(BALD-B) Fastighets Balder - Performance -16.5% in 12m
BALD-B performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-17.30%
#85 in Peer-Group
Rel. Strength
23.31%
#5887 in Stock-Universe
Total Return 12m
-16.50%
#122 in Peer-Group
Total Return 5y
15.08%
#72 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 13.7 |
| P/E Forward | 18.0 |
| High / Low | SEK |
|---|---|
| 52 Week High | 91.00 SEK |
| 52 Week Low | 57.50 SEK |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 45.97 |
| Buy/Sell Signal +-5 | 0.49 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BALD-B (-16.5%) vs XLRE (11.2%)
5y Drawdown (Underwater) Chart
Top Performer in Real Estate Operating Companies
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 |
|---|---|---|---|---|---|---|---|---|
| CIGI TO Colliers International |
3.83% | 15.8% | 152% | 45.1 | 20.2 | 1.14 | 15.9% | -1% |
| FSV TO FirstService |
-0.49% | 16.7% | 81.9% | 61.6 | 32.4 | 1.68 | -14.7% | 28% |
| CIBUS ST Cibus Nordic Real Estate |
3.84% | 14.6% | 81.4% | 44.2 | 15.7 | 1.56 | -54.3% | 10.4% |
| WIHL ST Wihlborgs Fastigheter |
0.67% | -8.42% | 57.2% | 17.6 | 13.6 | 1.59 | -46.3% | -9.49% |
| TEG XETRA TAG Immobilien |
-4.32% | 1.3% | -22.6% | 25.6 | 14.6 | 1.44 | -31.2% | 20.3% |
| ADJ XETRA Adler |
-6.75% | 61.6% | -99% | 0.43 | 18.1 | 1.95 | 66.4% | 90.8% |
Performance Comparison: BALD-B vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for BALD-B
| Total Return (including Dividends) | BALD-B | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 0.73% | -0.58% | 4.08% |
| 3 Months | 12.97% | 9.40% | 19.65% |
| 12 Months | -16.50% | 11.22% | 12.88% |
| 5 Years | 15.08% | 42.98% | 113.48% |
| Trend Score (consistency of price movement) | BALD-B | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 68.6% | -24.1% | 86.9% |
| 3 Months | 49.9% | 73.9% | 97.2% |
| 12 Months | -77.7% | -13.1% | 46% |
| 5 Years | -19.6% | 39% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th58.54 | 1.32% | -3.22% |
| 3 Month | %th64.02 | 3.27% | -5.58% |
| 12 Month | %th26.22 | -24.93% | -26.03% |
| 5 Years | %th56.10 | -19.51% | -46.09% |
FAQs
Does Fastighets Balder (BALD-B) outperform the market?
No,
over the last 12 months BALD-B made -16.50%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 11.22%.
Over the last 3 months BALD-B made 12.97%, while XLRE made 9.40%.
Performance Comparison BALD-B vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BALD-B vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.7% | -3.4% | -10.2% | -29% |
| US NASDAQ 100 | QQQ | -4.5% | -3.4% | -11.5% | -28% |
| German DAX 40 | DAX | -6.8% | -1.2% | -22.2% | -49% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.1% | -4.5% | -14.5% | -37% |
| Hongkong Hang Seng | HSI | -3.5% | -1.8% | -30.4% | -54% |
| India NIFTY 50 | INDA | -3.7% | 0.7% | -9.6% | -15% |
| Brasil Bovespa | EWZ | 0.8% | -1.1% | -26.2% | -19% |
BALD-B vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.4% | -1.4% | -13.7% | -39% |
| Consumer Discretionary | XLY | -4.7% | -1.8% | -2.5% | -33% |
| Consumer Staples | XLP | -3.3% | 0.8% | -9.3% | -24% |
| Energy | XLE | -6.6% | -4.4% | -3.7% | -19% |
| Financial | XLF | -3.7% | -2.9% | -13.9% | -44% |
| Health Care | XLV | -5.2% | -0.2% | -0.2% | -11% |
| Industrial | XLI | -5.5% | -4.2% | -17.2% | -42% |
| Materials | XLB | -5.6% | -3.6% | -13.6% | -23% |
| Real Estate | XLRE | -4.2% | 1.3% | -9.6% | -28% |
| Technology | XLK | -4.6% | -6.1% | -14.4% | -25% |
| Utilities | XLU | -5.5% | -2.1% | -12.5% | -39% |
| Aerospace & Defense | XAR | -5% | -5.8% | -28.3% | -65% |
| Biotech | XBI | -8.3% | -2.9% | -0.5% | -9% |
| Homebuilder | XHB | -8% | -7.6% | -5.8% | -23% |
| Retail | XRT | -5% | -2% | -4.6% | -28% |
BALD-B vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.9% | -4.56% | 4.80% | -10% |
| Natural Gas | UNG | -1.3% | 8.9% | 18.2% | -12% |
| Gold | GLD | -4.3% | 0.9% | -25.1% | -56% |
| Silver | SLV | -5.3% | -0.8% | -24% | -36% |
| Copper | CPER | -13.7% | -12.6% | -31.1% | -39% |
BALD-B vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.6% | -0.9% | -5.7% | -14% |
| iShares High Yield Corp. Bond | HYG | -4.3% | -0.5% | -6.7% | -26% |