Overview Performance Dividends Peer Group Options

(NI) NiSource - Performance 41.1% in 12m

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

Performance Rating 80.17%
#3 in Group
Rel. Strength 87.17%
#1022 in Universe
Total Return 12m 41.12%
#1 in Group
Total Return 5y 101.30%
#4 in Group
P/E 24.3
75th Percentile in Group
P/E Forward 21.0
79th Percentile in Group
PEG 2.42
28th Percentile in Group
FCF Yield -2.67%
15th Percentile in Group

12m Total Return: NI (41.1%) vs XLU (20.7%)

Compare overall performance (total returns) of NiSource with its related sector ETF XLU

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (NI) NiSource - Performance 41.1% in 12m

Top Performers in Multi-Utilities

Short Term
Symbol 1w 1m 3m
NI -0.2% 6.67% 3.8%
AQN 2.23% 16.8% 23.6%
NGG -1.01% 14.9% 17.2%
VIE 1.89% 14.7% 16.8%
Long Term
Symbol 6m 12m 5y
NI 13.6% 41.1% 101%
CNP 35.9% 36.5% 139%
RENE 30.1% 35.4% 68.5%
WEC 16.3% 37.4% 50.8%
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
VIE PA
Veolia Environnement VE		 14.7% 13.4% 105% 20.9 14.3 0.98 27.6% 52.7%
SRE NYSE
Sempra Energy		 17.5% 6.56% 42.2% 17.1 16.6 1.98 8.80% -8.53%

Performance Comparison: NI vs XLU vs S&P 500

XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for NI
Total Return (including Dividends) NI XLU S&P 500
1 Month 6.67% 9.72% 10.79%
3 Months 3.80% 3.57% -7.56%
12 Months 41.12% 20.68% 9.55%
5 Years 101.30% 67.68% 105.51%
Trend Score (consistency of price movement) NI XLU S&P 500
1 Month 77.3% 95.5% 84%
3 Months -7.20% -4.5% -81.1%
12 Months 96.2% 67.2% 51.8%
5 Years 85.0% 77.3% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month #20 -2.77% -3.72%
3 Month #15 0.22% 12.3%
12 Month #2 16.9% 28.8%
5 Years #5 20.1% -2.05%

FAQs

Does NI NiSource outperforms the market?

Yes, over the last 12 months NI made 41.12%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 20.68%.
Over the last 3 months NI made 3.80%, while XLU made 3.57%.

Performance Comparison NI vs Indeces and Sectors

NI vs. Indices NI is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.01% -4.12% 18.4% 31.6%
US NASDAQ 100 QQQ -1.44% -6.95% 18.1% 31.1%
US Dow Jones Industrial 30 DIA -0.95% -0.94% 19.5% 34.3%
German DAX 40 DAX -3.84% -10.6% -8.32% 13.9%
Shanghai Shenzhen CSI 300 CSI 300 -2.40% -6.17% 18.3% 35.1%
Hongkong Hang Seng HSI -6.32% -9.47% 10.1% 29.4%
India NIFTY 50 INDA -0.46% -2.59% 15.5% 37.9%
Brasil Bovespa EWZ 2.54% -4.44% 15.3% 52.2%

NI vs. Sectors NI is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -2.53% -5.10% 10.7% 19.7%
Consumer Discretionary XLY 0.56% -2.70% 18.8% 30.3%
Consumer Staples XLP -0.34% 1.77% 10.0% 31.2%
Energy XLE 2.47% 3.77% 26.1% 52.0%
Financial XLF -1.21% -4.83% 13.6% 19.6%
Health Care XLV 3.35% 6.77% 22.1% 44.6%
Industrial XLI -2.65% -7.03% 18.5% 31.9%
Materials XLB -0.48% -2.54% 24.6% 46.4%
Real Estate XLRE -1.37% -2.72% 14.4% 24.9%
Technology XLK -2.39% -9.80% 21.7% 36.1%
Utilities XLU -1.74% -3.05% 8.16% 20.4%
Aerospace & Defense XAR -2.33% -13.5% 5.67% 16.4%
Biotech XBI 5.55% 0.94% 38.3% 55.8%
Homebuilder XHB -1.31% 1.17% 32.4% 51.6%
Retail XRT -1.10% -1.22% 24.4% 45.9%

NI vs. Commodities NI is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 1.70% 8.76% 26.9% 55.7%
Natural Gas UNG -3.10% 15.6% -21.4% 33.0%
Gold GLD -3.28% -8.59% -14.8% -5.48%
Silver SLV -1.51% -4.68% 7.29% 20.6%
Copper CPER 1.52% -4.50% 2.42% 37.8%

NI vs. Yields & Bonds NI is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.40% 9.11% 14.5% 40.0%
iShares High Yield Corp. Bond HYG 0.01% 3.05% 11.8% 33.3%