CLSA Performance & Benchmarks - 15.6% in 12m
The Total Return for 3m is 15.3%, for 6m 15.6% and YTD 15.6%. Compare with Peer-Group: Alternative Equity Focused
Performance Rating
43.03%
#25 in Peer-Group
Rel. Strength
71.42%
#2198 in Stock-Universe
Total Return 12m
15.56%
#20 in Peer-Group
Total Return 5y
15.56%
#31 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 11.44 CAD |
| 52 Week Low | 8.69 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 3.66 |
| Buy/Sell Signal +-5 | -0.34 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CLSA (15.6%) vs VT (16.1%)
5y Drawdown (Underwater) Chart
Top Performer in Alternative Equity Focused
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| CLSA | -2.75% | 1.09% | 15.3% |
| HCAL | -1.96% | 1.63% | 17.5% |
| HTAE | -3.02% | -1.07% | 17.3% |
| QQCL | -2.27% | 1.20% | 12.6% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| CLSA | 15.6% | 15.6% | 15.6% |
| HCAL | 15.3% | 39.4% | 141% |
| BANK | 12.1% | 33.8% | 30.7% |
| HTAE | 1.59% | 13.3% | 114% |
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 |
|---|---|---|---|---|---|---|---|---|
| HCAL TO Hamilton Enhanced Canadian |
1.63% | 39.4% | 141% | - | - | - | - | - |
| HDIV TO Hamilton Enhanced |
1.15% | 20% | 70.8% | - | - | - | - | - |
| HUTE TO Harvest Equal Weight Global |
2% | 21.5% | 45.7% | - | - | - | - | - |
| HTAE TO Harvest Tech Achievers |
-1.07% | 13.3% | 114% | - | - | - | - | - |
| USCL TO Global X Enhanced SP500 |
2.17% | 14.9% | 43.7% | - | - | - | - | - |
| QQCL TO Global X Enhanced |
1.2% | 19.2% | 48.1% | - | - | - | - | - |
| BANK TO Evolve Canadian Banks |
1.16% | 33.8% | 30.7% | - | - | - | - | - |
| HYLD TO Hamilton Enhanced U.S. |
0.32% | 14.3% | 28.1% | - | - | - | - | - |
Performance Comparison: CLSA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for CLSA
| Total Return (including Dividends) | CLSA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.09% | -0.09% | 0.66% |
| 3 Months | 15.34% | 10.26% | 11.66% |
| 12 Months | 15.56% | 16.05% | 15.92% |
| 5 Years | 15.56% | 78.44% | 103.09% |
| Trend Stabilty (consistency of price movement) | CLSA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 56.5% | 52.9% | 66.4% |
| 3 Months | 96.8% | 96% | 96.6% |
| 12 Months | 95.5% | 64% | 50% |
| 5 Years | 95.5% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 47 %th | 1.64% | 0.88% |
| 3 Month | 78 %th | 4.60% | 3.30% |
| 12 Month | 69 %th | 5.32% | 4.52% |
| 5 Years | 64 %th | 5.32% | 4.52% |
FAQs
Does Brompton Split Share (CLSA) outperform the market?
No,
over the last 12 months CLSA made 15.56%, while its related Sector, the Vanguard Total World Stock (VT) made 16.05%.
Over the last 3 months CLSA made 15.34%, while VT made 10.26%.
Performance Comparison CLSA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
CLSA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | 0.4% | 10.9% | -0% |
| US NASDAQ 100 | QQQ | -0.5% | -0.2% | 8.4% | -6% |
| German DAX 40 | DAX | 0.5% | 2.2% | 6.7% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | -1.6% | 6.6% | -6% |
| Hongkong Hang Seng | HSI | -0.5% | -1% | -11.8% | -24% |
| India NIFTY 50 | INDA | -0.7% | 6.7% | 12% | 22% |
| Brasil Bovespa | EWZ | -1.7% | 8.5% | 8.6% | 12% |
CLSA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.4% | 2.6% | 11.6% | -9% |
| Consumer Discretionary | XLY | 1.2% | 2.1% | 20.8% | -4% |
| Consumer Staples | XLP | -1.1% | 3.3% | 13.2% | 11% |
| Energy | XLE | -1% | 0.9% | 17% | 18% |
| Financial | XLF | 1.1% | 3.5% | 14.6% | -5% |
| Health Care | XLV | 1.2% | 5.2% | 25.9% | 27% |
| Industrial | XLI | 0.6% | -0.1% | 5.6% | -5% |
| Materials | XLB | 3.4% | 4.8% | 17% | 19% |
| Real Estate | XLRE | 0.8% | 2.1% | 14.2% | 14% |
| Technology | XLK | -0.9% | -1.3% | 2.3% | -7% |
| Utilities | XLU | -4.3% | -3.6% | 4.4% | -4% |
| Aerospace & Defense | XAR | 0.1% | -3% | -7.2% | -30% |
| Biotech | XBI | -0.8% | -2.3% | 21.6% | 28% |
| Homebuilder | XHB | -0.2% | -0.1% | 16.8% | 24% |
| Retail | XRT | 2% | 3% | 16.3% | 12% |
CLSA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.2% | -3.68% | 16.0% | 14% |
| Natural Gas | UNG | -1.2% | 11% | 38.4% | 12% |
| Gold | GLD | -3.3% | 0.6% | -3.4% | -21% |
| Silver | SLV | 0.3% | -1.5% | -1.6% | -13% |
| Copper | CPER | 20.3% | 13.8% | 14.1% | 8% |
CLSA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.4% | 1.5% | 14.2% | 20% |
| iShares High Yield Corp. Bond | HYG | -2.1% | 1.3% | 12.2% | 7% |