(WEEI) Westwood Salient - Performance -9.8% in 12m
Compare WEEI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-19.08%
#27 in Group
Rel. Strength
36.76%
#5057 in Universe
Total Return 12m
-9.75%
#5 in Group
Total Return 5y
-9.75%
#25 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: WEEI (-9.8%) vs XLE (-14.3%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Energy
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 |
|---|---|---|---|---|---|---|---|---|
| RSPG NYSE ARCA Invesco SP500 Equal Weight |
-13.9% | -15.2% | 236% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
-12.5% | -14.5% | 194% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
-12.6% | -14.6% | 198% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
-12.2% | -13.5% | 176% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
-12.6% | -14.3% | 186% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil Gas |
-14.3% | -20.8% | 196% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
-11.2% | -13.5% | 145% | - | - | - | - | - |
| FCG NYSE ARCA First Trust Natural Gas |
-15% | -23% | 311% | - | - | - | - | - |
Performance Comparison: WEEI vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for WEEI
| Total Return (including Dividends) | WEEI | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -12.09% | -12.64% | -4.92% |
| 3 Months | -12.05% | -13.94% | -9.03% |
| 12 Months | -9.75% | -14.26% | 7.93% |
| 5 Years | -9.75% | 186.13% | 101.72% |
| Trend Score (consistency of price movement) | WEEI | XLE | S&P 500 |
| 1 Month | -60.0% | -58.1% | -71.8% |
| 3 Months | -17.5% | -25% | -84.5% |
| 12 Months | 12.8% | -4.9% | 69.5% |
| 5 Years | 12.8% | 94.9% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #11 | 0.62% | -7.54% |
| 3 Month | #9 | 2.19% | -3.32% |
| 12 Month | #6 | 1.73% | -17.1% |
| 5 Years | #14 | 1.73% | -17.1% |
FAQs
Does WEEI Westwood Salient outperforms the market?
Yes,
over the last 12 months WEEI made -9.75%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -14.26%.
Over the last 3 months WEEI made -12.05%, while XLE made -13.94%.
Over the last 3 months WEEI made -12.05%, while XLE made -13.94%.
Performance Comparison WEEI vs Indeces and Sectors
WEEI vs. Indices WEEI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.24% | -7.17% | -3.67% | -17.7% |
| US NASDAQ 100 | QQQ | -6.04% | -7.10% | -3.95% | -16.7% |
| US Dow Jones Industrial 30 | DIA | -3.19% | -8.58% | -5.50% | -18.5% |
| German DAX 40 | DAX | -0.66% | -3.84% | -19.2% | -27.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.27% | -3.65% | -6.22% | -16.0% |
| Hongkong Hang Seng | HSI | -3.53% | -1.0% | -3.63% | -23.8% |
| India NIFTY 50 | INDA | 0.03% | -15.5% | -0.70% | -10.2% |
| Brasil Bovespa | EWZ | -2.02% | -6.08% | -1.93% | 3.04% |
WEEI vs. Sectors WEEI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.90% | -7.07% | -12.1% | -25.8% |
| Consumer Discretionary | XLY | -3.08% | -8.24% | -6.26% | -19.2% |
| Consumer Staples | XLP | -2.09% | -13.1% | -9.85% | -23.5% |
| Energy | XLE | 0.63% | 0.55% | 0.17% | 4.51% |
| Financial | XLF | -3.59% | -8.73% | -11.9% | -30.2% |
| Health Care | XLV | 0.50% | -6.27% | -1.19% | -10.7% |
| Industrial | XLI | -4.49% | -7.42% | -2.53% | -14.8% |
| Materials | XLB | -4.79% | -5.38% | 4.91% | -1.82% |
| Real Estate | XLRE | -3.40% | -7.15% | -1.87% | -22.4% |
| Technology | XLK | -7.73% | -5.50% | 1.50% | -10.1% |
| Utilities | XLU | -2.24% | -10.9% | -8.20% | -35.6% |
| Aerospace & Defense | XAR | -6.88% | -11.9% | -12.9% | -34.1% |
| Biotech | XBI | -5.62% | 1.21% | 12.6% | 1.48% |
| Homebuilder | XHB | -0.93% | -4.99% | 15.7% | 1.05% |
| Retail | XRT | -1.72% | -7.45% | 3.78% | -3.87% |