(BAER) Julius Baer Gruppe - Performance 20.8% in 12m
Compare BAER with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.13%
#58 in Group
Rel. Strength
76.00%
#1834 in Universe
Total Return 12m
20.77%
#36 in Group
Total Return 5y
106.08%
#60 in Group
P/E 12.2
58th Percentile in Group
P/E Forward 11.5
66th Percentile in Group
PEG 0.44
0th Percentile in Group
FCF Yield -
82th Percentile in Group
12m Total Return: BAER (20.8%) vs XLF (22.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-7.06% | 15.6% | 426% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-9.11% | 17.5% | 285% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.87% | 30.2% | 375% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-2.12% | 29.8% | 350% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PFLT NYSE PennantPark Floating Rate |
-0.93% | 10.4% | 304% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| TSLX NYSE Sixth Street Specialty |
-2.5% | 16.9% | 223% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-1.5% | 17.6% | 348% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
6.23% | 20.6% | 176% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: BAER vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BAER
| Total Return (including Dividends) | BAER | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.79% | -2.70% | -3.01% |
| 3 Months | 2.57% | 4.42% | -3.15% |
| 12 Months | 20.77% | 22.25% | 10.19% |
| 5 Years | 106.08% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | BAER | XLF | S&P 500 |
| 1 Month | -5.10% | 62.5% | -5.5% |
| 3 Months | 35.5% | -0.9% | -58.4% |
| 12 Months | 77.1% | 93.1% | 84.1% |
| 5 Years | 48.7% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #126 | -0.09% | 0.22% |
| 3 Month | #52 | -1.0% | 7.23% |
| 12 Month | #37 | -1.21% | 9.60% |
| 5 Years | #74 | -21.2% | -10.1% |
FAQs
Does BAER Julius Baer Gruppe outperforms the market?
No,
over the last 12 months BAER made 20.77%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months BAER made 2.57%, while XLF made 4.42%.
Over the last 3 months BAER made 2.57%, while XLF made 4.42%.
Performance Comparison BAER vs Indeces and Sectors
BAER vs. Indices BAER is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.68% | 0.22% | 15.5% | 10.6% |
| US NASDAQ 100 | QQQ | -4.70% | 1.27% | 16.3% | 12.2% |
| US Dow Jones Industrial 30 | DIA | -5.88% | -0.65% | 14.6% | 11.3% |
| German DAX 40 | DAX | -4.38% | 0.59% | -1.25% | -0.92% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.39% | -3.02% | 30.8% | 11.7% |
| Hongkong Hang Seng | HSI | -7.65% | -5.56% | 24.8% | 3.44% |
| India NIFTY 50 | INDA | -6.71% | -10.7% | 25.9% | 20.1% |
| Brasil Bovespa | EWZ | -5.79% | -11.1% | 23.5% | 32.5% |
BAER vs. Sectors BAER is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.14% | 1.02% | 7.43% | 1.56% |
| Consumer Discretionary | XLY | -6.44% | 1.04% | 12.2% | 6.71% |
| Consumer Staples | XLP | -8.47% | -0.95% | 14.7% | 9.74% |
| Energy | XLE | -6.77% | -10.8% | 9.96% | 20.0% |
| Financial | XLF | -6.16% | -0.09% | 3.38% | -1.48% |
| Health Care | XLV | -6.10% | 0.37% | 20.2% | 19.1% |
| Industrial | XLI | -5.99% | -2.10% | 16.3% | 12.2% |
| Materials | XLB | -6.78% | -3.30% | 23.7% | 24.7% |
| Real Estate | XLRE | -7.72% | -0.10% | 18.7% | 7.41% |
| Technology | XLK | -4.55% | 1.22% | 20.7% | 18.8% |
| Utilities | XLU | -8.97% | -3.61% | 16.4% | -4.46% |
| Aerospace & Defense | XAR | -5.08% | -4.07% | 11.6% | -0.16% |
| Biotech | XBI | -1.12% | 3.06% | 33.2% | 31.8% |
| Homebuilder | XHB | -6.18% | -2.94% | 34.9% | 28.5% |
| Retail | XRT | -7.98% | -2.29% | 19.6% | 25.6% |