Performance of CLDN Caledonia Investments | 0.4% in 12m
Compare CLDN with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Caledonia Investments with its related Sector/Index XLF
Performance Duell CLDN vs XLF
| TimeFrame | CLDN | XLF |
|---|---|---|
| 1 Day | 0.00% | 0.22% |
| 1 Week | 0.14% | -0.66% |
| 1 Month | 8.05% | -2.64% |
| 3 Months | 3.80% | 4.42% |
| 6 Months | 9.13% | 21.09% |
| 12 Months | 0.37% | 29.14% |
| YTD | 1.72% | 7.79% |
| Rel. Perf. 1m | 1.00 | |
| Rel. Perf. 3m | -0.83 | |
| Rel. Perf. 6m | -1.28 | |
| Rel. Perf. 12m | -2.28 |
Is Caledonia Investments a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Caledonia Investments is currently (May 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 13.43 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CLDN as of May 2024 is 3294.44. This means that CLDN is currently overvalued and has a potential downside of -7.33% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CLDN as of May 2024 is 3294.44. This means that CLDN is currently overvalued and has a potential downside of -7.33% (Sold with Premium).
Is CLDN a buy, sell or hold?
Caledonia Investments has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 0.37%.
In compare to Financial Sector SPDR Fund, CLDN made -28.77% less over the last 12 months. Due to the underperformance, it is recommend to sell CLDN.
In compare to Financial Sector SPDR Fund, CLDN made -28.77% less over the last 12 months. Due to the underperformance, it is recommend to sell CLDN.
Values above 0%: CLDN is performing better - Values below 0%: CLDN is underperforming
Compare CLDN with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.46% | 9.61% | -9.34% | -26.75% |
| US NASDAQ 100 | QQQ | -0.90% | 9.55% | -9.76% | -37.80% |
| US Dow Jones Industrial 30 | DIA | -1.03% | 9.15% | -5.49% | -17.63% |
| German DAX 40 | DBXD | 1.03% | 10.12% | -9.14% | -12.78% |
| UK FTSE 100 | ISFU | -1.52% | 4.84% | -5.24% | -9.08% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.37% | 4.42% | 5.92% | 10.15% |
| Hongkong Hang Seng | HSI | -5.62% | -0.01% | 10.33% | 14.24% |
| Japan Nikkei 225 | EXX7 | -2.21% | 12.86% | -4.49% | -20.04% |
| India NIFTY 50 | INDA | -0.64% | 6.02% | -10.30% | -28.74% |
| Brasil Bovespa | EWZ | -2.30% | 7.36% | 4.25% | -23.89% |
CLDN Caledonia Investments vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.02% | 11.19% | -10.21% | -37.90% |
| Consumer Discretionary | XLY | -1.00% | 9.19% | -2.35% | -22.95% |
| Consumer Staples | XLP | -0.24% | 6.24% | -2.90% | -1.51% |
| Energy | XLE | 3.45% | 12.72% | 0.44% | -20.88% |
| Financial | XLF | 0.80% | 10.69% | -11.96% | -28.77% |
| Health Care | XLV | -0.48% | 10.27% | -2.30% | -6.89% |
| Industrial | XLI | 0.05% | 9.87% | -12.74% | -25.58% |
| Materials | XLB | 0.13% | 11.66% | -5.71% | -15.51% |
| Real Estate | XLRE | -1.40% | 11.72% | 1.84% | -4.59% |
| Technology | XLK | -1.22% | 10.38% | -9.25% | -37.37% |
| Utilities | XLU | -3.21% | 2.97% | -3.42% | -3.59% |
| Aerospace & Defense | XAR | -2.34% | 6.40% | -6.44% | -23.09% |
| Biotech | XBI | -7.63% | 9.21% | -16.81% | -7.79% |
| Homebuilder | XHB | -1.31% | 11.19% | -27.21% | -49.64% |
| Retail | XRT | -0.13% | 10.77% | -9.92% | -23.09% |
Does Caledonia Investments outperform its market, is CLDN a Sector Leader?
No, over the last 12 months Caledonia Investments (CLDN) made 0.37%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.14%.
Over the last 3 months CLDN made 3.80%, while XLF made 4.42%.
No, over the last 12 months Caledonia Investments (CLDN) made 0.37%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.14%.
Over the last 3 months CLDN made 3.80%, while XLF made 4.42%.
| Period | CLDN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 8.05% | -2.64% | -1.56% |
| 3 Months | 3.80% | 4.42% | 3.75% |
| 12 Months | 0.37% | 29.14% | 27.12% |