(ALLFG) Allfunds - Performance 6.2% in 12m
ALLFG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-58.35%
#188 in Peer-Group
Rel. Strength
51.50%
#3692 in Stock-Universe
Total Return 12m
6.22%
#103 in Peer-Group
Total Return 5y
-56.82%
#181 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | 15.8 |
| High / Low | EUR |
|---|---|
| 52 Week High | 6.18 EUR |
| 52 Week Low | 4.48 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 92.80 |
| Buy/Sell Signal +-5 | -1.70 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ALLFG (6.2%) vs XLF (24.4%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
2.48% | 50.6% | 231% | 7.92 | 6.77 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-3.44% | 27.8% | 406% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
0.76% | 55.4% | 168% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
5.03% | 19.8% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.61% | 36.1% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-8.61% | 15.2% | 193% | 23 | 17 | 1.37 | 3.80% | -28.4% |
| OFS NASDAQ OFS Capital |
5.02% | 7.11% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
-0.31% | 1.85% | 220% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
Performance Comparison: ALLFG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ALLFG
| Total Return (including Dividends) | ALLFG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 12.94% | -2.19% | 1.73% |
| 3 Months | 14.12% | 5.74% | 8.59% |
| 12 Months | 6.22% | 24.42% | 11.46% |
| 5 Years | -56.82% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | ALLFG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 95.3% | -20.6% | 69.9% |
| 3 Months | 29.7% | 63.2% | 69.3% |
| 12 Months | -8.1% | 79.3% | 43.2% |
| 5 Years | -89.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #12 | 15.47% | 11.01% |
| 3 Month | #28 | 7.93% | 5.09% |
| 12 Month | #105 | -14.63% | -4.70% |
| 5 Years | #181 | -71.54% | -71.52% |
FAQs
Does Allfunds (ALLFG) outperform the market?
No,
over the last 12 months ALLFG made 6.22%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.42%.
Over the last 3 months ALLFG made 14.12%, while XLF made 5.74%.
Performance Comparison ALLFG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ALLFG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.2% | 11.2% | 12.4% | -5% |
| US NASDAQ 100 | QQQ | 4.4% | 10.7% | 12.2% | -5% |
| German DAX 40 | DAX | 7.1% | 13.6% | -2.9% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.2% | 13.8% | 12% | -6% |
| Hongkong Hang Seng | HSI | 2.8% | 7.2% | -4.4% | -21% |
| India NIFTY 50 | INDA | 5.4% | 12.9% | 13.9% | 7% |
| Brasil Bovespa | EWZ | 2.3% | 13.6% | -4.7% | -2% |
ALLFG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.9% | 10.5% | 9.7% | -17% |
| Consumer Discretionary | XLY | 4% | 14.6% | 21.6% | -13% |
| Consumer Staples | XLP | 4.7% | 11.7% | 11.9% | -2% |
| Energy | XLE | -1.8% | 10.2% | 11.5% | 4% |
| Financial | XLF | 6.4% | 15.1% | 10.2% | -18% |
| Health Care | XLV | 2.5% | 9.7% | 14.5% | 11% |
| Industrial | XLI | 5.4% | 12% | 7.2% | -12% |
| Materials | XLB | 4.3% | 11.4% | 13% | 7% |
| Real Estate | XLRE | 3.8% | 11% | 12.4% | -6% |
| Technology | XLK | 3.5% | 10.1% | 11.5% | 0% |
| Utilities | XLU | 3.5% | 10.7% | 5.4% | -13% |
| Aerospace & Defense | XAR | 4.1% | 4.8% | -6.2% | -35% |
| Biotech | XBI | 4.6% | 5.1% | 22.4% | 17% |
| Homebuilder | XHB | 4.8% | 19.8% | 29.1% | 16% |
| Retail | XRT | 7.6% | 11.8% | 20.5% | 5% |
ALLFG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -8.6% | -2.34% | 3.78% | 0% |
| Natural Gas | UNG | 8.6% | 23% | -3.1% | 25% |
| Gold | GLD | 0.2% | 7.3% | -17.6% | -42% |
| Silver | SLV | 3% | 2.8% | -6.9% | -19% |
| Copper | CPER | 5.3% | 11.7% | -2.1% | -2% |
ALLFG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.7% | 12.1% | 14% | 10% |
| iShares High Yield Corp. Bond | HYG | 3.7% | 12.6% | 9% | -3% |