(ORES) Investment Oresund - Performance 15.2% in 12m
Compare ORES with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
14.99%
#8 in Group
Rel. Strength
71.31%
#2305 in Universe
Total Return 12m
15.24%
#3 in Group
Total Return 5y
49.98%
#3 in Group
P/E 32.3
70th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.77%
(?) Percentile in Group
12m Total Return: ORES (15.2%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Multi-Sector Holdings
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 |
|---|
Performance Comparison: ORES vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ORES
| Total Return (including Dividends) | ORES | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.33% | -4.78% | -4.31% |
| 3 Months | 3.03% | -6.25% | -7.85% |
| 12 Months | 15.24% | 19.30% | 10.76% |
| 5 Years | 49.98% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | ORES | XLF | S&P 500 |
| 1 Month | 20.2% | -30.6% | -35.6% |
| 3 Months | -23.2% | -83.1% | -89.7% |
| 12 Months | -23.2% | 84.9% | 58.3% |
| 5 Years | 17.5% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #2 | 7.46% | 6.94% |
| 3 Month | #5 | 9.91% | 11.8% |
| 12 Month | #3 | -3.40% | 4.05% |
| 5 Years | #9 | -36.1% | -27.3% |
FAQs
Does ORES Investment Oresund outperforms the market?
No,
over the last 12 months ORES made 15.24%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months ORES made 3.03%, while XLF made -6.25%.
Over the last 3 months ORES made 3.03%, while XLF made -6.25%.
Performance Comparison ORES vs Indeces and Sectors
ORES vs. Indices ORES is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.78% | 6.64% | 7.87% | 4.48% |
| US NASDAQ 100 | QQQ | -4.74% | 6.57% | 7.87% | 3.23% |
| US Dow Jones Industrial 30 | DIA | -0.71% | 8.11% | 7.61% | 8.26% |
| German DAX 40 | DAX | -0.12% | 6.14% | -10.6% | -8.27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.75% | 5.83% | 9.29% | 6.62% |
| Hongkong Hang Seng | HSI | -0.51% | 5.21% | 6.0% | 1.22% |
| India NIFTY 50 | INDA | 4.65% | 0.77% | 6.27% | 13.4% |
| Brasil Bovespa | EWZ | -2.53% | 0.36% | 3.37% | 20.7% |
ORES vs. Sectors ORES is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.64% | 7.91% | -0.87% | -7.16% |
| Consumer Discretionary | XLY | -5.13% | 6.37% | 4.71% | 0.89% |
| Consumer Staples | XLP | 4.68% | -0.42% | 2.55% | 5.75% |
| Energy | XLE | 0.57% | 14.0% | 10.3% | 27.2% |
| Financial | XLF | -0.82% | 7.11% | -0.23% | -4.06% |
| Health Care | XLV | 0.24% | 7.30% | 9.88% | 15.0% |
| Industrial | XLI | -0.95% | 6.40% | 7.52% | 8.33% |
| Materials | XLB | 0.47% | 6.84% | 14.8% | 20.6% |
| Real Estate | XLRE | 2.05% | 4.24% | 10.0% | 0.12% |
| Technology | XLK | -6.59% | 6.85% | 12.7% | 9.0% |
| Utilities | XLU | 1.37% | 0.65% | 4.77% | -5.20% |
| Aerospace & Defense | XAR | -2.34% | 2.63% | -3.40% | -11.7% |
| Biotech | XBI | -1.91% | 10.2% | 21.0% | 17.5% |
| Homebuilder | XHB | -1.03% | 8.35% | 22.9% | 23.2% |
| Retail | XRT | 0.01% | 5.26% | 12.0% | 18.9% |