(BALN) Baloise Holding - Performance 39.5% in 12m
Compare BALN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.81%
#22 in Group
Rel. Strength
88.08%
#953 in Universe
Total Return 12m
39.54%
#7 in Group
Total Return 5y
68.88%
#22 in Group
P/E 22.0
96th Percentile in Group
P/E Forward 12.5
63th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.19%
11th Percentile in Group
12m Total Return: BALN (39.5%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Multi-line Insurance
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 |
|---|---|---|---|---|---|---|---|---|
| TLX XETRA Talanx |
0.88% | 46.3% | 280% | 11.7 | 11.7 | 1.5 | 52.9% | 7.88% |
| IAG TO iA Financial |
-1.9% | 59.6% | 240% | 12.6 | 10.7 | 0.85 | 49.6% | 17.1% |
| HIG NYSE Hartford Financial |
-0.93% | 23.6% | 242% | 11 | 10.6 | 1.41 | 67.3% | 42.8% |
| CS PA AXA |
-1% | 24% | 252% | 11.6 | 9.82 | 1.21 | 77.2% | 42.5% |
| ALV XETRA Allianz SE VNA O.N. |
-2.82% | 40% | 173% | 13 | 11.9 | 1.22 | 9.60% | 0.56% |
| SLF TO Sun Life Financial |
-3.19% | 16.9% | 113% | 14.6 | 10.7 | 1.29 | -19.0% | 12.6% |
| AIG NYSE American International |
-3.45% | 13.6% | 288% | 20.4 | 13.1 | 0.85 | -47.6% | -24.6% |
| AGS BR ageas SA/NV |
-4.35% | 31.4% | 133% | 8.49 | 6.25 | 0.77 | 47.8% | 12.7% |
Performance Comparison: BALN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BALN
| Total Return (including Dividends) | BALN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 3.22% | -4.51% | -5.89% |
| 3 Months | 11.20% | -7.56% | -12.45% |
| 12 Months | 39.54% | 18.95% | 6.72% |
| 5 Years | 68.88% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | BALN | XLF | S&P 500 |
| 1 Month | -49.2% | -71.4% | -74.5% |
| 3 Months | 81.3% | -76.1% | -88.2% |
| 12 Months | 83.4% | 87.3% | 66.1% |
| 5 Years | 66.4% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #2 | 8.10% | 9.68% |
| 3 Month | #10 | 20.3% | 27.0% |
| 12 Month | #7 | 17.3% | 30.8% |
| 5 Years | #23 | -27.5% | -16.0% |
FAQs
Does BALN Baloise Holding outperforms the market?
Yes,
over the last 12 months BALN made 39.54%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months BALN made 11.20%, while XLF made -7.56%.
Over the last 3 months BALN made 11.20%, while XLF made -7.56%.
Performance Comparison BALN vs Indeces and Sectors
BALN vs. Indices BALN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 7.52% | 9.11% | 15.4% | 32.8% |
| US NASDAQ 100 | QQQ | 8.38% | 9.50% | 16.0% | 34.0% |
| US Dow Jones Industrial 30 | DIA | 8.69% | 9.04% | 14.9% | 34.2% |
| German DAX 40 | DAX | 2.16% | 12.6% | -1.63% | 21.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.81% | 10.7% | 13.2% | 33.7% |
| Hongkong Hang Seng | HSI | 3.23% | 13.0% | 13.9% | 23.3% |
| India NIFTY 50 | INDA | 3.15% | -1.55% | 13.0% | 36.5% |
| Brasil Bovespa | EWZ | 3.96% | 8.30% | 12.5% | 49.0% |
BALN vs. Sectors BALN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 7.27% | 8.88% | 6.62% | 26.0% |
| Consumer Discretionary | XLY | 8.39% | 7.14% | 12.7% | 30.3% |
| Consumer Staples | XLP | 4.22% | 0.02% | 5.21% | 25.6% |
| Energy | XLE | 2.80% | 13.3% | 14.4% | 49.8% |
| Financial | XLF | 6.15% | 7.73% | 7.31% | 20.6% |
| Health Care | XLV | 7.12% | 10.6% | 16.8% | 40.1% |
| Industrial | XLI | 6.40% | 7.92% | 15.4% | 34.2% |
| Materials | XLB | 5.80% | 9.87% | 22.5% | 47.1% |
| Real Estate | XLRE | 2.18% | 6.11% | 14.1% | 22.4% |
| Technology | XLK | 8.88% | 12.2% | 22.2% | 40.8% |
| Utilities | XLU | 4.21% | 3.64% | 9.69% | 15.2% |
| Aerospace & Defense | XAR | 5.83% | 3.18% | 5.67% | 15.4% |
| Biotech | XBI | 3.96% | 15.1% | 30.0% | 48.5% |
| Homebuilder | XHB | 6.57% | 10.1% | 33.3% | 48.7% |
| Retail | XRT | 5.82% | 5.33% | 20.1% | 43.9% |