(QRS) Quercus TFI - Performance 55.7% in 12m
Compare QRS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.92%
#28 in Group
Rel. Strength
92.06%
#635 in Universe
Total Return 12m
55.69%
#6 in Group
Total Return 5y
314.34%
#4 in Group
P/E 12.2
61th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.72%
50th Percentile in Group
12m Total Return: QRS (55.7%) vs XLF (19%)
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 |
-4.98% | 14.1% | 361% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| APO NYSE Apollo Global Management |
-7.76% | 19.8% | 289% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| AGF-B TO AGF Management Limited |
-4.69% | 22.6% | 206% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 6.23% | 159% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| TSLX NYSE Sixth Street Specialty |
-8.14% | 8.1% | 144% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-9.71% | 4.81% | 288% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| BK NYSE The Bank of New York Mellon |
-7.62% | 41.9% | 144% | 12.7 | 11.4 | 1.02 | 58.8% | 12.8% |
| FHI NYSE Federated Investors |
-4.18% | 14.7% | 133% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: QRS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for QRS
| Total Return (including Dividends) | QRS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 9.47% | -4.51% | -5.89% |
| 3 Months | 29.68% | -7.56% | -12.45% |
| 12 Months | 55.69% | 18.95% | 6.72% |
| 5 Years | 314.34% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | QRS | XLF | S&P 500 |
| 1 Month | 62.0% | -71.4% | -74.5% |
| 3 Months | 95.3% | -76.1% | -88.2% |
| 12 Months | 86.6% | 87.3% | 66.1% |
| 5 Years | 60.7% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #6 | 14.6% | 16.3% |
| 3 Month | #4 | 40.3% | 48.1% |
| 12 Month | #6 | 30.9% | 45.9% |
| 5 Years | #5 | 78.0% | 106% |
FAQs
Does QRS Quercus TFI outperforms the market?
Yes,
over the last 12 months QRS made 55.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months QRS made 29.68%, while XLF made -7.56%.
Over the last 3 months QRS made 29.68%, while XLF made -7.56%.
Performance Comparison QRS vs Indeces and Sectors
QRS vs. Indices QRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.38% | 15.4% | 41.0% | 49.0% |
| US NASDAQ 100 | QQQ | 5.24% | 15.8% | 41.6% | 50.2% |
| US Dow Jones Industrial 30 | DIA | 5.55% | 15.3% | 40.5% | 50.4% |
| German DAX 40 | DAX | -0.98% | 18.9% | 24.0% | 37.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.67% | 17.0% | 38.8% | 49.8% |
| Hongkong Hang Seng | HSI | 0.09% | 19.3% | 39.5% | 39.5% |
| India NIFTY 50 | INDA | 0.01% | 4.70% | 38.6% | 52.6% |
| Brasil Bovespa | EWZ | 0.82% | 14.6% | 38.1% | 65.2% |
QRS vs. Sectors QRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.13% | 15.1% | 32.2% | 42.2% |
| Consumer Discretionary | XLY | 5.25% | 13.4% | 38.3% | 46.5% |
| Consumer Staples | XLP | 1.08% | 6.27% | 30.8% | 41.8% |
| Energy | XLE | -0.34% | 19.6% | 40.0% | 66.0% |
| Financial | XLF | 3.01% | 14.0% | 32.9% | 36.7% |
| Health Care | XLV | 3.98% | 16.8% | 42.4% | 56.2% |
| Industrial | XLI | 3.26% | 14.2% | 41.0% | 50.3% |
| Materials | XLB | 2.66% | 16.1% | 48.1% | 63.2% |
| Real Estate | XLRE | -0.96% | 12.4% | 39.7% | 38.6% |
| Technology | XLK | 5.74% | 18.4% | 47.8% | 56.9% |
| Utilities | XLU | 1.07% | 9.89% | 35.3% | 31.3% |
| Aerospace & Defense | XAR | 2.69% | 9.43% | 31.3% | 31.5% |
| Biotech | XBI | 0.82% | 21.4% | 55.6% | 64.6% |
| Homebuilder | XHB | 3.43% | 16.3% | 58.9% | 64.8% |
| Retail | XRT | 2.68% | 11.6% | 45.7% | 60.1% |