(OFOS) Exchange Traded - Performance -24.3% in 12m
Compare OFOS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-52.86%
#30 in Group
Rel. Strength
24.03%
#6061 in Universe
Total Return 12m
-24.25%
#26 in Group
Total Return 5y
-22.40%
#29 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: OFOS (-24.3%) vs XLE (-9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Energy
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 |
|---|---|---|---|---|---|---|---|---|
| RSPG NYSE ARCA Invesco SP500 Equal Weight |
-14.6% | -9.72% | 204% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
-13.6% | -9.18% | 175% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
-13.6% | -9.34% | 178% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
-14% | -9.32% | 168% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
-13.5% | -8.49% | 159% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil |
-14.6% | -14.1% | 171% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
-11.8% | -8.48% | 142% | - | - | - | - | - |
| EIPX NYSE ARCA First Trust Exchange-Traded |
-7.55% | 8.99% | 32.2% | - | - | - | - | - |
Performance Comparison: OFOS vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for OFOS
| Total Return (including Dividends) | OFOS | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -12.04% | -14.04% | -0.45% |
| 3 Months | -15.57% | -7.66% | -6.29% |
| 12 Months | -24.25% | -9.32% | 13.04% |
| 5 Years | -22.40% | 167.70% | 111.82% |
| Trend Score (consistency of price movement) | OFOS | XLE | S&P 500 |
| 1 Month | 35.2% | 27% | 47.5% |
| 3 Months | -84.5% | -47.4% | -87.3% |
| 12 Months | -91.4% | -8.9% | 54.3% |
| 5 Years | -72.4% | 94.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #13 | 2.33% | -11.7% |
| 3 Month | #24 | -8.57% | -9.90% |
| 12 Month | #26 | -16.5% | -33.0% |
| 5 Years | #27 | -24.6% | -33.6% |
FAQs
Does OFOS Exchange Traded outperforms the market?
No,
over the last 12 months OFOS made -24.25%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -9.32%.
Over the last 3 months OFOS made -15.57%, while XLE made -7.66%.
Over the last 3 months OFOS made -15.57%, while XLE made -7.66%.
Performance Comparison OFOS vs Indeces and Sectors
OFOS vs. Indices OFOS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.01% | -11.6% | -13.1% | -37.3% |
| US NASDAQ 100 | QQQ | -0.93% | -13.9% | -13.8% | -39.2% |
| US Dow Jones Industrial 30 | DIA | 0.53% | -9.19% | -12.3% | -33.5% |
| German DAX 40 | DAX | 0.35% | -11.8% | -31.2% | -49.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.64% | -8.83% | -9.37% | -29.2% |
| Hongkong Hang Seng | HSI | 0.39% | -10.5% | -13.6% | -37.2% |
| India NIFTY 50 | INDA | 2.51% | -16.9% | -13.0% | -27.2% |
| Brasil Bovespa | EWZ | 1.62% | -14.9% | -18.8% | -17.5% |
OFOS vs. Sectors OFOS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.16% | -11.4% | -19.1% | -47.7% |
| Consumer Discretionary | XLY | -0.04% | -11.5% | -14.2% | -38.9% |
| Consumer Staples | XLP | 2.05% | -11.2% | -17.2% | -35.2% |
| Energy | XLE | 4.25% | 2.0% | -7.93% | -14.9% |
| Financial | XLF | 1.10% | -10.0% | -20.0% | -46.9% |
| Health Care | XLV | 2.69% | -7.37% | -7.91% | -23.0% |
| Industrial | XLI | -0.33% | -12.3% | -14.1% | -34.9% |
| Materials | XLB | 1.80% | -8.82% | -5.23% | -19.8% |
| Real Estate | XLRE | 0.10% | -10.9% | -13.2% | -42.6% |
| Technology | XLK | -1.57% | -14.5% | -10.1% | -34.7% |
| Utilities | XLU | 1.27% | -12.1% | -17.5% | -45.0% |
| Aerospace & Defense | XAR | -1.04% | -19.0% | -27.0% | -51.7% |
| Biotech | XBI | 0.15% | -17.6% | 2.24% | -18.9% |
| Homebuilder | XHB | 1.26% | -9.96% | 1.89% | -18.1% |
| Retail | XRT | 1.23% | -10.9% | -7.11% | -22.7% |