(QRS) Quercus TFI - Performance 63.8% in 12m
Compare QRS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.78%
#24 in Group
Rel. Strength
92.54%
#596 in Universe
Total Return 12m
63.79%
#8 in Group
Total Return 5y
275.90%
#6 in Group
P/E 12.2
63th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.72%
48th Percentile in Group
12m Total Return: QRS (63.8%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: QRS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for QRS
| Total Return (including Dividends) | QRS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 9.77% | -2.11% | -0.87% |
| 3 Months | 33.97% | -4.92% | -7.58% |
| 12 Months | 63.79% | 22.69% | 11.88% |
| 5 Years | 275.90% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | QRS | XLF | S&P 500 |
| 1 Month | 80.6% | 27.8% | 23% |
| 3 Months | 96.3% | -81% | -88.5% |
| 12 Months | 87.9% | 83.7% | 55.1% |
| 5 Years | 60.5% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #18 | 12.1% | 10.7% |
| 3 Month | #3 | 40.9% | 45.0% |
| 12 Month | #8 | 33.5% | 46.4% |
| 5 Years | #6 | 53.5% | 78.7% |
FAQs
Does QRS Quercus TFI outperforms the market?
Yes,
over the last 12 months QRS made 63.79%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months QRS made 33.97%, while XLF made -4.92%.
Over the last 3 months QRS made 33.97%, while XLF made -4.92%.
Performance Comparison QRS vs Indeces and Sectors
QRS vs. Indices QRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.12% | 10.6% | 32.5% | 51.9% |
| US NASDAQ 100 | QQQ | -2.15% | 8.37% | 32.1% | 51.1% |
| US Dow Jones Industrial 30 | DIA | -0.18% | 13.0% | 32.6% | 54.6% |
| German DAX 40 | DAX | 0.11% | 8.45% | 13.0% | 39.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.84% | 12.6% | 35.5% | 57.8% |
| Hongkong Hang Seng | HSI | -0.13% | 9.71% | 30.6% | 49.9% |
| India NIFTY 50 | INDA | 1.72% | 5.71% | 32.2% | 60.7% |
| Brasil Bovespa | EWZ | -0.32% | 5.17% | 28.8% | 69.6% |
QRS vs. Sectors QRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.37% | 10.8% | 26.4% | 39.8% |
| Consumer Discretionary | XLY | -1.20% | 9.87% | 30.0% | 50.5% |
| Consumer Staples | XLP | 2.38% | 9.57% | 27.2% | 52.6% |
| Energy | XLE | 3.36% | 23.6% | 38.3% | 74.9% |
| Financial | XLF | 0.27% | 11.9% | 24.9% | 41.1% |
| Health Care | XLV | -1.04% | 13.6% | 34.2% | 62.1% |
| Industrial | XLI | -1.54% | 9.66% | 31.8% | 54.2% |
| Materials | XLB | -0.51% | 12.2% | 39.9% | 67.3% |
| Real Estate | XLRE | 0.40% | 11.1% | 33.4% | 45.7% |
| Technology | XLK | -3.57% | 8.08% | 35.8% | 56.1% |
| Utilities | XLU | 1.72% | 9.71% | 30.4% | 42.0% |
| Aerospace & Defense | XAR | -2.07% | 3.38% | 19.0% | 37.2% |
| Biotech | XBI | -2.42% | 7.49% | 45.1% | 65.6% |
| Homebuilder | XHB | -0.43% | 12.0% | 47.3% | 70.8% |
| Retail | XRT | 0.45% | 10.3% | 38.1% | 66.5% |