(MRG-UN) Morguard North - Performance 12.2% in 12m

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

Performance Rating 44.89%
#4 in Group
Rel. Strength 76.14%
#1899 in Universe
Total Return 12m 12.24%
#8 in Group
Total Return 5y 56.64%
#4 in Group
P/E 5.94
27th Percentile in Group
P/E Forward 14.2
54th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.56%
43th Percentile in Group

12m Total Return: MRG-UN (12.2%) vs XLRE (13.5%)

Compare overall performance (total returns) of Morguard North with its related sector ETF XLRE

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (MRG-UN) Morguard North - Performance 12.2% in 12m

Top Performers in Residential REITs

Short Term
Symbol 1w 1m 3m
MRG-UN 0.75% 5.9% 2.73%
CPINV -4.91% 15.6% 17.1%
XIOR 0.17% 21.7% 5.65%
HOMI 1.97% 14.0% 11.1%
Long Term
Symbol 6m 12m 5y
MRG-UN -3.74% 12.2% 56.6%
ERE-UN 21.2% 88.2% 34.2%
HOMI 25.2% 19.5% 1.07%
CPINV 3.95% -2.07% -39.0%
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: MRG-UN vs XLRE vs S&P 500

XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for MRG-UN
Total Return (including Dividends) MRG-UN XLRE S&P 500
1 Month 5.90% 6.12% 2.87%
3 Months 2.73% -0.37% -6.42%
12 Months 12.24% 13.46% 9.87%
5 Years 56.64% 49.29% 107.51%
Trend Score (consistency of price movement) MRG-UN XLRE S&P 500
1 Month 93.8% 93.8% 89.4%
3 Months 23.4% -60.9% -72%
12 Months 31.6% 31.3% 49.3%
5 Years 63.8% 42.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLRE vs. S&P 500
1 Month #10 -0.21% 2.95%
3 Month #13 3.11% 9.77%
12 Month #4 -1.07% 2.16%
5 Years #4 4.92% -24.5%

FAQs

Does MRG-UN Morguard North outperforms the market?

No, over the last 12 months MRG-UN made 12.24%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.46%.
Over the last 3 months MRG-UN made 2.73%, while XLRE made -0.37%.

Performance Comparison MRG-UN vs Indeces and Sectors

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

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.18% 3.03% 1.41% 2.37%
US NASDAQ 100 QQQ 0.93% 1.19% 1.0% 0.92%
US Dow Jones Industrial 30 DIA 0.90% 4.29% 2.44% 5.87%
German DAX 40 DAX -0.94% -13.4% -24.2% -12.8%
Shanghai Shenzhen CSI 300 CSI 300 0.52% -0.37% 2.18% 6.61%
Hongkong Hang Seng HSI -2.34% -10.3% -8.08% 0.15%
India NIFTY 50 INDA 3.57% 3.62% -0.49% 9.91%
Brasil Bovespa EWZ -0.87% -5.63% -7.80% 18.7%

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

Symbol 1w 1m 6m 12m
Communication Services XLC 1.0% 2.23% -4.77% -8.09%
Consumer Discretionary XLY 0.26% 2.39% 3.60% -1.81%
Consumer Staples XLP 1.55% 3.88% -5.50% 4.68%
Energy XLE 0.20% 5.82% 7.41% 22.0%
Financial XLF 0.55% 0.33% -4.47% -9.28%
Health Care XLV 4.97% 10.3% 6.64% 18.2%
Industrial XLI -0.39% -1.48% 0.43% 2.25%
Materials XLB 1.19% 1.19% 5.46% 18.3%
Real Estate XLRE 1.51% -0.22% -0.97% -1.22%
Technology XLK 0.29% -0.84% 3.68% 5.24%
Utilities XLU 0.14% 0.28% -6.36% -3.67%
Aerospace & Defense XAR 0.67% -3.44% -7.89% -12.9%
Biotech XBI 9.26% 3.88% 22.5% 26.3%
Homebuilder XHB 1.62% 2.83% 15.0% 22.0%
Retail XRT 1.03% 2.31% 7.70% 16.6%

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

Symbol 1w 1m 6m 12m
Oil USO -3.31% 7.34% 2.36% 25.2%
Natural Gas UNG -2.85% 9.16% -41.3% 0.07%
Gold GLD -2.22% -1.62% -30.5% -29.2%
Silver SLV -1.59% -0.30% -10.3% -3.0%
Copper CPER 1.30% 1.57% -12.2% 10.9%

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

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.53% 7.59% -0.35% 12.2%
iShares High Yield Corp. Bond HYG 0.74% 4.39% -5.17% 4.08%