(FDS) FactSet Research - Performance 4.4% in 12m
Compare FDS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.13%
#12 in Group
Rel. Strength
46.61%
#4249 in Universe
Total Return 12m
4.35%
#20 in Group
Total Return 5y
64.28%
#17 in Group
P/E 30.9
45th Percentile in Group
P/E Forward 23.2
11th Percentile in Group
PEG 2.15
36th Percentile in Group
FCF Yield 3.19%
57th Percentile in Group
12m Total Return: FDS (4.4%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Exchanges & Data
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 |
|---|---|---|---|---|---|---|---|---|
| X TO TMX |
16.9% | 56.7% | 133% | 32.3 | 28.3 | 1.43 | -28.5% | -30.3% |
| CBOE BATS Cboe Global Markets |
9.61% | 24.5% | 146% | 30.4 | 25.1 | 1.75 | 81.9% | 24.8% |
| NDAQ NASDAQ Nasdaq |
19% | 33.7% | 133% | 35.4 | 24.9 | 1.58 | -25.5% | - |
Performance Comparison: FDS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FDS
| Total Return (including Dividends) | FDS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 12.45% | 13.52% | 13.81% |
| 3 Months | -2.42% | -2.66% | -6.30% |
| 12 Months | 4.35% | 22.43% | 10.65% |
| 5 Years | 64.28% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | FDS | XLF | S&P 500 |
| 1 Month | 54.8% | 89.2% | 83% |
| 3 Months | -72.0% | -64.6% | -75.3% |
| 12 Months | 41.2% | 82% | 50.1% |
| 5 Years | 79.1% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #23 | -0.95% | -1.20% |
| 3 Month | #18 | 0.25% | 4.14% |
| 12 Month | #20 | -14.8% | -5.69% |
| 5 Years | #18 | -34.4% | -20.9% |
FAQs
Does FDS FactSet Research outperforms the market?
No,
over the last 12 months FDS made 4.35%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months FDS made -2.42%, while XLF made -2.66%.
Over the last 3 months FDS made -2.42%, while XLF made -2.66%.
Performance Comparison FDS vs Indeces and Sectors
FDS vs. Indices FDS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.15% | -1.36% | -0.71% | -6.30% |
| US NASDAQ 100 | QQQ | 2.96% | -4.91% | -0.92% | -7.29% |
| US Dow Jones Industrial 30 | DIA | 2.74% | 2.46% | -0.42% | -3.36% |
| German DAX 40 | DAX | 3.17% | -2.51% | -27.0% | -21.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.97% | 0.62% | -1.48% | -3.02% |
| Hongkong Hang Seng | HSI | -0.02% | -7.48% | -9.07% | -9.33% |
| India NIFTY 50 | INDA | 8.07% | 7.61% | -1.15% | 4.56% |
| Brasil Bovespa | EWZ | 2.10% | -4.79% | -9.41% | 12.7% |
FDS vs. Sectors FDS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.51% | -0.96% | -7.77% | -17.2% |
| Consumer Discretionary | XLY | 2.77% | -1.78% | 0.27% | -9.92% |
| Consumer Staples | XLP | 4.01% | 5.86% | -7.64% | -4.77% |
| Energy | XLE | 3.33% | 5.69% | 5.88% | 13.8% |
| Financial | XLF | 2.05% | -1.07% | -7.81% | -18.1% |
| Health Care | XLV | 6.16% | 11.6% | 4.28% | 8.41% |
| Industrial | XLI | 1.46% | -4.37% | -2.14% | -6.64% |
| Materials | XLB | 3.35% | -1.11% | 4.18% | 9.58% |
| Real Estate | XLRE | 4.47% | 0.91% | -1.46% | -11.1% |
| Technology | XLK | 2.07% | -8.77% | 2.17% | -2.75% |
| Utilities | XLU | 3.10% | 2.86% | -8.37% | -13.1% |
| Aerospace & Defense | XAR | 1.17% | -8.71% | -12.2% | -23.0% |
| Biotech | XBI | 9.74% | 0.64% | 19.4% | 16.6% |
| Homebuilder | XHB | 2.68% | 0.97% | 12.5% | 11.9% |
| Retail | XRT | 1.25% | -2.20% | 3.53% | 5.83% |