(FREN) Fundamenta Real Estate - Performance 11.3% in 12m
Compare FREN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.70%
#31 in Group
Rel. Strength
66.55%
#2685 in Universe
Total Return 12m
11.25%
#38 in Group
Total Return 5y
31.95%
#39 in Group
P/E 17.2
46th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.39%
84th Percentile in Group
12m Total Return: FREN (11.3%) vs XLRE (14.6%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate Operating Companies
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 |
|---|---|---|---|---|---|---|---|---|
| FSV TO FirstService |
-4.15% | 12.7% | 102% | 57.1 | 29.9 | 1.68 | 9.70% | 28% |
| CIGI TO Colliers International |
-11.3% | 8.23% | 118% | 34.6 | 17.4 | 1.14 | 9.0% | -1% |
| WIHL ST Wihlborgs Fastigheter |
6.29% | 13% | 72.4% | 17.7 | 13.6 | 1.59 | -47.6% | 15.9% |
| TEG XETRA TAG Immobilien |
12.1% | 15.3% | -14% | 21.6 | 13.4 | 1.44 | -35.3% | 21.5% |
| ADJ XETRA Adler |
0.85% | 27.2% | -98.9% | 0.03 | 18.1 | 1.95 | -24.7% | 90.8% |
Performance Comparison: FREN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for FREN
| Total Return (including Dividends) | FREN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -0.27% | -2.94% | -4.77% |
| 3 Months | 5.65% | -1.69% | -9.81% |
| 12 Months | 11.25% | 14.63% | 9.54% |
| 5 Years | 31.95% | 40.97% | 104.83% |
| Trend Score (consistency of price movement) | FREN | XLRE | S&P 500 |
| 1 Month | 45.6% | -40.6% | -51.2% |
| 3 Months | 84.5% | -47.3% | -90.1% |
| 12 Months | 67.3% | 41.9% | 59.4% |
| 5 Years | 24.5% | 42.8% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #73 | 2.75% | 4.73% |
| 3 Month | #27 | 7.46% | 17.1% |
| 12 Month | #38 | -2.95% | 1.56% |
| 5 Years | #42 | -6.40% | -35.6% |
FAQs
Does FREN Fundamenta Real Estate outperforms the market?
No,
over the last 12 months FREN made 11.25%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 14.63%.
Over the last 3 months FREN made 5.65%, while XLRE made -1.69%.
Over the last 3 months FREN made 5.65%, while XLRE made -1.69%.
Performance Comparison FREN vs Indeces and Sectors
FREN vs. Indices FREN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.71% | 4.50% | 17.0% | 1.71% |
| US NASDAQ 100 | QQQ | -6.10% | 4.48% | 16.7% | 1.01% |
| US Dow Jones Industrial 30 | DIA | -3.32% | 5.44% | 16.6% | 5.26% |
| German DAX 40 | DAX | -5.03% | 3.14% | -1.41% | -10.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.70% | 2.82% | 16.7% | 1.66% |
| Hongkong Hang Seng | HSI | -5.36% | 2.94% | 14.1% | -4.25% |
| India NIFTY 50 | INDA | -3.69% | -3.38% | 14.3% | 7.18% |
| Brasil Bovespa | EWZ | -6.89% | -2.37% | 13.2% | 18.0% |
FREN vs. Sectors FREN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.81% | 4.72% | 7.91% | -6.05% |
| Consumer Discretionary | XLY | -5.56% | 4.71% | 14.5% | -1.18% |
| Consumer Staples | XLP | 0.14% | -2.35% | 11.5% | 1.73% |
| Energy | XLE | -2.14% | 10.8% | 18.6% | 22.6% |
| Financial | XLF | -4.29% | 3.52% | 8.82% | -7.92% |
| Health Care | XLV | -2.26% | 6.36% | 19.2% | 12.1% |
| Industrial | XLI | -3.83% | 3.65% | 16.2% | 4.0% |
| Materials | XLB | -3.94% | 3.54% | 23.1% | 15.2% |
| Real Estate | XLRE | -1.21% | 2.67% | 19.0% | -3.38% |
| Technology | XLK | -7.38% | 5.34% | 22.0% | 6.79% |
| Utilities | XLU | -1.73% | -0.63% | 14.3% | -9.89% |
| Aerospace & Defense | XAR | -3.96% | 0.35% | 5.64% | -14.4% |
| Biotech | XBI | -7.39% | 8.66% | 28.8% | 14.7% |
| Homebuilder | XHB | -4.71% | 5.56% | 31.7% | 18.6% |
| Retail | XRT | -3.81% | 3.56% | 20.7% | 15.3% |