(INC) S.A. - Performance -9.7% in 12m

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

Performance Rating -23.03%
#48 in Group
Rel. Strength 34.17%
#5254 in Universe
Total Return 12m -9.73%
#42 in Group
Total Return 5y 6.42%
#45 in Group
P/E -
(?) Percentile in Group
P/E Forward 12.1
36th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -10.43%
7th Percentile in Group

12m Total Return: INC (-9.7%) vs XLF (22.7%)

Compare overall performance (total returns) of S.A. with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (INC) S.A. - Performance -9.7% in 12m

Top Performers in Investment Banking & Brokerage

Short Term
Symbol 1w 1m 3m
INC -3.73% -7.2% 31.8%
PNP 1.55% 18.0% 44.3%
MRX 13.2% 25.6% 24.8%
DOMH 1.32% 14.8% 36.9%
Long Term
Symbol 6m 12m 5y
INC 20.5% -9.73% 6.42%
NDA 53.4% 436% 464%
PNP 101% 214% 768%
MRX 69.9% 134% 137%
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
LPLA NASDAQ
LPL Financial Holdings
-2.25% 19.4% 435% 22.4 16.7 1.36 59.1% 34.9%
RJF NYSE
Raymond James Financial
-0.99% 13.9% 255% 13.2 12.9 1.68 66.1% 10.4%
PJT NYSE
PJT Partners
2.78% 51.1% 228% 27.5 25 1.36 -1.80% 29.3%
SF NYSE
Stifel Financial
-9.09% 9.18% 235% 16.4 10.1 0.85 -4.40% 8.95%
EVR NYSE
Evercore Partners
2.79% 14.6% 364% 21.7 20.3 1.13 -58.5% -2.93%
MC NYSE
Moelis
-8.19% 13.5% 150% 23.9 27.7 1.97 -49.9% -11.4%
SCHW NYSE
Charles Schwab
3.99% 11.6% 145% 24.2 18.9 1 -8.40% 6.95%
LAZ NYSE
Lazard
-10.2% 5.39% 101% 14.6 15.5 1 -37.2% -28.4%

Performance Comparison: INC vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for INC
Total Return (including Dividends) INC XLF S&P 500
1 Month -7.20% -2.11% -0.87%
3 Months 31.82% -4.92% -7.58%
12 Months -9.73% 22.69% 11.88%
5 Years 6.42% 144.89% 110.33%
Trend Score (consistency of price movement) INC XLF S&P 500
1 Month -25.0% 27.8% 23%
3 Months -7.90% -81% -88.5%
12 Months -19.2% 83.7% 55.1%
5 Years -69.1% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #46 -5.20% -6.39%
3 Month #4 38.6% 42.6%
12 Month #42 -26.4% -19.3%
5 Years #48 -56.5% -49.4%

FAQs

Does INC S.A. outperforms the market?

No, over the last 12 months INC made -9.73%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months INC made 31.82%, while XLF made -4.92%.

Performance Comparison INC vs Indeces and Sectors

INC vs. Indices INC is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -7.30% -6.33% 22.4% -21.6%
US NASDAQ 100 QQQ -8.33% -8.60% 22.0% -22.4%
US Dow Jones Industrial 30 DIA -6.36% -4.02% 22.5% -18.9%
German DAX 40 DAX -6.07% -8.52% 2.86% -34.4%
Shanghai Shenzhen CSI 300 CSI 300 -3.34% -4.38% 25.4% -15.7%
Hongkong Hang Seng HSI -6.31% -7.26% 20.5% -23.6%
India NIFTY 50 INDA -4.46% -11.3% 22.1% -12.8%
Brasil Bovespa EWZ -6.50% -11.8% 18.7% -3.91%

INC vs. Sectors INC is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -7.55% -6.15% 16.3% -33.7%
Consumer Discretionary XLY -7.38% -7.10% 19.9% -23.1%
Consumer Staples XLP -3.80% -7.40% 17.1% -20.9%
Energy XLE -2.82% 6.66% 28.2% 1.36%
Financial XLF -5.91% -5.09% 14.8% -32.4%
Health Care XLV -7.22% -3.41% 24.1% -11.5%
Industrial XLI -7.72% -7.31% 21.7% -19.3%
Materials XLB -6.69% -4.77% 29.8% -6.21%
Real Estate XLRE -5.78% -5.89% 23.3% -27.8%
Technology XLK -9.75% -8.89% 25.7% -17.5%
Utilities XLU -4.46% -7.26% 20.3% -31.6%
Aerospace & Defense XAR -8.25% -13.6% 8.85% -36.3%
Biotech XBI -8.60% -9.48% 35.0% -7.90%
Homebuilder XHB -6.61% -4.93% 37.2% -2.70%
Retail XRT -5.73% -6.64% 28.0% -6.99%

INC vs. Commodities INC is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 2.87% 10.6% 33.6% 9.18%
Natural Gas UNG -10.2% 15.3% -11.2% -25.7%
Gold GLD -3.77% -12.6% 0.69% -53.1%
Silver SLV -0.59% -2.71% 21.2% -32.8%
Copper CPER 2.30% 2.48% 16.2% -10.5%

INC vs. Yields & Bonds INC is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -6.19% -5.84% 21.7% -15.4%
iShares High Yield Corp. Bond HYG -4.50% -7.32% 18.3% -19.0%