(LOOMIS) Loomis ser. - Performance 34.6% in 12m
Compare LOOMIS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.80%
#1 in Group
Rel. Strength
88.96%
#879 in Universe
Total Return 12m
34.62%
#4 in Group
Total Return 5y
74.09%
#4 in Group
P/E 14.9
38th Percentile in Group
P/E Forward 10.3
43th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 16.9%
100th Percentile in Group
12m Total Return: LOOMIS (34.6%) vs XLI (10.4%)
5y Drawdown (Underwater) Chart
Top Performers in Security & Alarm Services
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: LOOMIS vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for LOOMIS
| Total Return (including Dividends) | LOOMIS | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -0.45% | 8.31% | 5.69% |
| 3 Months | -11.24% | -1.50% | -6.49% |
| 12 Months | 34.62% | 10.37% | 9.72% |
| 5 Years | 74.09% | 136.20% | 107.51% |
| Trend Score (consistency of price movement) | LOOMIS | XLI | S&P 500 |
| 1 Month | 43.3% | 90.4% | 89.4% |
| 3 Months | -65.4% | -50.1% | -72% |
| 12 Months | 84.1% | 52.7% | 49.3% |
| 5 Years | 89.5% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #9 | -8.08% | -5.81% |
| 3 Month | #3 | -9.89% | -5.09% |
| 12 Month | #4 | 22.0% | 22.7% |
| 5 Years | #4 | -26.3% | -16.1% |
FAQs
Does LOOMIS Loomis ser. outperforms the market?
Yes,
over the last 12 months LOOMIS made 34.62%, while its related Sector, the Industrial Sector SPDR (XLI) made 10.37%.
Over the last 3 months LOOMIS made -11.24%, while XLI made -1.50%.
Over the last 3 months LOOMIS made -11.24%, while XLI made -1.50%.
Performance Comparison LOOMIS vs Indeces and Sectors
LOOMIS vs. Indices LOOMIS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -7.29% | -6.14% | 10.1% | 24.9% |
| US NASDAQ 100 | QQQ | -7.56% | -7.84% | 9.72% | 23.8% |
| US Dow Jones Industrial 30 | DIA | -7.18% | -3.12% | 11.2% | 28.4% |
| German DAX 40 | DAX | -7.74% | -15.5% | -15.5% | 9.80% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -7.52% | -3.33% | 10.9% | 28.3% |
| Hongkong Hang Seng | HSI | -10.2% | -15.4% | 0.64% | 26.4% |
| India NIFTY 50 | INDA | -3.59% | -3.66% | 8.23% | 32.6% |
| Brasil Bovespa | EWZ | -10.3% | -12.1% | 0.92% | 40.9% |
LOOMIS vs. Sectors LOOMIS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.66% | -6.93% | 3.95% | 14.2% |
| Consumer Discretionary | XLY | -8.71% | -7.14% | 12.3% | 19.8% |
| Consumer Staples | XLP | -6.43% | -1.15% | 3.22% | 27.4% |
| Energy | XLE | -9.54% | -4.94% | 16.1% | 43.6% |
| Financial | XLF | -7.99% | -7.29% | 4.25% | 13.1% |
| Health Care | XLV | -3.19% | 2.61% | 15.4% | 40.6% |
| Industrial | XLI | -8.22% | -8.76% | 9.15% | 24.3% |
| Materials | XLB | -7.45% | -5.49% | 14.2% | 40.7% |
| Real Estate | XLRE | -6.50% | -7.36% | 7.75% | 21.1% |
| Technology | XLK | -8.13% | -10.2% | 12.4% | 28.5% |
| Utilities | XLU | -8.01% | -5.59% | 2.36% | 18.6% |
| Aerospace & Defense | XAR | -7.47% | -9.62% | 0.83% | 8.66% |
| Biotech | XBI | 0.43% | -3.22% | 31.2% | 49.5% |
| Homebuilder | XHB | -6.93% | -6.06% | 23.8% | 43.5% |
| Retail | XRT | -7.35% | -6.59% | 16.4% | 40.9% |