(SRV-UN) SIR Royalty Income - Performance 3.4% in 12m
Compare SRV-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.51%
#9 in Group
Rel. Strength
47.43%
#4196 in Universe
Total Return 12m
3.43%
#38 in Group
Total Return 5y
454.21%
#2 in Group
P/E 9.03
24th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 9.71%
95th Percentile in Group
12m Total Return: SRV-UN (3.4%) vs XLY (13.3%)
5y Drawdown (Underwater) Chart
Top Performers in Restaurants
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 |
-2.73% | 35.3% | 229% | 22.4 | 18.6 | 1.95 | 52.1% | 20% |
| TXRH NASDAQ Texas Roadhouse |
-0.4% | 4.72% | 286% | 25.5 | 22.9 | 1.91 | 80.5% | 27% |
| PBPB NASDAQ Potbelly |
-14.8% | -20.5% | 171% | 6.28 | - | 1.9 | 63.9% | 43% |
| EAT NYSE Brinker International |
-9.9% | 151% | 572% | 27.8 | 16 | 1.11 | 62.6% | 89% |
| ARMK NYSE Aramark Holdings |
-3.16% | 7.26% | 93% | 25.3 | 17 | 1.57 | 49.5% | 34% |
| CAKE NASDAQ The Cheesecake Factory |
3.51% | 49.7% | 175% | 15 | 12.9 | 1.08 | 49.1% | 14.4% |
| QSR TO Restaurant Brands |
-7.4% | -12.8% | 46.4% | 19.8 | 12.1 | 1.58 | 33.6% | 9.93% |
| QSR NYSE Restaurant Brands |
-3.36% | -12.1% | 56.1% | 19.8 | 12.1 | 1.18 | 10.3% | 5.03% |
Performance Comparison: SRV-UN vs XLY vs S&P 500
XLY (Consumer Discretionary ETF) is the Sector Benchmark for SRV-UN
| Total Return (including Dividends) | SRV-UN | XLY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.14% | -0.10% | -0.87% |
| 3 Months | 3.19% | -14.80% | -7.58% |
| 12 Months | 3.43% | 13.32% | 11.88% |
| 5 Years | 454.21% | 82.04% | 110.33% |
| Trend Score (consistency of price movement) | SRV-UN | XLY | S&P 500 |
| 1 Month | 78.6% | 16.9% | 23% |
| 3 Months | 47.2% | -85% | -88.5% |
| 12 Months | 69.2% | 67.5% | 55.1% |
| 5 Years | 78.3% | 54.9% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #40 | -0.04% | 0.73% |
| 3 Month | #20 | 21.1% | 11.7% |
| 12 Month | #37 | -8.73% | -7.55% |
| 5 Years | #3 | 204% | 164% |
FAQs
Does SRV-UN SIR Royalty Income outperforms the market?
No,
over the last 12 months SRV-UN made 3.43%, while its related Sector, the Consumer Discretionary (XLY) made 13.32%.
Over the last 3 months SRV-UN made 3.19%, while XLY made -14.80%.
Over the last 3 months SRV-UN made 3.19%, while XLY made -14.80%.
Performance Comparison SRV-UN vs Indeces and Sectors
SRV-UN vs. Indices SRV-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.27% | 0.73% | 5.96% | -8.45% |
| US NASDAQ 100 | QQQ | -5.30% | -1.54% | 5.53% | -9.24% |
| US Dow Jones Industrial 30 | DIA | -3.33% | 3.04% | 6.05% | -5.77% |
| German DAX 40 | DAX | -3.04% | -1.46% | -13.6% | -21.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.31% | 2.68% | 8.95% | -2.53% |
| Hongkong Hang Seng | HSI | -3.28% | -0.20% | 4.04% | -10.5% |
| India NIFTY 50 | INDA | -1.43% | -4.20% | 5.67% | 0.36% |
| Brasil Bovespa | EWZ | -3.47% | -4.74% | 2.26% | 9.25% |
SRV-UN vs. Sectors SRV-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.52% | 0.91% | -0.17% | -20.5% |
| Consumer Discretionary | XLY | -4.35% | -0.04% | 3.45% | -9.89% |
| Consumer Staples | XLP | -0.77% | -0.34% | 0.65% | -7.77% |
| Energy | XLE | 0.21% | 13.7% | 11.8% | 14.5% |
| Financial | XLF | -2.88% | 1.97% | -1.64% | -19.3% |
| Health Care | XLV | -4.19% | 3.65% | 7.65% | 1.71% |
| Industrial | XLI | -4.69% | -0.25% | 5.25% | -6.16% |
| Materials | XLB | -3.66% | 2.29% | 13.4% | 6.95% |
| Real Estate | XLRE | -2.75% | 1.17% | 6.85% | -14.7% |
| Technology | XLK | -6.72% | -1.83% | 9.30% | -4.30% |
| Utilities | XLU | -1.43% | -0.20% | 3.84% | -18.4% |
| Aerospace & Defense | XAR | -5.22% | -6.53% | -7.57% | -23.1% |
| Biotech | XBI | -5.57% | -2.42% | 18.6% | 5.26% |
| Homebuilder | XHB | -3.58% | 2.13% | 20.8% | 10.5% |
| Retail | XRT | -2.70% | 0.42% | 11.5% | 6.17% |