Overview Performance Dividends Peer Group Options

(BALN) Baloise Holding - Performance 38.7% in 12m

Compare BALN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 60.55%
#23 in Group
Rel. Strength 86.98%
#1040 in Universe
Total Return 12m 38.66%
#11 in Group
Total Return 5y 67.71%
#22 in Group
P/E 22.0
92th Percentile in Group
P/E Forward 12.5
55th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.08%
10th Percentile in Group

12m Total Return: BALN (38.7%) vs XLF (22.7%)

Compare overall performance (total returns) of Baloise Holding with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BALN) Baloise Holding - Performance 38.7% in 12m

Top Performers in Multi-line Insurance

Short Term
Symbol 1w 1m 3m
BALN -1.53% 2.2% 15.7%
VIG 2.82% 1.95% 31.1%
UQA 1.80% 2.82% 26.1%
TLX 2.44% 2.33% 24.5%
Long Term
Symbol 6m 12m 5y
BALN 14.3% 38.7% 67.7%
HELN 27.4% 65.5% 169%
VIG 45.2% 42.8% 194%
TLX 42.2% 47.3% 295%
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		 2.33% 47.3% 295% 12.7 11.8 1.51 31.4% 24.1%
IAG TO
iA Financial		 -3.61% 61.9% 248% 13 10.4 0.85 37.8% 9.86%
CS PA
AXA		 3.93% 30.4% 258% 12.6 9.82 1.21 77.2% 42.5%
ALV XETRA
Allianz SE VNA O.N.		 1.99% 43.4% 191% 14.4 13 1.33 1.80% -0.84%
HIG NYSE
Hartford Financial		 -2.05% 27.5% 286% 12 10.2 1.41 78.3% 0.8%
AGS BR
ageas SA/NV		 -0.54% 38.3% 154% 9.07 6.47 0.77 32.9% 2.79%
SLF TO
Sun Life Financial		 -1.52% 20.7% 116% 15.3 10.9 1 -20.0% 8.44%
AIG NYSE
American International		 -6.88% 8.92% 281% 20.1 12.6 0.85 -61.3% -8.21%

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 2.20% -2.01% -0.45%
3 Months 15.72% -4.55% -6.29%
12 Months 38.66% 22.67% 13.04%
5 Years 67.71% 144.84% 111.82%
Trend Score (consistency of price movement) BALN XLF S&P 500
1 Month 41.9% 52.2% 47.5%
3 Months 81.4% -79.5% -87.3%
12 Months 83.4% 83.3% 54.3%
5 Years 66.3% 75.2% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #11 4.28% 3.39%
3 Month #9 21.2% 24.4%
12 Month #11 13.3% 24.7%
5 Years #25 -31.5% -20.3%

FAQs

Does BALN Baloise Holding outperforms the market?

Yes, over the last 12 months BALN made 38.66%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months BALN made 15.72%, while XLF made -4.55%.

Performance Comparison BALN vs Indeces and Sectors

BALN vs. Indices BALN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -3.68% 2.65% 15.9% 25.6%
US NASDAQ 100 QQQ -4.60% 0.30% 15.2% 23.7%
US Dow Jones Industrial 30 DIA -3.14% 5.05% 16.7% 29.4%
German DAX 40 DAX -3.32% 2.42% -2.17% 13.7%
Shanghai Shenzhen CSI 300 CSI 300 -0.03% 5.41% 19.6% 33.7%
Hongkong Hang Seng HSI -3.28% 3.72% 15.4% 25.7%
India NIFTY 50 INDA -1.16% -2.68% 16.0% 35.8%
Brasil Bovespa EWZ -2.05% -0.63% 10.2% 45.4%

BALN vs. Sectors BALN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -3.83% 2.80% 9.94% 15.2%
Consumer Discretionary XLY -3.71% 2.79% 14.8% 24.0%
Consumer Staples XLP -1.62% 3.02% 11.8% 27.7%
Energy XLE 0.58% 16.2% 21.1% 48.0%
Financial XLF -2.57% 4.21% 8.99% 16.0%
Health Care XLV -0.98% 6.87% 21.1% 39.9%
Industrial XLI -4.0% 1.90% 14.9% 28.0%
Materials XLB -1.87% 5.42% 23.8% 43.1%
Real Estate XLRE -3.57% 3.30% 15.8% 20.3%
Technology XLK -5.24% -0.23% 18.9% 28.2%
Utilities XLU -2.40% 2.10% 11.5% 17.9%
Aerospace & Defense XAR -4.71% -4.78% 2.04% 11.2%
Biotech XBI -3.52% -3.35% 31.2% 44.1%
Homebuilder XHB -2.41% 4.28% 30.9% 44.8%
Retail XRT -2.44% 3.36% 21.9% 40.2%

BALN vs. Commodities BALN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 4.23% 18.5% 24.8% 53.7%
Natural Gas UNG -13.3% 18.5% -24.4% 16.2%
Gold GLD 1.91% -1.24% -3.48% -0.48%
Silver SLV 2.30% 6.25% 14.9% 17.6%
Copper CPER 4.32% 10.8% 8.97% 37.1%

BALN vs. Yields & Bonds BALN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.04% 5.26% 15.0% 34.7%
iShares High Yield Corp. Bond HYG -1.02% 2.70% 12.5% 30.4%