(VONN) Vontobel Holding - Performance 24.6% in 12m
Compare VONN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
27.93%
#91 in Group
Rel. Strength
81.21%
#1502 in Universe
Total Return 12m
24.58%
#19 in Group
Total Return 5y
57.53%
#74 in Group
P/E 12.6
66th Percentile in Group
P/E Forward 13.6
77th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -3.54%
41th Percentile in Group
12m Total Return: VONN (24.6%) vs XLF (17.2%)
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 |
-7.97% | 12.4% | 375% | 14.1 | 12.4 | 0.94 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-8.03% | 25.6% | 220% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-16.6% | 13.4% | 263% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-12.4% | 2.74% | 154% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-9.33% | 38% | 150% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-9.24% | 5.1% | 133% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-11.2% | 0.69% | 251% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-7.78% | 12.3% | 130% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: VONN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for VONN
| Total Return (including Dividends) | VONN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.02% | -5.96% | -8.16% |
| 3 Months | -6.90% | -6.11% | -12.80% |
| 12 Months | 24.58% | 17.19% | 6.85% |
| 5 Years | 57.53% | 138.16% | 100.40% |
| Trend Score (consistency of price movement) | VONN | XLF | S&P 500 |
| 1 Month | -66.1% | -69.9% | -70.9% |
| 3 Months | -75.8% | -80.9% | -90.1% |
| 12 Months | 84.6% | 86.2% | 62.2% |
| 5 Years | -18.5% | 75.1% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #80 | 1.01% | 3.42% |
| 3 Month | #107 | -0.84% | 6.77% |
| 12 Month | #19 | 6.31% | 16.6% |
| 5 Years | #95 | -33.9% | -21.4% |
FAQs
Does VONN Vontobel Holding outperforms the market?
Yes,
over the last 12 months VONN made 24.58%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 17.19%.
Over the last 3 months VONN made -6.90%, while XLF made -6.11%.
Over the last 3 months VONN made -6.90%, while XLF made -6.11%.
Performance Comparison VONN vs Indeces and Sectors
VONN vs. Indices VONN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.76% | 3.14% | 14.7% | 17.7% |
| US NASDAQ 100 | QQQ | 2.78% | 4.39% | 15.8% | 17.8% |
| US Dow Jones Industrial 30 | DIA | 2.71% | 2.84% | 13.7% | 20.4% |
| German DAX 40 | DAX | -0.33% | 1.84% | -3.77% | 6.07% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.86% | -1.29% | 12.3% | 16.5% |
| Hongkong Hang Seng | HSI | -3.29% | -0.06% | 10.1% | 7.31% |
| India NIFTY 50 | INDA | -4.81% | -7.67% | 8.71% | 20.7% |
| Brasil Bovespa | EWZ | -4.19% | -3.76% | 9.36% | 34.5% |
VONN vs. Sectors VONN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.60% | 3.30% | 5.67% | 9.60% |
| Consumer Discretionary | XLY | 1.28% | 3.85% | 10.8% | 14.4% |
| Consumer Staples | XLP | -1.66% | -8.60% | 4.07% | 12.3% |
| Energy | XLE | -3.13% | 7.32% | 14.0% | 36.6% |
| Financial | XLF | 0.06% | 0.94% | 4.84% | 7.39% |
| Health Care | XLV | 1.74% | 3.20% | 15.5% | 26.2% |
| Industrial | XLI | 1.19% | 2.17% | 14.0% | 20.4% |
| Materials | XLB | -0.85% | 0.94% | 20.0% | 31.4% |
| Real Estate | XLRE | -1.63% | -1.67% | 12.0% | 8.95% |
| Technology | XLK | 4.03% | 6.55% | 22.3% | 24.8% |
| Utilities | XLU | -0.58% | -4.80% | 8.28% | 2.84% |
| Aerospace & Defense | XAR | 2.12% | 0.35% | 5.89% | 3.40% |
| Biotech | XBI | -1.61% | 7.57% | 26.6% | 31.7% |
| Homebuilder | XHB | -1.37% | 2.96% | 27.4% | 32.6% |
| Retail | XRT | -2.45% | 0.60% | 16.6% | 29.0% |