(SOF) Sofina Société Anonyme - Performance 32.7% in 12m
SOF performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
7.33%
#9 in Peer-Group
Rel. Strength
76.84%
#1718 in Stock-Universe
Total Return 12m
32.70%
#4 in Peer-Group
Total Return 5y
22.81%
#5 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 6.38 |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 283.20 EUR |
| 52 Week Low | 197.79 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 94.29 |
| Buy/Sell Signal +-5 | -1.28 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SOF (32.7%) vs XLF (29%)
5y Drawdown (Underwater) Chart
Top Performer in Multi-Sector Holdings
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 |
|---|
Performance Comparison: SOF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SOF
| Total Return (including Dividends) | SOF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 12.18% | 3.08% | 4.55% |
| 3 Months | 20.33% | 5.50% | 10.78% |
| 12 Months | 32.70% | 29.02% | 14.71% |
| 5 Years | 22.81% | 149.58% | 112.53% |
| Trend Score (consistency of price movement) | SOF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 69.6% | 36.4% | 79.2% |
| 3 Months | 95.7% | 80.8% | 92.9% |
| 12 Months | 62.8% | 78% | 44.2% |
| 5 Years | -38.5% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th84.62 | 8.83% | 7.30% |
| 3 Month | %th84.62 | 14.06% | 8.62% |
| 12 Month | %th69.23 | 2.85% | 15.69% |
| 5 Years | %th23.08 | -50.80% | -42.22% |
FAQs
Does Sofina Société Anonyme (SOF) outperform the market?
Yes,
over the last 12 months SOF made 32.70%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.02%.
Over the last 3 months SOF made 20.33%, while XLF made 5.50%.
Performance Comparison SOF vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SOF vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.7% | 7.6% | 24% | 18% |
| US NASDAQ 100 | QQQ | 3.9% | 6.6% | 21.8% | 18% |
| German DAX 40 | DAX | 4.9% | 12.2% | 11% | 3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.1% | 8% | 26% | 15% |
| Hongkong Hang Seng | HSI | 5.2% | 6.4% | 8.2% | -3% |
| India NIFTY 50 | INDA | 5.2% | 10.1% | 24.3% | 33% |
| Brasil Bovespa | EWZ | 3.4% | 4.4% | -0.5% | 19% |
SOF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.2% | 5.4% | 17.3% | 4% |
| Consumer Discretionary | XLY | 6.3% | 10.6% | 32.7% | 13% |
| Consumer Staples | XLP | 8.2% | 13.8% | 25.8% | 24% |
| Energy | XLE | 9.1% | 8.7% | 29.4% | 37% |
| Financial | XLF | 4.6% | 9.1% | 20.9% | 4% |
| Health Care | XLV | 5.7% | 10.1% | 31.2% | 38% |
| Industrial | XLI | 5.2% | 8.4% | 17.4% | 9% |
| Materials | XLB | 6.7% | 10.6% | 24.6% | 30% |
| Real Estate | XLRE | 9.2% | 12.2% | 26.6% | 20% |
| Technology | XLK | 3.4% | 3.3% | 20.8% | 21% |
| Utilities | XLU | 7.2% | 12.1% | 20.6% | 8% |
| Aerospace & Defense | XAR | 2.8% | 2.3% | 2.6% | -20% |
| Biotech | XBI | 6.9% | 10.1% | 37.9% | 44% |
| Homebuilder | XHB | 6.5% | 6.1% | 35.3% | 32% |
| Retail | XRT | 7.8% | 10.8% | 32.7% | 27% |
SOF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12% | 7.06% | 33.3% | 43% |
| Natural Gas | UNG | 17% | 21.6% | 39.1% | 40% |
| Gold | GLD | 9.7% | 14.4% | 4.1% | -9% |
| Silver | SLV | 8.2% | 8.3% | 5.4% | 11% |
| Copper | CPER | 4.5% | 8% | 4.3% | 17% |
SOF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 6% | 8.6% | 27.2% | 31% |
| iShares High Yield Corp. Bond | HYG | 6.8% | 10.3% | 25% | 22% |