(HR-UN) H&R Real Estate - Performance 11% in 12m
Compare HR-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
14.12%
#20 in Group
Rel. Strength
65.09%
#2669 in Universe
Total Return 12m
11.04%
#28 in Group
Total Return 5y
38.69%
#15 in Group
P/E -
(unknown) Percentile in Group
P/E Forward 7.77
24th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 4.12%
64th Percentile in Group
12m Total Return: HR-UN (11%) 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: HR-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for HR-UN
| Total Return (including Dividends) | HR-UN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -0.50% | -2.69% | -3.01% |
| 3 Months | 7.83% | 5.11% | -3.15% |
| 12 Months | 11.04% | 13.36% | 10.19% |
| 5 Years | 38.69% | 58.33% | 129.24% |
| Trend Score (consistency of price movement) | HR-UN | XLRE | S&P 500 |
| 1 Month | -15.7% | -6.8% | -5.5% |
| 3 Months | 76.2% | 57.4% | -58.4% |
| 12 Months | 39.4% | 59.8% | 84.1% |
| 5 Years | -17.2% | 44.7% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #23 | 2.26% | 2.59% |
| 3 Month | #7 | 2.59% | 11.3% |
| 12 Month | #29 | -2.05% | 0.77% |
| 5 Years | #17 | -12.4% | -39.5% |
FAQs
Does HR-UN H&R Real Estate outperforms the market?
No,
over the last 12 months HR-UN made 11.04%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.36%.
Over the last 3 months HR-UN made 7.83%, while XLRE made 5.11%.
Over the last 3 months HR-UN made 7.83%, while XLRE made 5.11%.
Performance Comparison HR-UN vs Indeces and Sectors
HR-UN vs. Indices HR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.02% | 2.51% | -15.8% | 0.85% |
| US NASDAQ 100 | QQQ | 2.0% | 3.56% | -15.0% | 2.44% |
| US Dow Jones Industrial 30 | DIA | 0.82% | 1.64% | -16.7% | 1.53% |
| German DAX 40 | DAX | 2.32% | 2.88% | -32.6% | -10.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.31% | -0.73% | -0.53% | 1.92% |
| Hongkong Hang Seng | HSI | -0.95% | -3.27% | -6.54% | -6.29% |
| India NIFTY 50 | INDA | -0.01% | -8.37% | -5.41% | 10.3% |
| Brasil Bovespa | EWZ | 0.91% | -8.79% | -7.76% | 22.8% |
HR-UN vs. Sectors HR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.56% | 3.31% | -23.9% | -8.17% |
| Consumer Discretionary | XLY | 0.26% | 3.33% | -19.1% | -3.02% |
| Consumer Staples | XLP | -1.77% | 1.34% | -16.6% | 0.01% |
| Energy | XLE | -0.07% | -8.52% | -21.3% | 10.2% |
| Financial | XLF | 0.54% | 2.20% | -27.9% | -11.2% |
| Health Care | XLV | 0.60% | 2.66% | -11.1% | 9.35% |
| Industrial | XLI | 0.71% | 0.19% | -15.1% | 2.51% |
| Materials | XLB | -0.08% | -1.01% | -7.65% | 15.0% |
| Real Estate | XLRE | -1.02% | 2.19% | -12.6% | -2.32% |
| Technology | XLK | 2.15% | 3.51% | -10.6% | 9.03% |
| Utilities | XLU | -2.27% | -1.32% | -14.9% | -14.2% |
| Aerospace & Defense | XAR | 1.62% | -1.78% | -19.7% | -9.89% |
| Biotech | XBI | 5.58% | 5.35% | 1.94% | 22.0% |
| Homebuilder | XHB | 0.52% | -0.65% | 3.62% | 18.7% |
| Retail | XRT | -1.28% | - | -11.7% | 15.8% |