(WELE) Amundi SP500 Equal - Performance -6.4% in 12m
Compare WELE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
44.51%
#127 in Group
Rel. Strength
46.08%
#4200 in Universe
Total Return 12m
-6.40%
#130 in Group
Total Return 5y
18.20%
#128 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: WELE (-6.4%) vs SPY (-0.3%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend Equity
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 |
|---|---|---|---|---|---|---|---|---|
| D5BM XETRA Xtrackers SP500 Swap 1C |
-9.75% | 3.12% | 119% | - | - | - | - | - |
| SXR8 XETRA iShares Core SP500 USD |
-9.84% | 3% | 117% | - | - | - | - | - |
| VNRA XETRA Vanguard FTSE North America |
-9.57% | 3.7% | 117% | - | - | - | - | - |
| VUSA XETRA Vanguard SP500 EUR |
-13.6% | -1.08% | 120% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-13.7% | -1.21% | 118% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-13.8% | -2.49% | 122% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-13.9% | -2.49% | 114% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-13.6% | -1.06% | 110% | - | - | - | - | - |
Performance Comparison: WELE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for WELE
| Total Return (including Dividends) | WELE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -13.32% | -12.15% | -12.15% |
| 3 Months | -15.27% | -14.88% | -14.88% |
| 12 Months | -6.40% | -0.26% | -0.26% |
| 5 Years | 18.20% | 105.18% | 105.18% |
| Trend Score (consistency of price movement) | WELE | SPY | S&P 500 |
| 1 Month | -17.2% | -8.8% | -8.8% |
| 3 Months | -70.6% | -65.3% | -65.3% |
| 12 Months | 75.9% | 80.7% | 80.7% |
| 5 Years | 83.0% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #63 | -1.34% | -1.34% |
| 3 Month | #44 | -0.46% | -0.46% |
| 12 Month | #133 | -6.15% | -6.15% |
| 5 Years | #137 | -15.7% | -15.7% |
FAQs
Does WELE Amundi SP500 Equal outperforms the market?
No,
over the last 12 months WELE made -6.40%, while its related Sector, the SPDR SP500 Trust (SPY) made -0.26%.
Over the last 3 months WELE made -15.27%, while SPY made -14.88%.
Over the last 3 months WELE made -15.27%, while SPY made -14.88%.
Performance Comparison WELE vs Indeces and Sectors
WELE vs. Indices WELE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.41% | -1.17% | -0.05% | -6.14% |
| US NASDAQ 100 | QQQ | 1.21% | 1.26% | 1.70% | -4.08% |
| US Dow Jones Industrial 30 | DIA | -0.86% | -3.54% | -2.50% | -7.29% |
| German DAX 40 | DAX | -0.52% | -5.67% | -19.1% | -17.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.36% | -8.06% | 11.0% | -10.4% |
| Hongkong Hang Seng | HSI | -1.94% | -6.65% | 5.24% | -16.4% |
| India NIFTY 50 | INDA | -4.58% | -16.1% | 1.93% | -2.47% |
| Brasil Bovespa | EWZ | -3.04% | -15.8% | 1.54% | 11.1% |
WELE vs. Sectors WELE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.23% | -0.65% | -7.82% | -14.4% |
| Consumer Discretionary | XLY | -1.43% | -1.34% | -3.97% | -10.1% |
| Consumer Staples | XLP | -6.23% | -9.39% | -8.85% | -14.9% |
| Energy | XLE | 6.13% | -4.59% | 2.80% | 9.77% |
| Financial | XLF | 1.52% | -2.18% | -8.89% | -15.4% |
| Health Care | XLV | -2.27% | -4.96% | -1.26% | -3.24% |
| Industrial | XLI | 0.72% | -3.10% | 0.96% | -2.97% |
| Materials | XLB | -0.23% | -4.52% | 6.05% | 7.25% |
| Real Estate | XLRE | -2.74% | -4.46% | -2.36% | -12.1% |
| Technology | XLK | 2.97% | 3.07% | 7.48% | 3.63% |
| Utilities | XLU | -4.24% | -9.50% | -4.38% | -24.6% |
| Aerospace & Defense | XAR | 1.81% | -3.98% | -2.67% | -12.9% |
| Biotech | XBI | 4.07% | 1.15% | 13.2% | 11.2% |
| Homebuilder | XHB | -5.30% | -8.21% | 11.8% | 6.24% |
| Retail | XRT | -3.33% | -5.19% | 3.42% | 5.01% |