(INA) Ina Invest Holding - Performance 29.4% in 12m
Compare INA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
19.76%
#43 in Group
Rel. Strength
77.01%
#1830 in Universe
Total Return 12m
29.39%
#23 in Group
Total Return 5y
7.24%
#59 in Group
P/E -
(?) Percentile in Group
P/E Forward 20.2
67th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.43%
38th Percentile in Group
12m Total Return: INA (29.4%) 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: INA vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for INA
| Total Return (including Dividends) | INA | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 9.72% | 11.54% | 13.81% |
| 3 Months | 11.78% | -0.97% | -6.30% |
| 12 Months | 29.39% | 15.45% | 10.65% |
| 5 Years | 7.24% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | INA | XLRE | S&P 500 |
| 1 Month | 95.3% | 94.5% | 83% |
| 3 Months | 89.2% | -61.6% | -75.3% |
| 12 Months | 86.6% | 32.2% | 50.1% |
| 5 Years | -1.70% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #70 | -2.11% | -2.92% |
| 3 Month | #22 | 12.3% | 20.1% |
| 12 Month | #22 | 11.5% | 17.8% |
| 5 Years | #55 | -22.4% | -45.9% |
FAQs
Does INA Ina Invest Holding outperforms the market?
Yes,
over the last 12 months INA made 29.39%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months INA made 11.78%, while XLRE made -0.97%.
Over the last 3 months INA made 11.78%, while XLRE made -0.97%.
Performance Comparison INA vs Indeces and Sectors
INA vs. Indices INA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.98% | -4.09% | 24.6% | 18.7% |
| US NASDAQ 100 | QQQ | 0.79% | -7.64% | 24.4% | 17.8% |
| US Dow Jones Industrial 30 | DIA | 0.57% | -0.27% | 24.9% | 21.7% |
| German DAX 40 | DAX | 1.00% | -5.24% | -1.69% | 3.69% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.20% | -2.11% | 23.8% | 22.0% |
| Hongkong Hang Seng | HSI | -2.19% | -10.2% | 16.2% | 15.7% |
| India NIFTY 50 | INDA | 5.90% | 4.88% | 24.1% | 29.6% |
| Brasil Bovespa | EWZ | -0.07% | -7.52% | 15.9% | 37.7% |
INA vs. Sectors INA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.34% | -3.69% | 17.5% | 7.83% |
| Consumer Discretionary | XLY | 0.60% | -4.51% | 25.6% | 15.1% |
| Consumer Staples | XLP | 1.84% | 3.13% | 17.7% | 20.3% |
| Energy | XLE | 1.16% | 2.96% | 31.2% | 38.9% |
| Financial | XLF | -0.12% | -3.80% | 17.5% | 6.96% |
| Health Care | XLV | 3.99% | 8.85% | 29.6% | 33.5% |
| Industrial | XLI | -0.71% | -7.10% | 23.2% | 18.4% |
| Materials | XLB | 1.18% | -3.84% | 29.5% | 34.6% |
| Real Estate | XLRE | 2.30% | -1.82% | 23.8% | 13.9% |
| Technology | XLK | -0.10% | -11.5% | 27.5% | 22.3% |
| Utilities | XLU | 0.93% | 0.13% | 16.9% | 11.9% |
| Aerospace & Defense | XAR | -1.0% | -11.4% | 13.1% | 2.06% |
| Biotech | XBI | 7.57% | -2.09% | 44.7% | 41.7% |
| Homebuilder | XHB | 0.51% | -1.76% | 37.8% | 36.9% |
| Retail | XRT | -0.92% | -4.93% | 28.8% | 30.9% |