(VZN) VZ Holding - Performance 62.8% in 12m
Compare VZN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
85.93%
#11 in Group
Rel. Strength
92.31%
#615 in Universe
Total Return 12m
62.76%
#8 in Group
Total Return 5y
183.27%
#17 in Group
P/E 28.4
83th Percentile in Group
P/E Forward 17.8
80th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 6.09%
63th Percentile in Group
12m Total Return: VZN (62.8%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: VZN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for VZN
| Total Return (including Dividends) | VZN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.52% | -2.11% | -0.87% |
| 3 Months | 10.09% | -4.92% | -7.58% |
| 12 Months | 62.76% | 22.69% | 11.88% |
| 5 Years | 183.27% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | VZN | XLF | S&P 500 |
| 1 Month | 31.8% | 27.8% | 23% |
| 3 Months | 36.2% | -81% | -88.5% |
| 12 Months | 97.6% | 83.7% | 55.1% |
| 5 Years | 74.5% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #31 | 4.73% | 3.42% |
| 3 Month | #11 | 15.8% | 19.1% |
| 12 Month | #8 | 32.7% | 45.5% |
| 5 Years | #20 | 15.7% | 34.7% |
FAQs
Does VZN VZ Holding outperforms the market?
Yes,
over the last 12 months VZN made 62.76%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months VZN made 10.09%, while XLF made -4.92%.
Over the last 3 months VZN made 10.09%, while XLF made -4.92%.
Performance Comparison VZN vs Indeces and Sectors
VZN vs. Indices VZN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.29% | 3.39% | 25.9% | 50.9% |
| US NASDAQ 100 | QQQ | 1.26% | 1.12% | 25.4% | 50.1% |
| US Dow Jones Industrial 30 | DIA | 3.23% | 5.70% | 25.9% | 53.6% |
| German DAX 40 | DAX | 3.52% | 1.20% | 6.33% | 38.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.25% | 5.34% | 28.8% | 56.8% |
| Hongkong Hang Seng | HSI | 3.28% | 2.46% | 23.9% | 48.9% |
| India NIFTY 50 | INDA | 5.13% | -1.54% | 25.6% | 59.7% |
| Brasil Bovespa | EWZ | 3.09% | -2.08% | 22.2% | 68.6% |
VZN vs. Sectors VZN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.04% | 3.57% | 19.7% | 38.8% |
| Consumer Discretionary | XLY | 2.21% | 2.62% | 23.3% | 49.4% |
| Consumer Staples | XLP | 5.79% | 2.32% | 20.5% | 51.6% |
| Energy | XLE | 6.77% | 16.4% | 31.6% | 73.9% |
| Financial | XLF | 3.68% | 4.63% | 18.3% | 40.1% |
| Health Care | XLV | 2.37% | 6.31% | 27.5% | 61.0% |
| Industrial | XLI | 1.87% | 2.41% | 25.1% | 53.2% |
| Materials | XLB | 2.90% | 4.95% | 33.3% | 66.3% |
| Real Estate | XLRE | 3.81% | 3.83% | 26.7% | 44.7% |
| Technology | XLK | -0.16% | 0.83% | 29.2% | 55.0% |
| Utilities | XLU | 5.13% | 2.46% | 23.7% | 40.9% |
| Aerospace & Defense | XAR | 1.34% | -3.87% | 12.3% | 36.2% |
| Biotech | XBI | 0.99% | 0.24% | 38.5% | 64.6% |
| Homebuilder | XHB | 2.98% | 4.79% | 40.7% | 69.8% |
| Retail | XRT | 3.86% | 3.08% | 31.4% | 65.5% |