(PWI) Sustainable Power - Performance 20.6% in 12m
Compare PWI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
28.65%
#92 in Group
Rel. Strength
75.48%
#1958 in Universe
Total Return 12m
20.64%
#40 in Group
Total Return 5y
26.53%
#101 in Group
P/E 2.72
2th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 21.2%
(?) Percentile in Group
12m Total Return: PWI (20.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: PWI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PWI
| Total Return (including Dividends) | PWI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.97% | -2.11% | -0.87% |
| 3 Months | -8.01% | -4.92% | -7.58% |
| 12 Months | 20.64% | 22.69% | 11.88% |
| 5 Years | 26.53% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | PWI | XLF | S&P 500 |
| 1 Month | 29.4% | 27.8% | 23% |
| 3 Months | -68.6% | -81% | -88.5% |
| 12 Months | 56.7% | 83.7% | 55.1% |
| 5 Years | 28.1% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #82 | 1.16% | -0.11% |
| 3 Month | #130 | -3.25% | -0.46% |
| 12 Month | #40 | -1.67% | 7.83% |
| 5 Years | #45 | -9.24% | -10.6% |
FAQs
Does PWI Sustainable Power outperforms the market?
No,
over the last 12 months PWI made 20.64%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months PWI made -8.01%, while XLF made -4.92%.
Over the last 3 months PWI made -8.01%, while XLF made -4.92%.
Performance Comparison PWI vs Indeces and Sectors
PWI vs. Indices PWI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.95% | -0.10% | -8.50% | 8.76% |
| US NASDAQ 100 | QQQ | -3.98% | -2.37% | -8.93% | 7.97% |
| US Dow Jones Industrial 30 | DIA | -2.01% | 2.21% | -8.41% | 11.4% |
| German DAX 40 | DAX | -1.72% | -2.29% | -28.0% | -4.04% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.01% | 1.85% | -5.51% | 14.7% |
| Hongkong Hang Seng | HSI | -1.96% | -1.03% | -10.4% | 6.75% |
| India NIFTY 50 | INDA | -0.11% | -5.03% | -8.79% | 17.6% |
| Brasil Bovespa | EWZ | -2.15% | -5.57% | -12.2% | 26.5% |
PWI vs. Sectors PWI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.20% | 0.08% | -14.6% | -3.32% |
| Consumer Discretionary | XLY | -3.03% | -0.87% | -11.0% | 7.32% |
| Consumer Staples | XLP | 0.55% | -1.17% | -13.8% | 9.44% |
| Energy | XLE | 1.53% | 12.9% | -2.71% | 31.7% |
| Financial | XLF | -1.56% | 1.14% | -16.1% | -2.05% |
| Health Care | XLV | -2.87% | 2.82% | -6.81% | 18.9% |
| Industrial | XLI | -3.37% | -1.08% | -9.21% | 11.1% |
| Materials | XLB | -2.34% | 1.46% | -1.09% | 24.2% |
| Real Estate | XLRE | -1.43% | 0.34% | -7.61% | 2.55% |
| Technology | XLK | -5.40% | -2.66% | -5.16% | 12.9% |
| Utilities | XLU | -0.11% | -1.03% | -10.6% | -1.19% |
| Aerospace & Defense | XAR | -3.90% | -7.36% | -22.0% | -5.93% |
| Biotech | XBI | -4.25% | -3.25% | 4.14% | 22.5% |
| Homebuilder | XHB | -2.26% | 1.30% | 6.31% | 27.7% |
| Retail | XRT | -1.38% | -0.41% | -2.93% | 23.4% |