(AMUN) Amundi - Performance 12% in 12m
Compare AMUN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
35.72%
#85 in Group
Rel. Strength
64.89%
#2803 in Universe
Total Return 12m
11.97%
#77 in Group
Total Return 5y
56.79%
#72 in Group
P/E 10.9
57th Percentile in Group
P/E Forward 10.8
65th Percentile in Group
PEG 2.05
68th Percentile in Group
FCF Yield 7.72%
49th Percentile in Group
12m Total Return: AMUN (12%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: AMUN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AMUN
| Total Return (including Dividends) | AMUN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.68% | -2.11% | -0.87% |
| 3 Months | 1.99% | -4.92% | -7.58% |
| 12 Months | 11.97% | 22.69% | 11.88% |
| 5 Years | 56.79% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | AMUN | XLF | S&P 500 |
| 1 Month | 22.5% | 27.8% | 23% |
| 3 Months | -13.4% | -81% | -88.5% |
| 12 Months | 27.1% | 83.7% | 55.1% |
| 5 Years | 43.7% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #140 | -1.61% | -2.84% |
| 3 Month | #26 | 7.26% | 10.4% |
| 12 Month | #77 | -8.74% | 0.09% |
| 5 Years | #95 | -36.0% | -25.5% |
FAQs
Does AMUN Amundi outperforms the market?
No,
over the last 12 months AMUN made 11.97%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months AMUN made 1.99%, while XLF made -4.92%.
Over the last 3 months AMUN made 1.99%, while XLF made -4.92%.
Performance Comparison AMUN vs Indeces and Sectors
AMUN vs. Indices AMUN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.09% | -2.81% | 6.15% | 0.09% |
| US NASDAQ 100 | QQQ | -0.94% | -5.08% | 5.72% | -0.70% |
| US Dow Jones Industrial 30 | DIA | 1.03% | -0.50% | 6.24% | 2.77% |
| German DAX 40 | DAX | 1.32% | -5.0% | -13.4% | -12.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.05% | -0.86% | 9.14% | 6.01% |
| Hongkong Hang Seng | HSI | 1.08% | -3.74% | 4.23% | -1.92% |
| India NIFTY 50 | INDA | 2.93% | -7.74% | 5.86% | 8.90% |
| Brasil Bovespa | EWZ | 0.89% | -8.28% | 2.45% | 17.8% |
AMUN vs. Sectors AMUN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.16% | -2.63% | 0.02% | -12.0% |
| Consumer Discretionary | XLY | 0.01% | -3.58% | 3.64% | -1.35% |
| Consumer Staples | XLP | 3.59% | -3.88% | 0.84% | 0.77% |
| Energy | XLE | 4.57% | 10.2% | 11.9% | 23.1% |
| Financial | XLF | 1.48% | -1.57% | -1.45% | -10.7% |
| Health Care | XLV | 0.17% | 0.11% | 7.84% | 10.3% |
| Industrial | XLI | -0.33% | -3.79% | 5.44% | 2.38% |
| Materials | XLB | 0.70% | -1.25% | 13.6% | 15.5% |
| Real Estate | XLRE | 1.61% | -2.37% | 7.04% | -6.12% |
| Technology | XLK | -2.36% | -5.37% | 9.49% | 4.24% |
| Utilities | XLU | 2.93% | -3.74% | 4.03% | -9.86% |
| Aerospace & Defense | XAR | -0.86% | -10.1% | -7.38% | -14.6% |
| Biotech | XBI | -1.21% | -5.96% | 18.8% | 13.8% |
| Homebuilder | XHB | 0.78% | -1.41% | 21.0% | 19.0% |
| Retail | XRT | 1.66% | -3.12% | 11.7% | 14.7% |