(WELY) Amundi S&P Global - Performance 23.8% in 12m
WELY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
68.95%
#35 in Peer-Group
Rel. Strength
70.54%
#2262 in Stock-Universe
Total Return 12m
23.83%
#33 in Peer-Group
Total Return 5y
74.98%
#41 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 15.90 EUR |
| 52 Week Low | 11.80 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 40.09 |
| Buy/Sell Signal +-5 | -0.56 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WELY (23.8%) vs XLF (30.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| LBNK XETRA Multi Units Luxembourg |
-0.88% | 45.3% | 246% | - | - | - | - | - |
| EXV1 XETRA iShares STOXX Europe 600 |
-0.65% | 45.9% | 249% | - | - | - | - | - |
| BNK PA Lyxor - Lyxor Stoxx Europe |
-0.87% | 45.3% | 246% | - | - | - | - | - |
| LYBK XETRA Lyxor Stoxx Banks C-EUR |
-0.18% | 51.4% | 287% | - | - | - | - | - |
| EXX1 XETRA iShares EURO STOXX Banks |
-0.2% | 50.4% | 282% | - | - | - | - | - |
| BNKE PA Lyxor Stoxx Banks C-EUR |
-0.19% | 51.4% | 286% | - | - | - | - | - |
| ESIF XETRA iShares MSCI Europe |
-2.49% | 34.2% | 144% | - | - | - | - | - |
| EXH5 XETRA iShares STOXX Europe 600 |
-3.28% | 30% | 125% | - | - | - | - | - |
Performance Comparison: WELY vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WELY
| Total Return (including Dividends) | WELY | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.09% | 4.08% | 4.68% |
| 3 Months | 19.03% | 21.05% | 24.35% |
| 12 Months | 23.83% | 30.32% | 14.02% |
| 5 Years | 74.98% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | WELY | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 8.2% | 64.2% | 81% |
| 3 Months | 62.9% | 86% | 96.9% |
| 12 Months | 73.8% | 78% | 44.9% |
| 5 Years | 92.6% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th65.96 | -3.83% | -4.39% |
| 3 Month | %th38.30 | -1.67% | -4.28% |
| 12 Month | %th29.79 | -4.98% | 8.60% |
| 5 Years | %th46.81 | -4.78% | -3.67% |
FAQs
Does Amundi S&P Global (WELY) outperform the market?
No,
over the last 12 months WELY made 23.83%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.32%.
Over the last 3 months WELY made 19.03%, while XLF made 21.05%.
Performance Comparison WELY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WELY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -4.6% | -1.9% | 10% |
| US NASDAQ 100 | QQQ | 0.3% | -5% | -2.5% | 11% |
| German DAX 40 | DAX | 1.1% | 1.7% | -14% | -5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -3.3% | -5.3% | 3% |
| Hongkong Hang Seng | HSI | -0.4% | -5.3% | -21.3% | -17% |
| India NIFTY 50 | INDA | 1% | -1.5% | -2.2% | 25% |
| Brasil Bovespa | EWZ | -0.4% | -7.6% | -26.9% | 14% |
WELY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.6% | -4.3% | -6% | -2% |
| Consumer Discretionary | XLY | -0.6% | -4.4% | 5.8% | 6% |
| Consumer Staples | XLP | -0.3% | -1.2% | -3.5% | 15% |
| Energy | XLE | -1.5% | -5.1% | 2.3% | 23% |
| Financial | XLF | -0.4% | -4% | -6.8% | -6% |
| Health Care | XLV | 0.6% | -1.2% | 5.5% | 28% |
| Industrial | XLI | -0.1% | -3.3% | -9.7% | -1% |
| Materials | XLB | -2.9% | -4.5% | -6.4% | 18% |
| Real Estate | XLRE | 0.2% | -0.6% | -1.6% | 11% |
| Technology | XLK | -0.3% | -7.9% | -4.2% | 13% |
| Utilities | XLU | 0.9% | -1.4% | -5.1% | 1% |
| Aerospace & Defense | XAR | 2.1% | -5.3% | -20.4% | -25% |
| Biotech | XBI | -1.6% | -1.1% | 11.4% | 32% |
| Homebuilder | XHB | -2.9% | -7.9% | 5.3% | 20% |
| Retail | XRT | -3.5% | -3.1% | 2.5% | 13% |
WELY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.7% | -5.25% | 6.53% | 30% |
| Natural Gas | UNG | 1.4% | 11.3% | 14.9% | 28% |
| Gold | GLD | 0.4% | -0.6% | -22.5% | -17% |
| Silver | SLV | -1% | -2.4% | -19.2% | 5% |
| Copper | CPER | 0.3% | -5.5% | -18.9% | 12% |
WELY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.2% | -2.2% | 1.6% | 26% |
| iShares High Yield Corp. Bond | HYG | 1% | -1.7% | -0.8% | 14% |