(BDCZ) UBS London Branch ELKS - Performance -0.3% in 12m
Compare BDCZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.55%
#10 in Group
Rel. Strength
45.92%
#4320 in Universe
Total Return 12m
-0.25%
#32 in Group
Total Return 5y
141.05%
#10 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: BDCZ (-0.3%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
Performance Comparison: BDCZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BDCZ
| Total Return (including Dividends) | BDCZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.93% | -4.51% | -5.89% |
| 3 Months | -9.93% | -7.56% | -12.45% |
| 12 Months | -0.25% | 18.95% | 6.72% |
| 5 Years | 141.05% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | BDCZ | XLF | S&P 500 |
| 1 Month | -75.2% | -71.4% | -74.5% |
| 3 Months | -74.8% | -76.1% | -88.2% |
| 12 Months | 49.0% | 87.3% | 66.1% |
| 5 Years | 91.2% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #24 | -3.58% | -2.17% |
| 3 Month | #15 | -2.56% | 2.88% |
| 12 Month | #32 | -16.1% | -6.54% |
| 5 Years | #14 | 3.54% | 19.9% |
FAQs
Does BDCZ UBS London Branch ELKS outperforms the market?
No,
over the last 12 months BDCZ made -0.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months BDCZ made -9.93%, while XLF made -7.56%.
Over the last 3 months BDCZ made -9.93%, while XLF made -7.56%.
Performance Comparison BDCZ vs Indeces and Sectors
BDCZ vs. Indices BDCZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.09% | -2.04% | 4.19% | -6.97% |
| US NASDAQ 100 | QQQ | 5.95% | -1.65% | 4.72% | -5.78% |
| US Dow Jones Industrial 30 | DIA | 6.26% | -2.11% | 3.65% | -5.56% |
| German DAX 40 | DAX | -0.27% | 1.47% | -12.9% | -18.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.38% | -0.43% | 1.91% | -6.14% |
| Hongkong Hang Seng | HSI | 0.80% | 1.89% | 2.67% | -16.5% |
| India NIFTY 50 | INDA | 0.72% | -12.7% | 1.74% | -3.32% |
| Brasil Bovespa | EWZ | 1.53% | -2.85% | 1.24% | 9.22% |
BDCZ vs. Sectors BDCZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.84% | -2.27% | -4.62% | -13.8% |
| Consumer Discretionary | XLY | 5.96% | -4.01% | 1.45% | -9.47% |
| Consumer Staples | XLP | 1.79% | -11.1% | -6.03% | -14.2% |
| Energy | XLE | 0.37% | 2.15% | 3.13% | 10.0% |
| Financial | XLF | 3.72% | -3.42% | -3.93% | -19.2% |
| Health Care | XLV | 4.69% | -0.56% | 5.59% | 0.29% |
| Industrial | XLI | 3.97% | -3.23% | 4.11% | -5.61% |
| Materials | XLB | 3.37% | -1.28% | 11.3% | 7.29% |
| Real Estate | XLRE | -0.25% | -5.04% | 2.84% | -17.4% |
| Technology | XLK | 6.45% | 1.0% | 11.0% | 0.96% |
| Utilities | XLU | 1.78% | -7.51% | -1.55% | -24.6% |
| Aerospace & Defense | XAR | 3.40% | -7.97% | -5.57% | -24.4% |
| Biotech | XBI | 1.53% | 3.95% | 18.7% | 8.66% |
| Homebuilder | XHB | 4.14% | -1.09% | 22.1% | 8.86% |
| Retail | XRT | 3.39% | -5.82% | 8.86% | 4.14% |