(MLCFM) CFM Indosuez Wealth - Performance 23.7% in 12m
MLCFM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
56.98%
#55 in Peer-Group
Rel. Strength
73.23%
#2065 in Stock-Universe
Total Return 12m
23.65%
#59 in Peer-Group
Total Return 5y
89.09%
#63 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 11.8 |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 1260.00 EUR |
| 52 Week Low | 677.07 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 62.97 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MLCFM (23.7%) vs XLF (28.2%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified 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 |
|---|---|---|---|---|---|---|---|---|
| NWG NYSE Natwest |
-10% | 65.5% | 432% | 9.01 | 8.71 | 0.55 | 56.4% | 28.7% |
| JYSK CO Jyske Bank |
1.98% | 23.1% | 242% | 7.98 | 7.64 | 0.86 | 76.9% | 18.8% |
| SMFG NYSE Sumitomo Mitsui Financial |
-2.26% | 12.6% | 213% | 12.1 | 10.1 | 1.28 | 7.50% | -31.6% |
| MFG NYSE Mizuho Financial |
-0.53% | 34.1% | 180% | 11.6 | 10.2 | 1.52 | -0.70% | -41% |
| BMO TO Bank of Montreal |
3.06% | 38.7% | 166% | 13.6 | 12.6 | 1.29 | -42.4% | 2.3% |
| WFC NYSE Wells Fargo |
10.2% | 38.3% | 262% | 14.4 | 13.8 | 1.8 | 33.9% | 0.34% |
| BCY XETRA Barclays |
-3.07% | 56% | 244% | 8.64 | 7.79 | 1.37 | -2.40% | 3.64% |
| GGAL NASDAQ Grupo Financiero Galicia |
-10.6% | 88.2% | 461% | 6.48 | 3.47 | 0.75 | 66.6% | 92.8% |
Performance Comparison: MLCFM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MLCFM
| Total Return (including Dividends) | MLCFM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.46% | 3.57% | 4.99% |
| 3 Months | 6.83% | 5.26% | 10.23% |
| 12 Months | 23.65% | 28.15% | 14.42% |
| 5 Years | 89.09% | 146.06% | 110.17% |
| Trend Score (consistency of price movement) | MLCFM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 20.4% | 52.8% | 79.1% |
| 3 Months | 89.3% | 83.9% | 95.5% |
| 12 Months | 95.5% | 78% | 44.7% |
| 5 Years | 94.9% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th53.33 | -1.07% | -2.41% |
| 3 Month | %th28.00 | 1.49% | -3.09% |
| 12 Month | %th36.00 | 0.68% | 11.18% |
| 5 Years | %th16.00 | -21.74% | -7.97% |
FAQs
Does CFM Indosuez Wealth (MLCFM) outperform the market?
No,
over the last 12 months MLCFM made 23.65%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 28.15%.
Over the last 3 months MLCFM made 6.83%, while XLF made 5.26%.
Performance Comparison MLCFM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MLCFM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.2% | -2.5% | 13.5% | 9% |
| US NASDAQ 100 | QQQ | -1.8% | -2.9% | 12.1% | 10% |
| German DAX 40 | DAX | -1.2% | 3% | 2% | -7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.5% | -1.7% | 13.1% | 6% |
| Hongkong Hang Seng | HSI | -0.3% | -4.7% | -5% | -13% |
| India NIFTY 50 | INDA | -1.1% | 0.5% | 16.2% | 24% |
| Brasil Bovespa | EWZ | -4.9% | -5.5% | -9.4% | 10% |
MLCFM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.1% | -3.2% | 9.3% | -3% |
| Consumer Discretionary | XLY | -3.3% | -0.4% | 20.4% | 5% |
| Consumer Staples | XLP | -2.5% | 2.6% | 14.1% | 14% |
| Energy | XLE | -2.8% | -3.6% | 18.4% | 25% |
| Financial | XLF | -2.4% | -1.1% | 10.4% | -5% |
| Health Care | XLV | -1.1% | -0% | 21.1% | 28% |
| Industrial | XLI | -3.1% | -1.7% | 6.8% | -0% |
| Materials | XLB | -5.3% | -3.4% | 9.3% | 17% |
| Real Estate | XLRE | -1.3% | 1.6% | 15% | 11% |
| Technology | XLK | -1.7% | -6.6% | 10.6% | 12% |
| Utilities | XLU | -0.9% | 2.9% | 12.3% | 1% |
| Aerospace & Defense | XAR | -2.4% | -5.1% | -4.8% | -25% |
| Biotech | XBI | -1.8% | -1.9% | 27.7% | 31% |
| Homebuilder | XHB | -7.1% | -9.2% | 19.6% | 17% |
| Retail | XRT | -4.8% | -3% | 18.7% | 13% |
MLCFM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.1% | -6.22% | 22.0% | 30% |
| Natural Gas | UNG | 2.7% | 11.1% | 29.7% | 30% |
| Gold | GLD | -0.7% | 3.2% | -5.7% | -20% |
| Silver | SLV | -0.7% | -2.8% | -3.1% | 0% |
| Copper | CPER | -4.5% | -3.7% | -7% | 7% |
MLCFM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.5% | -0.8% | 18.1% | 23% |
| iShares High Yield Corp. Bond | HYG | -0.7% | 0.5% | 15.5% | 13% |