(CWL) Caldwell Partners - Performance -11.3% in 12m
Compare CWL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-11.83%
#25 in Group
Rel. Strength
35.95%
#5097 in Universe
Total Return 12m
-11.25%
#14 in Group
Total Return 5y
-8.97%
#29 in Group
P/E 14.8
45th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 22.6%
23th Percentile in Group
12m Total Return: CWL (-11.3%) vs XLI (11%)
5y Drawdown (Underwater) Chart
Top Performers in Human Resource & Employment Services
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 |
6.23% | 31.6% | 289% | 20.6 | 18.9 | 1.35 | 20.4% | 57.8% |
| KFY NYSE Korn Ferry |
10.5% | 6.35% | 156% | 13.3 | 11.6 | 1.36 | -51.3% | -0.42% |
| BRNL AS Brunel International |
10.7% | -6% | 98.4% | 16.1 | 14 | 1.99 | 59.4% | 149% |
| UPWK NASDAQ Upwork |
39.4% | 38% | 56.5% | 8.84 | 12.4 | 0.93 | 71.2% | 109% |
| MHH NYSE MKT Mastech Holdings |
3.69% | -7.53% | -58% | 26.3 | 10.4 | 0.52 | -54.5% | -33.1% |
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 | -17.44% | 16.82% | 13.81% |
| 3 Months | -27.55% | -1.55% | -6.30% |
| 12 Months | -11.25% | 10.99% | 10.65% |
| 5 Years | -8.97% | 136.01% | 107.77% |
| Trend Score (consistency of price movement) | CWL | XLI | S&P 500 |
| 1 Month | -89.0% | 84.9% | 83% |
| 3 Months | -93.2% | -57% | -75.3% |
| 12 Months | 1.20% | 53% | 50.1% |
| 5 Years | -26.6% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #32 | -29.3% | -27.5% |
| 3 Month | #35 | -26.4% | -22.7% |
| 12 Month | #14 | -20.0% | -19.8% |
| 5 Years | #30 | -61.4% | -56.2% |
FAQs
Does CWL Caldwell Partners outperforms the market?
No,
over the last 12 months CWL made -11.25%, while its related Sector, the Industrial Sector SPDR (XLI) made 10.99%.
Over the last 3 months CWL made -27.55%, while XLI made -1.55%.
Over the last 3 months CWL made -27.55%, while XLI made -1.55%.
Performance Comparison CWL vs Indeces and Sectors
CWL vs. Indices CWL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.51% | -31.3% | -26.8% | -21.9% |
| US NASDAQ 100 | QQQ | -6.70% | -34.8% | -27.0% | -22.9% |
| US Dow Jones Industrial 30 | DIA | -6.92% | -27.4% | -26.5% | -19.0% |
| German DAX 40 | DAX | -6.49% | -32.4% | -53.1% | -37.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.69% | -29.3% | -27.6% | -18.6% |
| Hongkong Hang Seng | HSI | -9.68% | -37.4% | -35.2% | -24.9% |
| India NIFTY 50 | INDA | -1.59% | -22.3% | -27.2% | -11.0% |
| Brasil Bovespa | EWZ | -7.56% | -34.7% | -35.5% | -2.92% |
CWL vs. Sectors CWL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -7.15% | -30.9% | -33.9% | -32.8% |
| Consumer Discretionary | XLY | -6.89% | -31.7% | -25.8% | -25.5% |
| Consumer Staples | XLP | -5.65% | -24.0% | -33.7% | -20.4% |
| Energy | XLE | -6.33% | -24.2% | -20.2% | -1.79% |
| Financial | XLF | -7.61% | -31.0% | -33.9% | -33.7% |
| Health Care | XLV | -3.50% | -18.3% | -21.8% | -7.19% |
| Industrial | XLI | -8.20% | -34.3% | -28.2% | -22.2% |
| Materials | XLB | -6.31% | -31.0% | -21.9% | -6.02% |
| Real Estate | XLRE | -5.19% | -29.0% | -27.5% | -26.7% |
| Technology | XLK | -7.59% | -38.7% | -23.9% | -18.4% |
| Utilities | XLU | -6.56% | -27.0% | -34.5% | -28.7% |
| Aerospace & Defense | XAR | -8.49% | -38.6% | -38.3% | -38.6% |
| Biotech | XBI | 0.08% | -29.3% | -6.65% | 1.04% |
| Homebuilder | XHB | -6.98% | -28.9% | -13.6% | -3.70% |
| Retail | XRT | -8.41% | -32.1% | -22.6% | -9.77% |