(XP) Xp - Performance -17.4% in 12m
Compare XP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-48.44%
#51 in Group
Rel. Strength
28.80%
#5683 in Universe
Total Return 12m
-17.35%
#48 in Group
Total Return 5y
-22.00%
#47 in Group
P/E 11.1
33th Percentile in Group
P/E Forward 9.88
21th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 42.1%
(?) Percentile in Group
12m Total Return: XP (-17.4%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: XP vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for XP
| Total Return (including Dividends) | XP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 17.09% | -2.11% | -0.87% |
| 3 Months | 17.95% | -4.92% | -7.58% |
| 12 Months | -17.35% | 22.69% | 11.88% |
| 5 Years | -22.00% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | XP | XLF | S&P 500 |
| 1 Month | 67.6% | 27.8% | 23% |
| 3 Months | 8.30% | -81% | -88.5% |
| 12 Months | -77.4% | 83.7% | 55.1% |
| 5 Years | -76.1% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #7 | 19.6% | 18.1% |
| 3 Month | #10 | 24.1% | 27.6% |
| 12 Month | #48 | -32.6% | -26.1% |
| 5 Years | #48 | -68.2% | -62.9% |
FAQs
Does XP Xp outperforms the market?
No,
over the last 12 months XP made -17.35%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months XP made 17.95%, while XLF made -4.92%.
Over the last 3 months XP made 17.95%, while XLF made -4.92%.
Performance Comparison XP vs Indeces and Sectors
XP vs. Indices XP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.34% | 18.0% | -1.24% | -29.2% |
| US NASDAQ 100 | QQQ | 2.31% | 15.7% | -1.67% | -30.0% |
| US Dow Jones Industrial 30 | DIA | 4.28% | 20.3% | -1.15% | -26.6% |
| German DAX 40 | DAX | 4.57% | 15.8% | -20.8% | -42.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 7.30% | 19.9% | 1.75% | -23.3% |
| Hongkong Hang Seng | HSI | 4.33% | 17.0% | -3.16% | -31.2% |
| India NIFTY 50 | INDA | 6.18% | 13.0% | -1.53% | -20.4% |
| Brasil Bovespa | EWZ | 4.14% | 12.5% | -4.94% | -11.5% |
XP vs. Sectors XP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.09% | 18.1% | -7.37% | -41.3% |
| Consumer Discretionary | XLY | 3.26% | 17.2% | -3.75% | -30.7% |
| Consumer Staples | XLP | 6.84% | 16.9% | -6.55% | -28.6% |
| Energy | XLE | 7.82% | 31.0% | 4.55% | -6.26% |
| Financial | XLF | 4.73% | 19.2% | -8.84% | -40.0% |
| Health Care | XLV | 3.42% | 20.9% | 0.45% | -19.1% |
| Industrial | XLI | 2.92% | 17.0% | -1.95% | -26.9% |
| Materials | XLB | 3.95% | 19.5% | 6.17% | -13.8% |
| Real Estate | XLRE | 4.86% | 18.4% | -0.35% | -35.4% |
| Technology | XLK | 0.89% | 15.4% | 2.10% | -25.1% |
| Utilities | XLU | 6.18% | 17.0% | -3.36% | -39.2% |
| Aerospace & Defense | XAR | 2.39% | 10.7% | -14.8% | -43.9% |
| Biotech | XBI | 2.04% | 14.8% | 11.4% | -15.5% |
| Homebuilder | XHB | 4.03% | 19.4% | 13.6% | -10.3% |
| Retail | XRT | 4.91% | 17.7% | 4.33% | -14.6% |