(MF) Wendel - Performance -6.1% in 12m
Compare MF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
27.05%
#93 in Group
Rel. Strength
36.73%
#5050 in Universe
Total Return 12m
-6.05%
#161 in Group
Total Return 5y
43.32%
#82 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -0.33
3th Percentile in Group
FCF Yield 24.2%
44th Percentile in Group
12m Total Return: MF (-6.1%) 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: MF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MF
| Total Return (including Dividends) | MF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.92% | -2.11% | -0.87% |
| 3 Months | -9.39% | -4.92% | -7.58% |
| 12 Months | -6.05% | 22.69% | 11.88% |
| 5 Years | 43.32% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | MF | XLF | S&P 500 |
| 1 Month | 8.40% | 27.8% | 23% |
| 3 Months | -84.3% | -81% | -88.5% |
| 12 Months | 40.6% | 83.7% | 55.1% |
| 5 Years | 20.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #133 | -0.83% | -2.07% |
| 3 Month | #136 | -4.70% | -1.96% |
| 12 Month | #162 | -23.4% | -16.0% |
| 5 Years | #104 | -41.5% | -31.9% |
FAQs
Does MF Wendel outperforms the market?
No,
over the last 12 months MF made -6.05%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months MF made -9.39%, while XLF made -4.92%.
Over the last 3 months MF made -9.39%, while XLF made -4.92%.
Performance Comparison MF vs Indeces and Sectors
MF vs. Indices MF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.16% | -2.05% | -3.40% | -17.9% |
| US NASDAQ 100 | QQQ | -4.19% | -4.32% | -3.83% | -18.7% |
| US Dow Jones Industrial 30 | DIA | -2.22% | 0.26% | -3.31% | -15.3% |
| German DAX 40 | DAX | -1.93% | -4.24% | -22.9% | -30.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.80% | -0.10% | -0.41% | -12.0% |
| Hongkong Hang Seng | HSI | -2.17% | -2.98% | -5.32% | -19.9% |
| India NIFTY 50 | INDA | -0.32% | -6.98% | -3.69% | -9.12% |
| Brasil Bovespa | EWZ | -2.36% | -7.52% | -7.10% | -0.23% |
MF vs. Sectors MF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.41% | -1.87% | -9.53% | -30.0% |
| Consumer Discretionary | XLY | -3.24% | -2.82% | -5.91% | -19.4% |
| Consumer Staples | XLP | 0.34% | -3.12% | -8.71% | -17.3% |
| Energy | XLE | 1.32% | 10.9% | 2.39% | 5.04% |
| Financial | XLF | -1.77% | -0.81% | -11.0% | -28.7% |
| Health Care | XLV | -3.08% | 0.87% | -1.71% | -7.77% |
| Industrial | XLI | -3.58% | -3.03% | -4.11% | -15.6% |
| Materials | XLB | -2.55% | -0.49% | 4.01% | -2.53% |
| Real Estate | XLRE | -1.64% | -1.61% | -2.51% | -24.1% |
| Technology | XLK | -5.61% | -4.61% | -0.06% | -13.8% |
| Utilities | XLU | -0.32% | -2.98% | -5.52% | -27.9% |
| Aerospace & Defense | XAR | -4.11% | -9.31% | -16.9% | -32.6% |
| Biotech | XBI | -4.46% | -5.20% | 9.24% | -4.22% |
| Homebuilder | XHB | -2.47% | -0.65% | 11.4% | 0.98% |
| Retail | XRT | -1.59% | -2.36% | 2.17% | -3.31% |