(FIH-U) Fairfax India Holdings - Performance 7.2% in 12m
Compare FIH-U with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.44%
#30 in Group
Rel. Strength
62.30%
#3016 in Universe
Total Return 12m
7.22%
#83 in Group
Total Return 5y
88.59%
#54 in Group
P/E -
(?) Percentile in Group
P/E Forward 30.7
92th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -3.98%
(?) Percentile in Group
12m Total Return: FIH-U (7.2%) vs XLF (19.4%)
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 |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: FIH-U vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FIH-U
| Total Return (including Dividends) | FIH-U | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.38% | -4.87% | -7.04% |
| 3 Months | -0.62% | -6.25% | -10.88% |
| 12 Months | 7.22% | 19.36% | 5.72% |
| 5 Years | 88.59% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | FIH-U | XLF | S&P 500 |
| 1 Month | -80.6% | -69.4% | -76.1% |
| 3 Months | -61.8% | -72.1% | -86.4% |
| 12 Months | 86.7% | 87.9% | 67.8% |
| 5 Years | 82.2% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #48 | 1.57% | 3.94% |
| 3 Month | #39 | 6.0% | 11.5% |
| 12 Month | #85 | -10.2% | 1.42% |
| 5 Years | #66 | -18.8% | -6.07% |
FAQs
Does FIH-U Fairfax India Holdings outperforms the market?
No,
over the last 12 months FIH-U made 7.22%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months FIH-U made -0.62%, while XLF made -6.25%.
Over the last 3 months FIH-U made -0.62%, while XLF made -6.25%.
Performance Comparison FIH-U vs Indeces and Sectors
FIH-U vs. Indices FIH-U is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 8.96% | 3.66% | 17.8% | 1.50% |
| US NASDAQ 100 | QQQ | 9.45% | 4.48% | 17.8% | 3.56% |
| US Dow Jones Industrial 30 | DIA | 7.06% | 1.79% | 15.8% | 0.54% |
| German DAX 40 | DAX | -3.54% | 4.67% | -0.83% | -12.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.96% | 4.37% | 12.9% | -0.73% |
| Hongkong Hang Seng | HSI | 1.29% | 7.77% | 16.4% | -8.92% |
| India NIFTY 50 | INDA | 4.95% | -6.80% | 18.3% | 6.54% |
| Brasil Bovespa | EWZ | 4.45% | 2.90% | 17.4% | 18.2% |
FIH-U vs. Sectors FIH-U is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 9.15% | 4.20% | 9.55% | -6.04% |
| Consumer Discretionary | XLY | 10.6% | 2.84% | 15.5% | -0.12% |
| Consumer Staples | XLP | 3.70% | -3.27% | 10.1% | -5.27% |
| Energy | XLE | 8.0% | 8.54% | 18.8% | 20.0% |
| Financial | XLF | 6.25% | 1.49% | 9.83% | -12.1% |
| Health Care | XLV | 6.55% | 3.40% | 18.9% | 7.36% |
| Industrial | XLI | 6.46% | 2.59% | 18.4% | 3.33% |
| Materials | XLB | 5.46% | 4.06% | 25.2% | 15.2% |
| Real Estate | XLRE | 3.21% | 1.61% | 18.0% | -7.14% |
| Technology | XLK | 9.65% | 6.45% | 23.8% | 10.4% |
| Utilities | XLU | 3.44% | -1.27% | 13.5% | -19.2% |
| Aerospace & Defense | XAR | 4.30% | -2.77% | 8.34% | -15.9% |
| Biotech | XBI | 4.44% | 11.5% | 33.7% | 19.3% |
| Homebuilder | XHB | 9.57% | 5.83% | 37.2% | 18.9% |
| Retail | XRT | 9.20% | 2.37% | 25.0% | 14.2% |