(BALN) Baloise Holding - Performance 20.7% in 12m
BALN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
60.52%
#22 in Peer-Group
Rel. Strength
70.75%
#2226 in Stock-Universe
Total Return 12m
20.68%
#17 in Peer-Group
Total Return 5y
65.48%
#20 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 22.8 |
| P/E Forward | 12.5 |
| High / Low | CHF |
|---|---|
| 52 Week High | 195.20 CHF |
| 52 Week Low | 145.68 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 2.80 |
| Buy/Sell Signal +-5 | 0.05 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BALN (20.7%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Multi-line Insurance
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 |
|---|---|---|---|---|---|---|---|---|
| TLX XETRA Talanx |
-1.62% | 52.4% | 305% | 14.3 | 13.6 | 1.75 | 44.0% | 7.88% |
| CS PA AXA |
0.22% | 44.1% | 215% | 12.8 | 9.82 | 1.21 | 70.6% | 42.5% |
| IAG TO iA Financial |
0.66% | 70.2% | 254% | 14.9 | 11.5 | 0.85 | 15.7% | 17.1% |
| HIG NYSE Hartford Financial |
-4.76% | 23.9% | 256% | 13 | 11.4 | 1.41 | 57.1% | -3.67% |
| AIG NYSE American International |
0.42% | 16.1% | 199% | 20.6 | 13.2 | 0.85 | -8.50% | 72.3% |
| ALV XETRA Allianz SE VNA O.N. |
-3.95% | 36.3% | 132% | 13.6 | 12.6 | 1.29 | 10.4% | 0.56% |
| AGS BR ageas SA/NV |
2.43% | 41.2% | 171% | 9.29 | 6.67 | 0.77 | 48.1% | 12.7% |
| SLF TO Sun Life Financial |
0.38% | 38.2% | 117% | 16.3 | 12.1 | 1.16 | -10.4% | 12.6% |
Performance Comparison: BALN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BALN
| Total Return (including Dividends) | BALN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.07% | -2.71% | 0.44% |
| 3 Months | 6.93% | 2.80% | 6.81% |
| 12 Months | 20.68% | 23.58% | 10.31% |
| 5 Years | 65.48% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | BALN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -69.3% | -9% | 83% |
| 3 Months | 76.7% | 64.3% | 77.5% |
| 12 Months | 83.3% | 78.5% | 43.1% |
| 5 Years | 66.8% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #22 | -1.39% | -4.48% |
| 3 Month | #13 | 4.01% | 0.11% |
| 12 Month | #17 | -2.35% | 9.40% |
| 5 Years | #21 | -28.39% | -19.66% |
FAQs
Does Baloise Holding (BALN) outperform the market?
No,
over the last 12 months BALN made 20.68%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.58%.
Over the last 3 months BALN made 6.93%, while XLF made 2.80%.
Performance Comparison BALN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BALN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3% | -4.5% | 16.3% | 10% |
| US NASDAQ 100 | QQQ | -3% | -5.4% | 16.2% | 11% |
| German DAX 40 | DAX | -0.9% | -1.5% | 4.2% | -7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.1% | -3.7% | 18% | 9% |
| Hongkong Hang Seng | HSI | -2% | -7.9% | -0.8% | -6% |
| India NIFTY 50 | INDA | -0.8% | -2.3% | 18.5% | 23% |
| Brasil Bovespa | EWZ | -5% | -5.6% | -8.8% | 10% |
BALN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.6% | -5.6% | 12.4% | -4% |
| Consumer Discretionary | XLY | -1.6% | -1% | 26.4% | 3% |
| Consumer Staples | XLP | -2.3% | -1.8% | 17.4% | 15% |
| Energy | XLE | -5.7% | -8.5% | 12.4% | 18% |
| Financial | XLF | -2.1% | -1.4% | 12.6% | -3% |
| Health Care | XLV | -1.8% | -3.2% | 21.1% | 28% |
| Industrial | XLI | -2.2% | -2.6% | 10.6% | 3% |
| Materials | XLB | -2.4% | -3.8% | 16.1% | 22% |
| Real Estate | XLRE | -3.2% | -3.5% | 14.5% | 8% |
| Technology | XLK | -4.1% | -7.1% | 14.5% | 16% |
| Utilities | XLU | -3.2% | -1.7% | 9.7% | 1% |
| Aerospace & Defense | XAR | -2.6% | -8.4% | -2.7% | -19% |
| Biotech | XBI | -1.6% | -7.8% | 27% | 28% |
| Homebuilder | XHB | -0.3% | 2.4% | 31.3% | 31% |
| Retail | XRT | -1.5% | -4.1% | 23.1% | 19% |
BALN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -13.6% | -24.2% | 6.10% | 16% |
| Natural Gas | UNG | -17% | -19.6% | -5.5% | 30% |
| Gold | GLD | -4.2% | -8.2% | -10.8% | -23% |
| Silver | SLV | -4.6% | -17.2% | -5% | -3% |
| Copper | CPER | -4.7% | -8.4% | 0.5% | 11% |
BALN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.2% | -5.1% | 20% | 25% |
| iShares High Yield Corp. Bond | HYG | -3.7% | -4.8% | 14.7% | 12% |