SBS Performance: 72.3% Return (12 Months)

SBS returned 72.3% over 12 months, outperforming the S&P 500 (23.6%). Volatility: 35.2%.

RS (IBD) 91.86
Top 5% in Peers
Volatility 35.2%
Top 86% in Peers
Total Return 12m 72.32%
Top 14% in Peers
RS Rating 86.86
Top 5% in Peers
P/E Value
P/E Trailing 12.5
P/E Forward 15.7
High / Low USD
52 Week High 30.51 USD
52 Week Low 15.87 USD
Sentiment Value
VRO Trend Strength +-100 75.03
Buy Signal +-3 0.55
Drawdowns in 3y
Max Drawdown 23.79%
Mean Drawdown 5.70%
Peer Group: Water Utilities (11 symbols)
12m Total Return: SBS (72.3%) vs SPY (23.6%)
Total Return of Companhia de versus its related sector ETF SPY
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for SBS Performance: 72.3% Return (12 Months)

Top Performer in Water Utilities (5/11)

Short Term Performance

Symbol 1w 1m 3m
SBS 5.63% 8.94% 26.22%
HTO 2.09% 4.58% 19.70%
WTRG 1.83% 2.42% 9.71%
AWK 0.94% 1.72% 9.17%
AWR 3.32% 1.57% 9.09%
CWT 2.75% -1.49% 9.55%

Long Term Performance

Symbol 6m 12m 5y
SBS 29.85% 72.32% 372.24%
CDZI 2.28% 84.64% -48.81%
HTO 27.76% 11.81% 5.09%
CWCO 2.42% 41.73% 189.18%
AWR 11.18% -0.07% 12.89%
WTRG 6.21% 4.70% 4.22%

Performance: SBS vs S&P 500

Total Return SBS S&P 500 Difference
1 Month 8.94% -3.34% 12.7%
3 Months 26.22% -4.38% 32.0%
6 Months 29.85% -1.44% 31.7%
12 Months 72.32% 23.60% 39.4%
5 Years 372.24% 72.80% 173%

FAQs

Does SBS outperform the market?

Yes, SBS significantly outperforms the market. Over the past 12 months, SBS returned 72.32% compared to 23.60% for the S&P 500.

What is the SBS return over the last 12 months?

SBS has returned 72.32% over the past 12 months, including dividends. Over 3 months the return was 26.22%, and over 5 years 372.24%.

How risky is SBS?

SBS has relatively low risk with a maximum drawdown of 23.79% over the past 3 years. The average drawdown is 5.70%.

SBS vs Sectors (12m)

Sorted by outperformance. Positive = SBS beats sector.

Sector ETF Difference
Consumer Staples XLP 69.7%
Health Care XLV 67.9%
Financials XLF 66.9%
Real Estate XLRE 66.8%
Consumer Discretionary XLY 58.2%
Consumer Discretionary XLY 58.2%
Communication Services XLC 50.1%
Materials XLB 48.6%
Industrials XLI 40.4%
Technology XLK 32.2%
Energy XLE 31.3%

SBS vs Asset Classes (12m)

Asset Class ETF Difference
S&P 500 SPY 39.4%
Gold GLD 22.4%
Long-Term Bonds TLT 73.5%