(SWP) Sword S.E - Performance -7.9% in 12m
Compare SWP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
42.95%
#29 in Group
Rel. Strength
39.73%
#4796 in Universe
Total Return 12m
-7.91%
#98 in Group
Total Return 5y
109.35%
#27 in Group
P/E 14.3
21th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 9.24%
45th Percentile in Group
12m Total Return: SWP (-7.9%) vs VT (10.2%)
5y Drawdown (Underwater) Chart
Top Performers in Application Software
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 |
|---|---|---|---|---|---|---|---|---|
| CSU TO Constellation Software |
21% | 35.8% | 253% | 106 | 38.3 | 1.33 | 50.7% | 2.62% |
| FICO NYSE Fair Isaac |
25.6% | 68.3% | 468% | 88.9 | 68.5 | 1.93 | 76.8% | 6.2% |
| SAP XETRA SAP SE |
17.4% | 50.8% | 169% | 54.7 | 41.2 | 1.89 | 29.6% | 7.05% |
| PTC NASDAQ PTC |
20.5% | -7.62% | 128% | 44.1 | 27.6 | 1.7 | 11.4% | 33.1% |
| INTU NASDAQ Intuit |
20.8% | 4.41% | 135% | 57.9 | 28.9 | 1.88 | 11.8% | -14% |
| SSNC NASDAQ SS&C Technologies Holdings |
7.99% | 25% | 44.1% | 23.5 | 13.3 | 0.94 | 22.8% | 4.29% |
| GEN NASDAQ Gen Digital |
20.9% | 44.5% | 47.3% | 25.4 | 10.5 | 0.65 | -18.8% | -5.79% |
| CRM NYSE Salesforce.com |
14.8% | 0.86% | 54.2% | 42.2 | 24 | 1.2 | 87.9% | 23.1% |
Performance Comparison: SWP vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SWP
| Total Return (including Dividends) | SWP | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 9.51% | 14.99% | 13.81% |
| 3 Months | -4.61% | -2.52% | -6.30% |
| 12 Months | -7.91% | 10.22% | 10.65% |
| 5 Years | 109.35% | 87.86% | 107.77% |
| Trend Score (consistency of price movement) | SWP | VT | S&P 500 |
| 1 Month | 92.2% | 89.5% | 83% |
| 3 Months | -49.3% | -65.9% | -75.3% |
| 12 Months | -32.9% | 56.7% | 50.1% |
| 5 Years | 61.8% | 72.5% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #38 | -4.76% | -3.78% |
| 3 Month | #48 | -2.14% | 1.80% |
| 12 Month | #98 | -16.5% | -16.8% |
| 5 Years | #35 | 11.4% | 0.76% |
FAQs
Does SWP Sword S.E outperforms the market?
No,
over the last 12 months SWP made -7.91%, while its related Sector, the Vanguard Total World Stock (VT) made 10.22%.
Over the last 3 months SWP made -4.61%, while VT made -2.52%.
Over the last 3 months SWP made -4.61%, while VT made -2.52%.
Performance Comparison SWP vs Indeces and Sectors
SWP vs. Indices SWP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.58% | -4.30% | -1.02% | -18.6% |
| US NASDAQ 100 | QQQ | -4.77% | -7.85% | -1.23% | -19.6% |
| US Dow Jones Industrial 30 | DIA | -4.99% | -0.48% | -0.73% | -15.6% |
| German DAX 40 | DAX | -4.56% | -5.45% | -27.3% | -33.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.76% | -2.32% | -1.79% | -15.3% |
| Hongkong Hang Seng | HSI | -7.75% | -10.4% | -9.38% | -21.6% |
| India NIFTY 50 | INDA | 0.34% | 4.67% | -1.46% | -7.70% |
| Brasil Bovespa | EWZ | -5.63% | -7.73% | -9.72% | 0.42% |
SWP vs. Sectors SWP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.22% | -3.90% | -8.08% | -29.5% |
| Consumer Discretionary | XLY | -4.96% | -4.72% | -0.04% | -22.2% |
| Consumer Staples | XLP | -3.72% | 2.92% | -7.95% | -17.0% |
| Energy | XLE | -4.40% | 2.75% | 5.57% | 1.55% |
| Financial | XLF | -5.68% | -4.01% | -8.12% | -30.3% |
| Health Care | XLV | -1.57% | 8.64% | 3.97% | -3.85% |
| Industrial | XLI | -6.27% | -7.31% | -2.45% | -18.9% |
| Materials | XLB | -4.38% | -4.05% | 3.87% | -2.68% |
| Real Estate | XLRE | -3.26% | -2.03% | -1.77% | -23.4% |
| Technology | XLK | -5.66% | -11.7% | 1.86% | -15.0% |
| Utilities | XLU | -4.63% | -0.08% | -8.68% | -25.4% |
| Aerospace & Defense | XAR | -6.56% | -11.7% | -12.5% | -35.2% |
| Biotech | XBI | 2.01% | -2.30% | 19.1% | 4.38% |
| Homebuilder | XHB | -5.05% | -1.97% | 12.2% | -0.36% |
| Retail | XRT | -6.48% | -5.14% | 3.22% | -6.43% |