(IPE) Ipopema Securities - Performance -13.2% in 12m
Compare IPE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
19.10%
#41 in Group
Rel. Strength
31.48%
#5469 in Universe
Total Return 12m
-13.22%
#43 in Group
Total Return 5y
118.87%
#38 in Group
P/E 10.2
31th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -71.09%
58th Percentile in Group
12m Total Return: IPE (-13.2%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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: IPE vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IPE
| Total Return (including Dividends) | IPE | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.93% | -2.11% | -0.87% |
| 3 Months | 11.85% | -4.92% | -7.58% |
| 12 Months | -13.22% | 22.69% | 11.88% |
| 5 Years | 118.87% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | IPE | XLF | S&P 500 |
| 1 Month | 45.0% | 27.8% | 23% |
| 3 Months | 49.1% | -81% | -88.5% |
| 12 Months | -56.6% | 83.7% | 55.1% |
| 5 Years | 12.4% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #47 | -5.94% | -7.12% |
| 3 Month | #14 | 17.6% | 21.0% |
| 12 Month | #44 | -29.3% | -22.4% |
| 5 Years | #37 | -10.9% | 5.02% |
FAQs
Does IPE Ipopema Securities outperforms the market?
No,
over the last 12 months IPE made -13.22%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months IPE made 11.85%, while XLF made -4.92%.
Over the last 3 months IPE made 11.85%, while XLF made -4.92%.
Performance Comparison IPE vs Indeces and Sectors
IPE vs. Indices IPE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.15% | -7.06% | 9.72% | -25.1% |
| US NASDAQ 100 | QQQ | -7.18% | -9.33% | 9.29% | -25.9% |
| US Dow Jones Industrial 30 | DIA | -5.21% | -4.75% | 9.81% | -22.4% |
| German DAX 40 | DAX | -4.92% | -9.25% | -9.80% | -37.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.19% | -5.11% | 12.7% | -19.2% |
| Hongkong Hang Seng | HSI | -5.16% | -7.99% | 7.80% | -27.1% |
| India NIFTY 50 | INDA | -3.31% | -12.0% | 9.43% | -16.3% |
| Brasil Bovespa | EWZ | -5.35% | -12.5% | 6.02% | -7.40% |
IPE vs. Sectors IPE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.40% | -6.88% | 3.59% | -37.2% |
| Consumer Discretionary | XLY | -6.23% | -7.83% | 7.21% | -26.5% |
| Consumer Staples | XLP | -2.65% | -8.13% | 4.41% | -24.4% |
| Energy | XLE | -1.67% | 5.93% | 15.5% | -2.13% |
| Financial | XLF | -4.76% | -5.82% | 2.12% | -35.9% |
| Health Care | XLV | -6.07% | -4.14% | 11.4% | -14.9% |
| Industrial | XLI | -6.57% | -8.04% | 9.01% | -22.8% |
| Materials | XLB | -5.54% | -5.50% | 17.1% | -9.70% |
| Real Estate | XLRE | -4.63% | -6.62% | 10.6% | -31.3% |
| Technology | XLK | -8.60% | -9.62% | 13.1% | -21.0% |
| Utilities | XLU | -3.31% | -7.99% | 7.60% | -35.1% |
| Aerospace & Defense | XAR | -7.10% | -14.3% | -3.81% | -39.8% |
| Biotech | XBI | -7.45% | -10.2% | 22.4% | -11.4% |
| Homebuilder | XHB | -5.46% | -5.66% | 24.5% | -6.19% |
| Retail | XRT | -4.58% | -7.37% | 15.3% | -10.5% |