(BALD-B) Fastighets Balder - Performance -17.4% in 12m
Compare BALD-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
2.90%
#48 in Group
Rel. Strength
29.00%
#5425 in Universe
Total Return 12m
-17.38%
#82 in Group
Total Return 5y
15.63%
#47 in Group
P/E 21.7
64th Percentile in Group
P/E Forward 18.0
57th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 2.79%
83th Percentile in Group
12m Total Return: BALD-B (-17.4%) vs XLRE (13.4%)
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 |
-3.61% | 12.4% | 142% | 57.5 | 29.9 | 1.68 | 9.70% | 28% |
| CIGI TO Colliers International |
-2.57% | 10.4% | 159% | 38.2 | 18.8 | 1.14 | 9.0% | -1% |
| WIHL ST Wihlborgs Fastigheter |
-6.62% | 4.91% | -10.6% | 17.4 | 13.6 | 1.59 | -47.6% | 15.9% |
| TEG XETRA TAG Immobilien |
-11.7% | 2.66% | -20.5% | 19.4 | 12.5 | 1.44 | -35.3% | 21.5% |
| ADJ XETRA Adler |
-22.9% | 29.7% | -98.6% | 0.04 | 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 | -15.09% | -2.69% | -3.01% |
| 3 Months | -17.26% | 5.11% | -3.15% |
| 12 Months | -17.38% | 13.36% | 10.19% |
| 5 Years | 15.63% | 58.33% | 129.24% |
| Trend Score (consistency of price movement) | BALD-B | XLRE | S&P 500 |
| 1 Month | -83.0% | -6.8% | -5.5% |
| 3 Months | -62.1% | 57.4% | -58.4% |
| 12 Months | 9.30% | 59.8% | 84.1% |
| 5 Years | -11.6% | 44.7% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #105 | -12.8% | -12.5% |
| 3 Month | #98 | -21.3% | -14.6% |
| 12 Month | #81 | -27.1% | -25.0% |
| 5 Years | #52 | -27.0% | -49.6% |
FAQs
Does BALD-B Fastighets Balder outperforms the market?
No,
over the last 12 months BALD-B made -17.38%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.36%.
Over the last 3 months BALD-B made -17.26%, while XLRE made 5.11%.
Over the last 3 months BALD-B made -17.26%, while XLRE made 5.11%.
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 | 5.18% | -12.1% | -29.5% | -27.6% |
| US NASDAQ 100 | QQQ | 6.16% | -11.0% | -28.7% | -26.0% |
| US Dow Jones Industrial 30 | DIA | 4.98% | -13.0% | -30.4% | -26.9% |
| German DAX 40 | DAX | 6.48% | -11.7% | -46.3% | -39.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.47% | -15.3% | -14.3% | -26.5% |
| Hongkong Hang Seng | HSI | 3.21% | -17.9% | -20.3% | -34.7% |
| India NIFTY 50 | INDA | 4.15% | -23.0% | -19.2% | -18.1% |
| Brasil Bovespa | EWZ | 5.07% | -23.4% | -21.5% | -5.64% |
BALD-B vs. Sectors BALD-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.72% | -11.3% | -37.6% | -36.6% |
| Consumer Discretionary | XLY | 4.42% | -11.3% | -32.9% | -31.4% |
| Consumer Staples | XLP | 2.39% | -13.3% | -30.4% | -28.4% |
| Energy | XLE | 4.09% | -23.1% | -35.1% | -18.2% |
| Financial | XLF | 4.70% | -12.4% | -41.7% | -39.6% |
| Health Care | XLV | 4.76% | -11.9% | -24.8% | -19.1% |
| Industrial | XLI | 4.87% | -14.4% | -28.8% | -25.9% |
| Materials | XLB | 4.08% | -15.6% | -21.4% | -13.4% |
| Real Estate | XLRE | 3.14% | -12.4% | -26.4% | -30.7% |
| Technology | XLK | 6.31% | -11.1% | -24.4% | -19.4% |
| Utilities | XLU | 1.89% | -15.9% | -28.6% | -42.6% |
| Aerospace & Defense | XAR | 5.78% | -16.4% | -33.4% | -38.3% |
| Biotech | XBI | 9.74% | -9.24% | -11.8% | -6.38% |
| Homebuilder | XHB | 4.68% | -15.2% | -10.1% | -9.68% |
| Retail | XRT | 2.88% | -14.6% | -25.4% | -12.6% |