Overview Performance Dividends Peer Group Options

(TWFG) TWFG Common Stock - Performance 43.7% in 12m

Compare TWFG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 38.92%
#25 in Group
Rel. Strength 91.59%
#672 in Universe
Total Return 12m 43.66%
#5 in Group
Total Return 5y 43.66%
#25 in Group
P/E 69.1
100th Percentile in Group
P/E Forward 43.9
100th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 7.17%
38th Percentile in Group

12m Total Return: TWFG (43.7%) vs XLF (22.7%)

Compare overall performance (total returns) of TWFG Common Stock with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (TWFG) TWFG Common Stock - Performance 43.7% in 12m

Top Performers in Multi-line Insurance

Short Term
Symbol 1w 1m 3m
TWFG -3.14% 3.88% 6.54%
VIG 2.82% 1.95% 31.1%
UQA 1.80% 2.82% 26.1%
TLX 2.44% 2.33% 24.5%
Long Term
Symbol 6m 12m 5y
TWFG -0.32% 43.7% 43.7%
HELN 27.4% 65.5% 169%
VIG 45.2% 42.8% 194%
TLX 42.2% 47.3% 295%
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
TLX XETRA
Talanx		 2.33% 47.3% 295% 12.7 11.8 1.51 31.4% 24.1%
IAG TO
iA Financial		 -3.61% 61.9% 248% 13 10.4 0.85 37.8% 9.86%
CS PA
AXA		 3.93% 30.4% 258% 12.6 9.82 1.21 77.2% 42.5%
ALV XETRA
Allianz SE VNA O.N.		 1.99% 43.4% 191% 14.4 13 1.33 1.80% -0.84%
HIG NYSE
Hartford Financial		 -2.05% 27.5% 286% 12 10.2 1.41 78.3% 0.8%
AGS BR
ageas SA/NV		 -0.54% 38.3% 154% 9.07 6.47 0.77 32.9% 2.79%
SLF TO
Sun Life Financial		 -1.52% 20.7% 116% 15.3 10.9 1 -20.0% 8.44%
AIG NYSE
American International		 -6.88% 8.92% 281% 20.1 12.6 0.85 -61.3% -8.21%

Performance Comparison: TWFG vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for TWFG
Total Return (including Dividends) TWFG XLF S&P 500
1 Month 3.88% -2.01% -0.45%
3 Months 6.54% -4.55% -6.29%
12 Months 43.66% 22.67% 13.04%
5 Years 43.66% 144.84% 111.82%
Trend Score (consistency of price movement) TWFG XLF S&P 500
1 Month 48.1% 52.2% 47.5%
3 Months 37.5% -79.5% -87.3%
12 Months 58.7% 83.3% 54.3%
5 Years 58.7% 75.2% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #5 6.01% 4.34%
3 Month #18 11.6% 13.7%
12 Month #3 26.1% 40.8%
5 Years #12 26.1% 40.8%

FAQs

Does TWFG TWFG Common Stock outperforms the market?

Yes, over the last 12 months TWFG made 43.66%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months TWFG made 6.54%, while XLF made -4.55%.

Performance Comparison TWFG vs Indeces and Sectors

TWFG vs. Indices TWFG is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -5.29% 4.33% 1.26% 30.6%
US NASDAQ 100 QQQ -6.21% 1.98% 0.55% 28.7%
US Dow Jones Industrial 30 DIA -4.75% 6.73% 2.02% 34.4%
German DAX 40 DAX -4.93% 4.10% -16.8% 18.7%
Shanghai Shenzhen CSI 300 CSI 300 -1.64% 7.09% 4.96% 38.7%
Hongkong Hang Seng HSI -4.89% 5.40% 0.73% 30.7%
India NIFTY 50 INDA -2.77% -1.0% 1.38% 40.8%
Brasil Bovespa EWZ -3.66% 1.05% -4.44% 50.4%

TWFG vs. Sectors TWFG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -5.44% 4.48% -4.72% 20.2%
Consumer Discretionary XLY -5.32% 4.47% 0.09% 29.0%
Consumer Staples XLP -3.23% 4.70% -2.84% 32.7%
Energy XLE -1.03% 17.9% 6.40% 53.0%
Financial XLF -4.18% 5.89% -5.67% 21.0%
Health Care XLV -2.59% 8.55% 6.42% 44.9%
Industrial XLI -5.61% 3.58% 0.22% 33.0%
Materials XLB -3.48% 7.10% 9.10% 48.1%
Real Estate XLRE -5.18% 4.98% 1.10% 25.3%
Technology XLK -6.85% 1.45% 4.21% 33.2%
Utilities XLU -4.01% 3.78% -3.16% 22.9%
Aerospace & Defense XAR -6.32% -3.10% -12.6% 16.2%
Biotech XBI -5.13% -1.67% 16.6% 49.1%
Homebuilder XHB -4.02% 5.96% 16.2% 49.8%
Retail XRT -4.05% 5.04% 7.22% 45.2%

TWFG vs. Commodities TWFG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 2.62% 20.2% 10.1% 58.7%
Natural Gas UNG -14.9% 20.2% -39.1% 21.2%
Gold GLD 0.30% 0.44% -18.1% 4.52%
Silver SLV 0.69% 7.93% 0.19% 22.6%
Copper CPER 2.71% 12.5% -5.69% 42.1%

TWFG vs. Yields & Bonds TWFG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.65% 6.94% 0.31% 39.7%
iShares High Yield Corp. Bond HYG -2.63% 4.38% -2.14% 35.4%