ALLFG Performance & Benchmarks - 9.7% in 12m
The Total Return for 3m is 23%, for 6m 22.8% and YTD 21%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
-49.69%
#185 in Peer-Group
Rel. Strength
58.80%
#3154 in Stock-Universe
Total Return 12m
9.71%
#83 in Peer-Group
Total Return 5y
-55.95%
#183 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | 20.1 |
| High / Low | EUR |
|---|---|
| 52 Week High | 7.60 EUR |
| 52 Week Low | 4.48 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 3.49 |
| Buy/Sell Signal +-5 | -1.31 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ALLFG (9.7%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| ALLFG | -15.5% | -6.15% | 23% |
| BTCS | -15.1% | 108% | 160% |
| ALCBI | -27.1% | -66.7% | 405% |
| IREN | -11.2% | 10.6% | 164% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| ALLFG | 22.8% | 9.71% | -56% |
| ALCBI | 171% | 60.3% | 45.7% |
| BTCS | 49.8% | 201% | 65.6% |
| IREN | 57.6% | 60.0% | -34.1% |
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 |
|---|---|---|---|---|---|---|---|---|
| PNNT NYSE PennantPark Investment |
6.88% | 14% | 313% | 9.97 | 10.6 | 0.28 | 24.0% | 18.8% |
| TSLX NYSE Sixth Street Specialty |
1.97% | 28% | 151% | 12.9 | 11.9 | 1.27 | 1.80% | 78.7% |
| AGF-B TO AGF Management |
-6.18% | 56.6% | 210% | 8.06 | 7.04 | 1.25 | 74.2% | 24.9% |
| BK NYSE The Bank of New York Mellon |
11.9% | 59.6% | 226% | 15.4 | 14.6 | 1.17 | 47.0% | 16.2% |
| ARES NYSE Ares Management |
7.12% | 24.3% | 432% | 109 | 38 | 0.63 | 44.9% | 36.9% |
| OFS NASDAQ OFS Capital |
0.47% | 14.6% | 231% | 3.78 | 9.2 | 1.67 | 54.2% | 17.2% |
| FHI NYSE Federated Investors |
11.9% | 49.3% | 140% | 13.7 | 11.7 | 1.05 | 19.5% | 26.6% |
| GBDC NASDAQ Golub Capital BDC |
2.12% | 9.24% | 102% | 14.2 | 10.7 | 1.51 | 40.9% | 49.4% |
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 | -6.15% | 0.00% | 2.30% |
| 3 Months | 22.98% | 7.77% | 14.32% |
| 12 Months | 9.71% | 21.53% | 16.19% |
| 5 Years | -55.95% | 137.88% | 106.47% |
| Trend Stabilty (consistency of price movement) | ALLFG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.4% | 25.1% | 88.4% |
| 3 Months | 92.4% | 83.2% | 97.4% |
| 12 Months | 26.8% | 78.1% | 49.8% |
| 5 Years | -84.8% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 6 %th | -6.15% | -8.27% |
| 3 Month | 85 %th | 14.12% | 7.58% |
| 12 Month | 58 %th | -9.72% | -5.57% |
| 5 Years | 11 %th | -72.40% | -72.65% |
FAQs
Does Allfunds (ALLFG) outperform the market?
No,
over the last 12 months ALLFG made 9.71%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.53%.
Over the last 3 months ALLFG made 22.98%, while XLF made 7.77%.
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 | -15.1% | -8.5% | 17.1% | -6% |
| US NASDAQ 100 | QQQ | -15.5% | -8.6% | 14.3% | -11% |
| German DAX 40 | DAX | -14.6% | -6.7% | 12.5% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -12.7% | -9.2% | 13.6% | -10% |
| Hongkong Hang Seng | HSI | -14.7% | -10.4% | -5.4% | -32% |
| India NIFTY 50 | INDA | -12.9% | -0.7% | 19.6% | 17% |
| Brasil Bovespa | EWZ | -13.4% | 1.8% | 16% | 8% |
ALLFG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -14.4% | -5.1% | 17.3% | -17% |
| Consumer Discretionary | XLY | -14.9% | -8% | 27% | -9% |
| Consumer Staples | XLP | -13.6% | -4.7% | 20.6% | 5% |
| Energy | XLE | -15.3% | -9% | 21.7% | 13% |
| Financial | XLF | -14.2% | -6.2% | 20.3% | -12% |
| Health Care | XLV | -11.6% | -2.9% | 33.2% | 21% |
| Industrial | XLI | -14.6% | -9.2% | 12.2% | -11% |
| Materials | XLB | -11.6% | -6.1% | 23% | 13% |
| Real Estate | XLRE | -12.3% | -6.1% | 21.3% | 6% |
| Technology | XLK | -16% | -9.9% | 8.6% | -11% |
| Utilities | XLU | -17.1% | -11.1% | 11.2% | -11% |
| Aerospace & Defense | XAR | -14.1% | -8.8% | -0.9% | -35% |
| Biotech | XBI | -13.4% | -9.4% | 30.3% | 23% |
| Homebuilder | XHB | -12.1% | -9.5% | 28.3% | 23% |
| Retail | XRT | -11.7% | -8% | 24.5% | 8% |
ALLFG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -20.1% | -15.0% | 20.8% | 7% |
| Natural Gas | UNG | -13.6% | 4.9% | 38.9% | 9% |
| Gold | GLD | -13.2% | -5.5% | 5.6% | -24% |
| Silver | SLV | -9.4% | -7.7% | 5.9% | -17% |
| Copper | CPER | 8.6% | 7.1% | 20.6% | 5% |
ALLFG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -16.7% | -5% | 21.6% | 14% |
| iShares High Yield Corp. Bond | HYG | -15.4% | -6.3% | 19% | 1% |