(IPE) Ipopema Securities - Performance -9.1% in 12m
Compare IPE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
20.25%
#39 in Group
Rel. Strength
35.39%
#5158 in Universe
Total Return 12m
-9.10%
#44 in Group
Total Return 5y
126.84%
#37 in Group
P/E 10.2
31th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -71.09%
59th Percentile in Group
12m Total Return: IPE (-9.1%) vs XLF (21.3%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.39% | 17.1% | 432% | 22.4 | 16.7 | 1.36 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-0.22% | 13.7% | 254% | 13.2 | 12.9 | 1.68 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
2.6% | 49.6% | 226% | 27.5 | 25 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-8.54% | 8.66% | 233% | 16.4 | 10.1 | 0.85 | -15.2% | 10.6% |
| EVR NYSE Evercore Partners |
-0.36% | 9.09% | 346% | 21.7 | 20.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-8.65% | 10.7% | 146% | 23.9 | 27.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
3.81% | 10.5% | 139% | 24.2 | 18.9 | 1 | 4.60% | 11.9% |
| LAZ NYSE Lazard |
-9.95% | 3.22% | 99.4% | 14.6 | 15.5 | 1 | -51.8% | -14.2% |
Performance Comparison: IPE vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IPE
| Total Return (including Dividends) | IPE | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.57% | -2.29% | -0.91% |
| 3 Months | 17.67% | -4.74% | -7.61% |
| 12 Months | -9.10% | 21.27% | 10.06% |
| 5 Years | 126.84% | 142.23% | 110.82% |
| Trend Score (consistency of price movement) | IPE | XLF | S&P 500 |
| 1 Month | 27.4% | 5.8% | 1.2% |
| 3 Months | 51.7% | -81.8% | -89.2% |
| 12 Months | -57.5% | 84.1% | 56.2% |
| 5 Years | 12.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #43 | -2.34% | -3.70% |
| 3 Month | #12 | 23.5% | 27.4% |
| 12 Month | #44 | -25.0% | -17.4% |
| 5 Years | #36 | -7.50% | 8.89% |
FAQs
Does IPE Ipopema Securities outperforms the market?
No,
over the last 12 months IPE made -9.10%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months IPE made 17.67%, while XLF made -4.74%.
Over the last 3 months IPE made 17.67%, while XLF made -4.74%.
Performance Comparison IPE vs Indeces and Sectors
IPE vs. Indices IPE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.51% | -3.66% | 14.7% | -19.2% |
| US NASDAQ 100 | QQQ | -4.37% | -5.98% | 15.2% | -19.7% |
| US Dow Jones Industrial 30 | DIA | -0.78% | -1.12% | 13.9% | -16.4% |
| German DAX 40 | DAX | -2.71% | -5.68% | -4.39% | -32.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.43% | -1.97% | 15.8% | -14.1% |
| Hongkong Hang Seng | HSI | 0.84% | -2.57% | 13.7% | -19.3% |
| India NIFTY 50 | INDA | 2.55% | -8.57% | 13.0% | -11.8% |
| Brasil Bovespa | EWZ | -3.18% | -10.4% | 9.13% | -2.23% |
IPE vs. Sectors IPE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.83% | -3.49% | 6.64% | -31.0% |
| Consumer Discretionary | XLY | -4.31% | -5.39% | 10.7% | -20.7% |
| Consumer Staples | XLP | 3.84% | -4.04% | 8.26% | -19.0% |
| Energy | XLE | 0.97% | 6.90% | 14.9% | 2.25% |
| Financial | XLF | -0.58% | -2.28% | 6.05% | -30.4% |
| Health Care | XLV | -0.50% | 0.04% | 16.0% | -9.88% |
| Industrial | XLI | -1.91% | -3.97% | 13.8% | -16.2% |
| Materials | XLB | 0.06% | -1.64% | 21.1% | -3.35% |
| Real Estate | XLRE | 0.91% | -2.80% | 15.2% | -24.5% |
| Technology | XLK | -6.03% | -5.84% | 20.7% | -14.0% |
| Utilities | XLU | 0.95% | -5.14% | 9.03% | -30.9% |
| Aerospace & Defense | XAR | -4.86% | -11.5% | 2.05% | -35.1% |
| Biotech | XBI | -2.84% | -5.53% | 27.5% | -4.99% |
| Homebuilder | XHB | 0.77% | -1.47% | 28.7% | 0.36% |
| Retail | XRT | -0.07% | -4.44% | 18.6% | -4.90% |