(HOM-UN) BSR Real Estate - Performance 22% in 12m

Compare HOM-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 33.54%
#5 in Group
Rel. Strength 76.09%
#1903 in Universe
Total Return 12m 22.00%
#4 in Group
Total Return 5y 56.24%
#5 in Group
P/E -
(?) Percentile in Group
P/E Forward 14.8
46th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.27%
79th Percentile in Group

12m Total Return: HOM-UN (22%) vs XLRE (15.5%)

Compare overall performance (total returns) of BSR Real Estate with its related sector ETF XLRE

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (HOM-UN) BSR Real Estate - Performance 22% in 12m

Top Performers in Residential REITs

Short Term
Symbol 1w 1m 3m
HOM-UN 6.52% 9.06% 7.74%
CPINV -3.47% 13.6% 18.9%
IIP-UN -1.58% 12.6% 12.0%
HOMI 1.47% 13.5% 10.6%
Long Term
Symbol 6m 12m 5y
HOM-UN 3.48% 22% 56.2%
ERE-UN 23.0% 90.5% 35.8%
HOMI 27.9% 20.3% 0.58%
CPINV 8.09% -0.45% -38.1%
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-UN vs XLRE vs S&P 500

XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for HOM-UN
Total Return (including Dividends) HOM-UN XLRE S&P 500
1 Month 9.06% 11.54% 2.87%
3 Months 7.74% -0.97% -6.42%
12 Months 22.00% 15.45% 9.87%
5 Years 56.24% 48.39% 107.51%
Trend Score (consistency of price movement) HOM-UN XLRE S&P 500
1 Month 87.6% 93.8% 89.4%
3 Months 11.3% -60.9% -72%
12 Months 34.8% 31.3% 49.3%
5 Years 36.7% 42.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLRE vs. S&P 500
1 Month #15 -2.22% -4.17%
3 Month #8 8.79% 15.0%
12 Month #3 5.67% 10.3%
5 Years #4 5.29% -24.8%

FAQs

Does HOM-UN BSR Real Estate outperforms the market?

Yes, over the last 12 months HOM-UN made 22.00%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months HOM-UN made 7.74%, while XLRE made -0.97%.

Performance Comparison HOM-UN vs Indeces and Sectors

HOM-UN vs. Indices HOM-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 6.95% 6.19% 8.63% 12.1%
US NASDAQ 100 QQQ 6.70% 4.35% 8.22% 10.7%
US Dow Jones Industrial 30 DIA 6.67% 7.45% 9.66% 15.6%
German DAX 40 DAX 5.36% -5.90% -17.9% -3.70%
Shanghai Shenzhen CSI 300 CSI 300 6.29% 2.79% 9.40% 16.4%
Hongkong Hang Seng HSI 3.43% -7.15% -0.86% 9.91%
India NIFTY 50 INDA 9.34% 6.78% 6.73% 19.7%
Brasil Bovespa EWZ 4.90% -2.47% -0.58% 28.5%

HOM-UN vs. Sectors HOM-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 4.70% -4.35% 1.36% 0.44%
Consumer Discretionary XLY 4.96% -5.17% 9.40% 7.73%
Consumer Staples XLP 6.20% 2.47% 1.49% 12.9%
Energy XLE 5.52% 2.30% 15.0% 31.5%
Financial XLF 4.24% -4.46% 1.32% -0.43%
Health Care XLV 8.35% 8.19% 13.4% 26.1%
Industrial XLI 3.65% -7.76% 6.99% 11.0%
Materials XLB 5.54% -4.50% 13.3% 27.2%
Real Estate XLRE 6.66% -2.48% 7.67% 6.55%
Technology XLK 4.26% -12.2% 11.3% 14.9%
Utilities XLU 5.29% -0.53% 0.76% 4.53%
Aerospace & Defense XAR 3.36% -12.1% -3.08% -5.33%
Biotech XBI 11.9% -2.75% 28.6% 34.3%
Homebuilder XHB 4.87% -2.42% 21.6% 29.6%
Retail XRT 3.44% -5.59% 12.7% 23.5%

HOM-UN vs. Commodities HOM-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 4.85% 5.49% 13.8% 35.8%
Natural Gas UNG 2.92% 12.3% -34.1% 9.83%
Gold GLD 3.55% 1.54% -23.2% -19.4%
Silver SLV 4.18% 2.86% -3.06% 6.76%
Copper CPER 7.07% 4.73% -4.99% 20.7%

HOM-UN vs. Yields & Bonds HOM-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 7.30% 10.8% 6.87% 21.9%
iShares High Yield Corp. Bond HYG 6.51% 7.55% 2.05% 13.8%