(SWA) Schloss Wachenheim - Performance 0.9% in 12m
Compare SWA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
8.93%
#5 in Group
Rel. Strength
44.00%
#4499 in Universe
Total Return 12m
0.86%
#9 in Group
Total Return 5y
38.97%
#3 in Group
P/E 11.7
6th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.32%
20th Percentile in Group
12m Total Return: SWA (0.9%) vs XLP (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Distillers & Vintners
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: SWA vs XLP vs S&P 500
XLP (Consumer Staples Sector ETF) is the Sector Benchmark for SWA
| Total Return (including Dividends) | SWA | XLP | S&P 500 |
|---|---|---|---|
| 1 Month | 4.26% | 2.75% | -4.31% |
| 3 Months | 2.80% | 1.57% | -7.85% |
| 12 Months | 0.86% | 9.49% | 10.76% |
| 5 Years | 38.97% | 56.63% | 106.31% |
| Trend Score (consistency of price movement) | SWA | XLP | S&P 500 |
| 1 Month | 72.8% | 18.7% | -35.6% |
| 3 Months | 25.4% | 23.2% | -89.7% |
| 12 Months | -54.5% | 58.8% | 58.3% |
| 5 Years | 17.6% | 89.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLP | vs. S&P 500 |
| 1 Month | #5 | 1.47% | 8.95% |
| 3 Month | #9 | -0.38% | 12.5% |
| 12 Month | #9 | -7.89% | -8.94% |
| 5 Years | #4 | -11.3% | -32.6% |
FAQs
Does SWA Schloss Wachenheim outperforms the market?
No,
over the last 12 months SWA made 0.86%, while its related Sector, the Consumer Staples Sector (XLP) made 9.49%.
Over the last 3 months SWA made 2.80%, while XLP made 1.57%.
Over the last 3 months SWA made 2.80%, while XLP made 1.57%.
Performance Comparison SWA vs Indeces and Sectors
SWA vs. Indices SWA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -12.3% | 8.57% | 1.94% | -9.90% |
| US NASDAQ 100 | QQQ | -14.3% | 8.50% | 1.94% | -11.2% |
| US Dow Jones Industrial 30 | DIA | -10.2% | 10.0% | 1.68% | -6.12% |
| German DAX 40 | DAX | -9.65% | 8.07% | -16.5% | -22.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.78% | 7.76% | 3.36% | -7.76% |
| Hongkong Hang Seng | HSI | -10.0% | 7.14% | 0.07% | -13.2% |
| India NIFTY 50 | INDA | -4.88% | 2.70% | 0.34% | -0.94% |
| Brasil Bovespa | EWZ | -12.1% | 2.29% | -2.56% | 6.36% |
SWA vs. Sectors SWA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -12.2% | 9.84% | -6.80% | -21.5% |
| Consumer Discretionary | XLY | -14.7% | 8.30% | -1.22% | -13.5% |
| Consumer Staples | XLP | -4.85% | 1.51% | -3.38% | -8.63% |
| Energy | XLE | -8.96% | 15.9% | 4.37% | 12.8% |
| Financial | XLF | -10.4% | 9.04% | -6.16% | -18.4% |
| Health Care | XLV | -9.29% | 9.23% | 3.95% | 0.60% |
| Industrial | XLI | -10.5% | 8.33% | 1.59% | -6.05% |
| Materials | XLB | -9.06% | 8.77% | 8.83% | 6.20% |
| Real Estate | XLRE | -7.48% | 6.17% | 4.09% | -14.3% |
| Technology | XLK | -16.1% | 8.78% | 6.81% | -5.38% |
| Utilities | XLU | -8.16% | 2.58% | -1.16% | -19.6% |
| Aerospace & Defense | XAR | -11.9% | 4.56% | -9.33% | -26.1% |
| Biotech | XBI | -11.4% | 12.1% | 15.0% | 3.11% |
| Homebuilder | XHB | -10.6% | 10.3% | 16.9% | 8.83% |
| Retail | XRT | -9.52% | 7.19% | 6.06% | 4.48% |