(AESR) Anfield U.S. Equity - Performance 6.9% in 12m
Compare AESR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.02%
#82 in Group
Rel. Strength
58.27%
#3204 in Universe
Total Return 12m
6.86%
#122 in Group
Total Return 5y
128.55%
#73 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: AESR (6.9%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: AESR vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for AESR
| Total Return (including Dividends) | AESR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.14% | -3.62% | -3.62% |
| 3 Months | -4.10% | -3.76% | -3.76% |
| 12 Months | 6.86% | 8.80% | 8.80% |
| 5 Years | 128.55% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | AESR | SPY | S&P 500 |
| 1 Month | -13.1% | -17.5% | -17.5% |
| 3 Months | -51.0% | -55.3% | -55.3% |
| 12 Months | 80.6% | 84.8% | 84.8% |
| 5 Years | 78.0% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #194 | -1.58% | -1.58% |
| 3 Month | #139 | -0.35% | -0.35% |
| 12 Month | #132 | -1.78% | -1.78% |
| 5 Years | #129 | -5.99% | -5.99% |
FAQs
Does AESR Anfield U.S. Equity outperforms the market?
No,
over the last 12 months AESR made 6.86%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months AESR made -4.10%, while SPY made -3.76%.
Over the last 3 months AESR made -4.10%, while SPY made -3.76%.
Performance Comparison AESR vs Indeces and Sectors
AESR vs. Indices AESR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.74% | -1.52% | -0.54% | -1.94% |
| US NASDAQ 100 | QQQ | 0.95% | -0.38% | 0.22% | -0.03% |
| US Dow Jones Industrial 30 | DIA | -1.80% | -2.43% | -1.57% | -1.0% |
| German DAX 40 | DAX | -0.66% | -2.33% | -18.3% | -15.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.73% | -5.41% | 7.67% | -2.22% |
| Hongkong Hang Seng | HSI | -3.54% | -7.62% | 3.85% | -11.3% |
| India NIFTY 50 | INDA | -1.36% | -11.9% | 10.4% | 7.0% |
| Brasil Bovespa | EWZ | -2.20% | -13.4% | 6.06% | 18.1% |
AESR vs. Sectors AESR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.17% | -1.0% | -8.53% | -11.7% |
| Consumer Discretionary | XLY | -0.15% | 0.48% | -1.71% | -3.43% |
| Consumer Staples | XLP | -7.21% | -3.59% | -1.41% | -3.92% |
| Energy | XLE | -4.09% | -13.0% | -7.64% | 4.78% |
| Financial | XLF | -1.91% | -1.64% | -12.5% | -13.8% |
| Health Care | XLV | -1.93% | -1.34% | 4.39% | 7.42% |
| Industrial | XLI | -1.27% | -3.52% | 0.68% | -0.16% |
| Materials | XLB | -3.01% | -4.83% | 8.08% | 11.9% |
| Real Estate | XLRE | -4.62% | -1.99% | 2.79% | -4.71% |
| Technology | XLK | 1.48% | -0.42% | 3.99% | 6.58% |
| Utilities | XLU | -6.03% | -5.49% | 0.16% | -18.0% |
| Aerospace & Defense | XAR | 1.60% | -4.83% | -3.64% | -10.4% |
| Biotech | XBI | 6.98% | 3.55% | 19.0% | 23.5% |
| Homebuilder | XHB | -0.84% | -3.65% | 20.2% | 18.0% |
| Retail | XRT | -2.32% | -2.49% | 6.23% | 16.3% |