(HAL) HAL Trust - Performance -4.4% in 12m
Compare HAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
13.95%
#113 in Group
Rel. Strength
38.30%
#4925 in Universe
Total Return 12m
-4.35%
#160 in Group
Total Return 5y
21.91%
#104 in Group
P/E 8.53
37th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 16.0%
37th Percentile in Group
12m Total Return: HAL (-4.4%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: HAL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HAL
| Total Return (including Dividends) | HAL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.53% | -2.11% | -0.87% |
| 3 Months | -3.34% | -4.92% | -7.58% |
| 12 Months | -4.35% | 22.69% | 11.88% |
| 5 Years | 21.91% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | HAL | XLF | S&P 500 |
| 1 Month | -1.50% | 27.8% | 23% |
| 3 Months | -39.4% | -81% | -88.5% |
| 12 Months | 24.4% | 83.7% | 55.1% |
| 5 Years | 4.60% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #95 | 0.59% | -0.67% |
| 3 Month | #92 | 1.66% | 4.59% |
| 12 Month | #161 | -22.0% | -14.5% |
| 5 Years | #129 | -50.2% | -42.0% |
FAQs
Does HAL HAL Trust outperforms the market?
No,
over the last 12 months HAL made -4.35%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months HAL made -3.34%, while XLF made -4.92%.
Over the last 3 months HAL made -3.34%, while XLF made -4.92%.
Performance Comparison HAL vs Indeces and Sectors
HAL vs. Indices HAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.17% | -0.66% | 3.44% | -16.2% |
| US NASDAQ 100 | QQQ | -3.20% | -2.93% | 3.01% | -17.0% |
| US Dow Jones Industrial 30 | DIA | -1.23% | 1.65% | 3.53% | -13.6% |
| German DAX 40 | DAX | -0.94% | -2.85% | -16.1% | -29.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.79% | 1.29% | 6.43% | -10.3% |
| Hongkong Hang Seng | HSI | -1.18% | -1.59% | 1.52% | -18.2% |
| India NIFTY 50 | INDA | 0.67% | -5.59% | 3.15% | -7.42% |
| Brasil Bovespa | EWZ | -1.37% | -6.13% | -0.26% | 1.47% |
HAL vs. Sectors HAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.42% | -0.48% | -2.69% | -28.3% |
| Consumer Discretionary | XLY | -2.25% | -1.43% | 0.93% | -17.7% |
| Consumer Staples | XLP | 1.33% | -1.73% | -1.87% | -15.6% |
| Energy | XLE | 2.31% | 12.3% | 9.23% | 6.74% |
| Financial | XLF | -0.78% | 0.58% | -4.16% | -27.0% |
| Health Care | XLV | -2.09% | 2.26% | 5.13% | -6.07% |
| Industrial | XLI | -2.59% | -1.64% | 2.73% | -13.9% |
| Materials | XLB | -1.56% | 0.90% | 10.9% | -0.83% |
| Real Estate | XLRE | -0.65% | -0.22% | 4.33% | -22.4% |
| Technology | XLK | -4.62% | -3.22% | 6.78% | -12.1% |
| Utilities | XLU | 0.67% | -1.59% | 1.32% | -26.2% |
| Aerospace & Defense | XAR | -3.12% | -7.92% | -10.1% | -30.9% |
| Biotech | XBI | -3.47% | -3.81% | 16.1% | -2.52% |
| Homebuilder | XHB | -1.48% | 0.74% | 18.3% | 2.68% |
| Retail | XRT | -0.60% | -0.97% | 9.01% | -1.61% |