(FREN) Fundamenta Real Estate - Performance 13.8% in 12m
Compare FREN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
35.91%
#30 in Group
Rel. Strength
66.67%
#2653 in Universe
Total Return 12m
13.82%
#37 in Group
Total Return 5y
36.68%
#40 in Group
P/E 16.9
46th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.25%
84th Percentile in Group
12m Total Return: FREN (13.8%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate Operating Companies
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 |
|---|---|---|---|---|---|---|---|---|
| FSV TO FirstService |
7.57% | 17.9% | 114% | 61 | 30.8 | 1.68 | -14.7% | 28% |
| CIGI TO Colliers International |
12.7% | 13.9% | 162% | 36.9 | 18.2 | 1.14 | 15.9% | -1% |
| WIHL ST Wihlborgs Fastigheter |
10.9% | 4.87% | 63.8% | 17.1 | 13.6 | 1.59 | -46.3% | -5.02% |
| TEG XETRA TAG Immobilien |
13.8% | 7.26% | -16.7% | 22.3 | 13.8 | 1.44 | -30.6% | 20.3% |
| ADJ XETRA Adler |
18.4% | 96.1% | -99% | 0.03 | 18.1 | 1.95 | 66.4% | 90.8% |
Performance Comparison: FREN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for FREN
| Total Return (including Dividends) | FREN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 3.21% | 11.54% | 13.81% |
| 3 Months | 8.09% | -0.97% | -6.30% |
| 12 Months | 13.82% | 15.45% | 10.65% |
| 5 Years | 36.68% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | FREN | XLRE | S&P 500 |
| 1 Month | 58.7% | 94.5% | 83% |
| 3 Months | 90.6% | -61.6% | -75.3% |
| 12 Months | 70.0% | 32.2% | 50.1% |
| 5 Years | 24.5% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #62 | -7.47% | -9.32% |
| 3 Month | #23 | 9.15% | 15.4% |
| 12 Month | #38 | -1.42% | 2.86% |
| 5 Years | #42 | -7.89% | -34.2% |
FAQs
Does FREN Fundamenta Real Estate outperforms the market?
No,
over the last 12 months FREN made 13.82%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months FREN made 8.09%, while XLRE made -0.97%.
Over the last 3 months FREN made 8.09%, while XLRE made -0.97%.
Performance Comparison FREN vs Indeces and Sectors
FREN vs. Indices FREN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.61% | -10.6% | 19.8% | 3.17% |
| US NASDAQ 100 | QQQ | -0.80% | -14.2% | 19.6% | 2.18% |
| US Dow Jones Industrial 30 | DIA | -1.02% | -6.78% | 20.1% | 6.11% |
| German DAX 40 | DAX | -0.59% | -11.8% | -6.44% | -11.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.79% | -8.62% | 19.1% | 6.45% |
| Hongkong Hang Seng | HSI | -3.78% | -16.7% | 11.5% | 0.14% |
| India NIFTY 50 | INDA | 4.31% | -1.63% | 19.4% | 14.0% |
| Brasil Bovespa | EWZ | -1.66% | -14.0% | 11.1% | 22.2% |
FREN vs. Sectors FREN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.25% | -10.2% | 12.8% | -7.74% |
| Consumer Discretionary | XLY | -0.99% | -11.0% | 20.8% | -0.45% |
| Consumer Staples | XLP | 0.25% | -3.38% | 12.9% | 4.70% |
| Energy | XLE | -0.43% | -3.55% | 26.4% | 23.3% |
| Financial | XLF | -1.71% | -10.3% | 12.7% | -8.61% |
| Health Care | XLV | 2.40% | 2.34% | 24.8% | 17.9% |
| Industrial | XLI | -2.30% | -13.6% | 18.4% | 2.83% |
| Materials | XLB | -0.41% | -10.4% | 24.7% | 19.1% |
| Real Estate | XLRE | 0.71% | -8.33% | 19.1% | -1.63% |
| Technology | XLK | -1.69% | -18.0% | 22.7% | 6.72% |
| Utilities | XLU | -0.66% | -6.38% | 12.2% | -3.65% |
| Aerospace & Defense | XAR | -2.59% | -18.0% | 8.33% | -13.5% |
| Biotech | XBI | 5.98% | -8.60% | 40.0% | 26.1% |
| Homebuilder | XHB | -1.08% | -8.27% | 33.0% | 21.4% |
| Retail | XRT | -2.51% | -11.4% | 24.1% | 15.3% |