(FPILIM) Formuepleje - Performance -2.9% in 12m
Compare FPILIM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.80%
#19 in Group
Rel. Strength
39.44%
#4834 in Universe
Total Return 12m
-2.90%
#57 in Group
Total Return 5y
58.62%
#37 in Group
P/E 8.10
33th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.00%
57th Percentile in Group
12m Total Return: FPILIM (-2.9%) vs XLE (-11.1%)
5y Drawdown (Underwater) Chart
Top Performers in Coal & Consumable Fuels
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 |
|---|---|---|---|---|---|---|---|---|
| CCO TO Cameco |
5.05% | -0.79% | 312% | 156 | 53.2 | 1.94 | 34.5% | 25.6% |
Performance Comparison: FPILIM vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for FPILIM
| Total Return (including Dividends) | FPILIM | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -4.16% | -13.86% | -0.87% |
| 3 Months | -14.44% | -7.43% | -7.58% |
| 12 Months | -2.90% | -11.09% | 11.88% |
| 5 Years | 58.62% | 166.71% | 110.33% |
| Trend Score (consistency of price movement) | FPILIM | XLE | S&P 500 |
| 1 Month | -19.8% | 11.6% | 23% |
| 3 Months | -92.2% | -45.1% | -88.5% |
| 12 Months | 27.6% | -8.3% | 55.1% |
| 5 Years | 76.4% | 94.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #84 | 11.3% | -3.32% |
| 3 Month | #80 | -7.57% | -7.42% |
| 12 Month | #57 | 9.21% | -13.2% |
| 5 Years | #54 | -40.5% | -24.6% |
FAQs
Does FPILIM Formuepleje outperforms the market?
Yes,
over the last 12 months FPILIM made -2.90%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -11.09%.
Over the last 3 months FPILIM made -14.44%, while XLE made -7.43%.
Over the last 3 months FPILIM made -14.44%, while XLE made -7.43%.
Performance Comparison FPILIM vs Indeces and Sectors
FPILIM vs. Indices FPILIM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.44% | -3.29% | -7.09% | -14.8% |
| US NASDAQ 100 | QQQ | -4.47% | -5.56% | -7.52% | -15.6% |
| US Dow Jones Industrial 30 | DIA | -2.50% | -0.98% | -7.00% | -12.1% |
| German DAX 40 | DAX | -2.21% | -5.48% | -26.6% | -27.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.52% | -1.34% | -4.10% | -8.86% |
| Hongkong Hang Seng | HSI | -2.45% | -4.22% | -9.01% | -16.8% |
| India NIFTY 50 | INDA | -0.60% | -8.22% | -7.38% | -5.97% |
| Brasil Bovespa | EWZ | -2.64% | -8.76% | -10.8% | 2.92% |
FPILIM vs. Sectors FPILIM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.69% | -3.11% | -13.2% | -26.9% |
| Consumer Discretionary | XLY | -3.52% | -4.06% | -9.60% | -16.2% |
| Consumer Staples | XLP | 0.06% | -4.36% | -12.4% | -14.1% |
| Energy | XLE | 1.04% | 9.70% | -1.30% | 8.19% |
| Financial | XLF | -2.05% | -2.05% | -14.7% | -25.6% |
| Health Care | XLV | -3.36% | -0.37% | -5.40% | -4.62% |
| Industrial | XLI | -3.86% | -4.27% | -7.80% | -12.5% |
| Materials | XLB | -2.83% | -1.73% | 0.32% | 0.62% |
| Real Estate | XLRE | -1.92% | -2.85% | -6.20% | -21.0% |
| Technology | XLK | -5.89% | -5.85% | -3.75% | -10.6% |
| Utilities | XLU | -0.60% | -4.22% | -9.21% | -24.7% |
| Aerospace & Defense | XAR | -4.39% | -10.6% | -20.6% | -29.5% |
| Biotech | XBI | -4.74% | -6.44% | 5.55% | -1.07% |
| Homebuilder | XHB | -2.75% | -1.89% | 7.72% | 4.13% |
| Retail | XRT | -1.87% | -3.60% | -1.52% | -0.16% |