(DCI) Donaldson - Performance -10.5% in 12m
Compare DCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
34.57%
#66 in Group
Rel. Strength
35.22%
#5184 in Universe
Total Return 12m
-10.53%
#99 in Group
Total Return 5y
57.74%
#81 in Group
P/E 18.4
44th Percentile in Group
P/E Forward 15.5
41th Percentile in Group
PEG 1.55
49th Percentile in Group
FCF Yield 4.38%
68th Percentile in Group
12m Total Return: DCI (-10.5%) vs XLI (4.1%)
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 |
-19.2% | -3.21% | 251% | 41 | 18.6 | 1.74 | -47.6% | -6.67% |
| SIE XETRA Siemens Aktiengesellschaft |
-12.8% | 14.7% | 205% | 20.1 | 16.5 | 1.94 | 63.8% | 28.5% |
| G1A XETRA GEA |
-6.7% | 47.1% | 194% | 22.5 | 18.1 | 1.85 | 63.9% | 13.3% |
| MWA NYSE Mueller Water Products |
-7.13% | 61.3% | 196% | 28.2 | 19.9 | 1.33 | 28.3% | 14.1% |
| SXI NYSE Standex International |
-20.6% | -21.5% | 201% | 31.2 | 15.8 | 0.95 | 34.8% | -12.6% |
| EPAC NYSE Enerpac Tool |
-9.94% | 8.51% | 138% | 23.1 | 22.1 | 0.34 | 86.1% | 8.64% |
| SU PA Schneider Electric S.E. |
-9.94% | 1.4% | 181% | 26.5 | 19.8 | 1.61 | 76.3% | 37% |
| ITT NYSE ITT |
-5.43% | 3.07% | 168% | 18.1 | 17.8 | 1.8 | 82.9% | 11.9% |
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 | -6.30% | -6.03% | -6.73% |
| 3 Months | -10.59% | -10.65% | -11.93% |
| 12 Months | -10.53% | 4.06% | 7.24% |
| 5 Years | 57.74% | 116.28% | 100.61% |
| Trend Score (consistency of price movement) | DCI | XLI | S&P 500 |
| 1 Month | -61.0% | -61.2% | -63.5% |
| 3 Months | -90.4% | -90.5% | -90.3% |
| 12 Months | -54.2% | 59.6% | 60.6% |
| 5 Years | 80.9% | 87.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #58 | -0.28% | 0.47% |
| 3 Month | #69 | 0.07% | 1.52% |
| 12 Month | #99 | -14.0% | -16.6% |
| 5 Years | #90 | -27.1% | -21.4% |
FAQs
Does DCI Donaldson outperforms the market?
No,
over the last 12 months DCI made -10.53%, while its related Sector, the Industrial Sector SPDR (XLI) made 4.06%.
Over the last 3 months DCI made -10.59%, while XLI made -10.65%.
Over the last 3 months DCI made -10.59%, while XLI made -10.65%.
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 | 0.37% | 0.43% | -6.20% | -17.8% |
| US NASDAQ 100 | QQQ | -0.11% | 1.06% | -6.34% | -18.1% |
| US Dow Jones Industrial 30 | DIA | 2.40% | 0.61% | -6.82% | -15.0% |
| German DAX 40 | DAX | -0.85% | -2.36% | -26.1% | -30.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.94% | -2.91% | -7.35% | -19.7% |
| Hongkong Hang Seng | HSI | -2.30% | -2.58% | -10.7% | -27.3% |
| India NIFTY 50 | INDA | -1.78% | -8.33% | -9.55% | -13.5% |
| Brasil Bovespa | EWZ | -3.90% | -6.76% | -11.3% | -1.79% |
DCI vs. Sectors DCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.34% | 0.55% | -15.3% | -25.6% |
| Consumer Discretionary | XLY | -1.07% | 0.54% | -11.5% | -21.8% |
| Consumer Staples | XLP | 0.22% | -9.28% | -14.2% | -21.9% |
| Energy | XLE | 0.30% | 6.20% | -4.90% | 2.17% |
| Financial | XLF | -0.33% | -1.45% | -15.1% | -28.4% |
| Health Care | XLV | 2.64% | 1.46% | -3.98% | -8.14% |
| Industrial | XLI | 0.97% | -0.27% | -6.03% | -14.6% |
| Materials | XLB | 0.63% | -0.45% | 1.06% | -4.61% |
| Real Estate | XLRE | 0.60% | -3.07% | -5.85% | -25.3% |
| Technology | XLK | 0.10% | 2.70% | 0.04% | -11.7% |
| Utilities | XLU | 0.48% | -6.50% | -9.83% | -32.2% |
| Aerospace & Defense | XAR | 1.82% | -3.12% | -15.6% | -32.4% |
| Biotech | XBI | -3.05% | 4.64% | 5.20% | -4.07% |
| Homebuilder | XHB | -1.16% | 1.82% | 8.56% | -0.02% |
| Retail | XRT | -1.50% | -0.91% | -2.76% | -4.24% |