(BDCZ) UBS London Branch ELKS - Performance -0.5% in 12m
Compare BDCZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.53%
#16 in Group
Rel. Strength
41.99%
#4630 in Universe
Total Return 12m
-0.46%
#33 in Group
Total Return 5y
138.27%
#15 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BDCZ (-0.5%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-3.9% | 20.7% | 193% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-5.5% | 19.7% | 149% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.83% | 18.9% | 165% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.91% | 41.6% | 190% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.05% | 26.8% | 144% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-6.74% | 1.87% | 157% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.54% | 28% | 174% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.11% | 22.7% | 145% | - | - | - | - | - |
Performance Comparison: BDCZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BDCZ
| Total Return (including Dividends) | BDCZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.51% | -2.11% | -0.87% |
| 3 Months | -9.76% | -4.92% | -7.58% |
| 12 Months | -0.46% | 22.69% | 11.88% |
| 5 Years | 138.27% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | BDCZ | XLF | S&P 500 |
| 1 Month | 12.6% | 27.8% | 23% |
| 3 Months | -84.8% | -81% | -88.5% |
| 12 Months | 36.5% | 83.7% | 55.1% |
| 5 Years | 91.0% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #32 | -4.50% | -5.69% |
| 3 Month | #20 | -5.09% | -2.36% |
| 12 Month | #33 | -18.9% | -11.0% |
| 5 Years | #18 | -2.71% | 13.3% |
FAQs
Does BDCZ UBS London Branch ELKS outperforms the market?
No,
over the last 12 months BDCZ made -0.46%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BDCZ made -9.76%, while XLF made -4.92%.
Over the last 3 months BDCZ made -9.76%, while XLF made -4.92%.
Performance Comparison BDCZ vs Indeces and Sectors
BDCZ vs. Indices BDCZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.22% | -5.64% | -0.04% | -12.3% |
| US NASDAQ 100 | QQQ | -4.25% | -7.91% | -0.47% | -13.1% |
| US Dow Jones Industrial 30 | DIA | -2.28% | -3.33% | 0.05% | -9.66% |
| German DAX 40 | DAX | -1.99% | -7.83% | -19.6% | -25.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.74% | -3.69% | 2.95% | -6.42% |
| Hongkong Hang Seng | HSI | -2.23% | -6.57% | -1.96% | -14.4% |
| India NIFTY 50 | INDA | -0.38% | -10.6% | -0.33% | -3.53% |
| Brasil Bovespa | EWZ | -2.42% | -11.1% | -3.74% | 5.36% |
BDCZ vs. Sectors BDCZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.47% | -5.46% | -6.17% | -24.4% |
| Consumer Discretionary | XLY | -3.30% | -6.41% | -2.55% | -13.8% |
| Consumer Staples | XLP | 0.28% | -6.71% | -5.35% | -11.7% |
| Energy | XLE | 1.26% | 7.35% | 5.75% | 10.6% |
| Financial | XLF | -1.83% | -4.40% | -7.64% | -23.2% |
| Health Care | XLV | -3.14% | -2.72% | 1.65% | -2.18% |
| Industrial | XLI | -3.64% | -6.62% | -0.75% | -10.1% |
| Materials | XLB | -2.61% | -4.08% | 7.37% | 3.06% |
| Real Estate | XLRE | -1.70% | -5.20% | 0.85% | -18.6% |
| Technology | XLK | -5.67% | -8.20% | 3.30% | -8.19% |
| Utilities | XLU | -0.38% | -6.57% | -2.16% | -22.3% |
| Aerospace & Defense | XAR | -4.17% | -12.9% | -13.6% | -27.0% |
| Biotech | XBI | -4.52% | -8.79% | 12.6% | 1.37% |
| Homebuilder | XHB | -2.53% | -4.24% | 14.8% | 6.57% |
| Retail | XRT | -1.65% | -5.95% | 5.53% | 2.28% |