(XP) Xp - Performance -46.6% in 12m
Compare XP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-55.00%
#54 in Group
Rel. Strength
17.85%
#6457 in Universe
Total Return 12m
-46.59%
#52 in Group
Total Return 5y
-33.44%
#50 in Group
P/E 10.4
33th Percentile in Group
P/E Forward 9.66
15th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 142%
(?) Percentile in Group
12m Total Return: XP (-46.6%) vs XLF (6.8%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-7.68% | 10.3% | 437% | 20.2 | 14.9 | 1.13 | 70.0% | 23% |
| PJT NYSE PJT Partners |
-14.2% | 30.3% | 210% | 25.7 | 19.9 | 1.36 | 3.40% | 17.2% |
| RJF NYSE Raymond James Financial |
-8.94% | -2.58% | 200% | 12.1 | 11.6 | 1.51 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.5% | 0.19% | 180% | 13.8 | 10.1 | 0.85 | -2.10% | 12% |
| EVR NYSE Evercore Partners |
-13.9% | -15.2% | 236% | 18.1 | 12.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-17.5% | -10.4% | 135% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
-1.84% | -2.01% | 116% | 25 | 17.8 | 0.99 | -13.0% | 6.41% |
| LAZ NYSE Lazard |
-25.5% | -15.5% | 67.3% | 14.4 | 12.5 | 1 | -45.3% | 2.29% |
Performance Comparison: XP vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for XP
| Total Return (including Dividends) | XP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -16.24% | -8.21% | -11.17% |
| 3 Months | 14.84% | -9.10% | -15.52% |
| 12 Months | -46.59% | 6.84% | -3.07% |
| 5 Years | -33.44% | 114.03% | 93.71% |
| Trend Score (consistency of price movement) | XP | XLF | S&P 500 |
| 1 Month | -59.3% | 0.9% | -27.7% |
| 3 Months | 58.6% | -31.8% | -70.8% |
| 12 Months | -82.5% | 90.7% | 76.4% |
| 5 Years | -74.3% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #48 | -8.75% | -5.71% |
| 3 Month | #10 | 26.3% | 36.0% |
| 12 Month | #53 | -50.0% | -44.9% |
| 5 Years | #50 | -68.9% | -65.6% |
FAQs
Does XP Xp outperforms the market?
No,
over the last 12 months XP made -46.59%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 6.84%.
Over the last 3 months XP made 14.84%, while XLF made -9.10%.
Over the last 3 months XP made 14.84%, while XLF made -9.10%.
Performance Comparison XP vs Indeces and Sectors
XP vs. Indices XP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.18% | -5.07% | -11.7% | -43.5% |
| US NASDAQ 100 | QQQ | 1.66% | -4.38% | -9.83% | -41.6% |
| US Dow Jones Industrial 30 | DIA | -0.05% | -6.16% | -14.7% | -44.9% |
| German DAX 40 | DAX | -0.45% | -5.97% | -30.8% | -56.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.22% | -4.86% | -3.29% | -45.4% |
| Hongkong Hang Seng | HSI | 4.0% | -0.92% | -7.22% | -48.3% |
| India NIFTY 50 | INDA | -6.62% | -17.9% | -11.3% | -41.1% |
| Brasil Bovespa | EWZ | 0.01% | -12.7% | -9.18% | -24.5% |
XP vs. Sectors XP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.44% | -4.58% | -20.3% | -52.1% |
| Consumer Discretionary | XLY | 1.30% | -5.40% | -14.5% | -45.1% |
| Consumer Staples | XLP | -3.67% | -9.07% | -19.9% | -52.1% |
| Energy | XLE | 8.36% | -3.70% | -9.83% | -27.6% |
| Financial | XLF | 1.40% | -8.03% | -22.1% | -53.4% |
| Health Care | XLV | -3.09% | -6.64% | -12.9% | -41.2% |
| Industrial | XLI | 1.36% | -4.61% | -11.2% | -40.8% |
| Materials | XLB | 3.62% | -3.02% | -3.95% | -28.1% |
| Real Estate | XLRE | 1.14% | -4.96% | -11.6% | -45.7% |
| Technology | XLK | 3.27% | -2.28% | -3.65% | -34.4% |
| Utilities | XLU | -2.78% | -10.4% | -17.9% | -61.4% |
| Aerospace & Defense | XAR | -1.41% | -9.88% | -18.1% | -54.2% |
| Biotech | XBI | 0.38% | 2.82% | 3.58% | -23.9% |
| Homebuilder | XHB | 0.39% | -2.25% | 4.01% | -27.2% |
| Retail | XRT | 0.81% | -4.60% | -7.38% | -31.0% |