Overview Performance Dividends Peer Group Options

(HELN) Helvetia Holding - Performance 64.5% in 12m

Compare HELN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 92.38%
#10 in Group
Rel. Strength 92.63%
#589 in Universe
Total Return 12m 64.50%
#2 in Group
Total Return 5y 169.03%
#17 in Group
P/E 20.1
88th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -1.25%
7th Percentile in Group

12m Total Return: HELN (64.5%) vs XLF (22.7%)

Compare overall performance (total returns) of Helvetia Holding with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (HELN) Helvetia Holding - Performance 64.5% in 12m

Top Performers in Multi-line Insurance

Short Term
Symbol 1w 1m 3m
HELN 1.96% 3.02% 18%
VIG 2.70% 3.08% 29.5%
UQA 1.39% 4.08% 24.7%
TLX 1.82% 4.34% 22.9%
Long Term
Symbol 6m 12m 5y
HELN 28.8% 64.5% 169%
VIG 43.3% 43.3% 194%
TLX 42.2% 47.6% 295%
ALV 25.8% 43.8% 191%
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
TLX XETRA
Talanx		 4.34% 47.6% 295% 12.7 11.8 1.51 31.4% 24.1%
IAG TO
iA Financial		 -2% 65.4% 251% 13 10.4 0.85 37.8% 9.86%
CS PA
AXA		 5.51% 28.1% 258% 12.6 9.82 1.21 77.2% 42.5%
ALV XETRA
Allianz SE VNA O.N.		 3.41% 43.8% 191% 14.4 13 1.33 1.80% -0.84%
HIG NYSE
Hartford Financial		 -0.86% 28.8% 289% 12 10.2 1.41 78.3% 0.8%
AGS BR
ageas SA/NV		 -0.18% 37.5% 154% 9.07 6.47 0.77 32.9% 2.79%
SLF TO
Sun Life Financial		 -0.25% 22.1% 116% 15.3 10.9 1 -20.0% 8.44%
AIG NYSE
American International		 -6.23% 10.6% 285% 20.1 12.6 0.85 -61.3% -8.21%

Performance Comparison: HELN vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HELN
Total Return (including Dividends) HELN XLF S&P 500
1 Month 3.02% -2.11% -0.87%
3 Months 18.01% -4.92% -7.58%
12 Months 64.50% 22.69% 11.88%
5 Years 169.03% 144.89% 110.33%
Trend Score (consistency of price movement) HELN XLF S&P 500
1 Month 28.3% 27.8% 23%
3 Months 83.4% -81% -88.5%
12 Months 97.7% 83.7% 55.1%
5 Years 94.6% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #13 5.24% 3.93%
3 Month #6 24.1% 27.7%
12 Month #3 34.1% 47.0%
5 Years #17 9.86% 27.9%

FAQs

Does HELN Helvetia Holding outperforms the market?

Yes, over the last 12 months HELN made 64.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months HELN made 18.01%, while XLF made -4.92%.

Performance Comparison HELN vs Indeces and Sectors

HELN vs. Indices HELN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.61% 3.89% 30.6% 52.6%
US NASDAQ 100 QQQ -2.64% 1.62% 30.2% 51.8%
US Dow Jones Industrial 30 DIA -0.67% 6.20% 30.7% 55.3%
German DAX 40 DAX -0.38% 1.70% 11.1% 39.8%
Shanghai Shenzhen CSI 300 CSI 300 2.35% 5.84% 33.6% 58.5%
Hongkong Hang Seng HSI -0.62% 2.96% 28.7% 50.6%
India NIFTY 50 INDA 1.23% -1.04% 30.3% 61.4%
Brasil Bovespa EWZ -0.81% -1.58% 26.9% 70.3%

HELN vs. Sectors HELN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -1.86% 4.07% 24.5% 40.5%
Consumer Discretionary XLY -1.69% 3.12% 28.1% 51.2%
Consumer Staples XLP 1.89% 2.82% 25.3% 53.3%
Energy XLE 2.87% 16.9% 36.4% 75.6%
Financial XLF -0.22% 5.13% 23.0% 41.8%
Health Care XLV -1.53% 6.81% 32.3% 62.8%
Industrial XLI -2.03% 2.91% 29.9% 54.9%
Materials XLB -1.0% 5.45% 38.0% 68.0%
Real Estate XLRE -0.09% 4.33% 31.5% 46.4%
Technology XLK -4.06% 1.33% 34.0% 56.8%
Utilities XLU 1.23% 2.96% 28.5% 42.7%
Aerospace & Defense XAR -2.56% -3.37% 17.1% 37.9%
Biotech XBI -2.91% 0.74% 43.3% 66.3%
Homebuilder XHB -0.92% 5.29% 45.4% 71.5%
Retail XRT -0.04% 3.58% 36.2% 67.2%

HELN vs. Commodities HELN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 8.56% 20.8% 41.8% 83.4%
Natural Gas UNG -4.46% 25.6% -2.96% 48.6%
Gold GLD 1.92% -2.40% 8.92% 21.1%
Silver SLV 5.10% 7.51% 29.5% 41.4%
Copper CPER 7.99% 12.7% 24.4% 63.7%

HELN vs. Yields & Bonds HELN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.50% 4.38% 29.9% 58.9%
iShares High Yield Corp. Bond HYG 1.19% 2.90% 26.5% 55.2%