(HELN) Helvetia Holding - Performance 55.9% in 12m
HELN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
92.93%
#8 in Peer-Group
Rel. Strength
87.80%
#929 in Stock-Universe
Total Return 12m
55.90%
#4 in Peer-Group
Total Return 5y
160.10%
#14 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 21.4 |
| P/E Forward | - |
| High / Low | CHF |
|---|---|
| 52 Week High | 194.80 CHF |
| 52 Week Low | 115.97 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 3.51 |
| Buy/Sell Signal +-5 | 0.48 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HELN (55.9%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Multi-line Insurance
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 |
-1.62% | 52.4% | 305% | 14.3 | 13.6 | 1.75 | 44.0% | 7.88% |
| CS PA AXA |
0.22% | 44.1% | 215% | 12.8 | 9.82 | 1.21 | 70.6% | 42.5% |
| IAG TO iA Financial |
0.66% | 70.2% | 254% | 14.9 | 11.5 | 0.85 | 15.7% | 17.1% |
| HIG NYSE Hartford Financial |
-4.76% | 23.9% | 256% | 13 | 11.4 | 1.41 | 57.1% | -3.67% |
| AIG NYSE American International |
0.42% | 16.1% | 199% | 20.6 | 13.2 | 0.85 | -8.50% | 72.3% |
| ALV XETRA Allianz SE VNA O.N. |
-3.95% | 36.3% | 132% | 13.6 | 12.6 | 1.29 | 10.4% | 0.56% |
| AGS BR ageas SA/NV |
2.43% | 41.2% | 171% | 9.29 | 6.67 | 0.77 | 48.1% | 12.7% |
| SLF TO Sun Life Financial |
0.38% | 38.2% | 117% | 16.3 | 12.1 | 1.16 | -10.4% | 12.6% |
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 | -3.05% | -2.71% | 0.44% |
| 3 Months | 7.26% | 2.80% | 6.81% |
| 12 Months | 55.90% | 23.58% | 10.31% |
| 5 Years | 160.10% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | HELN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -43% | -9% | 83% |
| 3 Months | 79.7% | 64.3% | 77.5% |
| 12 Months | 97.8% | 78.5% | 43.1% |
| 5 Years | 94.8% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #16 | -0.35% | -3.47% |
| 3 Month | #11 | 4.34% | 0.42% |
| 12 Month | #4 | 26.15% | 41.33% |
| 5 Years | #16 | 12.56% | 26.29% |
FAQs
Does Helvetia Holding (HELN) outperform the market?
Yes,
over the last 12 months HELN made 55.90%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.58%.
Over the last 3 months HELN made 7.26%, while XLF made 2.80%.
Performance Comparison HELN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HELN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.9% | -3.5% | 28.7% | 46% |
| US NASDAQ 100 | QQQ | -2.9% | -4.4% | 28.5% | 46% |
| German DAX 40 | DAX | -0.8% | -0.5% | 16.6% | 28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3% | -2.7% | 30.4% | 45% |
| Hongkong Hang Seng | HSI | -1.9% | -6.9% | 11.6% | 29% |
| India NIFTY 50 | INDA | -0.7% | -1.2% | 30.9% | 58% |
| Brasil Bovespa | EWZ | -4.9% | -4.6% | 3.6% | 45% |
HELN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.5% | -4.6% | 24.8% | 31% |
| Consumer Discretionary | XLY | -1.5% | 0.1% | 38.8% | 39% |
| Consumer Staples | XLP | -2.2% | -0.8% | 29.7% | 50% |
| Energy | XLE | -5.6% | -7.5% | 24.8% | 53% |
| Financial | XLF | -2% | -0.3% | 25% | 32% |
| Health Care | XLV | -1.7% | -2.2% | 33.4% | 63% |
| Industrial | XLI | -2.1% | -1.6% | 23% | 39% |
| Materials | XLB | -2.3% | -2.8% | 28.4% | 57% |
| Real Estate | XLRE | -3.1% | -2.4% | 26.9% | 43% |
| Technology | XLK | -4% | -6.1% | 26.9% | 51% |
| Utilities | XLU | -3.1% | -0.7% | 22% | 36% |
| Aerospace & Defense | XAR | -2.5% | -7.3% | 9.6% | 16% |
| Biotech | XBI | -1.5% | -6.7% | 39.4% | 64% |
| Homebuilder | XHB | -0.2% | 3.5% | 43.7% | 66% |
| Retail | XRT | -1.4% | -3.1% | 35.4% | 54% |
HELN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -13.5% | -23.1% | 18.5% | 51% |
| Natural Gas | UNG | -16.9% | -18.6% | 6.9% | 65% |
| Gold | GLD | -4.1% | -7.2% | 1.6% | 12% |
| Silver | SLV | -4.5% | -16.1% | 7.4% | 32% |
| Copper | CPER | -4.6% | -7.4% | 12.9% | 46% |
HELN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.1% | -4.1% | 32.4% | 60% |
| iShares High Yield Corp. Bond | HYG | -3.6% | -3.7% | 27% | 47% |