(IDUN-B) Idun Industrier Series - Performance 67% in 12m
Compare IDUN-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
42.94%
#25 in Group
Rel. Strength
93.65%
#509 in Universe
Total Return 12m
67.00%
#9 in Group
Total Return 5y
97.99%
#28 in Group
P/E 110
94th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 4.88%
71th Percentile in Group
12m Total Return: IDUN-B (67%) vs XLI (3.9%)
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 |
1.57% | 20.3% | 130% | 82 | 26.2 | 1.34 | 69.8% | 24.2% |
| WCN NYSE Waste Connections |
4.61% | 20.2% | 136% | 78.2 | 24.8 | 1.34 | 38.9% | -34.2% |
| EQT ST EQT (publ) |
-18.6% | -15.8% | 108% | 36.1 | 35 | 0.5 | -15.6% | 74.1% |
| RTO NYSE Rentokil Initial |
0.28% | -19.2% | -17.6% | 28.8 | 16.7 | 1.25 | -50.0% | - |
Performance Comparison: IDUN-B vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for IDUN-B
| Total Return (including Dividends) | IDUN-B | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 0.61% | -5.97% | -7.04% |
| 3 Months | 3.76% | -8.71% | -10.88% |
| 12 Months | 67.00% | 3.89% | 5.72% |
| 5 Years | 97.99% | 119.43% | 100.77% |
| Trend Score (consistency of price movement) | IDUN-B | XLI | S&P 500 |
| 1 Month | -59.9% | -76.1% | -76.1% |
| 3 Months | 39.9% | -89.1% | -86.4% |
| 12 Months | 91.6% | 64.3% | 67.8% |
| 5 Years | -4.30% | 87.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #26 | 7.0% | 8.22% |
| 3 Month | #33 | 13.7% | 16.4% |
| 12 Month | #9 | 60.8% | 58.0% |
| 5 Years | #10 | 44.2% | 38.7% |
FAQs
Does IDUN-B Idun Industrier Series outperforms the market?
Yes,
over the last 12 months IDUN-B made 67.00%, while its related Sector, the Industrial Sector SPDR (XLI) made 3.89%.
Over the last 3 months IDUN-B made 3.76%, while XLI made -8.71%.
Over the last 3 months IDUN-B made 3.76%, while XLI made -8.71%.
Performance Comparison IDUN-B vs Indeces and Sectors
IDUN-B vs. Indices IDUN-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 13.4% | 7.65% | 39.0% | 61.3% |
| US NASDAQ 100 | QQQ | 13.9% | 8.47% | 39.0% | 63.3% |
| US Dow Jones Industrial 30 | DIA | 11.5% | 5.78% | 37.0% | 60.3% |
| German DAX 40 | DAX | 0.93% | 8.66% | 20.4% | 47.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.43% | 8.36% | 34.1% | 59.1% |
| Hongkong Hang Seng | HSI | 5.76% | 11.8% | 37.6% | 50.9% |
| India NIFTY 50 | INDA | 9.42% | -2.81% | 39.5% | 66.3% |
| Brasil Bovespa | EWZ | 8.92% | 6.89% | 38.6% | 77.9% |
IDUN-B vs. Sectors IDUN-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 13.6% | 8.19% | 30.8% | 53.7% |
| Consumer Discretionary | XLY | 15.0% | 6.83% | 36.7% | 59.7% |
| Consumer Staples | XLP | 8.17% | 0.72% | 31.3% | 54.5% |
| Energy | XLE | 12.5% | 12.5% | 40.0% | 79.8% |
| Financial | XLF | 10.7% | 5.48% | 31.0% | 47.6% |
| Health Care | XLV | 11.0% | 7.39% | 40.1% | 67.1% |
| Industrial | XLI | 10.9% | 6.58% | 39.6% | 63.1% |
| Materials | XLB | 9.93% | 8.05% | 46.4% | 74.9% |
| Real Estate | XLRE | 7.68% | 5.60% | 39.2% | 52.6% |
| Technology | XLK | 14.1% | 10.4% | 45.0% | 70.2% |
| Utilities | XLU | 7.91% | 2.72% | 34.7% | 40.6% |
| Aerospace & Defense | XAR | 8.77% | 1.22% | 29.5% | 43.8% |
| Biotech | XBI | 8.91% | 15.5% | 54.9% | 79.1% |
| Homebuilder | XHB | 14.0% | 9.82% | 58.4% | 78.7% |
| Retail | XRT | 13.7% | 6.36% | 46.2% | 74.0% |