(XP) Xp - Performance -20.7% in 12m
Compare XP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-48.67%
#51 in Group
Rel. Strength
27.31%
#5803 in Universe
Total Return 12m
-20.72%
#49 in Group
Total Return 5y
-22.28%
#47 in Group
P/E 11.1
33th Percentile in Group
P/E Forward 9.88
21th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 42.1%
(?) Percentile in Group
12m Total Return: XP (-20.7%) vs XLF (21.3%)
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 |
-2.39% | 17.1% | 432% | 22.4 | 16.7 | 1.36 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-0.22% | 13.7% | 254% | 13.2 | 12.9 | 1.68 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
2.6% | 49.6% | 226% | 27.5 | 25 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-8.54% | 8.66% | 233% | 16.4 | 10.1 | 0.85 | -15.2% | 10.6% |
| EVR NYSE Evercore Partners |
-0.36% | 9.09% | 346% | 21.7 | 20.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-8.65% | 10.7% | 146% | 23.9 | 27.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
3.81% | 10.5% | 139% | 24.2 | 18.9 | 1 | 4.60% | 11.9% |
| LAZ NYSE Lazard |
-9.95% | 3.22% | 99.4% | 14.6 | 15.5 | 1 | -51.8% | -14.2% |
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 | 17.53% | -2.29% | -0.91% |
| 3 Months | 21.41% | -4.74% | -7.61% |
| 12 Months | -20.72% | 21.27% | 10.06% |
| 5 Years | -22.28% | 142.23% | 110.82% |
| Trend Score (consistency of price movement) | XP | XLF | S&P 500 |
| 1 Month | 58.7% | 5.8% | 1.2% |
| 3 Months | 7.40% | -81.8% | -89.2% |
| 12 Months | -78.0% | 84.1% | 56.2% |
| 5 Years | -75.9% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #8 | 20.3% | 18.6% |
| 3 Month | #10 | 27.5% | 31.4% |
| 12 Month | #49 | -34.6% | -28.0% |
| 5 Years | #49 | -67.9% | -63.1% |
FAQs
Does XP Xp outperforms the market?
No,
over the last 12 months XP made -20.72%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months XP made 21.41%, while XLF made -4.74%.
Over the last 3 months XP made 21.41%, while XLF made -4.74%.
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 | 6.47% | 18.4% | -0.27% | -30.8% |
| US NASDAQ 100 | QQQ | 4.61% | 16.1% | 0.25% | -31.3% |
| US Dow Jones Industrial 30 | DIA | 8.20% | 21.0% | -1.04% | -28.0% |
| German DAX 40 | DAX | 6.27% | 16.4% | -19.4% | -43.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 11.4% | 20.1% | 0.80% | -25.7% |
| Hongkong Hang Seng | HSI | 9.82% | 19.5% | -1.30% | -30.9% |
| India NIFTY 50 | INDA | 11.5% | 13.5% | -2.0% | -23.4% |
| Brasil Bovespa | EWZ | 5.80% | 11.7% | -5.85% | -13.9% |
XP vs. Sectors XP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.15% | 18.6% | -8.34% | -42.6% |
| Consumer Discretionary | XLY | 4.67% | 16.7% | -4.26% | -32.3% |
| Consumer Staples | XLP | 12.8% | 18.1% | -6.72% | -30.6% |
| Energy | XLE | 9.95% | 29.0% | -0.09% | -9.37% |
| Financial | XLF | 8.40% | 19.8% | -8.93% | -42.0% |
| Health Care | XLV | 8.48% | 22.1% | 0.98% | -21.5% |
| Industrial | XLI | 7.07% | 18.1% | -1.22% | -27.8% |
| Materials | XLB | 9.04% | 20.5% | 6.07% | -15.0% |
| Real Estate | XLRE | 9.89% | 19.3% | 0.17% | -36.1% |
| Technology | XLK | 2.95% | 16.3% | 5.70% | -25.6% |
| Utilities | XLU | 9.93% | 17.0% | -5.95% | -42.5% |
| Aerospace & Defense | XAR | 4.12% | 10.6% | -12.9% | -46.7% |
| Biotech | XBI | 6.14% | 16.6% | 12.5% | -16.6% |
| Homebuilder | XHB | 9.75% | 20.6% | 13.8% | -11.3% |
| Retail | XRT | 8.91% | 17.7% | 3.59% | -16.5% |