(INCLU) Inclusio Sca - Performance 7.1% in 12m
Compare INCLU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-36.28%
#71 in Group
Rel. Strength
61.72%
#3063 in Universe
Total Return 12m
7.05%
#41 in Group
Total Return 5y
-29.43%
#70 in Group
P/E 3.11
14th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.96%
59th Percentile in Group
12m Total Return: INCLU (7.1%) vs XLRE (14.4%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate Operating Companies
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 |
|---|---|---|---|---|---|---|---|---|
| FSV TO FirstService |
-0.86% | 14.8% | 106% | 54.4 | 28.5 | 1.68 | 9.70% | 28% |
| CIGI TO Colliers International |
-11.8% | 4.4% | 111% | 34.9 | 17.4 | 1.14 | 9.0% | -1% |
| WIHL ST Wihlborgs Fastigheter |
1.34% | 10.2% | -11.1% | 17.9 | 13.6 | 1.59 | -47.6% | 15.9% |
| TEG XETRA TAG Immobilien |
12.1% | 20.8% | -10.2% | 20.8 | 13.4 | 1.44 | -35.3% | 21.5% |
| ADJ XETRA Adler |
-16% | 12.1% | -99% | 0.03 | 18.1 | 1.95 | -24.7% | 90.8% |
Performance Comparison: INCLU vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for INCLU
| Total Return (including Dividends) | INCLU | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -1.43% | -4.99% | -7.04% |
| 3 Months | -3.17% | -2.47% | -10.88% |
| 12 Months | 7.05% | 14.36% | 5.72% |
| 5 Years | -29.43% | 41.54% | 100.77% |
| Trend Score (consistency of price movement) | INCLU | XLRE | S&P 500 |
| 1 Month | -69.0% | -65.6% | -76.1% |
| 3 Months | -53.3% | -21.4% | -86.4% |
| 12 Months | 0.40% | 47.7% | 67.8% |
| 5 Years | -61.6% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #70 | 3.74% | 6.03% |
| 3 Month | #58 | -0.72% | 8.66% |
| 12 Month | #42 | -6.39% | 1.26% |
| 5 Years | #69 | -44.9% | -53.8% |
FAQs
Does INCLU Inclusio Sca outperforms the market?
No,
over the last 12 months INCLU made 7.05%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 14.36%.
Over the last 3 months INCLU made -3.17%, while XLRE made -2.47%.
Over the last 3 months INCLU made -3.17%, while XLRE made -2.47%.
Performance Comparison INCLU vs Indeces and Sectors
INCLU vs. Indices INCLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.19% | 5.61% | -0.69% | 1.33% |
| US NASDAQ 100 | QQQ | 4.68% | 6.43% | -0.60% | 3.39% |
| US Dow Jones Industrial 30 | DIA | 2.29% | 3.74% | -2.66% | 0.37% |
| German DAX 40 | DAX | -8.31% | 6.62% | -19.3% | -12.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.81% | 6.32% | -5.54% | -0.90% |
| Hongkong Hang Seng | HSI | -3.48% | 9.72% | -2.08% | -9.09% |
| India NIFTY 50 | INDA | 0.18% | -4.85% | -0.11% | 6.37% |
| Brasil Bovespa | EWZ | -0.32% | 4.85% | -1.01% | 18.0% |
INCLU vs. Sectors INCLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.38% | 6.15% | -8.89% | -6.21% |
| Consumer Discretionary | XLY | 5.78% | 4.79% | -2.90% | -0.29% |
| Consumer Staples | XLP | -1.07% | -1.32% | -8.34% | -5.44% |
| Energy | XLE | 3.23% | 10.5% | 0.37% | 19.9% |
| Financial | XLF | 1.48% | 3.44% | -8.61% | -12.3% |
| Health Care | XLV | 1.78% | 5.35% | 0.50% | 7.19% |
| Industrial | XLI | 1.69% | 4.54% | -0.06% | 3.16% |
| Materials | XLB | 0.69% | 6.01% | 6.73% | 15.0% |
| Real Estate | XLRE | -1.56% | 3.56% | -0.41% | -7.31% |
| Technology | XLK | 4.88% | 8.40% | 5.34% | 10.3% |
| Utilities | XLU | -1.33% | 0.68% | -4.92% | -19.3% |
| Aerospace & Defense | XAR | -0.47% | -0.82% | -10.1% | -16.1% |
| Biotech | XBI | -0.33% | 13.5% | 15.2% | 19.2% |
| Homebuilder | XHB | 4.80% | 7.78% | 18.7% | 18.7% |
| Retail | XRT | 4.43% | 4.32% | 6.60% | 14.1% |