(INA) Ina Invest Holding - Performance 21.4% in 12m
Compare INA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
13.89%
#41 in Group
Rel. Strength
76.96%
#1844 in Universe
Total Return 12m
21.44%
#16 in Group
Total Return 5y
-1.81%
#53 in Group
P/E -
(?) Percentile in Group
P/E Forward 20.2
67th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.43%
36th Percentile in Group
12m Total Return: INA (21.4%) vs XLRE (14.4%)
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 |
-0.86% | 14.8% | 106% | 54.4 | 28.5 | 1.68 | 9.70% | 28% |
| CIGI TO Colliers International |
-11.8% | 4.4% | 111% | 34.9 | 17.4 | 1.14 | 9.0% | -1% |
| WIHL ST Wihlborgs Fastigheter |
1.34% | 10.2% | -11.1% | 17.9 | 13.6 | 1.59 | -47.6% | 15.9% |
| TEG XETRA TAG Immobilien |
12.1% | 20.8% | -10.2% | 20.8 | 13.4 | 1.44 | -35.3% | 21.5% |
| ADJ XETRA Adler |
-16% | 12.1% | -99% | 0.03 | 18.1 | 1.95 | -24.7% | 90.8% |
Performance Comparison: INA vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for INA
| Total Return (including Dividends) | INA | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 1.39% | -4.99% | -7.04% |
| 3 Months | 2.34% | -2.47% | -10.88% |
| 12 Months | 21.44% | 14.36% | 5.72% |
| 5 Years | -1.81% | 41.54% | 100.77% |
| Trend Score (consistency of price movement) | INA | XLRE | S&P 500 |
| 1 Month | -44.0% | -65.6% | -76.1% |
| 3 Months | 89.9% | -21.4% | -86.4% |
| 12 Months | 82.8% | 47.7% | 67.8% |
| 5 Years | -4.90% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #45 | 6.66% | 6.64% |
| 3 Month | #31 | 4.88% | 12.3% |
| 12 Month | #16 | 6.14% | 12.3% |
| 5 Years | #55 | -25.9% | -48.3% |
FAQs
Does INA Ina Invest Holding outperforms the market?
Yes,
over the last 12 months INA made 21.44%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 14.36%.
Over the last 3 months INA made 2.34%, while XLRE made -2.47%.
Over the last 3 months INA made 2.34%, while XLRE made -2.47%.
Performance Comparison INA vs Indeces and Sectors
INA vs. Indices INA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.12% | 8.43% | 18.7% | 15.7% |
| US NASDAQ 100 | QQQ | 5.61% | 9.25% | 18.8% | 17.8% |
| US Dow Jones Industrial 30 | DIA | 3.22% | 6.56% | 16.7% | 14.8% |
| German DAX 40 | DAX | -7.38% | 9.44% | 0.11% | 2.16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.88% | 9.14% | 13.8% | 13.5% |
| Hongkong Hang Seng | HSI | -2.55% | 12.5% | 17.3% | 5.30% |
| India NIFTY 50 | INDA | 1.11% | -2.03% | 19.3% | 20.8% |
| Brasil Bovespa | EWZ | 0.61% | 7.67% | 18.4% | 32.4% |
INA vs. Sectors INA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.31% | 8.97% | 10.5% | 8.18% |
| Consumer Discretionary | XLY | 6.71% | 7.61% | 16.5% | 14.1% |
| Consumer Staples | XLP | -0.14% | 1.50% | 11.0% | 8.95% |
| Energy | XLE | 4.16% | 13.3% | 19.8% | 34.2% |
| Financial | XLF | 2.41% | 6.26% | 10.8% | 2.08% |
| Health Care | XLV | 2.71% | 8.17% | 19.9% | 21.6% |
| Industrial | XLI | 2.62% | 7.36% | 19.3% | 17.6% |
| Materials | XLB | 1.62% | 8.83% | 26.1% | 29.4% |
| Real Estate | XLRE | -0.63% | 6.38% | 19.0% | 7.08% |
| Technology | XLK | 5.81% | 11.2% | 24.7% | 24.7% |
| Utilities | XLU | -0.40% | 3.50% | 14.5% | -4.95% |
| Aerospace & Defense | XAR | 0.46% | 2.0% | 9.28% | -1.72% |
| Biotech | XBI | 0.60% | 16.3% | 34.6% | 33.6% |
| Homebuilder | XHB | 5.73% | 10.6% | 38.1% | 33.1% |
| Retail | XRT | 5.36% | 7.14% | 26.0% | 28.5% |