(FREN) Fundamenta Real Estate - Performance 18.4% in 12m
Compare FREN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
35.93%
#27 in Group
Rel. Strength
73.86%
#1999 in Universe
Total Return 12m
18.40%
#17 in Group
Total Return 5y
38.43%
#37 in Group
P/E 17.7
53th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 2.35%
84th Percentile in Group
12m Total Return: FREN (18.4%) vs XLRE (13.4%)
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 |
-3.61% | 12.4% | 142% | 57.5 | 29.9 | 1.68 | 9.70% | 28% |
| CIGI TO Colliers International |
-2.57% | 10.4% | 159% | 38.2 | 18.8 | 1.14 | 9.0% | -1% |
| WIHL ST Wihlborgs Fastigheter |
-6.62% | 4.91% | -10.6% | 17.4 | 13.6 | 1.59 | -47.6% | 15.9% |
| TEG XETRA TAG Immobilien |
-11.7% | 2.66% | -20.5% | 19.4 | 12.5 | 1.44 | -35.3% | 21.5% |
| ADJ XETRA Adler |
-22.9% | 29.7% | -98.6% | 0.04 | 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 | 4.12% | -2.69% | -3.01% |
| 3 Months | 6.31% | 5.11% | -3.15% |
| 12 Months | 18.40% | 13.36% | 10.19% |
| 5 Years | 38.43% | 58.33% | 129.24% |
| Trend Score (consistency of price movement) | FREN | XLRE | S&P 500 |
| 1 Month | 84.6% | -6.8% | -5.5% |
| 3 Months | 67.6% | 57.4% | -58.4% |
| 12 Months | 67.1% | 59.8% | 84.1% |
| 5 Years | 24.4% | 44.7% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #17 | 7.0% | 7.35% |
| 3 Month | #19 | 2.52% | 11.1% |
| 12 Month | #18 | 4.44% | 7.45% |
| 5 Years | #41 | -12.6% | -39.6% |
FAQs
Does FREN Fundamenta Real Estate outperforms the market?
Yes,
over the last 12 months FREN made 18.40%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.36%.
Over the last 3 months FREN made 6.31%, while XLRE made 5.11%.
Over the last 3 months FREN made 6.31%, while XLRE made 5.11%.
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 | 3.33% | 7.13% | 10.1% | 8.21% |
| US NASDAQ 100 | QQQ | 4.31% | 8.18% | 10.8% | 9.80% |
| US Dow Jones Industrial 30 | DIA | 3.13% | 6.26% | 9.15% | 8.89% |
| German DAX 40 | DAX | 4.63% | 7.50% | -6.72% | -3.29% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.62% | 3.89% | 25.3% | 9.28% |
| Hongkong Hang Seng | HSI | 1.36% | 1.35% | 19.3% | 1.07% |
| India NIFTY 50 | INDA | 2.30% | -3.75% | 20.4% | 17.7% |
| Brasil Bovespa | EWZ | 3.22% | -4.17% | 18.1% | 30.1% |
FREN vs. Sectors FREN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.87% | 7.93% | 1.96% | -0.81% |
| Consumer Discretionary | XLY | 2.57% | 7.95% | 6.71% | 4.34% |
| Consumer Staples | XLP | 0.54% | 5.96% | 9.23% | 7.37% |
| Energy | XLE | 2.24% | -3.90% | 4.49% | 17.6% |
| Financial | XLF | 2.85% | 6.82% | -2.09% | -3.85% |
| Health Care | XLV | 2.91% | 7.28% | 14.8% | 16.7% |
| Industrial | XLI | 3.02% | 4.81% | 10.8% | 9.87% |
| Materials | XLB | 2.23% | 3.61% | 18.2% | 22.3% |
| Real Estate | XLRE | 1.29% | 6.81% | 13.2% | 5.04% |
| Technology | XLK | 4.46% | 8.13% | 15.2% | 16.4% |
| Utilities | XLU | 0.04% | 3.30% | 11.0% | -6.83% |
| Aerospace & Defense | XAR | 3.93% | 2.84% | 6.15% | -2.53% |
| Biotech | XBI | 7.89% | 9.97% | 27.8% | 29.4% |
| Homebuilder | XHB | 2.83% | 3.97% | 29.5% | 26.1% |
| Retail | XRT | 1.03% | 4.62% | 14.2% | 23.2% |