(MF) Wendel - Performance -5.2% in 12m
Compare MF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
31.47%
#97 in Group
Rel. Strength
42.99%
#4416 in Universe
Total Return 12m
-5.20%
#161 in Group
Total Return 5y
36.56%
#94 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -0.33
3th Percentile in Group
FCF Yield 23.4%
47th Percentile in Group
12m Total Return: MF (-5.2%) 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: MF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MF
| Total Return (including Dividends) | MF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -11.80% | -7.49% | -7.79% |
| 3 Months | -7.76% | -1.50% | -9.06% |
| 12 Months | -5.20% | 16.29% | 4.64% |
| 5 Years | 36.56% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | MF | XLF | S&P 500 |
| 1 Month | -43.0% | 58.6% | -5.5% |
| 3 Months | -59.5% | -8.5% | -61.9% |
| 12 Months | 65.1% | 92.9% | 82.8% |
| 5 Years | 24.2% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #167 | -4.65% | -4.35% |
| 3 Month | #145 | -6.36% | 1.43% |
| 12 Month | #162 | -18.5% | -9.40% |
| 5 Years | #116 | -45.1% | -37.3% |
FAQs
Does MF Wendel outperforms the market?
No,
over the last 12 months MF made -5.20%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months MF made -7.76%, while XLF made -1.50%.
Over the last 3 months MF made -7.76%, while XLF made -1.50%.
Performance Comparison MF vs Indeces and Sectors
MF vs. Indices MF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.0% | -4.01% | 0.68% | -9.84% |
| US NASDAQ 100 | QQQ | -0.93% | -2.60% | 1.93% | -7.76% |
| US Dow Jones Industrial 30 | DIA | -3.17% | -5.76% | -1.42% | -10.5% |
| German DAX 40 | DAX | -3.12% | -5.48% | -18.2% | -22.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.72% | -11.0% | 10.9% | -13.3% |
| Hongkong Hang Seng | HSI | -5.51% | -12.8% | 4.22% | -21.7% |
| India NIFTY 50 | INDA | -6.18% | -18.9% | 5.88% | -4.95% |
| Brasil Bovespa | EWZ | -7.36% | -20.9% | 1.52% | 6.12% |
MF vs. Sectors MF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.16% | -3.70% | -7.72% | -18.2% |
| Consumer Discretionary | XLY | -1.30% | -2.17% | -2.33% | -12.3% |
| Consumer Staples | XLP | -8.86% | -10.5% | -6.52% | -18.1% |
| Energy | XLE | -0.76% | -11.3% | 0.32% | 2.53% |
| Financial | XLF | -2.40% | -4.31% | -11.3% | -21.5% |
| Health Care | XLV | -6.09% | -7.86% | 0.54% | -6.18% |
| Industrial | XLI | -2.06% | -5.73% | 1.52% | -7.34% |
| Materials | XLB | -3.25% | -7.77% | 7.20% | 3.62% |
| Real Estate | XLRE | -5.89% | -6.20% | 1.02% | -15.1% |
| Technology | XLK | 0.34% | -1.24% | 7.88% | 0.01% |
| Utilities | XLU | -9.31% | -12.0% | -2.60% | -30.1% |
| Aerospace & Defense | XAR | -2.38% | -8.41% | -4.26% | -20.4% |
| Biotech | XBI | 1.28% | -3.09% | 14.9% | 8.84% |
| Homebuilder | XHB | -0.31% | -4.86% | 20.8% | 9.65% |
| Retail | XRT | -0.95% | -3.27% | 7.37% | 6.37% |