(WELK) Amundi S&P Global - Performance 19% in 12m
Compare WELK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.92%
#29 in Group
Rel. Strength
76.06%
#1911 in Universe
Total Return 12m
19.01%
#25 in Group
Total Return 5y
56.39%
#30 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: WELK (19%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Sector Equity Financial Services
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 |
|---|---|---|---|---|---|---|---|---|
| EXH5 XETRA iShares STOXX Europe 600 |
1.11% | 36.4% | 159% | - | - | - | - | - |
| LBNK XETRA Multi Units Luxembourg |
-1.63% | 36.4% | 271% | - | - | - | - | - |
| BNK PA Lyxor - Lyxor Stoxx Europe |
-1.13% | 37.1% | 273% | - | - | - | - | - |
| EXV1 XETRA iShares STOXX Europe 600 |
-1.88% | 36.5% | 273% | - | - | - | - | - |
| LYBK XETRA Lyxor Stoxx Banks C-EUR |
-0.81% | 37.6% | 340% | - | - | - | - | - |
| BNKE PA Lyxor Stoxx Banks C-EUR |
-1% | 37.4% | 340% | - | - | - | - | - |
| EXX1 XETRA iShares EURO STOXX Banks |
-1.32% | 36.8% | 333% | - | - | - | - | - |
| XDWF XETRA Xtrackers MSCI World |
-5.21% | 18.7% | 142% | - | - | - | - | - |
Performance Comparison: WELK vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WELK
| Total Return (including Dividends) | WELK | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.02% | -2.01% | -0.45% |
| 3 Months | -8.52% | -4.55% | -6.29% |
| 12 Months | 19.01% | 22.67% | 13.04% |
| 5 Years | 56.39% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | WELK | XLF | S&P 500 |
| 1 Month | 4.40% | 52.2% | 47.5% |
| 3 Months | -84.5% | -79.5% | -87.3% |
| 12 Months | 83.6% | 83.3% | 54.3% |
| 5 Years | 91.4% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #26 | -3.09% | -3.91% |
| 3 Month | #26 | -4.18% | -1.68% |
| 12 Month | #25 | -2.76% | 7.03% |
| 5 Years | #29 | -5.65% | -2.0% |
FAQs
Does WELK Amundi S&P Global outperforms the market?
No,
over the last 12 months WELK made 19.01%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months WELK made -8.52%, while XLF made -4.55%.
Over the last 3 months WELK made -8.52%, while XLF made -4.55%.
Performance Comparison WELK vs Indeces and Sectors
WELK vs. Indices WELK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.95% | -4.57% | 6.15% | 5.97% |
| US NASDAQ 100 | QQQ | -1.87% | -6.92% | 5.44% | 4.04% |
| US Dow Jones Industrial 30 | DIA | -0.41% | -2.17% | 6.91% | 9.74% |
| German DAX 40 | DAX | -0.59% | -4.80% | -11.9% | -6.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.70% | -1.81% | 9.85% | 14.0% |
| Hongkong Hang Seng | HSI | -0.55% | -3.50% | 5.62% | 6.08% |
| India NIFTY 50 | INDA | 1.57% | -9.90% | 6.27% | 16.1% |
| Brasil Bovespa | EWZ | 0.68% | -7.85% | 0.45% | 25.8% |
WELK vs. Sectors WELK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.10% | -4.42% | 0.17% | -4.45% |
| Consumer Discretionary | XLY | -0.98% | -4.43% | 4.98% | 4.34% |
| Consumer Staples | XLP | 1.11% | -4.20% | 2.05% | 8.07% |
| Energy | XLE | 3.31% | 9.02% | 11.3% | 28.3% |
| Financial | XLF | 0.16% | -3.01% | -0.78% | -3.66% |
| Health Care | XLV | 1.75% | -0.35% | 11.3% | 20.2% |
| Industrial | XLI | -1.27% | -5.32% | 5.11% | 8.32% |
| Materials | XLB | 0.86% | -1.80% | 14.0% | 23.5% |
| Real Estate | XLRE | -0.84% | -3.92% | 5.99% | 0.65% |
| Technology | XLK | -2.51% | -7.45% | 9.10% | 8.57% |
| Utilities | XLU | 0.33% | -5.12% | 1.73% | -1.78% |
| Aerospace & Defense | XAR | -1.98% | -12.0% | -7.73% | -8.47% |
| Biotech | XBI | -0.79% | -10.6% | 21.5% | 24.4% |
| Homebuilder | XHB | 0.32% | -2.94% | 21.1% | 25.2% |
| Retail | XRT | 0.29% | -3.86% | 12.1% | 20.5% |