Overview Performance Dividends Peer Group Options

(KBCA) KBC Ancora - Performance 39.2% in 12m

Compare KBCA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 93.50%
#1 in Group
Rel. Strength 86.38%
#1088 in Universe
Total Return 12m 39.18%
#1 in Group
Total Return 5y 181.75%
#4 in Group
P/E 11.6
58th Percentile in Group
P/E Forward 12.0
63th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.79%
(?) Percentile in Group

12m Total Return: KBCA (39.2%) vs XLF (22.7%)

Compare overall performance (total returns) of KBC Ancora with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (KBCA) KBC Ancora - Performance 39.2% in 12m

Top Performers in Diversified Financial Services

Short Term
Symbol 1w 1m 3m
KBCA 0.35% 2.67% 10.6%
BRK-B 1.22% 0.13% 13.8%
DJT -6.97% 25.6% -23.0%
ALRS 12.5% 7.69% -4.92%
Long Term
Symbol 6m 12m 5y
KBCA 24.1% 39.2% 182%
BRK-B 18.3% 34.4% 200%
EQH 10.1% 36.9% 231%
CRBG -5.32% 15.1% 76.7%
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
CPAY NYSE
Corpay		 -6.7% 7.69% 40.4% 23 15.4 1.18 75.8% 6.06%
VOYA NYSE
Voya Financial		 -12.6% -11.1% 45.1% 9.57 7.7 1.19 -23.6% -29.9%

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 2.67% -2.11% -0.87%
3 Months 10.56% -4.92% -7.58%
12 Months 39.18% 22.69% 11.88%
5 Years 181.75% 144.89% 110.33%
Trend Score (consistency of price movement) KBCA XLF S&P 500
1 Month 64.2% 27.8% 23%
3 Months 51.5% -81% -88.5%
12 Months 96.3% 83.7% 55.1%
5 Years 96.3% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #3 4.88% 3.57%
3 Month #3 16.3% 19.6%
12 Month #1 13.4% 24.4%
5 Years #6 15.1% 34.0%

FAQs

Does KBCA KBC Ancora outperforms the market?

Yes, over the last 12 months KBCA made 39.18%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months KBCA made 10.56%, while XLF made -4.92%.

Performance Comparison KBCA vs Indeces and Sectors

KBCA vs. Indices KBCA is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -3.22% 3.54% 26.0% 27.3%
US NASDAQ 100 QQQ -4.25% 1.27% 25.6% 26.5%
US Dow Jones Industrial 30 DIA -2.28% 5.85% 26.1% 30.0%
German DAX 40 DAX -1.99% 1.35% 6.48% 14.5%
Shanghai Shenzhen CSI 300 CSI 300 0.74% 5.49% 29.0% 33.2%
Hongkong Hang Seng HSI -2.23% 2.61% 24.1% 25.3%
India NIFTY 50 INDA -0.38% -1.39% 25.7% 36.1%
Brasil Bovespa EWZ -2.42% -1.93% 22.3% 45.0%

KBCA vs. Sectors KBCA is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -3.47% 3.72% 19.9% 15.2%
Consumer Discretionary XLY -3.30% 2.77% 23.5% 25.9%
Consumer Staples XLP 0.28% 2.47% 20.7% 28.0%
Energy XLE 1.26% 16.5% 31.8% 50.3%
Financial XLF -1.83% 4.78% 18.4% 16.5%
Health Care XLV -3.14% 6.46% 27.7% 37.5%
Industrial XLI -3.64% 2.56% 25.3% 29.6%
Materials XLB -2.61% 5.10% 33.4% 42.7%
Real Estate XLRE -1.70% 3.98% 26.9% 21.1%
Technology XLK -5.67% 0.98% 29.3% 31.5%
Utilities XLU -0.38% 2.61% 23.9% 17.4%
Aerospace & Defense XAR -4.17% -3.72% 12.5% 12.6%
Biotech XBI -4.52% 0.39% 38.6% 41.0%
Homebuilder XHB -2.53% 4.94% 40.8% 46.2%
Retail XRT -1.65% 3.23% 31.6% 41.9%

KBCA vs. Commodities KBCA is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 6.95% 20.5% 37.2% 58.1%
Natural Gas UNG -6.07% 25.2% -7.57% 23.3%
Gold GLD 0.31% -2.75% 4.31% -4.20%
Silver SLV 3.49% 7.16% 24.8% 16.1%
Copper CPER 6.38% 12.4% 19.8% 38.4%

KBCA vs. Yields & Bonds KBCA is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.11% 4.03% 25.3% 33.5%
iShares High Yield Corp. Bond HYG -0.42% 2.55% 21.9% 29.9%