(DCI) Donaldson - Performance -12.8% in 12m
Compare DCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.48%
#61 in Group
Rel. Strength
36.48%
#4921 in Universe
Total Return 12m
-12.81%
#102 in Group
Total Return 5y
80.69%
#74 in Group
P/E 19.6
44th Percentile in Group
P/E Forward 18.6
54th Percentile in Group
PEG 2.17
75th Percentile in Group
FCF Yield 4.11%
69th Percentile in Group
12m Total Return: DCI (-12.8%) vs XLI (2.1%)
5y Drawdown (Underwater) Chart
Top Performers in Industrial Machinery & Supplies & Components
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 |
|---|---|---|---|---|---|---|---|---|
| NPO NYSE Enpro Industries |
-16.2% | -9.74% | 285% | 47.8 | 21.7 | 1.74 | -47.6% | -6.67% |
| G1A XETRA GEA |
-1.96% | 47% | 212% | 23.8 | 19.5 | 1.99 | 63.9% | 13.3% |
| MWA NYSE Mueller Water Products |
-3.49% | 57.8% | 231% | 29.3 | 21.1 | 1.41 | 28.3% | 14.1% |
| SXI NYSE Standex International |
-18% | -14.2% | 233% | 34.9 | 17.7 | 0.95 | 33.5% | -12.6% |
| SU PA Schneider Electric S.E. |
-11.6% | -0.08% | 179% | 28.5 | 22.3 | 1.93 | 76.3% | 37% |
| EPAC NYSE Enerpac Tool |
-5.14% | 21.6% | 143% | 27.7 | 22.1 | 0.34 | 86.1% | 8.64% |
| SPXC NYSE SPX |
-8.48% | 4.59% | 302% | 30.2 | 21 | 1.17 | 19.7% | 20.2% |
| PNR NYSE Pentair |
-11.1% | -1.27% | 184% | 23.4 | 18.3 | 1.52 | 44.1% | 6.41% |
Performance Comparison: DCI vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for DCI
| Total Return (including Dividends) | DCI | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -7.32% | -6.07% | -7.79% |
| 3 Months | -6.27% | -4.89% | -9.06% |
| 12 Months | -12.81% | 2.14% | 4.64% |
| 5 Years | 80.69% | 125.94% | 117.94% |
| Trend Score (consistency of price movement) | DCI | XLI | S&P 500 |
| 1 Month | -60.1% | 7.7% | -5.5% |
| 3 Months | -30.6% | -43.1% | -61.9% |
| 12 Months | -44.9% | 75.9% | 82.8% |
| 5 Years | 81.7% | 87.5% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #82 | -1.33% | 0.51% |
| 3 Month | #75 | -1.46% | 3.06% |
| 12 Month | #102 | -14.6% | -16.7% |
| 5 Years | #82 | -20.0% | -17.1% |
FAQs
Does DCI Donaldson outperforms the market?
No,
over the last 12 months DCI made -12.81%, while its related Sector, the Industrial Sector SPDR (XLI) made 2.14%.
Over the last 3 months DCI made -6.27%, while XLI made -4.89%.
Over the last 3 months DCI made -6.27%, while XLI made -4.89%.
Performance Comparison DCI vs Indeces and Sectors
DCI vs. Indices DCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.94% | 0.47% | -7.42% | -17.5% |
| US NASDAQ 100 | QQQ | -0.87% | 1.88% | -6.17% | -15.4% |
| US Dow Jones Industrial 30 | DIA | -3.11% | -1.28% | -9.52% | -18.1% |
| German DAX 40 | DAX | -3.06% | -1.0% | -26.3% | -30.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.66% | -6.52% | 2.80% | -20.9% |
| Hongkong Hang Seng | HSI | -5.45% | -8.30% | -3.88% | -29.3% |
| India NIFTY 50 | INDA | -6.12% | -14.4% | -2.22% | -12.6% |
| Brasil Bovespa | EWZ | -7.30% | -16.4% | -6.58% | -1.49% |
DCI vs. Sectors DCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.10% | 0.78% | -15.8% | -25.8% |
| Consumer Discretionary | XLY | -1.24% | 2.31% | -10.4% | -19.9% |
| Consumer Staples | XLP | -8.80% | -6.04% | -14.6% | -25.7% |
| Energy | XLE | -0.70% | -6.86% | -7.78% | -5.08% |
| Financial | XLF | -2.34% | 0.17% | -19.4% | -29.1% |
| Health Care | XLV | -6.03% | -3.38% | -7.56% | -13.8% |
| Industrial | XLI | -2.0% | -1.25% | -6.58% | -15.0% |
| Materials | XLB | -3.19% | -3.29% | -0.90% | -3.99% |
| Real Estate | XLRE | -5.83% | -1.72% | -7.08% | -22.7% |
| Technology | XLK | 0.40% | 3.24% | -0.22% | -7.60% |
| Utilities | XLU | -9.25% | -7.51% | -10.7% | -37.7% |
| Aerospace & Defense | XAR | -2.32% | -3.93% | -12.4% | -28.0% |
| Biotech | XBI | 1.34% | 1.39% | 6.84% | 1.23% |
| Homebuilder | XHB | -0.25% | -0.38% | 12.7% | 2.04% |
| Retail | XRT | -0.89% | 1.21% | -0.73% | -1.24% |