(AX-UN) Artis Real Estate - Performance 29.1% in 12m
Compare AX-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
16.80%
#19 in Group
Rel. Strength
81.68%
#1401 in Universe
Total Return 12m
29.14%
#9 in Group
Total Return 5y
38.61%
#16 in Group
P/E -
(unknown) Percentile in Group
P/E Forward 16.5
35th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 4.23%
50th Percentile in Group
12m Total Return: AX-UN (29.1%) vs XLRE (13.4%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified REITs
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 |
|---|---|---|---|---|---|---|---|---|
| SLG NYSE SL Green Realty |
-6.43% | 19.4% | 92% | 725 | 9.56 | 0.95 | -9.70% | 73.2% |
Performance Comparison: AX-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for AX-UN
| Total Return (including Dividends) | AX-UN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 0.65% | -2.69% | -3.01% |
| 3 Months | 4.58% | 5.11% | -3.15% |
| 12 Months | 29.14% | 13.36% | 10.19% |
| 5 Years | 38.61% | 58.33% | 129.24% |
| Trend Score (consistency of price movement) | AX-UN | XLRE | S&P 500 |
| 1 Month | 56.5% | -6.8% | -5.5% |
| 3 Months | 69.5% | 57.4% | -58.4% |
| 12 Months | 70.8% | 59.8% | 84.1% |
| 5 Years | -28.1% | 44.7% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #18 | 3.43% | 3.77% |
| 3 Month | #14 | -0.50% | 7.98% |
| 12 Month | #8 | 13.9% | 17.2% |
| 5 Years | #18 | -12.5% | -39.5% |
FAQs
Does AX-UN Artis Real Estate outperforms the market?
Yes,
over the last 12 months AX-UN made 29.14%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.36%.
Over the last 3 months AX-UN made 4.58%, while XLRE made 5.11%.
Over the last 3 months AX-UN made 4.58%, while XLRE made 5.11%.
Performance Comparison AX-UN vs Indeces and Sectors
AX-UN vs. Indices AX-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.51% | 3.66% | -2.87% | 19.0% |
| US NASDAQ 100 | QQQ | 2.49% | 4.71% | -2.10% | 20.5% |
| US Dow Jones Industrial 30 | DIA | 1.31% | 2.79% | -3.79% | 19.6% |
| German DAX 40 | DAX | 2.81% | 4.03% | -19.7% | 7.45% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.80% | 0.42% | 12.4% | 20.0% |
| Hongkong Hang Seng | HSI | -0.46% | -2.12% | 6.35% | 11.8% |
| India NIFTY 50 | INDA | 0.48% | -7.22% | 7.48% | 28.4% |
| Brasil Bovespa | EWZ | 1.40% | -7.64% | 5.13% | 40.9% |
AX-UN vs. Sectors AX-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.05% | 4.46% | -11.0% | 9.93% |
| Consumer Discretionary | XLY | 0.75% | 4.48% | -6.23% | 15.1% |
| Consumer Staples | XLP | -1.28% | 2.49% | -3.71% | 18.1% |
| Energy | XLE | 0.42% | -7.37% | -8.45% | 28.3% |
| Financial | XLF | 1.03% | 3.35% | -15.0% | 6.89% |
| Health Care | XLV | 1.09% | 3.81% | 1.83% | 27.5% |
| Industrial | XLI | 1.20% | 1.34% | -2.16% | 20.6% |
| Materials | XLB | 0.41% | 0.14% | 5.24% | 33.1% |
| Real Estate | XLRE | -0.53% | 3.34% | 0.25% | 15.8% |
| Technology | XLK | 2.64% | 4.66% | 2.25% | 27.1% |
| Utilities | XLU | -1.78% | -0.17% | -1.99% | 3.91% |
| Aerospace & Defense | XAR | 2.11% | -0.63% | -6.79% | 8.21% |
| Biotech | XBI | 6.07% | 6.50% | 14.8% | 40.1% |
| Homebuilder | XHB | 1.01% | 0.50% | 16.5% | 36.8% |
| Retail | XRT | -0.79% | 1.15% | 1.21% | 33.9% |