 24.7% | 23% |
| Natural Gas | UNG | 1.4% | 8.6% | 36.8% | 21% |
| Gold | GLD | -0.5% | 1.9% | -7.1% | -20% |
| Silver | SLV | -4.7% | -4.1% | -11.2% | -3% |
| Copper | CPER | -10.7% | -12.8% | -8.8% | -5% |
GLDVD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.5% | 2.2% | 16.1% | 23% |
| iShares High Yield Corp. Bond | HYG | 0.2% | 1% | 13.8% | 10% |