(KBCA) KBC Ancora - Performance 31.6% in 12m
Compare KBCA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
93.76%
#2 in Group
Rel. Strength
84.96%
#1202 in Universe
Total Return 12m
31.63%
#1 in Group
Total Return 5y
188.83%
#3 in Group
P/E 11.6
58th Percentile in Group
P/E Forward 12.0
56th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.79%
(?) Percentile in Group
12m Total Return: KBCA (31.6%) vs XLF (13.4%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Financial Services
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 |
|---|---|---|---|---|---|---|---|---|
| VOYA NYSE Voya Financial |
-19% | -18.4% | 44.5% | 9.2 | 7.08 | 1.19 | -48.9% | -41.5% |
Performance Comparison: KBCA vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KBCA
| Total Return (including Dividends) | KBCA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.31% | -7.37% | -8.88% |
| 3 Months | 7.14% | -9.54% | -14.53% |
| 12 Months | 31.63% | 13.44% | 4.14% |
| 5 Years | 188.83% | 133.87% | 98.04% |
| Trend Score (consistency of price movement) | KBCA | XLF | S&P 500 |
| 1 Month | -65.9% | -72.9% | -74.2% |
| 3 Months | 54.1% | -79.2% | -89.4% |
| 12 Months | 96.4% | 86.7% | 64% |
| 5 Years | 96.3% | 75.1% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #6 | 1.09% | 2.52% |
| 3 Month | #4 | 15.9% | 22.4% |
| 12 Month | #2 | 13.6% | 23.4% |
| 5 Years | #5 | 20.9% | 42.4% |
FAQs
Does KBCA KBC Ancora outperforms the market?
Yes,
over the last 12 months KBCA made 31.63%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 13.44%.
Over the last 3 months KBCA made 7.14%, while XLF made -9.54%.
Over the last 3 months KBCA made 7.14%, while XLF made -9.54%.
Performance Comparison KBCA vs Indeces and Sectors
KBCA vs. Indices KBCA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.68% | 4.57% | 29.9% | 27.5% |
| US NASDAQ 100 | QQQ | 5.33% | 5.48% | 30.8% | 27.6% |
| US Dow Jones Industrial 30 | DIA | 5.82% | 4.70% | 28.9% | 30.2% |
| German DAX 40 | DAX | -1.12% | 3.04% | 9.71% | 13.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.47% | -0.75% | 24.0% | 23.8% |
| Hongkong Hang Seng | HSI | -0.12% | 3.87% | 25.1% | 17.7% |
| India NIFTY 50 | INDA | -3.86% | -7.28% | 23.4% | 28.8% |
| Brasil Bovespa | EWZ | -0.76% | 0.85% | 24.9% | 43.8% |
KBCA vs. Sectors KBCA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.03% | 5.07% | 20.9% | 19.6% |
| Consumer Discretionary | XLY | 5.16% | 4.05% | 26.9% | 24.9% |
| Consumer Staples | XLP | 0.77% | -7.07% | 17.7% | 20.9% |
| Energy | XLE | -0.25% | 9.23% | 28.9% | 45.9% |
| Financial | XLF | 3.18% | 3.06% | 21.1% | 18.2% |
| Health Care | XLV | 4.31% | 4.91% | 30.1% | 35.1% |
| Industrial | XLI | 3.54% | 2.79% | 29.5% | 29.2% |
| Materials | XLB | 2.39% | 2.56% | 35.6% | 40.6% |
| Real Estate | XLRE | 0.43% | -0.34% | 26.5% | 18.3% |
| Technology | XLK | 6.14% | 7.73% | 37.2% | 34.2% |
| Utilities | XLU | 2.27% | -1.41% | 24.0% | 13.1% |
| Aerospace & Defense | XAR | 2.95% | -1.16% | 21.0% | 11.1% |
| Biotech | XBI | 1.35% | 9.01% | 41.5% | 41.3% |
| Homebuilder | XHB | 3.27% | 4.23% | 45.1% | 43.0% |
| Retail | XRT | 1.68% | 0.39% | 32.5% | 38.3% |