(BAER) Julius Baer Gruppe - Performance 13.3% in 12m
Compare BAER with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
51.22%
#64 in Group
Rel. Strength
66.98%
#2636 in Universe
Total Return 12m
13.30%
#70 in Group
Total Return 5y
81.87%
#60 in Group
P/E 10.3
53th Percentile in Group
P/E Forward 9.15
48th Percentile in Group
PEG 0.35
3th Percentile in Group
FCF Yield -
82th Percentile in Group
12m Total Return: BAER (13.3%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: BAER vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BAER
| Total Return (including Dividends) | BAER | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.40% | -2.11% | -0.87% |
| 3 Months | -12.58% | -4.92% | -7.58% |
| 12 Months | 13.30% | 22.69% | 11.88% |
| 5 Years | 81.87% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | BAER | XLF | S&P 500 |
| 1 Month | 3.50% | 27.8% | 23% |
| 3 Months | -37.3% | -81% | -88.5% |
| 12 Months | 60.8% | 83.7% | 55.1% |
| 5 Years | 46.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #170 | -5.40% | -6.59% |
| 3 Month | #148 | -8.06% | -5.41% |
| 12 Month | #69 | -7.65% | 1.28% |
| 5 Years | #76 | -25.7% | -13.5% |
FAQs
Does BAER Julius Baer Gruppe outperforms the market?
No,
over the last 12 months BAER made 13.30%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BAER made -12.58%, while XLF made -4.92%.
Over the last 3 months BAER made -12.58%, while XLF made -4.92%.
Performance Comparison BAER vs Indeces and Sectors
BAER vs. Indices BAER is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.21% | -6.53% | 8.60% | 1.42% |
| US NASDAQ 100 | QQQ | -0.82% | -8.80% | 8.17% | 0.63% |
| US Dow Jones Industrial 30 | DIA | 1.15% | -4.22% | 8.69% | 4.10% |
| German DAX 40 | DAX | 1.44% | -8.72% | -10.9% | -11.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.17% | -4.58% | 11.6% | 7.34% |
| Hongkong Hang Seng | HSI | 1.20% | -7.46% | 6.68% | -0.59% |
| India NIFTY 50 | INDA | 3.05% | -11.5% | 8.31% | 10.2% |
| Brasil Bovespa | EWZ | 1.01% | -12.0% | 4.90% | 19.1% |
BAER vs. Sectors BAER is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.04% | -6.35% | 2.47% | -10.7% |
| Consumer Discretionary | XLY | 0.13% | -7.30% | 6.09% | -0.02% |
| Consumer Staples | XLP | 3.71% | -7.60% | 3.29% | 2.10% |
| Energy | XLE | 4.69% | 6.46% | 14.4% | 24.4% |
| Financial | XLF | 1.60% | -5.29% | 1.0% | -9.39% |
| Health Care | XLV | 0.29% | -3.61% | 10.3% | 11.6% |
| Industrial | XLI | -0.21% | -7.51% | 7.89% | 3.71% |
| Materials | XLB | 0.82% | -4.97% | 16.0% | 16.8% |
| Real Estate | XLRE | 1.73% | -6.09% | 9.49% | -4.79% |
| Technology | XLK | -2.24% | -9.09% | 11.9% | 5.57% |
| Utilities | XLU | 3.05% | -7.46% | 6.48% | -8.53% |
| Aerospace & Defense | XAR | -0.74% | -13.8% | -4.93% | -13.3% |
| Biotech | XBI | -1.09% | -9.68% | 21.2% | 15.1% |
| Homebuilder | XHB | 0.90% | -5.13% | 23.4% | 20.3% |
| Retail | XRT | 1.78% | -6.84% | 14.2% | 16.0% |