(KBCA) KBC Ancora - Performance 37.3% in 12m
Compare KBCA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
95.45%
#2 in Group
Rel. Strength
86.71%
#1024 in Universe
Total Return 12m
37.34%
#2 in Group
Total Return 5y
234.91%
#3 in Group
12m Total Return: KBCA (37.3%) vs XLF (20.6%)
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 |
|---|---|---|---|---|---|---|---|---|
| CPAY NYSE Corpay |
-3.81% | 15.1% | 90.5% | 25.6 | 17 | 1.18 | 83.8% | 12.5% |
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 | 1.44% | -3.50% | -3.62% |
| 3 Months | 10.81% | 3.57% | -3.76% |
| 12 Months | 37.34% | 20.61% | 8.80% |
| 5 Years | 234.91% | 178.11% | 143.09% |
| Trend Score (consistency of price movement) | KBCA | XLF | S&P 500 |
| 1 Month | 24.6% | 50.4% | -17.5% |
| 3 Months | 90.8% | 3.2% | -55.3% |
| 12 Months | 96.9% | 93.1% | 84.8% |
| 5 Years | 96.3% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #5 | 5.11% | 5.25% |
| 3 Month | #4 | 6.99% | 15.1% |
| 12 Month | #2 | 13.3% | 25.4% |
| 5 Years | #6 | 20.4% | 37.8% |
FAQs
Does KBCA KBC Ancora outperforms the market?
Yes,
over the last 12 months KBCA made 37.34%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.61%.
Over the last 3 months KBCA made 10.81%, while XLF made 3.57%.
Over the last 3 months KBCA made 10.81%, while XLF made 3.57%.
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 | -1.40% | 5.06% | 18.3% | 28.5% |
| US NASDAQ 100 | QQQ | 0.29% | 6.20% | 19.1% | 30.5% |
| US Dow Jones Industrial 30 | DIA | -2.46% | 4.15% | 17.3% | 29.5% |
| German DAX 40 | DAX | -1.32% | 4.25% | 0.55% | 14.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.39% | 1.17% | 26.6% | 28.3% |
| Hongkong Hang Seng | HSI | -4.20% | -1.04% | 22.7% | 19.2% |
| India NIFTY 50 | INDA | -2.02% | -5.36% | 29.2% | 37.5% |
| Brasil Bovespa | EWZ | -2.86% | -6.85% | 24.9% | 48.6% |
KBCA vs. Sectors KBCA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.49% | 5.58% | 10.4% | 18.7% |
| Consumer Discretionary | XLY | -0.81% | 7.06% | 17.2% | 27.1% |
| Consumer Staples | XLP | -7.87% | 2.99% | 17.5% | 26.6% |
| Energy | XLE | -4.75% | -6.43% | 11.2% | 35.3% |
| Financial | XLF | -2.57% | 4.94% | 6.39% | 16.7% |
| Health Care | XLV | -2.59% | 5.24% | 23.3% | 37.9% |
| Industrial | XLI | -1.93% | 3.06% | 19.6% | 30.3% |
| Materials | XLB | -3.67% | 1.75% | 27.0% | 42.4% |
| Real Estate | XLRE | -5.28% | 4.59% | 21.7% | 25.8% |
| Technology | XLK | 0.82% | 6.16% | 22.9% | 37.1% |
| Utilities | XLU | -6.69% | 1.09% | 19.0% | 12.5% |
| Aerospace & Defense | XAR | 0.94% | 1.75% | 15.2% | 20.1% |
| Biotech | XBI | 6.32% | 10.1% | 37.8% | 53.9% |
| Homebuilder | XHB | -1.50% | 2.93% | 39.0% | 48.4% |
| Retail | XRT | -2.98% | 4.09% | 25.1% | 46.8% |