(BALD-B) Fastighets Balder - Performance -4.2% in 12m
Compare BALD-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-9.63%
#53 in Group
Rel. Strength
39.18%
#4840 in Universe
Total Return 12m
-4.18%
#67 in Group
Total Return 5y
2.51%
#49 in Group
P/E 24.5
70th Percentile in Group
P/E Forward 18.0
54th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.67%
84th Percentile in Group
12m Total Return: BALD-B (-4.2%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| FSV TO FirstService |
7.57% | 17.9% | 114% | 61 | 30.8 | 1.68 | -14.7% | 28% |
| CIGI TO Colliers International |
12.7% | 13.9% | 162% | 36.9 | 18.2 | 1.14 | 15.9% | -1% |
| WIHL ST Wihlborgs Fastigheter |
10.9% | 4.87% | 63.8% | 17.1 | 13.6 | 1.59 | -46.3% | -5.02% |
| TEG XETRA TAG Immobilien |
13.8% | 7.26% | -16.7% | 22.3 | 13.8 | 1.44 | -30.6% | 20.3% |
| ADJ XETRA Adler |
18.4% | 96.1% | -99% | 0.03 | 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 | 12.60% | 11.54% | 13.81% |
| 3 Months | -17.30% | -0.97% | -6.30% |
| 12 Months | -4.18% | 15.45% | 10.65% |
| 5 Years | 2.51% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | BALD-B | XLRE | S&P 500 |
| 1 Month | 80.3% | 94.5% | 83% |
| 3 Months | -51.9% | -61.6% | -75.3% |
| 12 Months | -30.0% | 32.2% | 50.1% |
| 5 Years | -14.3% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #23 | 0.94% | -1.07% |
| 3 Month | #92 | -16.5% | -11.7% |
| 12 Month | #68 | -17.0% | -13.4% |
| 5 Years | #54 | -30.9% | -50.7% |
FAQs
Does BALD-B Fastighets Balder outperforms the market?
No,
over the last 12 months BALD-B made -4.18%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months BALD-B made -17.30%, while XLRE made -0.97%.
Over the last 3 months BALD-B made -17.30%, while XLRE made -0.97%.
Performance Comparison BALD-B vs Indeces and Sectors
BALD-B vs. Indices BALD-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.67% | -1.21% | -17.6% | -14.8% |
| US NASDAQ 100 | QQQ | -3.86% | -4.76% | -17.8% | -15.8% |
| US Dow Jones Industrial 30 | DIA | -4.08% | 2.61% | -17.3% | -11.9% |
| German DAX 40 | DAX | -3.65% | -2.36% | -43.9% | -29.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.85% | 0.77% | -18.4% | -11.6% |
| Hongkong Hang Seng | HSI | -6.84% | -7.33% | -26.0% | -17.9% |
| India NIFTY 50 | INDA | 1.25% | 7.76% | -18.1% | -3.97% |
| Brasil Bovespa | EWZ | -4.72% | -4.64% | -26.3% | 4.15% |
BALD-B vs. Sectors BALD-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.31% | -0.81% | -24.7% | -25.7% |
| Consumer Discretionary | XLY | -4.05% | -1.63% | -16.6% | -18.5% |
| Consumer Staples | XLP | -2.81% | 6.01% | -24.5% | -13.3% |
| Energy | XLE | -3.49% | 5.84% | -11.0% | 5.28% |
| Financial | XLF | -4.77% | -0.92% | -24.7% | -26.6% |
| Health Care | XLV | -0.66% | 11.7% | -12.6% | -0.12% |
| Industrial | XLI | -5.36% | -4.22% | -19.0% | -15.2% |
| Materials | XLB | -3.47% | -0.96% | -12.7% | 1.05% |
| Real Estate | XLRE | -2.35% | 1.06% | -18.4% | -19.6% |
| Technology | XLK | -4.75% | -8.62% | -14.7% | -11.3% |
| Utilities | XLU | -3.72% | 3.01% | -25.3% | -21.7% |
| Aerospace & Defense | XAR | -5.65% | -8.56% | -29.1% | -31.5% |
| Biotech | XBI | 2.92% | 0.79% | 2.53% | 8.11% |
| Homebuilder | XHB | -4.14% | 1.12% | -4.42% | 3.37% |
| Retail | XRT | -5.57% | -2.05% | -13.4% | -2.70% |