Overview Performance Dividends Peer Group Options

(CWL) Caldwell Partners - Performance -11.8% in 12m

CWL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating -17.37%
#22 in Peer-Group
Rel. Strength 29.54%
#5255 in Stock-Universe
Total Return 12m -11.76%
#20 in Peer-Group
Total Return 5y 20.97%
#17 in Peer-Group
P/E Value
P/E Trailing 15.4
P/E Forward -
High / Low CAD
52 Week High 1.27 CAD
52 Week Low 0.70 CAD
Sentiment Value
VRO Trend Strength +-100 56.17
Buy/Sell Signal +-5 -2.45
Support / Resistance Levels
Support
Resistance
12m Total Return: CWL (-11.8%) vs XLI (19.5%)
Total Return of Caldwell Partners versus its related sector ETF XLI
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (CWL) Caldwell Partners - Performance -11.8% in 12m

Top Performer in Human Resource & Employment Services

Short Term Performance

Symbol 1w 1m 3m
CWL -5.06% 1.35% -11.8%
LGCL 60.3% 130% 98.2%
BGSF 0.18% 23.8% 63.5%
KAR -0.78% 8.70% 16.3%

Long Term Performance

Symbol 6m 12m 5y
CWL -36.4% -11.8% 21%
LGCL 81.7% -50.2% -69.8%
KAR 24.9% 38.8% 86.7%
BGSF -10.7% -31.1% -38.7%

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
BBSI NASDAQ
Barrett Business		 -1.22% 25.5% 241% 21.2 20 1.43 20.4% -20%
HSII NASDAQ
Heidrick & Struggles		 -0.62% 35.2% 124% 121 15 0.94 -58.2% -11.9%
KFY NYSE
Korn Ferry		 7.03% 11.8% 158% 14.4 12.7 1.36 -51.3% -0.42%
BRNL AS
Brunel International		 -1.76% -7.17% 77.1% 15.1 14.6 1.99 59.4% 149%
UPWK NASDAQ
Upwork		 -15.4% 26.7% -6.04% 8.16 11.3 0.85 67.4% 41.4%

Performance Comparison: CWL vs XLI vs S&P 500

XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for CWL
Total Return (including Dividends) CWL XLI S&P 500
1 Month 1.35% 0.63% 3.01%
3 Months -11.76% 7.23% 5.82%
12 Months -11.76% 19.54% 12.82%
5 Years 20.97% 127.32% 114.16%

Trend Score (consistency of price movement) CWL XLI S&P 500
1 Month 3.3% 20.6% 78.3%
3 Months -55.7% 86.2% 87.1%
12 Months -56.7% 55.1% 43.5%
5 Years -38.7% 87.2% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLI vs. S&P 500
1 Month #18 -0.18% -1.55%
3 Month #30 -18.44% -16.57%
12 Month #20 -26.84% -21.75%
5 Years #19 -47.25% -43.48%

FAQs

Does Caldwell Partners (CWL) outperform the market?

No, over the last 12 months CWL made -11.76%, while its related Sector, the Industrial Sector SPDR (XLI) made 19.54%. Over the last 3 months CWL made -11.76%, while XLI made 7.23%.

Performance Comparison CWL vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

CWL vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -7% -1.7% -38% -25%
US NASDAQ 100 QQQ -7.5% -2.6% -38.9% -25%
German DAX 40 DAX -5.8% 4.4% -53.6% -40%
Shanghai Shenzhen CSI 300 CSI 300 -8.6% -2.9% -38.6% -31%
Hongkong Hang Seng HSI -9.4% -6.9% -57.1% -47%
India NIFTY 50 INDA -7.3% 0.5% -39.7% -12%
Brasil Bovespa EWZ -3.2% 1% -60.1% -18%

CWL vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -7% -2.2% -43.2% -36%
Consumer Discretionary XLY -6.5% 2.9% -28.1% -31%
Consumer Staples XLP -5.5% 3.2% -38.4% -18%
Energy XLE -1.8% -1.7% -38% -7%
Financial XLF -7.8% 0.1% -41.9% -38%
Health Care XLV -6% -0.5% -33.2% -5%
Industrial XLI -6.5% 0.7% -44.2% -31%
Materials XLB -5.4% 1.3% -39.1% -12%
Real Estate XLRE -4.5% 0.6% -38.9% -24%
Technology XLK -8.4% -6.2% -40.4% -23%
Utilities XLU -5.7% 2.1% -43.4% -32%
Aerospace & Defense XAR -7.7% -3.4% -54.9% -56%
Biotech XBI -5.8% -3.7% -26.3% -1%
Homebuilder XHB -9.1% 1.1% -28% -8%
Retail XRT -5.6% 1% -30.4% -15%

CWL vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 5.8% -7.61% -36.7% -5%
Natural Gas UNG 7.3% 8.5% -39.6% 5%
Gold GLD -4.1% 0.5% -62.8% -55%
Silver SLV -4.3% -7.9% -58.1% -37%
Copper CPER -6.7% -2.7% -55.6% -25%

CWL vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -6.1% -1.1% -37.9% -8%
iShares High Yield Corp. Bond HYG -5.8% -0% -40.6% -22%