(DCI) Donaldson - Performance -7.7% in 12m
Compare DCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
36.14%
#64 in Group
Rel. Strength
35.51%
#5147 in Universe
Total Return 12m
-7.70%
#103 in Group
Total Return 5y
66.84%
#81 in Group
P/E 18.4
43th Percentile in Group
P/E Forward 15.5
42th Percentile in Group
PEG 1.55
46th Percentile in Group
FCF Yield 4.38%
68th Percentile in Group
12m Total Return: DCI (-7.7%) vs XLI (10.7%)
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 |
|---|---|---|---|---|---|---|---|---|
| G1A XETRA GEA |
1.78% | 56.1% | 220% | 22.5 | 18.1 | 1.85 | 48.1% | 3.64% |
| SIE XETRA Siemens Aktiengesellschaft |
-5.96% | 18% | 217% | 20.1 | 16.5 | 1.94 | 62.2% | 40.2% |
| NPO NYSE Enpro Industries |
-4.38% | 3.27% | 266% | 41 | 18.6 | 1.74 | -47.3% | -18.5% |
| MWA NYSE Mueller Water Products |
3.35% | 68.9% | 210% | 30.1 | 21.8 | 1.46 | 23.6% | 18.9% |
| EPAC NYSE Enerpac Tool |
-11.9% | 14.7% | 159% | 23.1 | 22.1 | 0.34 | 86.3% | 29% |
| SXI NYSE Standex International |
-9.95% | -16.2% | 225% | 29.9 | 15.2 | 0.95 | 17.0% | -56.6% |
| SU PA Schneider Electric S.E. |
-5.42% | -2.93% | 183% | 27.6 | 21.6 | 1.76 | 76.3% | 37% |
| WWD NASDAQ Woodward |
1.79% | 15.5% | 253% | 30.5 | 29.6 | 1.97 | 76.3% | 19.6% |
Performance Comparison: DCI vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for DCI
| Total Return (including Dividends) | DCI | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -2.39% | 0.30% | -0.45% |
| 3 Months | -5.06% | -3.19% | -6.29% |
| 12 Months | -7.70% | 10.69% | 13.04% |
| 5 Years | 66.84% | 132.57% | 111.82% |
| Trend Score (consistency of price movement) | DCI | XLI | S&P 500 |
| 1 Month | 48.7% | 50.5% | 47.5% |
| 3 Months | -86.6% | -83.4% | -87.3% |
| 12 Months | -59.3% | 55.1% | 54.3% |
| 5 Years | 80.8% | 87.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #106 | -2.68% | -1.95% |
| 3 Month | #73 | -1.94% | 1.31% |
| 12 Month | #103 | -16.6% | -18.3% |
| 5 Years | #89 | -28.3% | -21.2% |
FAQs
Does DCI Donaldson outperforms the market?
No,
over the last 12 months DCI made -7.70%, while its related Sector, the Industrial Sector SPDR (XLI) made 10.69%.
Over the last 3 months DCI made -5.06%, while XLI made -3.19%.
Over the last 3 months DCI made -5.06%, while XLI made -3.19%.
Performance Comparison DCI vs Indeces and Sectors
DCI vs. Indices DCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.09% | -1.94% | -8.58% | -20.7% |
| US NASDAQ 100 | QQQ | -3.01% | -4.29% | -9.29% | -22.7% |
| US Dow Jones Industrial 30 | DIA | -1.55% | 0.46% | -7.82% | -17.0% |
| German DAX 40 | DAX | -1.73% | -2.17% | -26.7% | -32.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.56% | 0.82% | -4.88% | -12.7% |
| Hongkong Hang Seng | HSI | -1.69% | -0.87% | -9.11% | -20.6% |
| India NIFTY 50 | INDA | 0.43% | -7.27% | -8.46% | -10.6% |
| Brasil Bovespa | EWZ | -0.46% | -5.22% | -14.3% | -0.96% |
DCI vs. Sectors DCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.24% | -1.79% | -14.6% | -31.2% |
| Consumer Discretionary | XLY | -2.12% | -1.80% | -9.75% | -22.4% |
| Consumer Staples | XLP | -0.03% | -1.57% | -12.7% | -18.6% |
| Energy | XLE | 2.17% | 11.7% | -3.44% | 1.62% |
| Financial | XLF | -0.98% | -0.38% | -15.5% | -30.4% |
| Health Care | XLV | 0.61% | 2.28% | -3.42% | -6.47% |
| Industrial | XLI | -2.41% | -2.69% | -9.62% | -18.4% |
| Materials | XLB | -0.28% | 0.83% | -0.74% | -3.26% |
| Real Estate | XLRE | -1.98% | -1.29% | -8.74% | -26.1% |
| Technology | XLK | -3.65% | -4.82% | -5.63% | -18.1% |
| Utilities | XLU | -0.81% | -2.49% | -13.0% | -28.5% |
| Aerospace & Defense | XAR | -3.12% | -9.37% | -22.5% | -35.2% |
| Biotech | XBI | -1.93% | -7.94% | 6.73% | -2.31% |
| Homebuilder | XHB | -0.82% | -0.31% | 6.38% | -1.53% |
| Retail | XRT | -0.85% | -1.23% | -2.62% | -6.19% |