(SWIN) Solowin Holdings - Performance -87% in 12m
Compare SWIN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-52.71%
#186 in Group
Rel. Strength
1.88%
#7831 in Universe
Total Return 12m
-86.96%
#198 in Group
Total Return 5y
-68.91%
#182 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -21.28%
(?) Percentile in Group
12m Total Return: SWIN (-87%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: SWIN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SWIN
| Total Return (including Dividends) | SWIN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 18.87% | -2.11% | -0.87% |
| 3 Months | 21.54% | -4.92% | -7.58% |
| 12 Months | -86.96% | 22.69% | 11.88% |
| 5 Years | -68.91% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | SWIN | XLF | S&P 500 |
| 1 Month | 68.8% | 27.8% | 23% |
| 3 Months | 50.6% | -81% | -88.5% |
| 12 Months | -90.1% | 83.7% | 55.1% |
| 5 Years | -56.6% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #9 | 21.4% | 19.9% |
| 3 Month | #5 | 27.8% | 31.5% |
| 12 Month | #197 | -89.4% | -88.3% |
| 5 Years | #180 | -78.8% | -75.6% |
FAQs
Does SWIN Solowin Holdings outperforms the market?
No,
over the last 12 months SWIN made -86.96%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months SWIN made 21.54%, while XLF made -4.92%.
Over the last 3 months SWIN made 21.54%, while XLF made -4.92%.
Performance Comparison SWIN vs Indeces and Sectors
SWIN vs. Indices SWIN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.68% | 19.7% | -25.7% | -98.8% |
| US NASDAQ 100 | QQQ | 4.65% | 17.5% | -26.2% | -99.6% |
| US Dow Jones Industrial 30 | DIA | 6.62% | 22.1% | -25.6% | -96.2% |
| German DAX 40 | DAX | 6.91% | 17.6% | -45.3% | -112% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 9.64% | 21.7% | -22.7% | -92.9% |
| Hongkong Hang Seng | HSI | 6.67% | 18.8% | -27.7% | -101% |
| India NIFTY 50 | INDA | 8.52% | 14.8% | -26.0% | -90.0% |
| Brasil Bovespa | EWZ | 6.48% | 14.3% | -29.4% | -81.1% |
SWIN vs. Sectors SWIN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.43% | 19.9% | -31.9% | -111% |
| Consumer Discretionary | XLY | 5.60% | 19.0% | -28.2% | -100% |
| Consumer Staples | XLP | 9.18% | 18.7% | -31.0% | -98.2% |
| Energy | XLE | 10.2% | 32.7% | -19.9% | -75.9% |
| Financial | XLF | 7.07% | 21.0% | -33.3% | -110% |
| Health Care | XLV | 5.76% | 22.7% | -24.0% | -88.7% |
| Industrial | XLI | 5.26% | 18.8% | -26.4% | -96.6% |
| Materials | XLB | 6.29% | 21.3% | -18.3% | -83.4% |
| Real Estate | XLRE | 7.20% | 20.2% | -24.8% | -105% |
| Technology | XLK | 3.23% | 17.2% | -22.4% | -94.7% |
| Utilities | XLU | 8.52% | 18.8% | -27.9% | -109% |
| Aerospace & Defense | XAR | 4.73% | 12.5% | -39.3% | -114% |
| Biotech | XBI | 4.38% | 16.6% | -13.1% | -85.1% |
| Homebuilder | XHB | 6.37% | 21.1% | -10.9% | -79.9% |
| Retail | XRT | 7.25% | 19.4% | -20.2% | -84.2% |