(IDUN-B) Idun Industrier Series - Performance 77.4% in 12m
Compare IDUN-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
44.70%
#26 in Group
Rel. Strength
93.97%
#482 in Universe
Total Return 12m
77.39%
#9 in Group
Total Return 5y
103.97%
#30 in Group
P/E 128
91th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 4.48%
70th Percentile in Group
12m Total Return: IDUN-B (77.4%) 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: IDUN-B vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for IDUN-B
| Total Return (including Dividends) | IDUN-B | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 4.60% | 0.11% | -0.87% |
| 3 Months | 4.28% | -4.86% | -7.58% |
| 12 Months | 77.39% | 9.59% | 11.88% |
| 5 Years | 103.97% | 130.83% | 110.33% |
| Trend Score (consistency of price movement) | IDUN-B | XLI | S&P 500 |
| 1 Month | 51.8% | 26% | 23% |
| 3 Months | 39.8% | -86% | -88.5% |
| 12 Months | 91.5% | 55.9% | 55.1% |
| 5 Years | -1.90% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #30 | 4.48% | 5.52% |
| 3 Month | #38 | 9.61% | 12.8% |
| 12 Month | #8 | 61.9% | 58.6% |
| 5 Years | #11 | 41.1% | 35.4% |
FAQs
Does IDUN-B Idun Industrier Series outperforms the market?
Yes,
over the last 12 months IDUN-B made 77.39%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.59%.
Over the last 3 months IDUN-B made 4.28%, while XLI made -4.86%.
Over the last 3 months IDUN-B made 4.28%, while XLI made -4.86%.
Performance Comparison IDUN-B vs Indeces and Sectors
IDUN-B vs. Indices IDUN-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.15% | 5.47% | 36.1% | 65.5% |
| US NASDAQ 100 | QQQ | -5.18% | 3.20% | 35.7% | 64.7% |
| US Dow Jones Industrial 30 | DIA | -3.21% | 7.78% | 36.2% | 68.2% |
| German DAX 40 | DAX | -2.92% | 3.28% | 16.6% | 52.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.19% | 7.42% | 39.1% | 71.4% |
| Hongkong Hang Seng | HSI | -3.16% | 4.54% | 34.2% | 63.5% |
| India NIFTY 50 | INDA | -1.31% | 0.54% | 35.8% | 74.3% |
| Brasil Bovespa | EWZ | -3.35% | - | 32.4% | 83.2% |
IDUN-B vs. Sectors IDUN-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.40% | 5.65% | 30.0% | 53.4% |
| Consumer Discretionary | XLY | -4.23% | 4.70% | 33.6% | 64.1% |
| Consumer Staples | XLP | -0.65% | 4.40% | 30.8% | 66.2% |
| Energy | XLE | 0.33% | 18.5% | 41.9% | 88.5% |
| Financial | XLF | -2.76% | 6.71% | 28.5% | 54.7% |
| Health Care | XLV | -4.07% | 8.39% | 37.8% | 75.7% |
| Industrial | XLI | -4.57% | 4.49% | 35.4% | 67.8% |
| Materials | XLB | -3.54% | 7.03% | 43.5% | 80.9% |
| Real Estate | XLRE | -2.63% | 5.91% | 37.0% | 59.3% |
| Technology | XLK | -6.60% | 2.91% | 39.5% | 69.7% |
| Utilities | XLU | -1.31% | 4.54% | 34.0% | 55.6% |
| Aerospace & Defense | XAR | -5.10% | -1.79% | 22.6% | 50.8% |
| Biotech | XBI | -5.45% | 2.32% | 48.8% | 79.2% |
| Homebuilder | XHB | -3.46% | 6.87% | 50.9% | 84.4% |
| Retail | XRT | -2.58% | 5.16% | 41.7% | 80.1% |