(AMUN) Amundi - Performance 7.6% in 12m
Compare AMUN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
39.69%
#89 in Group
Rel. Strength
65.88%
#2643 in Universe
Total Return 12m
7.62%
#99 in Group
Total Return 5y
55.99%
#84 in Group
P/E 12.5
59th Percentile in Group
P/E Forward 11.4
68th Percentile in Group
PEG 2.17
73th Percentile in Group
FCF Yield 6.79%
51th Percentile in Group
12m Total Return: AMUN (7.6%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: AMUN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AMUN
| Total Return (including Dividends) | AMUN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.32% | -7.49% | -7.79% |
| 3 Months | 5.47% | -1.50% | -9.06% |
| 12 Months | 7.62% | 16.29% | 4.64% |
| 5 Years | 55.99% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | AMUN | XLF | S&P 500 |
| 1 Month | 20.5% | 58.6% | -5.5% |
| 3 Months | 86.5% | -8.5% | -61.9% |
| 12 Months | 47.3% | 92.9% | 82.8% |
| 5 Years | 43.8% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #117 | 3.43% | 3.76% |
| 3 Month | #17 | 7.07% | 16.0% |
| 12 Month | #98 | -7.45% | 2.84% |
| 5 Years | #106 | -37.3% | -28.4% |
FAQs
Does AMUN Amundi outperforms the market?
No,
over the last 12 months AMUN made 7.62%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months AMUN made 5.47%, while XLF made -1.50%.
Over the last 3 months AMUN made 5.47%, while XLF made -1.50%.
Performance Comparison AMUN vs Indeces and Sectors
AMUN vs. Indices AMUN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.91% | 3.47% | 5.49% | 2.98% |
| US NASDAQ 100 | QQQ | -4.84% | 4.88% | 6.74% | 5.06% |
| US Dow Jones Industrial 30 | DIA | -7.08% | 1.72% | 3.39% | 2.37% |
| German DAX 40 | DAX | -7.03% | 2.0% | -13.4% | -9.90% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.63% | -3.52% | 15.7% | -0.48% |
| Hongkong Hang Seng | HSI | -9.42% | -5.30% | 9.03% | -8.91% |
| India NIFTY 50 | INDA | -10.1% | -11.4% | 10.7% | 7.87% |
| Brasil Bovespa | EWZ | -11.3% | -13.4% | 6.33% | 18.9% |
AMUN vs. Sectors AMUN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.07% | 3.78% | -2.91% | -5.38% |
| Consumer Discretionary | XLY | -5.21% | 5.31% | 2.48% | 0.52% |
| Consumer Staples | XLP | -12.8% | -3.04% | -1.71% | -5.29% |
| Energy | XLE | -4.67% | -3.86% | 5.13% | 15.4% |
| Financial | XLF | -6.31% | 3.17% | -6.47% | -8.67% |
| Health Care | XLV | -10.0% | -0.38% | 5.35% | 6.64% |
| Industrial | XLI | -5.97% | 1.75% | 6.33% | 5.48% |
| Materials | XLB | -7.16% | -0.29% | 12.0% | 16.4% |
| Real Estate | XLRE | -9.80% | 1.28% | 5.83% | -2.29% |
| Technology | XLK | -3.57% | 6.24% | 12.7% | 12.8% |
| Utilities | XLU | -13.2% | -4.51% | 2.21% | -17.3% |
| Aerospace & Defense | XAR | -6.29% | -0.93% | 0.55% | -7.57% |
| Biotech | XBI | -2.63% | 4.39% | 19.8% | 21.7% |
| Homebuilder | XHB | -4.22% | 2.62% | 25.6% | 22.5% |
| Retail | XRT | -4.86% | 4.21% | 12.2% | 19.2% |