Overview Performance Dividends Peer Group Options

(CARE) Carter Bank Trust - Performance 22.7% in 12m

Compare CARE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 53.01%
#81 in Group
Rel. Strength 81.60%
#1426 in Universe
Total Return 12m 22.70%
#60 in Group
Total Return 5y 78.68%
#92 in Group
P/E 15.4
70th Percentile in Group
P/E Forward 13.7
84th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -8.51%
37th Percentile in Group

12m Total Return: CARE (22.7%) vs XLF (16.3%)

Compare overall performance (total returns) of Carter Bank Trust with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (CARE) Carter Bank Trust - Performance 22.7% in 12m

Top Performers in Regional Banks

Short Term
Symbol 1w 1m 3m
CARE -10.7% -13% -14.4%
MIL -3.51% 18.2% 52.5%
GHLD 11.8% 29.5% 15.1%
MBK -7.03% 7.04% 44.2%
Long Term
Symbol 6m 12m 5y
CARE -12.3% 22.7% 78.7%
BBAR 61.1% 138% 850%
CCB 60.7% 121% 658%
TBBK -6.26% 54.2% 790%
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
CBK XETRA
Commerzbank		 1.22% 66.6% 625% 10.4 10.8 0.94 72.6% 43.8%
TBBK NASDAQ
The Bancorp		 -11.1% 54.2% 790% 12.8 - 1.46 95.5% 27.2%
SPNO CO
Spar Nord Bank		 0.24% 76.8% 517% 11.2 - 1.59 80.6% 25.8%
FBIZ NASDAQ
First Business Financial		 -14.5% 31.8% 250% 9.16 8.96 1.89 45.2% 10.2%
OFG NYSE
OFG Bancorp		 -12.2% 5.37% 271% 9.49 - 0.93 93.8% 17.8%
SWED-A ST
Swedbank (publ)		 -7.3% 12.7% 191% 7.38 8.76 0.86 82.3% 14.1%
FBP NYSE
First Bancorp		 -8.69% 7.72% 315% 10.6 - 0.86 87.9% 13.2%
EQB TO
EQB		 -4.4% 12.7% 278% 9.58 8.37 0.27 62.9% 24.5%

Performance Comparison: CARE vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for CARE
Total Return (including Dividends) CARE XLF S&P 500
1 Month -12.95% -7.49% -7.79%
3 Months -14.35% -1.50% -9.06%
12 Months 22.70% 16.29% 4.64%
5 Years 78.68% 148.74% 117.94%
Trend Score (consistency of price movement) CARE XLF S&P 500
1 Month -7.60% 58.6% -5.5%
3 Months -60.1% -8.5% -61.9%
12 Months 66.5% 92.9% 82.8%
5 Years 57.9% 75.3% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #100 -5.90% -5.60%
3 Month #135 -13.1% -5.82%
12 Month #61 5.51% 17.3%
5 Years #100 -28.2% -18.0%

FAQs

Does CARE Carter Bank Trust outperforms the market?

Yes, over the last 12 months CARE made 22.70%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months CARE made -14.35%, while XLF made -1.50%.

Performance Comparison CARE vs Indeces and Sectors

CARE vs. Indices CARE is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -5.35% -5.16% -7.41% 18.1%
US NASDAQ 100 QQQ -4.28% -3.75% -6.16% 20.1%
US Dow Jones Industrial 30 DIA -6.52% -6.91% -9.51% 17.5%
German DAX 40 DAX -6.47% -6.63% -26.3% 5.18%
Shanghai Shenzhen CSI 300 CSI 300 -8.07% -12.2% 2.81% 14.6%
Hongkong Hang Seng HSI -8.86% -13.9% -3.87% 6.17%
India NIFTY 50 INDA -9.53% -20.0% -2.21% 23.0%
Brasil Bovespa EWZ -10.7% -22.0% -6.57% 34.0%

CARE vs. Sectors CARE is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -4.51% -4.85% -15.8% 9.70%
Consumer Discretionary XLY -4.65% -3.32% -10.4% 15.6%
Consumer Staples XLP -12.2% -11.7% -14.6% 9.79%
Energy XLE -4.11% -12.5% -7.77% 30.4%
Financial XLF -5.75% -5.46% -19.4% 6.41%
Health Care XLV -9.44% -9.01% -7.55% 21.7%
Industrial XLI -5.41% -6.88% -6.57% 20.6%
Materials XLB -6.60% -8.92% -0.89% 31.5%
Real Estate XLRE -9.24% -7.35% -7.07% 12.8%
Technology XLK -3.01% -2.39% -0.21% 27.9%
Utilities XLU -12.7% -13.1% -10.7% -2.23%
Aerospace & Defense XAR -5.73% -9.56% -12.4% 7.51%
Biotech XBI -2.07% -4.24% 6.85% 36.7%
Homebuilder XHB -3.66% -6.01% 12.7% 37.6%
Retail XRT -4.30% -4.42% -0.72% 34.3%

CARE vs. Commodities CARE is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -6.43% -11.5% -7.69% 33.8%
Natural Gas UNG -16.4% -11.2% -41.6% -16.8%
Gold GLD -12.3% -20.3% -29.0% -11.9%
Silver SLV -2.95% -13.4% -11.1% 5.88%
Copper CPER -4.80% -18.2% -18.0% 8.58%

CARE vs. Yields & Bonds CARE is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -14.4% -12.5% -9.25% 18.7%
iShares High Yield Corp. Bond HYG -9.83% -11.3% -12.9% 15.4%