(FLAT-B) Flat Capital Series - Performance 23.7% in 12m
Compare FLAT-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
11.70%
#40 in Group
Rel. Strength
82.25%
#1376 in Universe
Total Return 12m
23.68%
#18 in Group
Total Return 5y
-6.37%
#52 in Group
P/E 9.03
19th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 0.51%
3th Percentile in Group
12m Total Return: FLAT-B (23.7%) vs XLI (2.1%)
5y Drawdown (Underwater) Chart
Top Performers in Environmental & Facilities Services
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 |
|---|---|---|---|---|---|---|---|---|
| WCN TO Waste Connections |
1.15% | 24.2% | 160% | 81.3 | 25.7 | 1.34 | 69.8% | 24.2% |
| WCN NYSE Waste Connections |
4.16% | 19.6% | 163% | 80.1 | 25.5 | 1.34 | 38.9% | -34.2% |
| EQT ST EQT (publ) |
-12.2% | -11.6% | 154% | 44.1 | 35 | 0.5 | -15.6% | 74.1% |
| RTO NYSE Rentokil Initial |
-9.35% | -23% | 1.26% | 29 | 13.3 | 0.58 | -18.8% | -25.4% |
Performance Comparison: FLAT-B vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for FLAT-B
| Total Return (including Dividends) | FLAT-B | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 0.75% | -6.07% | -7.79% |
| 3 Months | 16.05% | -4.89% | -9.06% |
| 12 Months | 23.68% | 2.14% | 4.64% |
| 5 Years | -6.37% | 125.94% | 117.94% |
| Trend Score (consistency of price movement) | FLAT-B | XLI | S&P 500 |
| 1 Month | 40.4% | 7.7% | -5.5% |
| 3 Months | 48.2% | -43.1% | -61.9% |
| 12 Months | 62.0% | 75.9% | 82.8% |
| 5 Years | 9.60% | 87.5% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #28 | 7.26% | 9.26% |
| 3 Month | #16 | 22.0% | 27.6% |
| 12 Month | #19 | 21.1% | 18.2% |
| 5 Years | #42 | -26.7% | -25.0% |
FAQs
Does FLAT-B Flat Capital Series outperforms the market?
Yes,
over the last 12 months FLAT-B made 23.68%, while its related Sector, the Industrial Sector SPDR (XLI) made 2.14%.
Over the last 3 months FLAT-B made 16.05%, while XLI made -4.89%.
Over the last 3 months FLAT-B made 16.05%, while XLI made -4.89%.
Performance Comparison FLAT-B vs Indeces and Sectors
FLAT-B vs. Indices FLAT-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.87% | 8.54% | 36.5% | 19.0% |
| US NASDAQ 100 | QQQ | 0.20% | 9.95% | 37.8% | 21.1% |
| US Dow Jones Industrial 30 | DIA | -2.04% | 6.79% | 34.4% | 18.4% |
| German DAX 40 | DAX | -1.99% | 7.07% | 17.6% | 6.16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.59% | 1.55% | 46.8% | 15.6% |
| Hongkong Hang Seng | HSI | -4.38% | -0.23% | 40.1% | 7.15% |
| India NIFTY 50 | INDA | -5.05% | -6.32% | 41.7% | 23.9% |
| Brasil Bovespa | EWZ | -6.23% | -8.32% | 37.4% | 35.0% |
FLAT-B vs. Sectors FLAT-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.03% | 8.85% | 28.1% | 10.7% |
| Consumer Discretionary | XLY | -0.17% | 10.4% | 33.5% | 16.6% |
| Consumer Staples | XLP | -7.73% | 2.03% | 29.3% | 10.8% |
| Energy | XLE | 0.37% | 1.21% | 36.2% | 31.4% |
| Financial | XLF | -1.27% | 8.24% | 24.6% | 7.39% |
| Health Care | XLV | -4.96% | 4.69% | 36.4% | 22.7% |
| Industrial | XLI | -0.93% | 6.82% | 37.4% | 21.5% |
| Materials | XLB | -2.12% | 4.78% | 43.1% | 32.5% |
| Real Estate | XLRE | -4.76% | 6.35% | 36.9% | 13.8% |
| Technology | XLK | 1.47% | 11.3% | 43.7% | 28.9% |
| Utilities | XLU | -8.18% | 0.56% | 33.3% | -1.25% |
| Aerospace & Defense | XAR | -1.25% | 4.14% | 31.6% | 8.49% |
| Biotech | XBI | 2.41% | 9.46% | 50.8% | 37.7% |
| Homebuilder | XHB | 0.82% | 7.69% | 56.6% | 38.5% |
| Retail | XRT | 0.18% | 9.28% | 43.2% | 35.3% |