(WELY) Amundi S&P Global - Performance 19.2% in 12m
Compare WELY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.89%
#28 in Group
Rel. Strength
76.21%
#1899 in Universe
Total Return 12m
19.16%
#24 in Group
Total Return 5y
62.16%
#28 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: WELY (19.2%) 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: 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 | -4.91% | -2.01% | -0.45% |
| 3 Months | -8.49% | -4.55% | -6.29% |
| 12 Months | 19.16% | 22.67% | 13.04% |
| 5 Years | 62.16% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | WELY | XLF | S&P 500 |
| 1 Month | 4.40% | 52.2% | 47.5% |
| 3 Months | -84.4% | -79.5% | -87.3% |
| 12 Months | 83.8% | 83.3% | 54.3% |
| 5 Years | 91.6% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #25 | -2.98% | -3.81% |
| 3 Month | #25 | -4.14% | -1.65% |
| 12 Month | #23 | -2.64% | 7.16% |
| 5 Years | #25 | -3.41% | 0.97% |
FAQs
Does WELY Amundi S&P Global outperforms the market?
No,
over the last 12 months WELY made 19.16%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months WELY made -8.49%, while XLF made -4.55%.
Over the last 3 months WELY made -8.49%, while XLF made -4.55%.
Performance Comparison WELY vs Indeces and Sectors
WELY vs. Indices WELY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.80% | -4.46% | 5.95% | 6.12% |
| US NASDAQ 100 | QQQ | -1.72% | -6.81% | 5.24% | 4.19% |
| US Dow Jones Industrial 30 | DIA | -0.26% | -2.06% | 6.71% | 9.89% |
| German DAX 40 | DAX | -0.44% | -4.69% | -12.1% | -5.85% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.85% | -1.70% | 9.65% | 14.2% |
| Hongkong Hang Seng | HSI | -0.40% | -3.39% | 5.42% | 6.23% |
| India NIFTY 50 | INDA | 1.72% | -9.79% | 6.07% | 16.3% |
| Brasil Bovespa | EWZ | 0.83% | -7.74% | 0.25% | 25.9% |
WELY vs. Sectors WELY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.95% | -4.31% | -0.03% | -4.30% |
| Consumer Discretionary | XLY | -0.83% | -4.32% | 4.78% | 4.49% |
| Consumer Staples | XLP | 1.26% | -4.09% | 1.85% | 8.22% |
| Energy | XLE | 3.46% | 9.13% | 11.1% | 28.5% |
| Financial | XLF | 0.31% | -2.90% | -0.98% | -3.51% |
| Health Care | XLV | 1.90% | -0.24% | 11.1% | 20.4% |
| Industrial | XLI | -1.12% | -5.21% | 4.91% | 8.47% |
| Materials | XLB | 1.01% | -1.69% | 13.8% | 23.6% |
| Real Estate | XLRE | -0.69% | -3.81% | 5.79% | 0.80% |
| Technology | XLK | -2.36% | -7.34% | 8.90% | 8.72% |
| Utilities | XLU | 0.48% | -5.01% | 1.53% | -1.63% |
| Aerospace & Defense | XAR | -1.83% | -11.9% | -7.93% | -8.32% |
| Biotech | XBI | -0.64% | -10.5% | 21.3% | 24.6% |
| Homebuilder | XHB | 0.47% | -2.83% | 20.9% | 25.3% |
| Retail | XRT | 0.44% | -3.75% | 11.9% | 20.7% |