(SOF) Sofina Société Anonyme - Performance 14.7% in 12m
Compare SOF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
1.64%
#9 in Group
Rel. Strength
70.61%
#2362 in Universe
Total Return 12m
14.70%
#3 in Group
Total Return 5y
17.93%
#5 in Group
P/E 5.82
0th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 6.33%
83th Percentile in Group
12m Total Return: SOF (14.7%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Multi-Sector Holdings
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 |
|---|
Performance Comparison: SOF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SOF
| Total Return (including Dividends) | SOF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.58% | -4.78% | -4.31% |
| 3 Months | 0.75% | -6.25% | -7.85% |
| 12 Months | 14.70% | 19.30% | 10.76% |
| 5 Years | 17.93% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | SOF | XLF | S&P 500 |
| 1 Month | -12.1% | -30.6% | -35.6% |
| 3 Months | -16.8% | -83.1% | -89.7% |
| 12 Months | 43.4% | 84.9% | 58.3% |
| 5 Years | -40.2% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #9 | 5.63% | 5.11% |
| 3 Month | #8 | 7.47% | 9.33% |
| 12 Month | #3 | -3.85% | 3.56% |
| 5 Years | #12 | -49.7% | -42.8% |
FAQs
Does SOF Sofina Société Anonyme outperforms the market?
No,
over the last 12 months SOF made 14.70%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months SOF made 0.75%, while XLF made -6.25%.
Over the last 3 months SOF made 0.75%, while XLF made -6.25%.
Performance Comparison SOF vs Indeces and Sectors
SOF vs. Indices SOF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.62% | 4.89% | 10.1% | 3.94% |
| US NASDAQ 100 | QQQ | -6.58% | 4.82% | 10.1% | 2.69% |
| US Dow Jones Industrial 30 | DIA | -2.55% | 6.36% | 9.87% | 7.72% |
| German DAX 40 | DAX | -1.96% | 4.39% | -8.30% | -8.81% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.91% | 4.08% | 11.6% | 6.08% |
| Hongkong Hang Seng | HSI | -2.35% | 3.46% | 8.26% | 0.68% |
| India NIFTY 50 | INDA | 2.81% | -0.98% | 8.53% | 12.9% |
| Brasil Bovespa | EWZ | -4.37% | -1.39% | 5.63% | 20.2% |
SOF vs. Sectors SOF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.48% | 6.16% | 1.39% | -7.70% |
| Consumer Discretionary | XLY | -6.97% | 4.62% | 6.97% | 0.35% |
| Consumer Staples | XLP | 2.84% | -2.17% | 4.81% | 5.21% |
| Energy | XLE | -1.27% | 12.2% | 12.6% | 26.6% |
| Financial | XLF | -2.66% | 5.36% | 2.03% | -4.60% |
| Health Care | XLV | -1.60% | 5.55% | 12.1% | 14.4% |
| Industrial | XLI | -2.79% | 4.65% | 9.78% | 7.79% |
| Materials | XLB | -1.37% | 5.09% | 17.0% | 20.0% |
| Real Estate | XLRE | 0.21% | 2.49% | 12.3% | -0.42% |
| Technology | XLK | -8.43% | 5.10% | 15.0% | 8.46% |
| Utilities | XLU | -0.47% | -1.10% | 7.03% | -5.74% |
| Aerospace & Defense | XAR | -4.18% | 0.88% | -1.14% | -12.3% |
| Biotech | XBI | -3.75% | 8.42% | 23.2% | 17.0% |
| Homebuilder | XHB | -2.87% | 6.60% | 25.1% | 22.7% |
| Retail | XRT | -1.83% | 3.51% | 14.3% | 18.3% |