(PWI) Sustainable Power & - Performance 21.7% in 12m
Compare PWI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
27.62%
#92 in Group
Rel. Strength
79.46%
#1642 in Universe
Total Return 12m
21.71%
#29 in Group
Total Return 5y
21.72%
#99 in Group
P/E 2.72
2th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 21.2%
(?) Percentile in Group
12m Total Return: PWI (21.7%) 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: PWI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PWI
| Total Return (including Dividends) | PWI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.26% | -5.96% | -8.16% |
| 3 Months | -14.50% | -6.11% | -12.80% |
| 12 Months | 21.71% | 17.19% | 6.85% |
| 5 Years | 21.72% | 138.16% | 100.40% |
| Trend Score (consistency of price movement) | PWI | XLF | S&P 500 |
| 1 Month | -63.5% | -69.9% | -70.9% |
| 3 Months | -80.4% | -80.9% | -90.1% |
| 12 Months | 61.5% | 86.2% | 62.2% |
| 5 Years | 26.9% | 75.1% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #131 | -2.44% | -0.11% |
| 3 Month | #151 | -8.93% | -1.95% |
| 12 Month | #28 | 3.86% | 13.9% |
| 5 Years | #48 | -9.73% | -9.51% |
FAQs
Does PWI Sustainable Power & outperforms the market?
Yes,
over the last 12 months PWI made 21.71%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 17.19%.
Over the last 3 months PWI made -14.50%, while XLF made -6.11%.
Over the last 3 months PWI made -14.50%, while XLF made -6.11%.
Performance Comparison PWI vs Indeces and Sectors
PWI vs. Indices PWI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.23% | -0.10% | -6.91% | 14.9% |
| US NASDAQ 100 | QQQ | -1.21% | 1.15% | -5.85% | 14.9% |
| US Dow Jones Industrial 30 | DIA | -1.28% | -0.40% | -7.94% | 17.6% |
| German DAX 40 | DAX | -4.32% | -1.40% | -25.4% | 3.20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.85% | -4.53% | -9.33% | 13.6% |
| Hongkong Hang Seng | HSI | -7.28% | -3.30% | -11.6% | 4.44% |
| India NIFTY 50 | INDA | -8.80% | -10.9% | -12.9% | 17.9% |
| Brasil Bovespa | EWZ | -8.18% | -7.0% | -12.2% | 31.6% |
PWI vs. Sectors PWI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.39% | 0.06% | -15.9% | 6.73% |
| Consumer Discretionary | XLY | -2.71% | 0.61% | -10.8% | 11.6% |
| Consumer Staples | XLP | -5.65% | -11.8% | -17.5% | 9.43% |
| Energy | XLE | -7.12% | 4.08% | -7.57% | 33.8% |
| Financial | XLF | -3.93% | -2.30% | -16.8% | 4.52% |
| Health Care | XLV | -2.25% | -0.04% | -6.08% | 23.3% |
| Industrial | XLI | -2.80% | -1.07% | -7.59% | 17.5% |
| Materials | XLB | -4.84% | -2.30% | -1.58% | 28.6% |
| Real Estate | XLRE | -5.62% | -4.91% | -9.63% | 6.08% |
| Technology | XLK | 0.04% | 3.31% | 0.72% | 21.9% |
| Utilities | XLU | -4.57% | -8.04% | -13.3% | -0.03% |
| Aerospace & Defense | XAR | -1.87% | -2.89% | -15.7% | 0.53% |
| Biotech | XBI | -5.60% | 4.33% | 5.04% | 28.9% |
| Homebuilder | XHB | -5.36% | -0.28% | 5.82% | 29.7% |
| Retail | XRT | -6.44% | -2.64% | -4.98% | 26.2% |