(MKTW) Marketwise - Performance -51.7% in 12m
Compare MKTW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-87.36%
#195 in Group
Rel. Strength
9.33%
#7215 in Universe
Total Return 12m
-51.72%
#174 in Group
Total Return 5y
-91.54%
#163 in Group
P/E 3.70
4th Percentile in Group
P/E Forward 3.47
1th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -0.02%
26th Percentile in Group
12m Total Return: MKTW (-51.7%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Application Software
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 |
|---|---|---|---|---|---|---|---|---|
| CSU TO Constellation Software |
21% | 35.8% | 253% | 106 | 38.3 | 1.33 | 50.7% | 2.62% |
| FICO NYSE Fair Isaac |
25.6% | 68.3% | 468% | 88.9 | 68.5 | 1.93 | 76.8% | 6.2% |
| SAP XETRA SAP SE |
17.4% | 50.8% | 169% | 54.7 | 41.2 | 1.89 | 29.6% | 7.05% |
| PTC NASDAQ PTC |
20.5% | -7.62% | 128% | 44.1 | 27.6 | 1.7 | 11.4% | 33.1% |
| INTU NASDAQ Intuit |
20.8% | 4.41% | 135% | 57.9 | 28.9 | 1.88 | 11.8% | -14% |
| SSNC NASDAQ SS&C Technologies Holdings |
7.99% | 25% | 44.1% | 23.5 | 13.3 | 0.94 | 22.8% | 4.29% |
| GEN NASDAQ Gen Digital |
20.9% | 44.5% | 47.3% | 25.4 | 10.5 | 0.65 | -18.8% | -5.79% |
| CRM NYSE Salesforce.com |
14.8% | 0.86% | 54.2% | 42.2 | 24 | 1.2 | 87.9% | 23.1% |
Performance Comparison: MKTW vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MKTW
| Total Return (including Dividends) | MKTW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 34.27% | 13.52% | 13.81% |
| 3 Months | 21.58% | -2.66% | -6.30% |
| 12 Months | -51.72% | 22.43% | 10.65% |
| 5 Years | -91.54% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | MKTW | XLF | S&P 500 |
| 1 Month | 29.9% | 89.2% | 83% |
| 3 Months | 19.9% | -64.6% | -75.3% |
| 12 Months | -63.2% | 82% | 50.1% |
| 5 Years | -93.4% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #14 | 18.3% | 18.0% |
| 3 Month | #18 | 24.9% | 29.8% |
| 12 Month | #174 | -60.6% | -56.4% |
| 5 Years | #168 | -96.1% | -95.3% |
FAQs
Does MKTW Marketwise outperforms the market?
No,
over the last 12 months MKTW made -51.72%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months MKTW made 21.58%, while XLF made -2.66%.
Over the last 3 months MKTW made 21.58%, while XLF made -2.66%.
Performance Comparison MKTW vs Indeces and Sectors
MKTW vs. Indices MKTW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.45% | 20.5% | 31.4% | -62.4% |
| US NASDAQ 100 | QQQ | 6.26% | 16.9% | 31.2% | -63.4% |
| US Dow Jones Industrial 30 | DIA | 6.04% | 24.3% | 31.7% | -59.4% |
| German DAX 40 | DAX | 6.47% | 19.3% | 5.11% | -77.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.27% | 22.4% | 30.6% | -59.1% |
| Hongkong Hang Seng | HSI | 3.28% | 14.3% | 23.0% | -65.4% |
| India NIFTY 50 | INDA | 11.4% | 29.4% | 30.9% | -51.5% |
| Brasil Bovespa | EWZ | 5.40% | 17.0% | 22.7% | -43.4% |
MKTW vs. Sectors MKTW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.81% | 20.9% | 24.3% | -73.3% |
| Consumer Discretionary | XLY | 6.07% | 20.0% | 32.4% | -66.0% |
| Consumer Staples | XLP | 7.31% | 27.7% | 24.5% | -60.8% |
| Energy | XLE | 6.63% | 27.5% | 38.0% | -42.3% |
| Financial | XLF | 5.35% | 20.8% | 24.3% | -74.2% |
| Health Care | XLV | 9.46% | 33.4% | 36.4% | -47.7% |
| Industrial | XLI | 4.76% | 17.5% | 30.0% | -62.7% |
| Materials | XLB | 6.65% | 20.7% | 36.3% | -46.5% |
| Real Estate | XLRE | 7.77% | 22.7% | 30.6% | -67.2% |
| Technology | XLK | 5.37% | 13.1% | 34.3% | -58.8% |
| Utilities | XLU | 6.40% | 24.7% | 23.7% | -69.2% |
| Aerospace & Defense | XAR | 4.47% | 13.1% | 19.9% | -79.1% |
| Biotech | XBI | 13.0% | 22.5% | 51.5% | -39.4% |
| Homebuilder | XHB | 5.98% | 22.8% | 44.6% | -44.2% |
| Retail | XRT | 4.55% | 19.6% | 35.6% | -50.2% |