HDIF Performance & Benchmarks - 10.7% in 12m
The Total Return for 3m is 8.3%, for 6m 0.2% and YTD 3.4%. Compare with Peer-Group: Alternative Equity Focused
Performance Rating
32.26%
#32 in Peer-Group
Rel. Strength
59.41%
#3121 in Stock-Universe
Total Return 12m
10.67%
#28 in Peer-Group
Total Return 5y
17.38%
#29 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 8.63 CAD |
| 52 Week Low | 6.92 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 12.26 |
| Buy/Sell Signal +-5 | -0.88 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HDIF (10.7%) vs VT (16.1%)
5y Drawdown (Underwater) Chart
Top Performer in Alternative Equity Focused
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| HDIF | -3.31% | -1.38% | 8.26% |
| HCAL | -1.96% | 1.63% | 17.5% |
| HTAE | -3.02% | -1.07% | 17.3% |
| QQCL | -2.27% | 1.20% | 12.6% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| HDIF | 0.19% | 10.7% | 17.4% |
| HCAL | 15.3% | 39.4% | 141% |
| BANK | 12.1% | 33.8% | 30.7% |
| HTAE | 1.59% | 13.3% | 114% |
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 |
|---|---|---|---|---|---|---|---|---|
| HCAL TO Hamilton Enhanced Canadian |
1.63% | 39.4% | 141% | - | - | - | - | - |
| HDIV TO Hamilton Enhanced |
1.15% | 20% | 70.8% | - | - | - | - | - |
| HUTE TO Harvest Equal Weight Global |
2% | 21.5% | 45.7% | - | - | - | - | - |
| HTAE TO Harvest Tech Achievers |
-1.07% | 13.3% | 114% | - | - | - | - | - |
| USCL TO Global X Enhanced SP500 |
2.17% | 14.9% | 43.7% | - | - | - | - | - |
| QQCL TO Global X Enhanced |
1.2% | 19.2% | 48.1% | - | - | - | - | - |
| BANK TO Evolve Canadian Banks |
1.16% | 33.8% | 30.7% | - | - | - | - | - |
| HYLD TO Hamilton Enhanced U.S. |
0.32% | 14.3% | 28.1% | - | - | - | - | - |
Performance Comparison: HDIF vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for HDIF
| Total Return (including Dividends) | HDIF | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.38% | -0.09% | 0.66% |
| 3 Months | 8.26% | 10.26% | 11.66% |
| 12 Months | 10.67% | 16.05% | 15.92% |
| 5 Years | 17.38% | 78.44% | 103.09% |
| Trend Stabilty (consistency of price movement) | HDIF | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 38% | 52.9% | 66.4% |
| 3 Months | 94.2% | 96% | 96.6% |
| 12 Months | 29.1% | 64% | 50% |
| 5 Years | 78.4% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 3 %th | -0.84% | -1.58% |
| 3 Month | 36 %th | -1.82% | -3.04% |
| 12 Month | 19 %th | -4.64% | -4.53% |
| 5 Years | 11 %th | -12.40% | -19.79% |
FAQs
Does Harvest Diversified (HDIF) outperform the market?
No,
over the last 12 months HDIF made 10.67%, while its related Sector, the Vanguard Total World Stock (VT) made 16.05%.
Over the last 3 months HDIF made 8.26%, while VT made 10.26%.
Performance Comparison HDIF vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HDIF vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.9% | -2% | -4.4% | -5% |
| US NASDAQ 100 | QQQ | -1.1% | -2.6% | -7% | -11% |
| German DAX 40 | DAX | -0.1% | -0.3% | -8.7% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.7% | -4.1% | -8.8% | -11% |
| Hongkong Hang Seng | HSI | -1.1% | -3.5% | -27.2% | -28% |
| India NIFTY 50 | INDA | -1.3% | 4.2% | -3.4% | 17% |
| Brasil Bovespa | EWZ | -2.2% | 6.1% | -6.8% | 7% |
HDIF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.9% | 0.1% | -3.8% | -14% |
| Consumer Discretionary | XLY | 0.6% | -0.4% | 5.4% | -9% |
| Consumer Staples | XLP | -1.7% | 0.8% | -2.1% | 6% |
| Energy | XLE | -1.6% | -1.5% | 1.6% | 13% |
| Financial | XLF | 0.5% | 1% | -0.8% | -10% |
| Health Care | XLV | 0.6% | 2.7% | 10.5% | 22% |
| Industrial | XLI | 0.1% | -2.6% | -9.8% | -10% |
| Materials | XLB | 2.8% | 2.4% | 1.7% | 14% |
| Real Estate | XLRE | 0.2% | -0.4% | -1.2% | 9% |
| Technology | XLK | -1.4% | -3.8% | -13.1% | -12% |
| Utilities | XLU | -4.8% | -6.1% | -10.9% | -9% |
| Aerospace & Defense | XAR | -0.5% | -5.5% | -22.6% | -35% |
| Biotech | XBI | -1.4% | -4.8% | 6.2% | 24% |
| Homebuilder | XHB | -0.8% | -2.6% | 1.5% | 19% |
| Retail | XRT | 1.5% | 0.6% | 0.9% | 8% |
HDIF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.8% | -6.15% | 0.65% | 9% |
| Natural Gas | UNG | -1.8% | 8.5% | 23% | 7% |
| Gold | GLD | -3.9% | -1.9% | -18.7% | -26% |
| Silver | SLV | -0.2% | -4% | -17% | -18% |
| Copper | CPER | 19.8% | 11.3% | -1.3% | 3% |
HDIF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.9% | -1% | -1.2% | 15% |
| iShares High Yield Corp. Bond | HYG | -2.7% | -1.1% | -3.2% | 2% |