(XFN) iShares S&P/TSX Capped - Performance 24.4% in 12m

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

Performance Rating 83.67%
#5 in Group
Rel. Strength 80.09%
#1585 in Universe
Total Return 12m 24.38%
#5 in Group
Total Return 5y 131.16%
#4 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group

12m Total Return: XFN (24.4%) vs XLF (21.5%)

Compare overall performance (total returns) of iShares S&P/TSX Capped with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (XFN) iShares S&P/TSX Capped - Performance 24.4% in 12m

Top Performers in Financial Services Equity

Short Term
Symbol 1w 1m 3m
XFN 0.75% 7.98% 0.86%
ZEB 1.04% 8.15% 0.55%
HBNK 1.06% 7.92% 0.57%
ZWB 0.99% 7.34% 0.13%
Long Term
Symbol 6m 12m 5y
XFN 2.93% 24.4% 131%
HBNK 1.89% 20.6% 36.8%
ZEB 2.0% 20.4% 131%
HMAX 1.61% 16.3% 22.4%
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
XFN TO
iShares S&P/TSX Capped
7.98% 24.4% 131% - - - - -
ZEB TO
BMO S&P/TSX Equal Weight
8.15% 20.4% 131% - - - - -
ZWB TO
BMO Covered Call Canadian
7.34% 15.1% 92.9% - - - - -
HBNK TO
Global X Equal Weight Banks
7.92% 20.6% 36.8% - - - - -
HMAX TO
Hamilton Canadian
6.87% 16.3% 22.4% - - - - -
ZBK TO
BMO Equal Weight US Banks
6.41% 15.3% 100% - - - - -
BKCL TO
Global X Enhanced Equal
7.35% 14.5% 24.7% - - - - -
ZUB TO
BMO Equal Weight US Banks
7.84% 12.3% 90.4% - - - - -

Performance Comparison: XFN vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for XFN
Total Return (including Dividends) XFN XLF S&P 500
1 Month 7.98% 5.57% 2.87%
3 Months 0.86% -2.66% -6.42%
12 Months 24.38% 21.52% 9.87%
5 Years 131.16% 150.42% 107.51%
Trend Score (consistency of price movement) XFN XLF S&P 500
1 Month 97.9% 93.3% 89.4%
3 Months -27.9% -60.3% -72%
12 Months 79.1% 81.8% 49.3%
5 Years 82.2% 75.2% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #14 2.28% 4.97%
3 Month #5 3.62% 7.78%
12 Month #4 2.35% 13.2%
5 Years #7 -7.69% 11.4%

FAQs

Does XFN iShares S&P/TSX Capped outperforms the market?

Yes, over the last 12 months XFN made 24.38%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months XFN made 0.86%, while XLF made -2.66%.

Performance Comparison XFN vs Indeces and Sectors

XFN vs. Indices XFN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.18% 5.11% 8.08% 14.5%
US NASDAQ 100 QQQ 0.93% 3.27% 7.67% 13.1%
US Dow Jones Industrial 30 DIA 0.90% 6.37% 9.11% 18.0%
German DAX 40 DAX -0.94% -11.3% -17.5% -0.70%
Shanghai Shenzhen CSI 300 CSI 300 0.52% 1.71% 8.85% 18.8%
Hongkong Hang Seng HSI -2.34% -8.23% -1.41% 12.3%
India NIFTY 50 INDA 3.57% 5.70% 6.18% 22.1%
Brasil Bovespa EWZ -0.87% -3.55% -1.13% 30.9%

XFN vs. Sectors XFN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 1.0% 4.31% 1.90% 4.05%
Consumer Discretionary XLY 0.26% 4.47% 10.3% 10.3%
Consumer Staples XLP 1.55% 5.96% 1.17% 16.8%
Energy XLE 0.20% 7.90% 14.1% 34.1%
Financial XLF 0.55% 2.41% 2.20% 2.86%
Health Care XLV 4.97% 12.4% 13.3% 30.3%
Industrial XLI -0.39% 0.60% 7.10% 14.4%
Materials XLB 1.19% 3.27% 12.1% 30.4%
Real Estate XLRE 1.51% 1.86% 5.70% 10.9%
Technology XLK 0.29% 1.24% 10.4% 17.4%
Utilities XLU 0.14% 2.36% 0.31% 8.47%
Aerospace & Defense XAR 0.67% -1.36% -1.22% -0.78%
Biotech XBI 9.26% 5.96% 29.1% 38.4%
Homebuilder XHB 1.62% 4.91% 21.7% 34.1%
Retail XRT 1.03% 4.39% 14.4% 28.7%

XFN vs. Commodities XFN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -3.31% 9.42% 9.03% 37.3%
Natural Gas UNG -2.85% 11.2% -34.6% 12.2%
Gold GLD -2.22% 0.46% -23.8% -17.1%
Silver SLV -1.59% 1.78% -3.61% 9.14%
Copper CPER 1.30% 3.65% -5.54% 23.1%

XFN vs. Yields & Bonds XFN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.53% 9.67% 6.32% 24.3%
iShares High Yield Corp. Bond HYG 0.74% 6.47% 1.50% 16.2%