(HR-UN) H&R Real Estate - Performance 27.1% in 12m
Compare HR-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
22.72%
#15 in Group
Rel. Strength
81.81%
#1448 in Universe
Total Return 12m
27.14%
#5 in Group
Total Return 5y
36.39%
#15 in Group
P/E -
(?) Percentile in Group
P/E Forward 7.63
21th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 4.15%
64th Percentile in Group
12m Total Return: HR-UN (27.1%) vs XLRE (14.9%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified 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: HR-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for HR-UN
| Total Return (including Dividends) | HR-UN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 4.89% | 9.31% | 11.26% |
| 3 Months | 3.63% | -0.34% | -6.31% |
| 12 Months | 27.14% | 14.92% | 9.89% |
| 5 Years | 36.39% | 49.11% | 106.34% |
| Trend Score (consistency of price movement) | HR-UN | XLRE | S&P 500 |
| 1 Month | 81.1% | 96.5% | 83.5% |
| 3 Months | -24.1% | -62% | -78.5% |
| 12 Months | 67.8% | 33.2% | 50.9% |
| 5 Years | -7.80% | 42% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #15 | -4.05% | -5.72% |
| 3 Month | #5 | 3.99% | 10.6% |
| 12 Month | #5 | 10.6% | 15.7% |
| 5 Years | #17 | -8.53% | -33.9% |
FAQs
Does HR-UN H&R Real Estate outperforms the market?
Yes,
over the last 12 months HR-UN made 27.14%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 14.92%.
Over the last 3 months HR-UN made 3.63%, while XLRE made -0.34%.
Over the last 3 months HR-UN made 3.63%, while XLRE made -0.34%.
Performance Comparison HR-UN vs Indeces and Sectors
HR-UN vs. Indices HR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.99% | -6.37% | 8.35% | 17.3% |
| US NASDAQ 100 | QQQ | -1.45% | -9.18% | 8.77% | 16.7% |
| US Dow Jones Industrial 30 | DIA | -0.96% | -3.46% | 8.46% | 19.7% |
| German DAX 40 | DAX | -2.65% | -11.8% | -16.1% | 2.26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.27% | -6.88% | 13.9% | 21.8% |
| Hongkong Hang Seng | HSI | -4.25% | -11.8% | 1.88% | 14.7% |
| India NIFTY 50 | INDA | 0.85% | -3.43% | 5.60% | 23.9% |
| Brasil Bovespa | EWZ | 2.57% | -5.34% | 5.40% | 39.4% |
HR-UN vs. Sectors HR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.91% | -6.67% | 1.78% | 6.06% |
| Consumer Discretionary | XLY | -0.73% | -5.33% | 8.87% | 14.6% |
| Consumer Staples | XLP | 0.63% | -0.18% | -0.19% | 18.2% |
| Energy | XLE | 0.14% | 1.95% | 15.3% | 37.9% |
| Financial | XLF | -1.22% | -7.27% | 0.93% | 5.28% |
| Health Care | XLV | 3.84% | 4.23% | 11.6% | 30.7% |
| Industrial | XLI | -2.03% | -9.39% | 6.97% | 17.7% |
| Materials | XLB | 0.99% | -3.72% | 15.0% | 34.1% |
| Real Estate | XLRE | -0.43% | -4.42% | 5.24% | 12.2% |
| Technology | XLK | -2.58% | -12.7% | 12.0% | 20.8% |
| Utilities | XLU | -2.14% | -5.14% | -2.37% | 7.47% |
| Aerospace & Defense | XAR | -2.32% | -15.2% | -4.94% | 2.01% |
| Biotech | XBI | 6.95% | -1.08% | 28.1% | 41.5% |
| Homebuilder | XHB | -0.22% | -0.79% | 22.3% | 36.6% |
| Retail | XRT | -1.87% | -3.77% | 14.3% | 31.1% |