(AX-UN) Artis Real Estate - Performance 25.4% in 12m
Compare AX-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
12.43%
#21 in Group
Rel. Strength
77.39%
#1800 in Universe
Total Return 12m
25.40%
#11 in Group
Total Return 5y
33.50%
#19 in Group
P/E -
(?) Percentile in Group
P/E Forward 16.5
35th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 4.33%
53th Percentile in Group
12m Total Return: AX-UN (25.4%) vs XLRE (14.9%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified REITs
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 |
|---|
Performance Comparison: AX-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for AX-UN
| Total Return (including Dividends) | AX-UN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 9.59% | 9.31% | 11.26% |
| 3 Months | -2.98% | -0.34% | -6.31% |
| 12 Months | 25.40% | 14.92% | 9.89% |
| 5 Years | 33.50% | 49.11% | 106.34% |
| Trend Score (consistency of price movement) | AX-UN | XLRE | S&P 500 |
| 1 Month | 97.5% | 96.5% | 83.5% |
| 3 Months | -54.9% | -62% | -78.5% |
| 12 Months | 60.8% | 33.2% | 50.9% |
| 5 Years | -31.4% | 42% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #30 | 0.25% | -1.50% |
| 3 Month | #19 | -2.65% | 3.56% |
| 12 Month | #11 | 9.12% | 14.1% |
| 5 Years | #20 | -10.5% | -35.3% |
FAQs
Does AX-UN Artis Real Estate outperforms the market?
Yes,
over the last 12 months AX-UN made 25.40%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 14.92%.
Over the last 3 months AX-UN made -2.98%, while XLRE made -0.34%.
Over the last 3 months AX-UN made -2.98%, while XLRE made -0.34%.
Performance Comparison AX-UN vs Indeces and Sectors
AX-UN vs. Indices AX-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.02% | -1.67% | 1.19% | 15.5% |
| US NASDAQ 100 | QQQ | 0.56% | -4.48% | 1.61% | 15.0% |
| US Dow Jones Industrial 30 | DIA | 1.05% | 1.24% | 1.30% | 18.0% |
| German DAX 40 | DAX | -0.64% | -7.06% | -23.2% | 0.52% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.74% | -2.18% | 6.78% | 20.1% |
| Hongkong Hang Seng | HSI | -2.24% | -7.12% | -5.28% | 13.0% |
| India NIFTY 50 | INDA | 2.86% | 1.27% | -1.56% | 22.1% |
| Brasil Bovespa | EWZ | 4.58% | -0.64% | -1.76% | 37.7% |
AX-UN vs. Sectors AX-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.10% | -1.97% | -5.38% | 4.32% |
| Consumer Discretionary | XLY | 1.28% | -0.63% | 1.71% | 12.9% |
| Consumer Staples | XLP | 2.64% | 4.52% | -7.35% | 16.5% |
| Energy | XLE | 2.15% | 6.65% | 8.11% | 36.1% |
| Financial | XLF | 0.79% | -2.57% | -6.23% | 3.54% |
| Health Care | XLV | 5.85% | 8.93% | 4.47% | 28.9% |
| Industrial | XLI | -0.02% | -4.69% | -0.19% | 15.9% |
| Materials | XLB | 3.0% | 0.98% | 7.84% | 32.3% |
| Real Estate | XLRE | 1.58% | 0.28% | -1.92% | 10.5% |
| Technology | XLK | -0.57% | -8.04% | 4.80% | 19.0% |
| Utilities | XLU | -0.13% | -0.44% | -9.53% | 5.73% |
| Aerospace & Defense | XAR | -0.31% | -10.5% | -12.1% | 0.27% |
| Biotech | XBI | 8.96% | 3.62% | 20.9% | 39.7% |
| Homebuilder | XHB | 1.79% | 3.91% | 15.1% | 34.8% |
| Retail | XRT | 0.14% | 0.93% | 7.09% | 29.3% |