(ALUPG) Upergy - Performance -8% in 12m
Compare ALUPG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-76.74%
#40 in Group
Rel. Strength
33.71%
#5275 in Universe
Total Return 12m
-7.95%
#24 in Group
Total Return 5y
-63.74%
#31 in Group
P/E 10.2
29th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 13.0%
38th Percentile in Group
12m Total Return: ALUPG (-8%) vs VT (9.7%)
5y Drawdown (Underwater) Chart
Top Performers in Other Specialty Retail
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 |
|---|---|---|---|---|---|---|---|---|
| BBW NYSE Build-A-Bear Workshop |
-5.51% | 29.8% | 1999% | 9.51 | 9.57 | 0.55 | 47.4% | 27.6% |
| AVOL SW Avolta |
31.2% | 16.1% | 67.2% | 55.2 | 18.6 | 0.5 | -78.1% | 36.2% |
| CHWY NYSE Chewy |
18.9% | 141% | 1.33% | 40 | 32.5 | 0.4 | 50.0% | 32.8% |
| HZO NYSE MarineMax |
4.3% | -18.8% | 38.3% | 8.96 | 11 | 0.62 | -65.9% | -51.8% |
| SBH NYSE Sally Beauty Holdings |
-3.54% | -21% | -20.2% | 4.83 | 4.69 | 1.63 | -19.8% | 14.3% |
Performance Comparison: ALUPG vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for ALUPG
| Total Return (including Dividends) | ALUPG | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.11% | 6.08% | 2.87% |
| 3 Months | 2.37% | -2.39% | -6.42% |
| 12 Months | -7.95% | 9.70% | 9.87% |
| 5 Years | -63.74% | 88.13% | 107.51% |
| Trend Score (consistency of price movement) | ALUPG | VT | S&P 500 |
| 1 Month | -55.0% | 92.1% | 89.4% |
| 3 Months | 23.6% | -61.6% | -72% |
| 12 Months | -49.2% | 56.4% | 49.3% |
| 5 Years | -95.6% | 72.6% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #12 | -6.78% | -3.86% |
| 3 Month | #11 | 4.87% | 9.39% |
| 12 Month | #24 | -16.1% | -16.2% |
| 5 Years | #32 | -80.7% | -82.5% |
FAQs
Does ALUPG Upergy outperforms the market?
No,
over the last 12 months ALUPG made -7.95%, while its related Sector, the Vanguard Total World Stock (VT) made 9.70%.
Over the last 3 months ALUPG made 2.37%, while VT made -2.39%.
Over the last 3 months ALUPG made 2.37%, while VT made -2.39%.
Performance Comparison ALUPG vs Indeces and Sectors
ALUPG vs. Indices ALUPG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.64% | -3.98% | 6.91% | -17.8% |
| US NASDAQ 100 | QQQ | 0.39% | -5.82% | 6.50% | -19.3% |
| US Dow Jones Industrial 30 | DIA | 0.36% | -2.72% | 7.94% | -14.3% |
| German DAX 40 | DAX | -1.48% | -20.4% | -18.7% | -33.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.02% | -7.38% | 7.68% | -13.6% |
| Hongkong Hang Seng | HSI | -2.88% | -17.3% | -2.58% | -20.0% |
| India NIFTY 50 | INDA | 3.03% | -3.39% | 5.01% | -10.3% |
| Brasil Bovespa | EWZ | -1.41% | -12.6% | -2.30% | -1.47% |
ALUPG vs. Sectors ALUPG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.46% | -4.78% | 0.73% | -28.3% |
| Consumer Discretionary | XLY | -0.28% | -4.62% | 9.10% | -22.0% |
| Consumer Staples | XLP | 1.01% | -3.13% | - | -15.5% |
| Energy | XLE | -0.34% | -1.19% | 12.9% | 1.81% |
| Financial | XLF | 0.01% | -6.68% | 1.03% | -29.5% |
| Health Care | XLV | 4.43% | 3.27% | 12.1% | -2.03% |
| Industrial | XLI | -0.93% | -8.49% | 5.93% | -17.9% |
| Materials | XLB | 0.65% | -5.82% | 11.0% | -1.92% |
| Real Estate | XLRE | 0.97% | -7.23% | 4.53% | -21.4% |
| Technology | XLK | -0.25% | -7.85% | 9.18% | -15.0% |
| Utilities | XLU | -0.40% | -6.73% | -0.86% | -23.9% |
| Aerospace & Defense | XAR | 0.13% | -10.5% | -2.39% | -33.1% |
| Biotech | XBI | 8.72% | -3.13% | 28.0% | 6.07% |
| Homebuilder | XHB | 1.08% | -4.18% | 20.5% | 1.80% |
| Retail | XRT | 0.49% | -4.70% | 13.2% | -3.63% |