Overview Performance Dividends Peer Group Options

(SRV-UN) SIR Royalty Income - Performance -2.7% in 12m

Compare SRV-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 73.97%
(?) in Group
Rel. Strength -%
(?) in Universe
Total Return 12m -2.68%
(?) in Group
Total Return 5y 441.91%
(?) in Group
P/E 5.68
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 9.48%
(?) Percentile in Group

12m Total Return: SRV-UN (-2.7%) vs XLY (8.5%)

Compare overall performance (total returns) of SIR Royalty Income with its related sector ETF XLY

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (SRV-UN) SIR Royalty Income - Performance -2.7% in 12m

Top Performers in Peer Group

Short Term
Symbol 1w 1m 3m
SRV-UN 3.18% -1.45% -1.79%
Long Term
Symbol 6m 12m 5y
SRV-UN -5.8% -2.68% 442%
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
No best picks found. Look like this Industry is currently overvalued.

Performance Comparison: SRV-UN vs XLY vs S&P 500

XLY (Consumer Discretionary ETF) is the Sector Benchmark for SRV-UN
Total Return (including Dividends) SRV-UN XLY S&P 500
1 Month -1.45% -5.63% -6.90%
3 Months -1.79% -18.89% -11.64%
12 Months -2.68% 8.54% 6.50%
5 Years 441.91% 74.01% 101.06%
Trend Score (consistency of price movement) SRV-UN XLY S&P 500
1 Month -67.4% -72.1% -74.5%
3 Months -33.8% -93.8% -88.2%
12 Months 41.7% 74.1% 66.1%
5 Years 78.7% 55.3% 84.3%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLY vs. S&P 500
1 Month - 4.43% 5.86%
3 Month - 21.1% 11.2%
12 Month - -10.3% -8.62%
5 Years - 211% 170%

FAQs

Does SRV-UN SIR Royalty Income outperforms the market?

No, over the last 12 months SRV-UN made -2.68%, while its related Sector, the Consumer Discretionary (XLY) made 8.54%.
Over the last 3 months SRV-UN made -1.79%, while XLY made -18.89%.

Performance Comparison SRV-UN vs Indeces and Sectors

SRV-UN vs. Indices SRV-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 2.83% 5.45% 3.23% -9.18%
US NASDAQ 100 QQQ 3.65% 6.42% 3.52% -7.61%
US Dow Jones Industrial 30 DIA 4.22% 4.97% 2.96% -8.10%
German DAX 40 DAX 0.03% 7.06% -13.9% -21.3%
Shanghai Shenzhen CSI 300 CSI 300 2.07% 6.52% -3.66% -8.70%
Hongkong Hang Seng HSI -1.01% 9.21% -0.22% -19.6%
India NIFTY 50 INDA -0.26% -7.15% 0.77% -5.95%
Brasil Bovespa EWZ -1.08% 3.20% 1.26% 6.97%

SRV-UN vs. Sectors SRV-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 3.50% 5.53% -5.97% -16.8%
Consumer Discretionary XLY 4.51% 4.18% 0.47% -11.2%
Consumer Staples XLP - -3.48% -6.86% -17.2%
Energy XLE -2.69% 8.48% 2.82% 7.89%
Financial XLF 1.57% 3.18% -4.56% -22.1%
Health Care XLV 2.74% 5.88% 4.54% -2.13%
Industrial XLI 1.71% 4.01% 3.23% -7.68%
Materials XLB -0.11% 5.36% 10.3% 4.83%
Real Estate XLRE -2.21% 2.04% 1.59% -19.8%
Technology XLK 3.96% 8.87% 10.1% -0.34%
Utilities XLU 0.04% -0.34% -2.72% -27.8%
Aerospace & Defense XAR 0.84% -0.81% -6.24% -26.8%
Biotech XBI -2.85% 12.5% 17.7% 7.49%
Homebuilder XHB 2.62% 5.91% 20.8% 6.51%
Retail XRT 2.53% 2.02% 8.37% 1.67%

SRV-UN vs. Commodities SRV-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -3.19% 2.99% -1.48% 9.27%
Natural Gas UNG 11.0% 18.3% -33.8% -21.1%
Gold GLD -1.53% -12.1% -28.9% -42.1%
Silver SLV -1.31% 2.64% -8.08% -17.0%
Copper CPER -4.02% 3.73% -14.2% -11.1%

SRV-UN vs. Yields & Bonds SRV-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.90% 1.61% -1.10% -4.81%
iShares High Yield Corp. Bond HYG 1.53% -0.29% -6.34% -11.5%