(BALD-B) Fastighets Balder - Performance 3% in 12m
Compare BALD-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-4.86%
#50 in Group
Rel. Strength
48.77%
#4111 in Universe
Total Return 12m
3.00%
#58 in Group
Total Return 5y
7.92%
#47 in Group
P/E 22.5
68th Percentile in Group
P/E Forward 18.0
56th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.75%
84th Percentile in Group
12m Total Return: BALD-B (3%) vs XLRE (14.6%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate Operating Companies
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 |
|---|---|---|---|---|---|---|---|---|
| FSV TO FirstService |
-4.15% | 12.7% | 102% | 57.1 | 29.9 | 1.68 | 9.70% | 28% |
| CIGI TO Colliers International |
-11.3% | 8.23% | 118% | 34.6 | 17.4 | 1.14 | 9.0% | -1% |
| WIHL ST Wihlborgs Fastigheter |
6.29% | 13% | 72.4% | 17.7 | 13.6 | 1.59 | -47.6% | 15.9% |
| TEG XETRA TAG Immobilien |
12.1% | 15.3% | -14% | 21.6 | 13.4 | 1.44 | -35.3% | 21.5% |
| ADJ XETRA Adler |
0.85% | 27.2% | -98.9% | 0.03 | 18.1 | 1.95 | -24.7% | 90.8% |
Performance Comparison: BALD-B vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for BALD-B
| Total Return (including Dividends) | BALD-B | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 8.71% | -2.94% | -4.77% |
| 3 Months | -12.44% | -1.69% | -9.81% |
| 12 Months | 3.00% | 14.63% | 9.54% |
| 5 Years | 7.92% | 40.97% | 104.83% |
| Trend Score (consistency of price movement) | BALD-B | XLRE | S&P 500 |
| 1 Month | 62.7% | -40.6% | -51.2% |
| 3 Months | -80.9% | -47.3% | -90.1% |
| 12 Months | -15.5% | 41.9% | 59.4% |
| 5 Years | -13.5% | 42.8% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #24 | 12.0% | 14.2% |
| 3 Month | #90 | -10.9% | -2.91% |
| 12 Month | #58 | -10.1% | -5.97% |
| 5 Years | #53 | -23.5% | -47.3% |
FAQs
Does BALD-B Fastighets Balder outperforms the market?
No,
over the last 12 months BALD-B made 3.00%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 14.63%.
Over the last 3 months BALD-B made -12.44%, while XLRE made -1.69%.
Over the last 3 months BALD-B made -12.44%, while XLRE made -1.69%.
Performance Comparison BALD-B vs Indeces and Sectors
BALD-B vs. Indices BALD-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.42% | 13.5% | -10.1% | -6.54% |
| US NASDAQ 100 | QQQ | -3.81% | 13.5% | -10.3% | -7.24% |
| US Dow Jones Industrial 30 | DIA | -1.03% | 14.4% | -10.5% | -2.99% |
| German DAX 40 | DAX | -2.74% | 12.1% | -28.5% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.41% | 11.8% | -10.4% | -6.59% |
| Hongkong Hang Seng | HSI | -3.07% | 11.9% | -13.0% | -12.5% |
| India NIFTY 50 | INDA | -1.40% | 5.60% | -12.8% | -1.07% |
| Brasil Bovespa | EWZ | -4.60% | 6.61% | -13.8% | 9.74% |
BALD-B vs. Sectors BALD-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.52% | 13.7% | -19.1% | -14.3% |
| Consumer Discretionary | XLY | -3.27% | 13.7% | -12.5% | -9.43% |
| Consumer Staples | XLP | 2.43% | 6.63% | -15.5% | -6.52% |
| Energy | XLE | 0.15% | 19.8% | -8.50% | 14.4% |
| Financial | XLF | -2.0% | 12.5% | -18.2% | -16.2% |
| Health Care | XLV | 0.03% | 15.3% | -7.82% | 3.89% |
| Industrial | XLI | -1.54% | 12.6% | -10.9% | -4.25% |
| Materials | XLB | -1.65% | 12.5% | -4.0% | 6.95% |
| Real Estate | XLRE | 1.08% | 11.7% | -8.04% | -11.6% |
| Technology | XLK | -5.09% | 14.3% | -5.06% | -1.46% |
| Utilities | XLU | 0.56% | 8.35% | -12.7% | -18.1% |
| Aerospace & Defense | XAR | -1.67% | 9.33% | -21.4% | -22.6% |
| Biotech | XBI | -5.10% | 17.6% | 1.73% | 6.49% |
| Homebuilder | XHB | -2.42% | 14.5% | 4.67% | 10.4% |
| Retail | XRT | -1.52% | 12.5% | -6.35% | 7.06% |