(FWONA) Liberty Media Series - Performance 29.4% in 12m
Compare FWONA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
90.81%
#5 in Group
Rel. Strength
81.82%
#1452 in Universe
Total Return 12m
29.36%
#21 in Group
Total Return 5y
180.82%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward 76.3
84th Percentile in Group
PEG 3.86
76th Percentile in Group
FCF Yield 2.32%
80th Percentile in Group
12m Total Return: FWONA (29.4%) vs XLC (24%)
5y Drawdown (Underwater) Chart
Top Performers in Movies & Entertainment
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX NASDAQ Netflix |
21.4% | 106% | 164% | 52.5 | 44.3 | 1.97 | 74.1% | 58.1% |
| SPOT NYSE Spotify Technology |
11.6% | 119% | 323% | 100 | 56.2 | 1.48 | 62.0% | 339% |
| IMAX NYSE Imax |
-7.67% | 52% | 106% | 52.1 | 23 | 0.89 | 36.3% | -33.9% |
| CNK NYSE Cinemark Holdings |
20.2% | 75.1% | 119% | 14.4 | 18.2 | 1.82 | 71.3% | 29.5% |
| WMG NASDAQ Warner Music |
-2.87% | -5.67% | 10.8% | 31.2 | 20.5 | 1.13 | 48.7% | 118% |
| TME NYSE Tencent Music Entertainment |
-5.7% | 9.27% | 28.5% | 21.6 | 15.7 | 1.11 | 63.6% | 41.2% |
| DIS NYSE Walt Disney |
-7.85% | -17.4% | -10.8% | 29.2 | 16 | 0.86 | 26.6% | 119% |
| RSVR NASDAQ Reservoir Media |
-1.7% | -16.2% | -25.2% | 59.4 | 10.8 | 1.41 | -21.4% | 612% |
Performance Comparison: FWONA vs XLC vs S&P 500
XLC (Communication Sector SPDR ETF) is the Sector Benchmark for FWONA
| Total Return (including Dividends) | FWONA | XLC | S&P 500 |
|---|---|---|---|
| 1 Month | -1.13% | -1.05% | -0.87% |
| 3 Months | -8.49% | -6.50% | -7.58% |
| 12 Months | 29.36% | 23.96% | 11.88% |
| 5 Years | 180.82% | 100.35% | 110.33% |
| Trend Score (consistency of price movement) | FWONA | XLC | S&P 500 |
| 1 Month | 36.1% | 21.3% | 23% |
| 3 Months | -80.0% | -88.6% | -88.5% |
| 12 Months | 82.0% | 82.8% | 55.1% |
| 5 Years | 94.2% | 53% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLC | vs. S&P 500 |
| 1 Month | #56 | -0.08% | -0.26% |
| 3 Month | #55 | -2.12% | -0.98% |
| 12 Month | #21 | 4.35% | 15.6% |
| 5 Years | #10 | 40.2% | 33.5% |
FAQs
Does FWONA Liberty Media Series outperforms the market?
Yes,
over the last 12 months FWONA made 29.36%, while its related Sector, the Communication Sector SPDR (XLC) made 23.96%.
Over the last 3 months FWONA made -8.49%, while XLC made -6.50%.
Over the last 3 months FWONA made -8.49%, while XLC made -6.50%.
Performance Comparison FWONA vs Indeces and Sectors
FWONA vs. Indices FWONA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.59% | -0.26% | 10.4% | 17.5% |
| US NASDAQ 100 | QQQ | -1.62% | -2.53% | 9.93% | 16.7% |
| US Dow Jones Industrial 30 | DIA | 0.35% | 2.05% | 10.5% | 20.2% |
| German DAX 40 | DAX | 0.64% | -2.45% | -9.16% | 4.68% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.37% | 1.69% | 13.4% | 23.4% |
| Hongkong Hang Seng | HSI | 0.40% | -1.19% | 8.44% | 15.5% |
| India NIFTY 50 | INDA | 2.25% | -5.19% | 10.1% | 26.3% |
| Brasil Bovespa | EWZ | 0.21% | -5.73% | 6.66% | 35.2% |
FWONA vs. Sectors FWONA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.84% | -0.08% | 4.23% | 5.40% |
| Consumer Discretionary | XLY | -0.67% | -1.03% | 7.85% | 16.0% |
| Consumer Staples | XLP | 2.91% | -1.33% | 5.05% | 18.2% |
| Energy | XLE | 3.89% | 12.7% | 16.2% | 40.5% |
| Financial | XLF | 0.80% | 0.98% | 2.76% | 6.67% |
| Health Care | XLV | -0.51% | 2.66% | 12.1% | 27.6% |
| Industrial | XLI | -1.01% | -1.24% | 9.65% | 19.8% |
| Materials | XLB | 0.02% | 1.30% | 17.8% | 32.9% |
| Real Estate | XLRE | 0.93% | 0.18% | 11.3% | 11.3% |
| Technology | XLK | -3.04% | -2.82% | 13.7% | 21.6% |
| Utilities | XLU | 2.25% | -1.19% | 8.24% | 7.53% |
| Aerospace & Defense | XAR | -1.54% | -7.52% | -3.17% | 2.79% |
| Biotech | XBI | -1.89% | -3.41% | 23.0% | 31.2% |
| Homebuilder | XHB | 0.10% | 1.14% | 25.2% | 36.4% |
| Retail | XRT | 0.98% | -0.57% | 15.9% | 32.1% |