SRV-UN Performance & Benchmarks - 23.9% in 12m
The Total Return for 3m is 14.6%, for 6m 22.8% and YTD 14.2%. Compare with Peer-Group: Restaurants
Performance Rating
87.86%
#4 in Peer-Group
Rel. Strength
73.82%
#2013 in Stock-Universe
Total Return 12m
23.90%
#28 in Peer-Group
Total Return 5y
734.35%
#2 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 11.2 |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 14.70 CAD |
| 52 Week Low | 11.05 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 69.77 |
| Buy/Sell Signal +-5 | -1.35 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SRV-UN (23.9%) vs VT (16.1%)
5y Drawdown (Underwater) Chart
Top Performer in Restaurants
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SRV-UN | -1.99% | 6.96% | 14.6% |
| LXEH | 115% | 138% | 38.5% |
| RRGB | -18.4% | -14.1% | 91.7% |
| WING | 20.0% | 8.05% | 39.7% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SRV-UN | 22.8% | 23.9% | 734% |
| QSG | 235% | 399% | -32.2% |
| EAT | -17.6% | 145% | 500% |
| DASH | 30.2% | 130% | 143% |
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 |
|---|---|---|---|---|---|---|---|---|
| DRI NYSE Darden Restaurants |
-6.69% | 44.4% | 218% | 23.6 | 19.4 | 1.98 | 59.0% | 24.9% |
| ARMK NYSE Aramark Holdings |
0.19% | 28.6% | 198% | 33.3 | 19.8 | 1.57 | 5.20% | 12.9% |
| PBPB NASDAQ Potbelly |
-7.94% | 61.7% | 235% | 8.86 | - | 1.9 | 43.4% | - |
| EAT NYSE Brinker International |
-15.3% | 145% | 500% | 21.4 | 15.6 | 1.11 | 47.1% | 41.9% |
| CAKE NASDAQ The Cheesecake Factory |
-2.07% | 73.3% | 195% | 20.7 | 18 | 1.5 | 33.3% | 10.3% |
| QSR NYSE Restaurant Brands |
0.15% | 1.08% | 43.3% | 24.1 | 14.2 | 1.89 | -61.2% | -22.8% |
| QSR TO Restaurant Brands |
1.17% | -0.43% | 38.4% | 23.5 | 13.9 | 1.89 | 16.0% | 26% |
| BJRI NASDAQ BJs Restaurants |
-25.5% | 11% | 74.3% | 40.6 | 21.9 | 1.56 | 78.3% | 287% |
Performance Comparison: SRV-UN vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SRV-UN
| Total Return (including Dividends) | SRV-UN | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 6.96% | -0.09% | 0.66% |
| 3 Months | 14.62% | 10.26% | 11.66% |
| 12 Months | 23.90% | 16.05% | 15.92% |
| 5 Years | 734.35% | 78.44% | 103.09% |
| Trend Stabilty (consistency of price movement) | SRV-UN | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 73.5% | 52.9% | 66.4% |
| 3 Months | 89.1% | 96% | 96.6% |
| 12 Months | 89% | 64% | 50% |
| 5 Years | 74.3% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 91 %th | 7.55% | 6.75% |
| 3 Month | 72 %th | 3.95% | 2.65% |
| 12 Month | 73 %th | 6.77% | 6.88% |
| 5 Years | 100 %th | 369.94% | 312.43% |
FAQs
Does SIR Royalty Income (SRV-UN) outperform the market?
Yes,
over the last 12 months SRV-UN made 23.90%, while its related Sector, the Vanguard Total World Stock (VT) made 16.05%.
Over the last 3 months SRV-UN made 14.62%, while VT made 10.26%.
Performance Comparison SRV-UN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SRV-UN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | 6.3% | 18.2% | 8% |
| US NASDAQ 100 | QQQ | 0.2% | 5.7% | 15.7% | 3% |
| German DAX 40 | DAX | 1.3% | 8% | 13.9% | -5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.6% | 4.3% | 13.9% | 2% |
| Hongkong Hang Seng | HSI | 0.2% | 4.9% | -4.5% | -15% |
| India NIFTY 50 | INDA | 0% | 12.6% | 19.3% | 30% |
| Brasil Bovespa | EWZ | -0.9% | 14.4% | 15.9% | 20% |
SRV-UN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.6% | 8.5% | 18.9% | -1% |
| Consumer Discretionary | XLY | 1.9% | 8% | 28.1% | 5% |
| Consumer Staples | XLP | -0.4% | 9.2% | 20.5% | 19% |
| Energy | XLE | -0.3% | 6.8% | 24.2% | 26% |
| Financial | XLF | 1.8% | 9.4% | 21.9% | 3% |
| Health Care | XLV | 1.9% | 11% | 33.1% | 36% |
| Industrial | XLI | 1.4% | 5.8% | 12.9% | 3% |
| Materials | XLB | 4.1% | 10.7% | 24.3% | 28% |
| Real Estate | XLRE | 1.5% | 7.9% | 21.4% | 22% |
| Technology | XLK | -0.1% | 4.5% | 9.6% | 1% |
| Utilities | XLU | -3.5% | 2.3% | 11.7% | 5% |
| Aerospace & Defense | XAR | 0.8% | 2.9% | 0.1% | -22% |
| Biotech | XBI | -0.1% | 3.5% | 28.8% | 37% |
| Homebuilder | XHB | 0.5% | 5.8% | 24.1% | 32% |
| Retail | XRT | 2.8% | 8.9% | 23.6% | 21% |
SRV-UN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.5% | 2.19% | 23.3% | 22% |
| Natural Gas | UNG | -0.5% | 16.8% | 45.6% | 20% |
| Gold | GLD | -2.6% | 6.5% | 3.9% | -13% |
| Silver | SLV | 1.1% | 4.3% | 5.7% | -5% |
| Copper | CPER | 21.1% | 19.6% | 21.3% | 16% |
SRV-UN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.6% | 7.3% | 21.4% | 28% |
| iShares High Yield Corp. Bond | HYG | -1.4% | 7.2% | 19.5% | 16% |