(IPE) Ipopema Securities - Performance -5.3% in 12m
Compare IPE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
22.34%
#42 in Group
Rel. Strength
41.54%
#4581 in Universe
Total Return 12m
-5.30%
#42 in Group
Total Return 5y
155.79%
#31 in Group
P/E 5.76
14th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -48.88%
54th Percentile in Group
12m Total Return: IPE (-5.3%) vs XLF (6.8%)
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 |
-7.68% | 10.3% | 437% | 20.2 | 14.9 | 1.13 | 70.0% | 23% |
| PJT NYSE PJT Partners |
-14.2% | 30.3% | 210% | 25.7 | 19.9 | 1.36 | 3.40% | 17.2% |
| RJF NYSE Raymond James Financial |
-8.94% | -2.58% | 200% | 12.1 | 11.6 | 1.51 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.5% | 0.19% | 180% | 13.8 | 10.1 | 0.85 | -2.10% | 12% |
| EVR NYSE Evercore Partners |
-13.9% | -15.2% | 236% | 18.1 | 12.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-17.5% | -10.4% | 135% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
-1.84% | -2.01% | 116% | 25 | 17.8 | 0.99 | -13.0% | 6.41% |
| LAZ NYSE Lazard |
-25.5% | -15.5% | 67.3% | 14.4 | 12.5 | 1 | -45.3% | 2.29% |
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 | 7.37% | -8.21% | -11.17% |
| 3 Months | 15.04% | -9.10% | -15.52% |
| 12 Months | -5.30% | 6.84% | -3.07% |
| 5 Years | 155.79% | 114.03% | 93.71% |
| Trend Score (consistency of price movement) | IPE | XLF | S&P 500 |
| 1 Month | -11.2% | 0.9% | -27.7% |
| 3 Months | 71.4% | -31.8% | -70.8% |
| 12 Months | -65.4% | 90.7% | 76.4% |
| 5 Years | 14.1% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #11 | 17.0% | 20.9% |
| 3 Month | #16 | 26.6% | 36.2% |
| 12 Month | #42 | -11.4% | -2.31% |
| 5 Years | #32 | 20.0% | 35.9% |
FAQs
Does IPE Ipopema Securities outperforms the market?
No,
over the last 12 months IPE made -5.30%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 6.84%.
Over the last 3 months IPE made 15.04%, while XLF made -9.10%.
Over the last 3 months IPE made 15.04%, while XLF made -9.10%.
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 | 17.8% | 18.5% | 16.6% | -2.23% |
| US NASDAQ 100 | QQQ | 18.2% | 19.2% | 18.4% | -0.31% |
| US Dow Jones Industrial 30 | DIA | 16.5% | 17.5% | 13.6% | -3.63% |
| German DAX 40 | DAX | 16.1% | 17.6% | -2.58% | -15.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 16.8% | 18.8% | 25.0% | -4.08% |
| Hongkong Hang Seng | HSI | 20.6% | 22.7% | 21.0% | -6.96% |
| India NIFTY 50 | INDA | 9.95% | 5.72% | 17.0% | 0.17% |
| Brasil Bovespa | EWZ | 16.6% | 10.9% | 19.1% | 16.8% |
IPE vs. Sectors IPE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 17.0% | 19.0% | 7.98% | -10.8% |
| Consumer Discretionary | XLY | 17.9% | 18.2% | 13.8% | -3.84% |
| Consumer Staples | XLP | 12.9% | 14.5% | 8.32% | -10.8% |
| Energy | XLE | 24.9% | 19.9% | 18.4% | 13.7% |
| Financial | XLF | 18.0% | 15.6% | 6.12% | -12.1% |
| Health Care | XLV | 13.5% | 17.0% | 15.4% | 0.05% |
| Industrial | XLI | 17.9% | 19.0% | 17.1% | 0.52% |
| Materials | XLB | 20.2% | 20.6% | 24.3% | 13.2% |
| Real Estate | XLRE | 17.7% | 18.7% | 16.7% | -4.42% |
| Technology | XLK | 19.8% | 21.3% | 24.6% | 6.93% |
| Utilities | XLU | 13.8% | 13.2% | 10.4% | -20.1% |
| Aerospace & Defense | XAR | 15.2% | 13.7% | 10.2% | -12.9% |
| Biotech | XBI | 17.0% | 26.4% | 31.8% | 17.4% |
| Homebuilder | XHB | 17.0% | 21.4% | 32.3% | 14.1% |
| Retail | XRT | 17.4% | 19.0% | 20.9% | 10.3% |