EVO Performance & Benchmarks - 26.6% in 12m
The Total Return for 3m is 7%, for 6m 13.2% and YTD 16.8%. Compare with Peer-Group: Global Equity
Performance Rating
51.09%
#33 in Peer-Group
Rel. Strength
70.72%
#2253 in Stock-Universe
Total Return 12m
26.55%
#12 in Peer-Group
Total Return 5y
24.10%
#46 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 26.34 CAD |
| 52 Week Low | 20.29 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 29.56 |
| Buy/Sell Signal +-5 | -2.57 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EVO (26.6%) vs VT (23.2%)
5y Drawdown (Underwater) Chart
Top Performer in Global Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| EVO | -0.61% | 0.74% | 6.97% |
| TGED | -0.81% | 1.70% | 10.8% |
| VMO | -1.26% | 0.59% | 10.7% |
| VXC | -1.79% | 0.78% | 8.45% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| EVO | 13.2% | 26.6% | 24.1% |
| VMO | 3.82% | 25.1% | 91.3% |
| TGED | 2.85% | 24.2% | 108% |
| VEQT | 4.09% | 21.9% | 82.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| HEQT TO Global X All-Equity Asset |
0.42% | 21.6% | 114% | - | - | - | - | - |
| XEQT TO iShares Core Equity |
0.45% | 21.9% | 81.8% | - | - | - | - | - |
| VEQT TO Vanguard All-Equity |
0.6% | 21.9% | 82% | - | - | - | - | - |
| TGED TO TD Active Global Enhanced |
1.7% | 24.2% | 108% | - | - | - | - | - |
| XAW TO iShares Core MSCI All |
0.67% | 19.3% | 80.3% | - | - | - | - | - |
| VMO TO Vanguard Global Momentum |
0.59% | 25.1% | 91.3% | - | - | - | - | - |
| HGRO TO Global X Growth TRI |
0.42% | 21% | 80.2% | - | - | - | - | - |
| VXC TO Vanguard FTSE Global All |
0.78% | 20.1% | 78.7% | - | - | - | - | - |
Performance Comparison: EVO vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for EVO
| Total Return (including Dividends) | EVO | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.74% | 1.24% | 1.69% |
| 3 Months | 6.97% | 10.13% | 12.34% |
| 12 Months | 26.55% | 23.20% | 23.51% |
| 5 Years | 24.10% | 78.05% | 102.76% |
| Trend Stabilty (consistency of price movement) | EVO | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 75.6% | 54.2% | 68.6% |
| 3 Months | 88.1% | 95.9% | 96.5% |
| 12 Months | 84.7% | 64.1% | 50.2% |
| 5 Years | 91.9% | 72.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 52 %th | 0.90% | 0.57% |
| 3 Month | 33 %th | -1.51% | -3.33% |
| 12 Month | 77 %th | 4.94% | 4.98% |
| 5 Years | 65 %th | 4.24% | 2.79% |
FAQs
Does Evovest Global Equity (EVO) outperform the market?
Yes,
over the last 12 months EVO made 26.55%, while its related Sector, the Vanguard Total World Stock (VT) made 23.20%.
Over the last 3 months EVO made 6.97%, while VT made 10.13%.
Performance Comparison EVO vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EVO vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.3% | -1% | 7.7% | 3% |
| US NASDAQ 100 | QQQ | 0.1% | -1.5% | 5.4% | -4% |
| German DAX 40 | DAX | 0.3% | 2% | 3.2% | -10% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.7% | -2.6% | 4.7% | 5% |
| Hongkong Hang Seng | HSI | 1.3% | -3.5% | -15.1% | -15% |
| India NIFTY 50 | INDA | 0.8% | 5.9% | 11.2% | 30% |
| Brasil Bovespa | EWZ | -2.2% | 6.6% | 5.4% | 20% |
EVO vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.7% | -0.3% | 8.1% | -6% |
| Consumer Discretionary | XLY | 2.7% | 0.6% | 18.4% | -2% |
| Consumer Staples | XLP | -0.5% | 2.6% | 9.5% | 20% |
| Energy | XLE | 2.4% | 1.7% | 16.8% | 25% |
| Financial | XLF | 1.6% | 2.2% | 11% | -2% |
| Health Care | XLV | 1.1% | 1.7% | 22% | 34% |
| Industrial | XLI | 1.6% | -0.8% | 2.2% | -1% |
| Materials | XLB | 2.9% | 3.6% | 13.6% | 25% |
| Real Estate | XLRE | 0.4% | 0.4% | 10.9% | 21% |
| Technology | XLK | 0.1% | -2.2% | -0.8% | -7% |
| Utilities | XLU | -5% | -5.7% | -0.9% | 2% |
| Aerospace & Defense | XAR | 0.9% | -2.7% | -11.2% | -29% |
| Biotech | XBI | -0.9% | -3.1% | 19.4% | 34% |
| Homebuilder | XHB | 0.2% | -3.8% | 13.5% | 28% |
| Retail | XRT | 2% | 1.3% | 13% | 15% |
EVO vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.8% | 1.22% | 15.0% | 23% |
| Natural Gas | UNG | 4.6% | 15% | 37.3% | 26% |
| Gold | GLD | -2.4% | -0.4% | -5.3% | -13% |
| Silver | SLV | 1.3% | -0.9% | -3.1% | -10% |
| Copper | CPER | 19.7% | 11.8% | 12.3% | 16% |
EVO vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.6% | -1.9% | 11.4% | 34% |
| iShares High Yield Corp. Bond | HYG | -0.9% | 0.1% | 9.3% | 16% |