(HOM-U) BSR Real Estate - Performance 19.5% in 12m
Compare HOM-U with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
27.02%
#5 in Group
Rel. Strength
74.75%
#2010 in Universe
Total Return 12m
19.54%
#6 in Group
Total Return 5y
57.64%
#2 in Group
P/E -
(?) Percentile in Group
P/E Forward 14.2
54th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.37%
79th Percentile in Group
12m Total Return: HOM-U (19.5%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers in Residential 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: HOM-U vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for HOM-U
| Total Return (including Dividends) | HOM-U | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 10.30% | 11.54% | 13.81% |
| 3 Months | 10.58% | -0.97% | -6.30% |
| 12 Months | 19.54% | 15.45% | 10.65% |
| 5 Years | 57.64% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | HOM-U | XLRE | S&P 500 |
| 1 Month | 89.1% | 94.5% | 83% |
| 3 Months | 41.5% | -61.6% | -75.3% |
| 12 Months | 18.8% | 32.2% | 50.1% |
| 5 Years | 25.8% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #15 | -1.11% | -3.09% |
| 3 Month | #6 | 11.7% | 18.0% |
| 12 Month | #7 | 3.54% | 8.04% |
| 5 Years | #2 | 6.23% | -24.1% |
FAQs
Does HOM-U BSR Real Estate outperforms the market?
Yes,
over the last 12 months HOM-U made 19.54%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months HOM-U made 10.58%, while XLRE made -0.97%.
Over the last 3 months HOM-U made 10.58%, while XLRE made -0.97%.
Performance Comparison HOM-U vs Indeces and Sectors
HOM-U vs. Indices HOM-U is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.43% | -3.51% | 6.25% | 8.89% |
| US NASDAQ 100 | QQQ | 4.24% | -7.06% | 6.04% | 7.90% |
| US Dow Jones Industrial 30 | DIA | 4.02% | 0.31% | 6.54% | 11.8% |
| German DAX 40 | DAX | 4.45% | -4.66% | -20.0% | -6.16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.25% | -1.53% | 5.48% | 12.2% |
| Hongkong Hang Seng | HSI | 1.26% | -9.63% | -2.11% | 5.86% |
| India NIFTY 50 | INDA | 9.35% | 5.46% | 5.81% | 19.8% |
| Brasil Bovespa | EWZ | 3.38% | -6.94% | -2.45% | 27.9% |
HOM-U vs. Sectors HOM-U is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.79% | -3.11% | -0.81% | -2.02% |
| Consumer Discretionary | XLY | 4.05% | -3.93% | 7.23% | 5.27% |
| Consumer Staples | XLP | 5.29% | 3.71% | -0.68% | 10.4% |
| Energy | XLE | 4.61% | 3.54% | 12.8% | 29.0% |
| Financial | XLF | 3.33% | -3.22% | -0.85% | -2.89% |
| Health Care | XLV | 7.44% | 9.43% | 11.2% | 23.6% |
| Industrial | XLI | 2.74% | -6.52% | 4.82% | 8.55% |
| Materials | XLB | 4.63% | -3.26% | 11.1% | 24.8% |
| Real Estate | XLRE | 5.75% | -1.24% | 5.50% | 4.09% |
| Technology | XLK | 3.35% | -10.9% | 9.13% | 12.4% |
| Utilities | XLU | 4.38% | 0.71% | -1.41% | 2.07% |
| Aerospace & Defense | XAR | 2.45% | -10.9% | -5.25% | -7.79% |
| Biotech | XBI | 11.0% | -1.51% | 26.4% | 31.8% |
| Homebuilder | XHB | 3.96% | -1.18% | 19.4% | 27.1% |
| Retail | XRT | 2.53% | -4.35% | 10.5% | 21.0% |