KBCA Performance & Benchmarks - 51.1% in 12m
The Total Return for 3m is 14.1%, for 6m 29.7% and YTD 31.5%. Compare with Peer-Group: Diversified Financial Services
Performance Rating
95.71%
#1 in Peer-Group
Rel. Strength
86.76%
#1019 in Stock-Universe
Total Return 12m
51.11%
#1 in Peer-Group
Total Return 5y
238.27%
#2 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 12.8 |
| P/E Forward | 13.3 |
| High / Low | EUR |
|---|---|
| 52 Week High | 64.00 EUR |
| 52 Week Low | 40.47 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 61.23 |
| Buy/Sell Signal +-5 | -0.87 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: KBCA (51.1%) vs XLF (21%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Financial Services
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| KBCA | -0.16% | 5.02% | 14.1% |
| IX | -1.0% | 0.40% | 13.8% |
| CRBG | -3.23% | -2.32% | 16.0% |
| VOYA | -6.33% | -7.17% | 14.9% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| KBCA | 29.7% | 51.1% | 238% |
| CRBG | 6.92% | 28.4% | 107% |
| EQH | -5.91% | 21.8% | 173% |
| IX | 10.4% | 5.19% | 209% |
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 |
|---|---|---|---|---|---|---|---|---|
| VOYA NYSE Voya Financial |
-7.17% | -1.95% | 45.7% | 13.5 | 9.17 | 1.19 | 23.1% | 37.6% |
| CPAY NYSE Corpay |
-6.63% | 11.1% | 20.2% | 23.5 | 16 | 1.18 | 49.0% | 0.5% |
Performance Comparison: KBCA vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KBCA
| Total Return (including Dividends) | KBCA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 5.02% | -2.39% | 0.66% |
| 3 Months | 14.11% | 5.80% | 11.66% |
| 12 Months | 51.11% | 20.99% | 15.92% |
| 5 Years | 238.27% | 133.47% | 103.09% |
| Trend Stabilty (consistency of price movement) | KBCA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 74.1% | 9.6% | 66.4% |
| 3 Months | 60.7% | 80.9% | 96.6% |
| 12 Months | 96.7% | 78% | 50% |
| 5 Years | 96.5% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 100 %th | 7.59% | 4.33% |
| 3 Month | 100 %th | 10.10% | 3.72% |
| 12 Month | 94 %th | 24.89% | 30.36% |
| 5 Years | 88 %th | 44.89% | 66.56% |
FAQs
Does KBC Ancora (KBCA) outperform the market?
Yes,
over the last 12 months KBCA made 51.11%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.99%.
Over the last 3 months KBCA made 14.11%, while XLF made 5.80%.
Performance Comparison KBCA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
KBCA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.3% | 4.4% | 25.1% | 35% |
| US NASDAQ 100 | QQQ | 2.1% | 3.8% | 22.5% | 30% |
| German DAX 40 | DAX | 3.1% | 6.1% | 20.8% | 22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.4% | 2.3% | 20.8% | 30% |
| Hongkong Hang Seng | HSI | 2.1% | 2.9% | 2.4% | 12% |
| India NIFTY 50 | INDA | 1.9% | 10.6% | 26.1% | 58% |
| Brasil Bovespa | EWZ | 0.9% | 12.5% | 22.8% | 47% |
KBCA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | 6.5% | 25.7% | 27% |
| Consumer Discretionary | XLY | 3.7% | 6% | 34.9% | 32% |
| Consumer Staples | XLP | 1.5% | 7.2% | 27.4% | 47% |
| Energy | XLE | 1.6% | 4.9% | 31.1% | 54% |
| Financial | XLF | 3.7% | 7.4% | 28.7% | 30% |
| Health Care | XLV | 3.8% | 9.1% | 40% | 63% |
| Industrial | XLI | 3.2% | 3.9% | 19.7% | 30% |
| Materials | XLB | 6% | 8.8% | 31.2% | 55% |
| Real Estate | XLRE | 3.4% | 6% | 28.3% | 49% |
| Technology | XLK | 1.7% | 2.6% | 16.4% | 28% |
| Utilities | XLU | -1.7% | 0.3% | 18.6% | 32% |
| Aerospace & Defense | XAR | 2.7% | 0.9% | 7% | 6% |
| Biotech | XBI | 1.8% | 1.6% | 35.7% | 64% |
| Homebuilder | XHB | 2.4% | 3.9% | 31% | 60% |
| Retail | XRT | 4.6% | 7% | 30.5% | 48% |
KBCA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.7% | 0.25% | 30.2% | 50% |
| Natural Gas | UNG | 1.4% | 14.9% | 52.5% | 47% |
| Gold | GLD | -0.7% | 4.5% | 10.8% | 14% |
| Silver | SLV | 2.9% | 2.4% | 12.6% | 22% |
| Copper | CPER | 22.9% | 17.7% | 28.2% | 43% |
KBCA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.8% | 5.4% | 28.3% | 55% |
| iShares High Yield Corp. Bond | HYG | 0.5% | 5.3% | 26.4% | 43% |