(WEEI) Westwood Salient - Performance -7.6% in 12m
Compare WEEI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-24.49%
#27 in Group
Rel. Strength
35.38%
#5156 in Universe
Total Return 12m
-7.61%
#6 in Group
Total Return 5y
-7.61%
#26 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: WEEI (-7.6%) vs XLE (-9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Energy
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 |
|---|---|---|---|---|---|---|---|---|
| RSPG NYSE ARCA Invesco SP500 Equal Weight |
-14.6% | -9.72% | 204% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
-13.6% | -9.18% | 175% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
-13.6% | -9.34% | 178% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
-14% | -9.32% | 168% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
-13.5% | -8.49% | 159% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil |
-14.6% | -14.1% | 171% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
-11.8% | -8.48% | 142% | - | - | - | - | - |
| EIPX NYSE ARCA First Trust Exchange-Traded |
-7.55% | 8.99% | 32.2% | - | - | - | - | - |
Performance Comparison: WEEI vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for WEEI
| Total Return (including Dividends) | WEEI | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -12.86% | -14.04% | -0.45% |
| 3 Months | -7.02% | -7.66% | -6.29% |
| 12 Months | -7.61% | -9.32% | 13.04% |
| 5 Years | -7.61% | 167.70% | 111.82% |
| Trend Score (consistency of price movement) | WEEI | XLE | S&P 500 |
| 1 Month | 23.5% | 27% | 47.5% |
| 3 Months | -46.8% | -47.4% | -87.3% |
| 12 Months | -1.30% | -8.9% | 54.3% |
| 5 Years | -1.30% | 94.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #14 | 1.37% | -12.5% |
| 3 Month | #9 | 0.70% | -0.77% |
| 12 Month | #6 | 1.88% | -18.3% |
| 5 Years | #12 | 1.88% | -18.3% |
FAQs
Does WEEI Westwood Salient outperforms the market?
Yes,
over the last 12 months WEEI made -7.61%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -9.32%.
Over the last 3 months WEEI made -7.02%, while XLE made -7.66%.
Over the last 3 months WEEI made -7.02%, while XLE made -7.66%.
Performance Comparison WEEI vs Indeces and Sectors
WEEI vs. Indices WEEI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.51% | -12.4% | -5.09% | -20.7% |
| US NASDAQ 100 | QQQ | -4.43% | -14.8% | -5.80% | -22.6% |
| US Dow Jones Industrial 30 | DIA | -2.97% | -10.0% | -4.33% | -16.9% |
| German DAX 40 | DAX | -3.15% | -12.6% | -23.2% | -32.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.14% | -9.65% | -1.39% | -12.6% |
| Hongkong Hang Seng | HSI | -3.11% | -11.3% | -5.62% | -20.5% |
| India NIFTY 50 | INDA | -0.99% | -17.7% | -4.97% | -10.5% |
| Brasil Bovespa | EWZ | -1.88% | -15.7% | -10.8% | -0.87% |
WEEI vs. Sectors WEEI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.66% | -12.3% | -11.1% | -31.1% |
| Consumer Discretionary | XLY | -3.54% | -12.3% | -6.26% | -22.3% |
| Consumer Staples | XLP | -1.45% | -12.0% | -9.19% | -18.6% |
| Energy | XLE | 0.75% | 1.18% | 0.05% | 1.71% |
| Financial | XLF | -2.40% | -10.9% | -12.0% | -30.3% |
| Health Care | XLV | -0.81% | -8.19% | 0.07% | -6.38% |
| Industrial | XLI | -3.83% | -13.2% | -6.13% | -18.3% |
| Materials | XLB | -1.70% | -9.64% | 2.75% | -3.17% |
| Real Estate | XLRE | -3.40% | -11.8% | -5.25% | -26.0% |
| Technology | XLK | -5.07% | -15.3% | -2.14% | -18.1% |
| Utilities | XLU | -2.23% | -13.0% | -9.51% | -28.4% |
| Aerospace & Defense | XAR | -4.54% | -19.8% | -19.0% | -35.1% |
| Biotech | XBI | -3.35% | -18.4% | 10.2% | -2.22% |
| Homebuilder | XHB | -2.24% | -10.8% | 9.87% | -1.44% |
| Retail | XRT | -2.27% | -11.7% | 0.87% | -6.10% |