(SHLE) Source Energy - Performance -19.7% in 12m
Compare SHLE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.19%
#22 in Group
Rel. Strength
15.66%
#6711 in Universe
Total Return 12m
-19.73%
#52 in Group
Total Return 5y
766.67%
#10 in Group
P/E 14.2
53th Percentile in Group
P/E Forward 2.96
0th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.17%
43th Percentile in Group
12m Total Return: SHLE (-19.7%) vs XLE (-9.8%)
5y Drawdown (Underwater) Chart
Top Performers in Oil & Gas Equipment & Services
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 |
|---|---|---|---|---|---|---|---|---|
| AROC NYSE Archrock |
5.99% | 25.3% | 589% | 22.4 | 14.8 | 1.24 | 83.2% | 87.4% |
| SBMO AS SBM Offshore |
19.8% | 40.2% | 116% | 25.9 | 9.09 | 0.15 | 64.4% | 46.1% |
| TCW TO Trican Well Service |
-2.8% | 2.95% | 629% | 7.72 | 7.72 | 0.87 | 63.2% | 33.8% |
| SND NASDAQ Smart Sand |
-1.9% | -9.04% | 148% | 25.8 | - | 0.15 | 33.3% | 31.6% |
| CFW TO Calfrac Well |
3% | -17.4% | -66.5% | 33.2 | 11.1 | 0.5 | -61.0% | -19.5% |
Performance Comparison: SHLE vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for SHLE
| Total Return (including Dividends) | SHLE | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 43.92% | 0.08% | 2.87% |
| 3 Months | -11.01% | -8.22% | -6.42% |
| 12 Months | -19.73% | -9.76% | 9.87% |
| 5 Years | 766.67% | 165.86% | 107.51% |
| Trend Score (consistency of price movement) | SHLE | XLE | S&P 500 |
| 1 Month | 81.3% | 54.8% | 89.4% |
| 3 Months | -55.3% | -59.1% | -72% |
| 12 Months | -6.20% | -13.4% | 49.3% |
| 5 Years | 91.6% | 93.9% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #19 | 43.8% | 39.9% |
| 3 Month | #54 | -3.05% | -4.91% |
| 12 Month | #52 | -11.1% | -26.9% |
| 5 Years | #11 | 226% | 318% |
FAQs
Does SHLE Source Energy outperforms the market?
No,
over the last 12 months SHLE made -19.73%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -9.76%.
Over the last 3 months SHLE made -11.01%, while XLE made -8.22%.
Over the last 3 months SHLE made -11.01%, while XLE made -8.22%.
Performance Comparison SHLE vs Indeces and Sectors
SHLE vs. Indices SHLE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 27.3% | 41.1% | -12.7% | -29.6% |
| US NASDAQ 100 | QQQ | 27.0% | 39.2% | -13.1% | -31.1% |
| US Dow Jones Industrial 30 | DIA | 27.0% | 42.3% | -11.7% | -26.1% |
| German DAX 40 | DAX | 25.1% | 24.6% | -38.3% | -44.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 26.6% | 37.7% | -11.9% | -25.4% |
| Hongkong Hang Seng | HSI | 23.7% | 27.7% | -22.2% | -31.8% |
| India NIFTY 50 | INDA | 29.7% | 41.6% | -14.6% | -22.1% |
| Brasil Bovespa | EWZ | 25.2% | 32.4% | -21.9% | -13.3% |
SHLE vs. Sectors SHLE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 27.1% | 40.3% | -18.9% | -40.1% |
| Consumer Discretionary | XLY | 26.3% | 40.4% | -10.5% | -33.8% |
| Consumer Staples | XLP | 27.6% | 41.9% | -19.6% | -27.3% |
| Energy | XLE | 26.3% | 43.8% | -6.71% | -9.97% |
| Financial | XLF | 26.6% | 38.4% | -18.6% | -41.3% |
| Health Care | XLV | 31.1% | 48.3% | -7.48% | -13.8% |
| Industrial | XLI | 25.7% | 36.5% | -13.7% | -29.7% |
| Materials | XLB | 27.3% | 39.2% | -8.66% | -13.7% |
| Real Estate | XLRE | 27.6% | 37.8% | -15.1% | -33.2% |
| Technology | XLK | 26.4% | 37.2% | -10.4% | -26.7% |
| Utilities | XLU | 26.2% | 38.3% | -20.5% | -35.6% |
| Aerospace & Defense | XAR | 26.8% | 34.6% | -22.0% | -44.9% |
| Biotech | XBI | 35.3% | 41.9% | 8.35% | -5.71% |
| Homebuilder | XHB | 27.7% | 40.9% | 0.92% | -9.98% |
| Retail | XRT | 27.1% | 40.3% | -6.42% | -15.4% |