BSD Performance & Benchmarks - -13% in 12m
The Total Return for 3m is 3.8%, for 6m -4.3% and YTD 1.2%. Compare with Peer-Group: Investment Banking & Brokerage
Performance Rating
53.87%
#27 in Peer-Group
Rel. Strength
26.04%
#5683 in Stock-Universe
Total Return 12m
-13.01%
#54 in Peer-Group
Total Return 5y
176.30%
#30 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 11.6 |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 5.08 EUR |
| 52 Week Low | 4.01 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 13.20 |
| Buy/Sell Signal +-5 | -1.84 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BSD (-13%) vs XLF (27.8%)
5y Drawdown (Underwater) Chart
Top Performer in Investment Banking & Brokerage
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| BSD | -2.55% | -4.33% | 3.82% |
| RILY | -16.6% | 55.5% | 75.9% |
| FUTU | -12.9% | 16.3% | 40.0% |
| FRHC | 3.75% | 27.1% | 22.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| BSD | -4.31% | -13% | 176% |
| NDA | -50.6% | 329% | 321% |
| FUTU | 52.4% | 161% | 306% |
| IBKR | 13.9% | 135% | 406% |
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-3.7% | 92.5% | 373% | 26.3 | 22 | 1.79 | 47.3% | 29.1% |
| RJF NYSE Raymond James Financial |
1.89% | 55.4% | 268% | 16.4 | 14.7 | 1.4 | 37.3% | 2.13% |
| MS NYSE Morgan Stanley |
-2.83% | 55.6% | 230% | 15.8 | 17 | 1.76 | 66.5% | 12.7% |
| PJT NYSE PJT Partners |
6.26% | 51.9% | 256% | 30.7 | 28.7 | 1.36 | -19.1% | 2.03% |
| SF NYSE Stifel Financial |
1.8% | 43.4% | 270% | 21.5 | 11.4 | 0.85 | -15.5% | -29.5% |
| EVR NYSE Evercore Partners |
2.26% | 34.1% | 469% | 28.7 | 31.2 | 1.13 | 21.9% | 14.3% |
| SCHW NYSE Charles Schwab |
4.43% | 55.5% | 207% | 26.3 | 21.2 | 0.84 | 16.6% | 3.02% |
| BGC NASDAQ BGC |
-12.6% | 13.8% | 261% | 31.6 | - | 1.22 | 78.3% | 214% |
Performance Comparison: BSD vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BSD
| Total Return (including Dividends) | BSD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.33% | -3.37% | -0.58% |
| 3 Months | 3.82% | 4.32% | 10.66% |
| 12 Months | -13.01% | 27.75% | 21.67% |
| 5 Years | 176.30% | 133.47% | 103.09% |
| Trend Stabilty (consistency of price movement) | BSD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -86.1% | 9.6% | 66.4% |
| 3 Months | 77.9% | 80.9% | 96.6% |
| 12 Months | -51.9% | 78% | 50% |
| 5 Years | 82.2% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 29 %th | -1.00% | -3.77% |
| 3 Month | 43 %th | -0.48% | -6.18% |
| 12 Month | 26 %th | -31.90% | -28.50% |
| 5 Years | 60 %th | 18.34% | 36.05% |
FAQs
Does Bourse Direct (BSD) outperform the market?
No,
over the last 12 months BSD made -13.01%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.75%.
Over the last 3 months BSD made 3.82%, while XLF made 4.32%.
Performance Comparison BSD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BSD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -3.8% | -8.9% | -35% |
| US NASDAQ 100 | QQQ | -0% | -3.9% | -11.5% | -41% |
| German DAX 40 | DAX | -0.3% | -2.2% | -13.2% | -47% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | -6.3% | -13.3% | -34% |
| Hongkong Hang Seng | HSI | 1% | -5.1% | -31.7% | -52% |
| India NIFTY 50 | INDA | -1.6% | 1.2% | -7.9% | -10% |
| Brasil Bovespa | EWZ | -3% | 4.8% | -11.3% | -19% |
BSD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.7% | -2.6% | -8.3% | -43% |
| Consumer Discretionary | XLY | 1.9% | -2% | 0.9% | -40% |
| Consumer Staples | XLP | -1.9% | -1.9% | -6.6% | -19% |
| Energy | XLE | 0.3% | -2.7% | -2.9% | -15% |
| Financial | XLF | 0.6% | -1% | -5.3% | -41% |
| Health Care | XLV | 0.5% | -1.1% | 6% | -4% |
| Industrial | XLI | 0.5% | -4.5% | -14.3% | -39% |
| Materials | XLB | 2.2% | 0.8% | -2.8% | -13% |
| Real Estate | XLRE | -0.7% | -3.1% | -5.7% | -18% |
| Technology | XLK | 0.1% | -4.4% | -17.6% | -44% |
| Utilities | XLU | -5.2% | -9.2% | -15.4% | -35% |
| Aerospace & Defense | XAR | 0.2% | -6.9% | -27.1% | -66% |
| Biotech | XBI | -1.8% | -5.1% | 1.7% | -5% |
| Homebuilder | XHB | 0% | -5.6% | -3.1% | -10% |
| Retail | XRT | 2.1% | -0.9% | -3.6% | -22% |
BSD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.9% | -7.35% | -3.85% | -19% |
| Natural Gas | UNG | -2.2% | 6.4% | 18.5% | -18% |
| Gold | GLD | -3.8% | -5% | -23.2% | -52% |
| Silver | SLV | 0.5% | -4.6% | -21.5% | -48% |
| Copper | CPER | 18.2% | 9.3% | -5.8% | -23% |
BSD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.8% | -5.3% | -5.7% | -5% |
| iShares High Yield Corp. Bond | HYG | -2% | -3.8% | -7.7% | -22% |