(HEF) Global X Enhanced - Performance 12.9% in 12m
Compare HEF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.19%
#21 in Group
Rel. Strength
68.92%
#2474 in Universe
Total Return 12m
12.85%
#21 in Group
Total Return 5y
59.29%
#17 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: HEF (12.9%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Services Equity
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 |
|---|---|---|---|---|---|---|---|---|
| XFN TO iShares S&P/TSX Capped |
7.98% | 24.4% | 131% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
8.15% | 20.4% | 131% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
7.34% | 15.1% | 92.9% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
7.92% | 20.6% | 36.8% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
6.87% | 16.3% | 22.4% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
6.41% | 15.3% | 100% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
7.35% | 14.5% | 24.7% | - | - | - | - | - |
| ZUB TO BMO Equal Weight US Banks |
7.84% | 12.3% | 90.4% | - | - | - | - | - |
Performance Comparison: HEF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HEF
| Total Return (including Dividends) | HEF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 6.15% | 5.57% | 5.69% |
| 3 Months | -0.40% | -2.66% | -6.49% |
| 12 Months | 12.85% | 21.52% | 9.72% |
| 5 Years | 59.29% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | HEF | XLF | S&P 500 |
| 1 Month | 98.6% | 93.3% | 89.4% |
| 3 Months | -46.9% | -60.3% | -72% |
| 12 Months | 69.0% | 81.8% | 49.3% |
| 5 Years | 41.4% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #4 | 0.55% | 3.06% |
| 3 Month | #7 | 2.32% | 6.29% |
| 12 Month | #20 | -7.14% | 2.58% |
| 5 Years | #24 | -36.4% | -23.3% |
FAQs
Does HEF Global X Enhanced outperforms the market?
No,
over the last 12 months HEF made 12.85%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months HEF made -0.40%, while XLF made -2.66%.
Over the last 3 months HEF made -0.40%, while XLF made -2.66%.
Performance Comparison HEF vs Indeces and Sectors
HEF vs. Indices HEF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.43% | 0.46% | 5.55% | 3.13% |
| US NASDAQ 100 | QQQ | 0.76% | 1.44% | 5.14% | 1.53% |
| US Dow Jones Industrial 30 | DIA | 0.54% | 3.48% | 6.58% | 6.60% |
| German DAX 40 | DAX | -1.11% | -13.1% | -20.0% | -12.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.20% | 3.27% | 6.32% | 6.54% |
| Hongkong Hang Seng | HSI | -2.45% | -8.75% | -3.94% | 4.63% |
| India NIFTY 50 | INDA | 4.13% | 2.94% | 3.65% | 10.8% |
| Brasil Bovespa | EWZ | -2.60% | -5.47% | -3.66% | 19.1% |
HEF vs. Sectors HEF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.83% | 2.48% | -0.63% | -7.48% |
| Consumer Discretionary | XLY | 0.09% | 2.64% | 7.74% | -1.20% |
| Consumer Staples | XLP | 1.38% | 4.13% | -1.36% | 5.29% |
| Energy | XLE | 0.03% | 6.07% | 11.6% | 22.6% |
| Financial | XLF | 0.38% | 0.58% | -0.33% | -8.67% |
| Health Care | XLV | 4.80% | 10.5% | 10.8% | 18.8% |
| Industrial | XLI | -0.56% | -1.23% | 4.57% | 2.86% |
| Materials | XLB | 1.02% | 1.44% | 9.60% | 18.9% |
| Real Estate | XLRE | 1.34% | 0.03% | 3.17% | -0.61% |
| Technology | XLK | 0.12% | -0.59% | 7.82% | 5.85% |
| Utilities | XLU | -0.03% | 0.53% | -2.22% | -3.06% |
| Aerospace & Defense | XAR | 0.50% | -3.19% | -3.75% | -12.3% |
| Biotech | XBI | 9.09% | 4.13% | 26.6% | 26.9% |
| Homebuilder | XHB | 1.45% | 3.08% | 19.2% | 22.6% |
| Retail | XRT | 0.86% | 2.56% | 11.8% | 17.2% |