(BAER) Julius Baer Gruppe - Performance 13.9% in 12m
Compare BAER with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.63%
#68 in Group
Rel. Strength
69.51%
#2450 in Universe
Total Return 12m
13.88%
#60 in Group
Total Return 5y
78.50%
#63 in Group
P/E 10.3
53th Percentile in Group
P/E Forward 9.15
55th Percentile in Group
PEG 0.35
3th Percentile in Group
FCF Yield -
82th Percentile in Group
12m Total Return: BAER (13.9%) vs XLF (19.3%)
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 |
-8.74% | 14.9% | 352% | 14.4 | 12.8 | 1.86 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-2.98% | 29.5% | 223% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-9.8% | 20.9% | 269% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-8.11% | 5.75% | 155% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-7.15% | 41.1% | 148% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-7.52% | 9.12% | 130% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
-2.69% | 25.3% | 129% | 11.5 | 8.88 | 1.71 | 45.6% | 9.29% |
| PNNT NYSE PennantPark Investment |
-8.21% | 5.01% | 247% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
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 | -15.19% | -4.78% | -4.31% |
| 3 Months | -11.81% | -6.25% | -7.85% |
| 12 Months | 13.88% | 19.30% | 10.76% |
| 5 Years | 78.50% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | BAER | XLF | S&P 500 |
| 1 Month | -45.6% | -30.6% | -35.6% |
| 3 Months | -37.5% | -83.1% | -89.7% |
| 12 Months | 61.6% | 84.9% | 58.3% |
| 5 Years | 46.5% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #190 | -10.9% | -11.4% |
| 3 Month | #154 | -5.93% | -4.30% |
| 12 Month | #59 | -4.54% | 2.82% |
| 5 Years | #80 | -23.9% | -13.5% |
FAQs
Does BAER Julius Baer Gruppe outperforms the market?
No,
over the last 12 months BAER made 13.88%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months BAER made -11.81%, while XLF made -6.25%.
Over the last 3 months BAER made -11.81%, while XLF made -6.25%.
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 | -1.97% | -10.9% | 5.41% | 3.12% |
| US NASDAQ 100 | QQQ | -3.93% | -11.0% | 5.41% | 1.87% |
| US Dow Jones Industrial 30 | DIA | 0.10% | -9.41% | 5.15% | 6.90% |
| German DAX 40 | DAX | 0.69% | -11.4% | -13.0% | -9.63% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.56% | -11.7% | 6.83% | 5.26% |
| Hongkong Hang Seng | HSI | 0.30% | -12.3% | 3.54% | -0.14% |
| India NIFTY 50 | INDA | 5.46% | -16.8% | 3.81% | 12.1% |
| Brasil Bovespa | EWZ | -1.72% | -17.2% | 0.91% | 19.4% |
BAER vs. Sectors BAER is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.83% | -9.61% | -3.33% | -8.52% |
| Consumer Discretionary | XLY | -4.32% | -11.2% | 2.25% | -0.47% |
| Consumer Staples | XLP | 5.49% | -17.9% | 0.09% | 4.39% |
| Energy | XLE | 1.38% | -3.56% | 7.84% | 25.8% |
| Financial | XLF | -0.01% | -10.4% | -2.69% | -5.42% |
| Health Care | XLV | 1.05% | -10.2% | 7.42% | 13.6% |
| Industrial | XLI | -0.14% | -11.1% | 5.06% | 6.97% |
| Materials | XLB | 1.28% | -10.7% | 12.3% | 19.2% |
| Real Estate | XLRE | 2.86% | -13.3% | 7.56% | -1.24% |
| Technology | XLK | -5.78% | -10.7% | 10.3% | 7.64% |
| Utilities | XLU | 2.18% | -16.9% | 2.31% | -6.56% |
| Aerospace & Defense | XAR | -1.53% | -14.9% | -5.86% | -13.1% |
| Biotech | XBI | -1.10% | -7.35% | 18.5% | 16.1% |
| Homebuilder | XHB | -0.22% | -9.17% | 20.4% | 21.9% |
| Retail | XRT | 0.82% | -12.3% | 9.53% | 17.5% |