(INO-UN) Inovalis Real Estate - Performance -25.1% in 12m
Compare INO-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-40.35%
#9 in Group
Rel. Strength
18.14%
#6514 in Universe
Total Return 12m
-25.10%
#14 in Group
Total Return 5y
-21.89%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.63%
21th Percentile in Group
12m Total Return: INO-UN (-25.1%) vs XLRE (13.6%)
5y Drawdown (Underwater) Chart
Top Performers in Office 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: INO-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for INO-UN
| Total Return (including Dividends) | INO-UN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 15.00% | 6.91% | 5.69% |
| 3 Months | -7.07% | -0.91% | -6.49% |
| 12 Months | -25.10% | 13.57% | 9.72% |
| 5 Years | -21.89% | 49.29% | 107.51% |
| Trend Score (consistency of price movement) | INO-UN | XLRE | S&P 500 |
| 1 Month | 77.2% | 93.8% | 89.4% |
| 3 Months | -55.5% | -60.9% | -72% |
| 12 Months | -80.3% | 31.3% | 49.3% |
| 5 Years | -43.8% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #5 | 7.57% | 8.81% |
| 3 Month | #6 | -6.22% | -0.62% |
| 12 Month | #13 | -34.1% | -31.7% |
| 5 Years | #8 | -47.7% | -62.4% |
FAQs
Does INO-UN Inovalis Real Estate outperforms the market?
No,
over the last 12 months INO-UN made -25.10%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.57%.
Over the last 3 months INO-UN made -7.07%, while XLRE made -0.91%.
Over the last 3 months INO-UN made -7.07%, while XLRE made -0.91%.
Performance Comparison INO-UN vs Indeces and Sectors
INO-UN vs. Indices INO-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.31% | 9.31% | -4.42% | -34.8% |
| US NASDAQ 100 | QQQ | -3.58% | 7.61% | -4.83% | -35.9% |
| US Dow Jones Industrial 30 | DIA | -3.20% | 12.3% | -3.39% | -31.4% |
| German DAX 40 | DAX | -3.76% | -0.06% | -30.0% | -49.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.54% | 12.1% | -3.65% | -31.4% |
| Hongkong Hang Seng | HSI | -6.19% | 0.10% | -13.9% | -33.3% |
| India NIFTY 50 | INDA | 0.39% | 11.8% | -6.32% | -27.1% |
| Brasil Bovespa | EWZ | -6.34% | 3.38% | -13.6% | -18.8% |
INO-UN vs. Sectors INO-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.68% | 8.52% | -10.6% | -45.5% |
| Consumer Discretionary | XLY | -4.73% | 8.31% | -2.23% | -39.9% |
| Consumer Staples | XLP | -2.45% | 14.3% | -11.3% | -32.4% |
| Energy | XLE | -5.56% | 10.5% | 1.58% | -16.1% |
| Financial | XLF | -4.01% | 8.16% | -10.3% | -46.7% |
| Health Care | XLV | 0.79% | 18.1% | 0.81% | -19.1% |
| Industrial | XLI | -4.24% | 6.69% | -5.40% | -35.5% |
| Materials | XLB | -3.47% | 9.96% | -0.37% | -19.0% |
| Real Estate | XLRE | -2.52% | 8.09% | -6.80% | -38.7% |
| Technology | XLK | -4.15% | 5.29% | -2.15% | -31.2% |
| Utilities | XLU | -4.03% | 9.86% | -12.2% | -41.1% |
| Aerospace & Defense | XAR | -3.49% | 5.83% | -13.7% | -51.1% |
| Biotech | XBI | 4.41% | 12.2% | 16.6% | -10.2% |
| Homebuilder | XHB | -2.95% | 9.39% | 9.21% | -16.2% |
| Retail | XRT | -3.37% | 8.86% | 1.87% | -18.8% |