(SWIM) Latham - Performance 55.6% in 12m
Compare SWIM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-41.28%
#142 in Group
Rel. Strength
97.02%
#238 in Universe
Total Return 12m
55.58%
#10 in Group
Total Return 5y
-78.02%
#170 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 4.47%
62th Percentile in Group
12m Total Return: SWIM (55.6%) vs XLI (10%)
5y Drawdown (Underwater) Chart
Top Performers in Industrial Machinery & Supplies & Components
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 |
|---|---|---|---|---|---|---|---|---|
| NPO NYSE Enpro Industries |
12.5% | 18.1% | 324% | 43.5 | 23.4 | 1.74 | -40.5% | -6.67% |
| MWA NYSE Mueller Water Products |
-1.41% | 29% | 202% | 29.9 | 22.5 | 1.5 | 41.5% | 38.4% |
| EPAC NYSE Enerpac Tool |
6.61% | 15.7% | 181% | 26 | 22.1 | 0.34 | 77.5% | 8.64% |
| SXI NYSE Standex International |
3.67% | -12.8% | 249% | 31.3 | 17.6 | 0.95 | -21.6% | 12.3% |
| SU PA Schneider Electric S.E. |
14.6% | -5.11% | 189% | 25.9 | 20.6 | 1.67 | 68.4% | 37% |
| PNR NYSE Pentair |
11.6% | 12.7% | 190% | 23.5 | 19 | 1.58 | 41.1% | 4.16% |
| ESE NYSE ESCO Technologies |
15.6% | 58% | 126% | 39.2 | - | 1.96 | 60.2% | 11.4% |
| ESAB NYSE ESAB |
8.74% | 17.6% | 158% | 25.7 | 22.6 | 1.91 | 17.5% | -3.91% |
Performance Comparison: SWIM vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for SWIM
| Total Return (including Dividends) | SWIM | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 4.54% | 7.38% | 2.87% |
| 3 Months | -8.41% | -1.47% | -6.42% |
| 12 Months | 55.58% | 9.99% | 9.87% |
| 5 Years | -78.02% | 136.20% | 107.51% |
| Trend Score (consistency of price movement) | SWIM | XLI | S&P 500 |
| 1 Month | 84.1% | 90.4% | 89.4% |
| 3 Months | -56.5% | -50.1% | -72% |
| 12 Months | 54.1% | 52.7% | 49.3% |
| 5 Years | -52.6% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #178 | -2.64% | 1.63% |
| 3 Month | #129 | -7.05% | -2.13% |
| 12 Month | #10 | 41.5% | 41.6% |
| 5 Years | #165 | -84.6% | -84.7% |
FAQs
Does SWIM Latham outperforms the market?
Yes,
over the last 12 months SWIM made 55.58%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.99%.
Over the last 3 months SWIM made -8.41%, while XLI made -1.47%.
Over the last 3 months SWIM made -8.41%, while XLI made -1.47%.
Performance Comparison SWIM vs Indeces and Sectors
SWIM vs. Indices SWIM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.10% | 1.67% | 9.32% | 45.7% |
| US NASDAQ 100 | QQQ | -0.15% | -0.17% | 8.91% | 44.3% |
| US Dow Jones Industrial 30 | DIA | -0.18% | 2.93% | 10.4% | 49.2% |
| German DAX 40 | DAX | -2.02% | -14.7% | -16.3% | 30.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.56% | -1.73% | 10.1% | 50.0% |
| Hongkong Hang Seng | HSI | -3.42% | -11.7% | -0.17% | 43.5% |
| India NIFTY 50 | INDA | 2.49% | 2.26% | 7.42% | 53.3% |
| Brasil Bovespa | EWZ | -1.95% | -6.99% | 0.11% | 62.1% |
SWIM vs. Sectors SWIM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.08% | 0.87% | 3.14% | 35.3% |
| Consumer Discretionary | XLY | -0.82% | 1.03% | 11.5% | 41.5% |
| Consumer Staples | XLP | 0.47% | 2.52% | 2.41% | 48.0% |
| Energy | XLE | -0.88% | 4.46% | 15.3% | 65.3% |
| Financial | XLF | -0.53% | -1.03% | 3.44% | 34.1% |
| Health Care | XLV | 3.89% | 8.92% | 14.6% | 61.5% |
| Industrial | XLI | -1.47% | -2.84% | 8.34% | 45.6% |
| Materials | XLB | 0.11% | -0.17% | 13.4% | 61.6% |
| Real Estate | XLRE | 0.43% | -1.58% | 6.94% | 42.1% |
| Technology | XLK | -0.79% | -2.20% | 11.6% | 48.6% |
| Utilities | XLU | -0.94% | -1.08% | 1.55% | 39.7% |
| Aerospace & Defense | XAR | -0.41% | -4.80% | 0.02% | 30.4% |
| Biotech | XBI | 8.18% | 2.52% | 30.4% | 69.6% |
| Homebuilder | XHB | 0.54% | 1.47% | 23.0% | 65.3% |
| Retail | XRT | -0.05% | 0.95% | 15.6% | 59.9% |