WUW Performance & Benchmarks - 18.4% in 12m
The Total Return for 3m is 1.3%, for 6m 20.4% and YTD 22%. Compare with Peer-Group: Life & Health Insurance
Performance Rating
6.43%
#26 in Peer-Group
Rel. Strength
68.79%
#2400 in Stock-Universe
Total Return 12m
18.43%
#16 in Peer-Group
Total Return 5y
16.49%
#27 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 38.6 |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 14.51 EUR |
| 52 Week Low | 10.99 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 86.00 |
| Buy/Sell Signal +-5 | 0.75 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WUW (18.4%) vs XLF (21%)
5y Drawdown (Underwater) Chart
Top Performer in Life & Health Insurance
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| WUW | 1.01% | 2.48% | 1.28% |
| GL | 1.56% | 10.1% | 16.8% |
| LNC | 5.86% | 7.14% | 16.9% |
| POW | 0.76% | 7.04% | 9.73% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| WUW | 20.4% | 18.4% | 16.5% |
| PUK | 55.2% | 50.5% | -7.25% |
| GL | 12.6% | 48.9% | 80.0% |
| TRUP | -1.58% | 32.1% | -8.51% |
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 |
|---|---|---|---|---|---|---|---|---|
| POW TO Power Of Canada |
7.04% | 48.7% | 209% | 13.1 | 10.6 | 1.35 | -42.9% | -13.8% |
| MFC NYSE Manulife Financial |
-4.84% | 23.6% | 190% | 16 | 10.4 | 1.07 | -27.3% | 31.7% |
| MFC TO Manulife Financial |
-1.68% | 21.4% | 182% | 15.8 | 10.4 | 0.85 | -29.4% | 1.58% |
| GNW NYSE Genworth Financial |
-0.25% | 19.1% | 283% | 15.1 | - | 0.72 | -39.1% | -25.2% |
| NN AS NN |
3.46% | 36.1% | 157% | 10.4 | 7.27 | 0.72 | -2.50% | 18.9% |
| CNO NYSE CNO Financial |
-8.34% | 6.89% | 160% | 12.9 | 9.71 | 1.58 | -17.1% | 0.36% |
| SLF NYSE Sun Life Financial |
-9.1% | 29.7% | 89.6% | 15.5 | 11.6 | 1.11 | -15.3% | 8.56% |
| AFL NYSE Aflac |
-7.27% | -1.52% | 213% | 15.7 | 15.3 | 0.93 | -28.2% | -71.5% |
Performance Comparison: WUW vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WUW
| Total Return (including Dividends) | WUW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.48% | -2.39% | 0.66% |
| 3 Months | 1.28% | 5.80% | 11.66% |
| 12 Months | 18.43% | 20.99% | 15.92% |
| 5 Years | 16.49% | 133.47% | 103.09% |
| Trend Stabilty (consistency of price movement) | WUW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 72.2% | 9.6% | 66.4% |
| 3 Months | -46.3% | 80.9% | 96.6% |
| 12 Months | 79% | 78% | 50% |
| 5 Years | -50.5% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 77 %th | 4.99% | 1.81% |
| 3 Month | 68 %th | -2.29% | -7.95% |
| 12 Month | 52 %th | -2.12% | 2.16% |
| 5 Years | 16 %th | -50.10% | -42.64% |
FAQs
Does Wüstenrot (WUW) outperform the market?
No,
over the last 12 months WUW made 18.43%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.99%.
Over the last 3 months WUW made 1.28%, while XLF made 5.80%.
Performance Comparison WUW vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WUW vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.4% | 1.8% | 15.7% | 3% |
| US NASDAQ 100 | QQQ | 3.2% | 1.2% | 13.2% | -3% |
| German DAX 40 | DAX | 4.3% | 3.6% | 11.5% | -11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.6% | -0.2% | 11.4% | -3% |
| Hongkong Hang Seng | HSI | 3.2% | 0.4% | -7% | -21% |
| India NIFTY 50 | INDA | 3% | 8.1% | 16.8% | 25% |
| Brasil Bovespa | EWZ | 2.1% | 9.9% | 13.4% | 15% |
WUW vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.4% | 4% | 16.4% | -6% |
| Consumer Discretionary | XLY | 4.9% | 3.5% | 25.6% | -1% |
| Consumer Staples | XLP | 2.7% | 4.7% | 18% | 14% |
| Energy | XLE | 2.7% | 2.3% | 21.8% | 21% |
| Financial | XLF | 4.8% | 4.9% | 19.4% | -3% |
| Health Care | XLV | 4.9% | 6.6% | 30.7% | 30% |
| Industrial | XLI | 4.4% | 1.3% | 10.4% | -3% |
| Materials | XLB | 7.1% | 6.2% | 21.8% | 22% |
| Real Estate | XLRE | 4.5% | 3.5% | 19% | 16% |
| Technology | XLK | 2.9% | 0% | 7.1% | -4% |
| Utilities | XLU | -0.5% | -2.2% | 9.3% | -1% |
| Aerospace & Defense | XAR | 3.8% | -1.6% | -2.4% | -27% |
| Biotech | XBI | 2.9% | -1% | 26.4% | 31% |
| Homebuilder | XHB | 3.5% | 1.3% | 21.6% | 27% |
| Retail | XRT | 5.8% | 4.4% | 21.1% | 15% |
WUW vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.5% | -2.29% | 20.8% | 17% |
| Natural Gas | UNG | 2.5% | 12.3% | 43.2% | 14% |
| Gold | GLD | 0.5% | 2% | 1.5% | -18% |
| Silver | SLV | 4.1% | -0.2% | 3.2% | -11% |
| Copper | CPER | 24.1% | 15.2% | 18.9% | 10% |
WUW vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.6% | 2.8% | 19% | 23% |
| iShares High Yield Corp. Bond | HYG | 1.6% | 2.7% | 17% | 10% |