(AI) Atrium Mortgage - Performance 7.8% in 12m
Compare AI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.29%
#5 in Group
Rel. Strength
57.88%
#3352 in Universe
Total Return 12m
7.84%
#8 in Group
Total Return 5y
50.14%
#5 in Group
P/E 10.3
33th Percentile in Group
P/E Forward 10.9
63th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.98%
71th Percentile in Group
12m Total Return: AI (7.8%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers in Thrifts & Mortgage Finance
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 |
|---|---|---|---|---|---|---|---|---|
| FN TO First National Financial |
-0.56% | 10.6% | 86.9% | 12.9 | 9.73 | 0.58 | -9.80% | -14.5% |
Performance Comparison: AI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AI
| Total Return (including Dividends) | AI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 5.37% | 5.57% | 2.87% |
| 3 Months | 2.73% | -2.66% | -6.42% |
| 12 Months | 7.84% | 21.52% | 9.87% |
| 5 Years | 50.14% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | AI | XLF | S&P 500 |
| 1 Month | 79.4% | 93.3% | 89.4% |
| 3 Months | 46.4% | -60.3% | -72% |
| 12 Months | 53.7% | 81.8% | 49.3% |
| 5 Years | 53.7% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #6 | -0.19% | 2.44% |
| 3 Month | #6 | 5.54% | 9.77% |
| 12 Month | #8 | -11.3% | -1.85% |
| 5 Years | #5 | -40.0% | -27.6% |
FAQs
Does AI Atrium Mortgage outperforms the market?
No,
over the last 12 months AI made 7.84%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months AI made 2.73%, while XLF made -2.66%.
Over the last 3 months AI made 2.73%, while XLF made -2.66%.
Performance Comparison AI vs Indeces and Sectors
AI vs. Indices AI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.08% | 2.50% | 9.09% | -2.03% |
| US NASDAQ 100 | QQQ | 0.83% | 0.66% | 8.68% | -3.48% |
| US Dow Jones Industrial 30 | DIA | 0.80% | 3.76% | 10.1% | 1.47% |
| German DAX 40 | DAX | -1.04% | -13.9% | -16.5% | -17.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.42% | -0.90% | 9.86% | 2.21% |
| Hongkong Hang Seng | HSI | -2.44% | -10.8% | -0.40% | -4.25% |
| India NIFTY 50 | INDA | 3.47% | 3.09% | 7.19% | 5.51% |
| Brasil Bovespa | EWZ | -0.97% | -6.16% | -0.12% | 14.3% |
AI vs. Sectors AI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.90% | 1.70% | 2.91% | -12.5% |
| Consumer Discretionary | XLY | 0.16% | 1.86% | 11.3% | -6.21% |
| Consumer Staples | XLP | 1.45% | 3.35% | 2.18% | 0.28% |
| Energy | XLE | 0.10% | 5.29% | 15.1% | 17.6% |
| Financial | XLF | 0.45% | -0.20% | 3.21% | -13.7% |
| Health Care | XLV | 4.87% | 9.75% | 14.3% | 13.8% |
| Industrial | XLI | -0.49% | -2.01% | 8.11% | -2.15% |
| Materials | XLB | 1.09% | 0.66% | 13.1% | 13.9% |
| Real Estate | XLRE | 1.41% | -0.75% | 6.71% | -5.62% |
| Technology | XLK | 0.19% | -1.37% | 11.4% | 0.84% |
| Utilities | XLU | 0.04% | -0.25% | 1.32% | -8.07% |
| Aerospace & Defense | XAR | 0.57% | -3.97% | -0.21% | -17.3% |
| Biotech | XBI | 9.16% | 3.35% | 30.2% | 21.9% |
| Homebuilder | XHB | 1.52% | 2.30% | 22.7% | 17.6% |
| Retail | XRT | 0.93% | 1.78% | 15.4% | 12.2% |