(SHLE) Source Energy - Performance -44.3% in 12m
Compare SHLE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
64.20%
#23 in Group
Rel. Strength
15.24%
#6780 in Universe
Total Return 12m
-44.31%
#53 in Group
Total Return 5y
499.28%
#13 in Group
P/E 10.9
39th Percentile in Group
P/E Forward 2.47
0th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.76%
45th Percentile in Group
12m Total Return: SHLE (-44.3%) vs XLE (-12.8%)
5y Drawdown (Underwater) Chart
Top Performers in Oil & Gas Equipment & Services
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 |
|---|---|---|---|---|---|---|---|---|
| AROC NYSE Archrock |
-8.21% | 25.7% | 689% | 21.7 | 14.4 | 1.2 | 93.7% | 87.4% |
| TCW TO Trican Well Service |
-6.05% | 0.83% | 741% | 7.59 | 6.95 | 0.87 | 72.9% | 33.8% |
| SBMO AS SBM Offshore |
-10.6% | 25.3% | 97.7% | 22.1 | 7.86 | 0.15 | 67.9% | 46.1% |
| SND NASDAQ Smart Sand |
-16.4% | 5.18% | 215% | 23.8 | - | 0.15 | 57.7% | 31.6% |
| CFW TO Calfrac Well |
-6.32% | -22.5% | -67.5% | 34.1 | 9.57 | 0.5 | 27.6% | -19.5% |
Performance Comparison: SHLE vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for SHLE
| Total Return (including Dividends) | SHLE | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -16.97% | -11.92% | -7.04% |
| 3 Months | -49.01% | -13.85% | -10.88% |
| 12 Months | -44.31% | -12.80% | 5.72% |
| 5 Years | 499.28% | 197.78% | 100.77% |
| Trend Score (consistency of price movement) | SHLE | XLE | S&P 500 |
| 1 Month | -72.1% | -62.6% | -76.1% |
| 3 Months | -91.8% | -27.3% | -86.4% |
| 12 Months | -2.20% | -5.4% | 67.8% |
| 5 Years | 91.7% | 94.9% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #38 | -5.73% | -10.7% |
| 3 Month | #61 | -40.8% | -42.8% |
| 12 Month | #53 | -36.1% | -47.3% |
| 5 Years | #14 | 101% | 198% |
FAQs
Does SHLE Source Energy outperforms the market?
No,
over the last 12 months SHLE made -44.31%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -12.80%.
Over the last 3 months SHLE made -49.01%, while XLE made -13.85%.
Over the last 3 months SHLE made -49.01%, while XLE made -13.85%.
Performance Comparison SHLE vs Indeces and Sectors
SHLE vs. Indices SHLE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.71% | -9.93% | -20.3% | -50.0% |
| US NASDAQ 100 | QQQ | 4.20% | -9.11% | -20.2% | -48.0% |
| US Dow Jones Industrial 30 | DIA | 1.81% | -11.8% | -22.3% | -51.0% |
| German DAX 40 | DAX | -8.79% | -8.92% | -38.9% | -63.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.29% | -9.22% | -25.1% | -52.3% |
| Hongkong Hang Seng | HSI | -3.96% | -5.82% | -21.7% | -60.5% |
| India NIFTY 50 | INDA | -0.30% | -20.4% | -19.7% | -45.0% |
| Brasil Bovespa | EWZ | -0.80% | -10.7% | -20.6% | -33.4% |
SHLE vs. Sectors SHLE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.90% | -9.39% | -28.5% | -57.6% |
| Consumer Discretionary | XLY | 5.30% | -10.8% | -22.5% | -51.7% |
| Consumer Staples | XLP | -1.55% | -16.9% | -27.9% | -56.8% |
| Energy | XLE | 2.75% | -5.05% | -19.2% | -31.5% |
| Financial | XLF | 1.0% | -12.1% | -28.2% | -63.7% |
| Health Care | XLV | 1.30% | -10.2% | -19.1% | -44.2% |
| Industrial | XLI | 1.21% | -11.0% | -19.7% | -48.2% |
| Materials | XLB | 0.21% | -9.53% | -12.9% | -36.4% |
| Real Estate | XLRE | -2.04% | -12.0% | -20.0% | -58.7% |
| Technology | XLK | 4.40% | -7.14% | -14.3% | -41.1% |
| Utilities | XLU | -1.81% | -14.9% | -24.5% | -70.7% |
| Aerospace & Defense | XAR | -0.95% | -16.4% | -29.7% | -67.5% |
| Biotech | XBI | -0.81% | -2.07% | -4.39% | -32.2% |
| Homebuilder | XHB | 4.32% | -7.76% | -0.87% | -32.6% |
| Retail | XRT | 3.95% | -11.2% | -13.0% | -37.3% |