HOFI Performance & Benchmarks - 47.6% in 12m
The Total Return for 3m is 17.5%, for 6m 13% and YTD 6.8%. Compare with Peer-Group: Diversified Banks
Performance Rating
56.25%
#59 in Peer-Group
Rel. Strength
84.89%
#1159 in Stock-Universe
Total Return 12m
47.56%
#24 in Peer-Group
Total Return 5y
258.31%
#29 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.98 |
| P/E Forward | 4.26 |
| High / Low | SEK |
|---|---|
| 52 Week High | 102.00 SEK |
| 52 Week Low | 62.24 SEK |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 78.66 |
| Buy/Sell Signal +-5 | -1.16 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HOFI (47.6%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| HOFI | 9.05% | 16.9% | 17.5% |
| WF | -2.17% | 6.98% | 47.4% |
| C | 0.51% | 11.0% | 38.3% |
| SHG | 0.10% | 8.74% | 40.4% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| HOFI | 13% | 47.6% | 258% |
| WF | 73.2% | 61.6% | 246% |
| ABN | 62.2% | 68.4% | 420% |
| SAN | 76.3% | 90.8% | 420% |
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 |
|---|---|---|---|---|---|---|---|---|
| NWG NYSE Natwest |
0.21% | 55.1% | 563% | 8.74 | 8.78 | 0.55 | 70.0% | 12.8% |
| JYSK CO Jyske Bank |
1.72% | 22.1% | 247% | 8.1 | 7.64 | 0.86 | 69.6% | 24.9% |
| SMFG NYSE Sumitomo Mitsui Financial |
1.99% | 15.8% | 252% | 12 | 10.2 | 1.29 | -3.0% | -43.9% |
| MFG NYSE Mizuho Financial |
6.12% | 42.2% | 195% | 11.4 | 10.2 | 1.53 | -1.70% | -42.5% |
| BCY XETRA Barclays |
8.86% | 61.1% | 351% | 10 | 8.76 | 1.54 | 17.0% | 32.6% |
| BMO TO Bank of Montreal |
3.41% | 35.5% | 170% | 14.6 | 12 | 1.22 | -89.8% | -7.45% |
| WFC NYSE Wells Fargo |
3.16% | 42% | 281% | 14.4 | 14.7 | 1.93 | 71.3% | 21.4% |
| KBC BR KBC Groep |
4.27% | 35.1% | 153% | 10.7 | 11.4 | 0.85 | -0.60% | -10.4% |
Performance Comparison: HOFI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HOFI
| Total Return (including Dividends) | HOFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 16.89% | 0.82% | 2.82% |
| 3 Months | 17.46% | 8.86% | 14.94% |
| 12 Months | 47.56% | 23.63% | 18.07% |
| 5 Years | 258.31% | 140.53% | 108.95% |
| Trend Stabilty (consistency of price movement) | HOFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 94.6% | 36.7% | 91.8% |
| 3 Months | 20.5% | 84.3% | 97.6% |
| 12 Months | 21.3% | 78.1% | 49.5% |
| 5 Years | 50.1% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 100 %th | 15.93% | 13.68% |
| 3 Month | 61 %th | 7.90% | 2.19% |
| 12 Month | 69 %th | 19.35% | 24.98% |
| 5 Years | 64 %th | 48.97% | 71.48% |
FAQs
Does Hoist Finance (HOFI) outperform the market?
Yes,
over the last 12 months HOFI made 47.56%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.63%.
Over the last 3 months HOFI made 17.46%, while XLF made 8.86%.
Performance Comparison HOFI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HOFI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 8% | 14.1% | 6.8% | 29% |
| US NASDAQ 100 | QQQ | 8% | 14.1% | 3.8% | 25% |
| German DAX 40 | DAX | 8.4% | 15.7% | 1.6% | 16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 9.1% | 11% | 2% | 21% |
| Hongkong Hang Seng | HSI | 7% | 10.2% | -18.7% | 4% |
| India NIFTY 50 | INDA | 11.1% | 20.8% | 7.1% | 53% |
| Brasil Bovespa | EWZ | 9.9% | 24.1% | 2.5% | 45% |
HOFI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 10.7% | 19.1% | 8.3% | 20% |
| Consumer Discretionary | XLY | 9.4% | 13.5% | 15.3% | 26% |
| Consumer Staples | XLP | 9.6% | 16.6% | 8.9% | 42% |
| Energy | XLE | 5% | 12% | 12.3% | 47% |
| Financial | XLF | 8.8% | 16.1% | 9.3% | 24% |
| Health Care | XLV | 8.4% | 17.2% | 19.9% | 56% |
| Industrial | XLI | 7.9% | 13.3% | 1.5% | 25% |
| Materials | XLB | 10.4% | 13.6% | 9.7% | 46% |
| Real Estate | XLRE | 9% | 13.7% | 7.1% | 40% |
| Technology | XLK | 7% | 12.6% | -1.3% | 24% |
| Utilities | XLU | 9.6% | 13.3% | 1.2% | 26% |
| Aerospace & Defense | XAR | 8% | 13.6% | -13.5% | -0% |
| Biotech | XBI | 10.1% | 13.4% | 20.3% | 62% |
| Homebuilder | XHB | 10.3% | 9.9% | 15.6% | 57% |
| Retail | XRT | 12% | 12.8% | 12.8% | 42% |
HOFI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 3.1% | 7.74% | 10.4% | 41% |
| Natural Gas | UNG | 12.9% | 25.9% | 30% | 45% |
| Gold | GLD | 12.2% | 16.4% | -7.5% | 9% |
| Silver | SLV | 12% | 11.3% | -10.8% | 11% |
| Copper | CPER | 10.5% | 6.3% | -17.1% | 11% |
HOFI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 8.1% | 17.6% | 11.7% | 50% |
| iShares High Yield Corp. Bond | HYG | 9.1% | 16.6% | 9.1% | 38% |