(FLAT-B) Flat Capital Series - Performance 56.6% in 12m
Compare FLAT-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
13.60%
#40 in Group
Rel. Strength
90.90%
#727 in Universe
Total Return 12m
56.59%
#14 in Group
Total Return 5y
-7.67%
#52 in Group
P/E 8.64
17th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.55%
(?) Percentile in Group
12m Total Return: FLAT-B (56.6%) vs XLI (9.6%)
5y Drawdown (Underwater) Chart
Top Performers in Environmental & Facilities Services
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 |
|---|---|---|---|---|---|---|---|---|
| WCN TO Waste Connections |
-2.93% | 22.6% | 133% | 80 | 26.2 | 1.43 | 67.1% | 17.3% |
| WCN NYSE Waste Connections |
1.25% | 22.8% | 140% | 80 | 26.3 | 1.43 | 36.3% | 11.8% |
| EQT ST EQT (publ) |
-8.68% | -7.09% | 134% | 34.3 | 35 | 0.5 | -27.3% | 56.6% |
| RTO NYSE Rentokil Initial |
1.88% | -8.32% | -15.2% | 28.4 | 16.6 | 1.24 | 65.7% | 76.7% |
Performance Comparison: FLAT-B vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for FLAT-B
| Total Return (including Dividends) | FLAT-B | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -0.75% | 0.11% | -0.87% |
| 3 Months | -6.27% | -4.86% | -7.58% |
| 12 Months | 56.59% | 9.59% | 11.88% |
| 5 Years | -7.67% | 130.83% | 110.33% |
| Trend Score (consistency of price movement) | FLAT-B | XLI | S&P 500 |
| 1 Month | -3.0% | 26% | 23% |
| 3 Months | -49.1% | -86% | -88.5% |
| 12 Months | 71.8% | 55.9% | 55.1% |
| 5 Years | 11.8% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #56 | -0.86% | 0.12% |
| 3 Month | #55 | -1.48% | 1.42% |
| 12 Month | #14 | 42.9% | 40.0% |
| 5 Years | #44 | -30.7% | -28.4% |
FAQs
Does FLAT-B Flat Capital Series outperforms the market?
Yes,
over the last 12 months FLAT-B made 56.59%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.59%.
Over the last 3 months FLAT-B made -6.27%, while XLI made -4.86%.
Over the last 3 months FLAT-B made -6.27%, while XLI made -4.86%.
Performance Comparison FLAT-B vs Indeces and Sectors
FLAT-B vs. Indices FLAT-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.91% | 0.12% | 27.2% | 44.7% |
| US NASDAQ 100 | QQQ | -1.94% | -2.15% | 26.8% | 43.9% |
| US Dow Jones Industrial 30 | DIA | 0.03% | 2.43% | 27.3% | 47.4% |
| German DAX 40 | DAX | 0.32% | -2.07% | 7.66% | 31.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.05% | 2.07% | 30.2% | 50.6% |
| Hongkong Hang Seng | HSI | 0.08% | -0.81% | 25.3% | 42.7% |
| India NIFTY 50 | INDA | 1.93% | -4.81% | 26.9% | 53.5% |
| Brasil Bovespa | EWZ | -0.11% | -5.35% | 23.5% | 62.4% |
FLAT-B vs. Sectors FLAT-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.16% | 0.30% | 21.1% | 32.6% |
| Consumer Discretionary | XLY | -0.99% | -0.65% | 24.7% | 43.3% |
| Consumer Staples | XLP | 2.59% | -0.95% | 21.9% | 45.4% |
| Energy | XLE | 3.57% | 13.1% | 33.0% | 67.7% |
| Financial | XLF | 0.48% | 1.36% | 19.6% | 33.9% |
| Health Care | XLV | -0.83% | 3.04% | 28.9% | 54.9% |
| Industrial | XLI | -1.33% | -0.86% | 26.5% | 47.0% |
| Materials | XLB | -0.30% | 1.68% | 34.6% | 60.1% |
| Real Estate | XLRE | 0.61% | 0.56% | 28.1% | 38.5% |
| Technology | XLK | -3.36% | -2.44% | 30.5% | 48.9% |
| Utilities | XLU | 1.93% | -0.81% | 25.1% | 34.8% |
| Aerospace & Defense | XAR | -1.86% | -7.14% | 13.7% | 30.0% |
| Biotech | XBI | -2.21% | -3.03% | 39.8% | 58.4% |
| Homebuilder | XHB | -0.22% | 1.52% | 42.0% | 63.6% |
| Retail | XRT | 0.66% | -0.19% | 32.8% | 59.3% |