(CS) CoinShares - Performance 42.4% in 12m
Compare CS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-4.29%
#46 in Group
Rel. Strength
87.51%
#998 in Universe
Total Return 12m
42.39%
#18 in Group
Total Return 5y
-26.11%
#49 in Group
P/E 3.54
7th Percentile in Group
P/E Forward 5.11
0th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -12.34%
2th Percentile in Group
12m Total Return: CS (42.4%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: CS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for CS
| Total Return (including Dividends) | CS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 11.05% | -2.11% | -0.87% |
| 3 Months | -17.99% | -4.92% | -7.58% |
| 12 Months | 42.39% | 22.69% | 11.88% |
| 5 Years | -26.11% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | CS | XLF | S&P 500 |
| 1 Month | 58.9% | 27.8% | 23% |
| 3 Months | -58.0% | -81% | -88.5% |
| 12 Months | 60.2% | 83.7% | 55.1% |
| 5 Years | -13.9% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #15 | 13.4% | 12.0% |
| 3 Month | #41 | -13.8% | -11.3% |
| 12 Month | #18 | 16.1% | 27.3% |
| 5 Years | #45 | -51.7% | -50.6% |
FAQs
Does CS CoinShares outperforms the market?
Yes,
over the last 12 months CS made 42.39%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months CS made -17.99%, while XLF made -4.92%.
Over the last 3 months CS made -17.99%, while XLF made -4.92%.
Performance Comparison CS vs Indeces and Sectors
CS vs. Indices CS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.28% | 11.9% | 50.1% | 30.5% |
| US NASDAQ 100 | QQQ | -1.31% | 9.65% | 49.6% | 29.7% |
| US Dow Jones Industrial 30 | DIA | 0.66% | 14.2% | 50.1% | 33.2% |
| German DAX 40 | DAX | 0.95% | 9.73% | 30.5% | 17.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.68% | 13.9% | 53.0% | 36.4% |
| Hongkong Hang Seng | HSI | 0.71% | 11.0% | 48.1% | 28.5% |
| India NIFTY 50 | INDA | 2.56% | 6.99% | 49.8% | 39.3% |
| Brasil Bovespa | EWZ | 0.52% | 6.45% | 46.4% | 48.2% |
CS vs. Sectors CS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.53% | 12.1% | 43.9% | 18.4% |
| Consumer Discretionary | XLY | -0.36% | 11.2% | 47.5% | 29.1% |
| Consumer Staples | XLP | 3.22% | 10.9% | 44.7% | 31.2% |
| Energy | XLE | 4.20% | 24.9% | 55.8% | 53.5% |
| Financial | XLF | 1.11% | 13.2% | 42.5% | 19.7% |
| Health Care | XLV | -0.20% | 14.8% | 51.7% | 40.7% |
| Industrial | XLI | -0.70% | 10.9% | 49.3% | 32.8% |
| Materials | XLB | 0.33% | 13.5% | 57.5% | 45.9% |
| Real Estate | XLRE | 1.24% | 12.4% | 50.9% | 24.3% |
| Technology | XLK | -2.73% | 9.36% | 53.4% | 34.7% |
| Utilities | XLU | 2.56% | 11.0% | 47.9% | 20.6% |
| Aerospace & Defense | XAR | -1.23% | 4.66% | 36.5% | 15.8% |
| Biotech | XBI | -1.58% | 8.77% | 62.7% | 44.2% |
| Homebuilder | XHB | 0.41% | 13.3% | 64.9% | 49.4% |
| Retail | XRT | 1.29% | 11.6% | 55.6% | 45.1% |