(SWA) Schloss Wachenheim - Performance 5% in 12m
Compare SWA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
11.05%
#5 in Group
Rel. Strength
41.25%
#4675 in Universe
Total Return 12m
4.98%
#9 in Group
Total Return 5y
41.62%
#3 in Group
P/E 11.1
6th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.37%
25th Percentile in Group
12m Total Return: SWA (5%) vs EXS1 (25.1%)
5y Drawdown (Underwater) Chart
Top Performers in Distillers & Vintners
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: SWA vs EXS1 vs S&P 500
EXS1 (iShares Core DAX (DE) ETF) is the Sector Benchmark for SWA
| Total Return (including Dividends) | SWA | EXS1 | S&P 500 |
|---|---|---|---|
| 1 Month | 5.59% | 19.28% | 2.87% |
| 3 Months | 9.42% | 6.88% | -6.42% |
| 12 Months | 4.98% | 25.08% | 9.87% |
| 5 Years | 41.62% | 110.74% | 107.51% |
| Trend Score (consistency of price movement) | SWA | EXS1 | S&P 500 |
| 1 Month | 69.3% | 98.6% | 89.4% |
| 3 Months | 67.1% | -5.7% | -72% |
| 12 Months | -44.9% | 91% | 49.3% |
| 5 Years | 15.3% | 79% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. EXS1 | vs. S&P 500 |
| 1 Month | #6 | -11.5% | 2.65% |
| 3 Month | #12 | 2.37% | 16.9% |
| 12 Month | #10 | -16.1% | -4.45% |
| 5 Years | #3 | -32.8% | -31.8% |
FAQs
Does SWA Schloss Wachenheim outperforms the market?
No,
over the last 12 months SWA made 4.98%, while its related Sector, the iShares Core DAX (DE) (EXS1) made 25.08%.
Over the last 3 months SWA made 9.42%, while EXS1 made 6.88%.
Over the last 3 months SWA made 9.42%, while EXS1 made 6.88%.
Performance Comparison SWA vs Indeces and Sectors
SWA vs. Indices SWA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.15% | 2.72% | 10.1% | -4.89% |
| US NASDAQ 100 | QQQ | 2.90% | 0.88% | 9.72% | -6.34% |
| US Dow Jones Industrial 30 | DIA | 2.87% | 3.98% | 11.2% | -1.39% |
| German DAX 40 | DAX | 1.03% | -13.7% | -15.5% | -20.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.49% | -0.68% | 10.9% | -0.65% |
| Hongkong Hang Seng | HSI | -0.37% | -10.6% | 0.64% | -7.11% |
| India NIFTY 50 | INDA | 5.54% | 3.31% | 8.23% | 2.65% |
| Brasil Bovespa | EWZ | 1.10% | -5.94% | 0.92% | 11.5% |
SWA vs. Sectors SWA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.97% | 1.92% | 3.95% | -15.4% |
| Consumer Discretionary | XLY | 2.23% | 2.08% | 12.3% | -9.07% |
| Consumer Staples | XLP | 3.52% | 3.57% | 3.22% | -2.58% |
| Energy | XLE | 2.17% | 5.51% | 16.1% | 14.7% |
| Financial | XLF | 2.52% | 0.02% | 4.25% | -16.5% |
| Health Care | XLV | 6.94% | 9.97% | 15.4% | 10.9% |
| Industrial | XLI | 1.58% | -1.79% | 9.15% | -5.01% |
| Materials | XLB | 3.16% | 0.88% | 14.2% | 11.0% |
| Real Estate | XLRE | 3.48% | -0.53% | 7.75% | -8.48% |
| Technology | XLK | 2.26% | -1.15% | 12.4% | -2.02% |
| Utilities | XLU | 2.11% | -0.03% | 2.36% | -10.9% |
| Aerospace & Defense | XAR | 2.64% | -3.75% | 0.83% | -20.2% |
| Biotech | XBI | 11.2% | 3.57% | 31.2% | 19.0% |
| Homebuilder | XHB | 3.59% | 2.52% | 23.8% | 14.7% |
| Retail | XRT | 3.0% | 2.0% | 16.4% | 9.30% |