(SOF) Sofina Société Anonyme - Performance 12.6% in 12m
Compare SOF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
3.23%
#9 in Peer-Group
Rel. Strength
67.23%
#2608 in Stock-Universe
Total Return 12m
12.64%
#4 in Peer-Group
Total Return 5y
19.91%
#5 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 6.26 |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 259.60 EUR |
| 52 Week Low | 200.60 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 89.57 |
| Buy/Sell Signal +-5 | 0.04 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SOF (12.6%) vs XLF (23.6%)
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 | 8.31% | 8.04% | 8.99% |
| 3 Months | 7.67% | -1.30% | -3.34% |
| 12 Months | 12.64% | 23.56% | 13.71% |
| 5 Years | 19.91% | 152.72% | 114.23% |
| Trend Score (consistency of price movement) | SOF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 96.6% | 96.7% | 95.2% |
| 3 Months | 44.7% | -39.8% | -53.5% |
| 12 Months | 50.4% | 81.6% | 48.2% |
| 5 Years | -41.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #3 | 0.25% | -0.62% |
| 3 Month | #3 | 9.09% | 11.38% |
| 12 Month | #3 | -8.84% | -0.95% |
| 5 Years | #11 | -52.55% | -44.03% |
FAQs
Does Sofina Société Anonyme (SOF) outperform the market?
No,
over the last 12 months SOF made 12.64%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.56%.
Over the last 3 months SOF made 7.67%, while XLF made -1.30%.
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 | -2.9% | -0.7% | 15.4% | -1% |
| US NASDAQ 100 | QQQ | -5.6% | -5.1% | 12.7% | -4% |
| German DAX 40 | DAX | 0.2% | -3.7% | -6.7% | -12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.3% | 2% | 15.3% | 3% |
| Hongkong Hang Seng | HSI | -1.5% | -7.2% | 3.2% | 0% |
| India NIFTY 50 | INDA | 0.4% | 2.6% | 13.2% | 8% |
| Brasil Bovespa | EWZ | -5.1% | -4.4% | 7.4% | 17% |
SOF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.6% | -1.3% | 10.7% | -12% |
| Consumer Discretionary | XLY | -6.8% | -5.3% | 14.2% | -9% |
| Consumer Staples | XLP | 4.2% | 11% | 15.2% | 7% |
| Energy | XLE | -4.1% | 0.6% | 23.7% | 19% |
| Financial | XLF | -1.2% | 0.3% | 11.6% | -11% |
| Health Care | XLV | 6.6% | 15.4% | 25.2% | 22% |
| Industrial | XLI | -3% | -2.4% | 13.7% | -1% |
| Materials | XLB | -0.7% | 3.6% | 21.3% | 18% |
| Real Estate | XLRE | 3.7% | 5.9% | 18.5% | 2% |
| Technology | XLK | -6.7% | -8.7% | 14.8% | -1% |
| Utilities | XLU | 3.6% | 6.2% | 11.9% | -2% |
| Aerospace & Defense | XAR | -3% | -3.7% | 3.6% | -16% |
| Biotech | XBI | 3% | 8.5% | 36.2% | 28% |
| Homebuilder | XHB | -2% | 0.8% | 30.1% | 20% |
| Retail | XRT | -4.2% | -3.1% | 20.5% | 16% |
SOF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.5% | 5.20% | 18.6% | 21% |
| Natural Gas | UNG | 6% | 8.9% | -17.3% | 11% |
| Gold | GLD | 7.4% | 9.4% | -8.7% | -22% |
| Silver | SLV | 2.6% | 8.8% | 9.8% | 1% |
| Copper | CPER | 0.9% | 9.7% | 2.3% | 15% |
SOF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 4.7% | 10.5% | 18.5% | 15% |
| iShares High Yield Corp. Bond | HYG | 0.9% | 5.1% | 12.2% | 4% |