(AGNC) AGNC Investment - Performance 11.9% in 12m
Compare AGNC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
19.28%
#16 in Group
Rel. Strength
64.69%
#2819 in Universe
Total Return 12m
11.87%
#9 in Group
Total Return 5y
33.98%
#17 in Group
P/E 24.2
91th Percentile in Group
P/E Forward 5.24
8th Percentile in Group
PEG 17.6
86th Percentile in Group
FCF Yield 0.10%
8th Percentile in Group
12m Total Return: AGNC (11.9%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Mortgage REITs
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 |
|---|---|---|---|---|---|---|---|---|
| EFC NYSE Ellington Financial |
-0.76% | 28.8% | 136% | 8.89 | 9.07 | 0.86 | 15.0% | -4.42% |
| LADR NYSE Ladder Capital |
-8.5% | 5.51% | 106% | 12.5 | 9.83 | 1.89 | 13.3% | 15.7% |
| ABR NYSE Arbor Realty Trust |
-1.87% | 1.91% | 192% | 9.58 | - | 1.2 | -70.0% | -9.38% |
| RWT NYSE Redwood Trust |
2.31% | 24.4% | 161% | 18.8 | 9.23 | 1.39 | -15.6% | -23.3% |
Performance Comparison: AGNC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AGNC
| Total Return (including Dividends) | AGNC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.59% | -2.11% | -0.87% |
| 3 Months | -8.04% | -4.92% | -7.58% |
| 12 Months | 11.87% | 22.69% | 11.88% |
| 5 Years | 33.98% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | AGNC | XLF | S&P 500 |
| 1 Month | 2.10% | 27.8% | 23% |
| 3 Months | -70.3% | -81% | -88.5% |
| 12 Months | 44.2% | 83.7% | 55.1% |
| 5 Years | 1.30% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #19 | -4.58% | -5.78% |
| 3 Month | #21 | -3.28% | -0.50% |
| 12 Month | #9 | -8.82% | 0.0% |
| 5 Years | #18 | -45.3% | -36.3% |
FAQs
Does AGNC AGNC Investment outperforms the market?
No,
over the last 12 months AGNC made 11.87%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months AGNC made -8.04%, while XLF made -4.92%.
Over the last 3 months AGNC made -8.04%, while XLF made -4.92%.
Performance Comparison AGNC vs Indeces and Sectors
AGNC vs. Indices AGNC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.36% | -5.72% | 4.09% | -0.01% |
| US NASDAQ 100 | QQQ | -0.67% | -7.99% | 3.66% | -0.80% |
| US Dow Jones Industrial 30 | DIA | 1.30% | -3.41% | 4.18% | 2.67% |
| German DAX 40 | DAX | 1.59% | -7.91% | -15.4% | -12.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.32% | -3.77% | 7.08% | 5.91% |
| Hongkong Hang Seng | HSI | 1.35% | -6.65% | 2.17% | -2.02% |
| India NIFTY 50 | INDA | 3.20% | -10.7% | 3.80% | 8.80% |
| Brasil Bovespa | EWZ | 1.16% | -11.2% | 0.39% | 17.7% |
AGNC vs. Sectors AGNC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.11% | -5.54% | -2.04% | -12.1% |
| Consumer Discretionary | XLY | 0.28% | -6.49% | 1.58% | -1.45% |
| Consumer Staples | XLP | 3.86% | -6.79% | -1.22% | 0.67% |
| Energy | XLE | 4.84% | 7.27% | 9.88% | 23.0% |
| Financial | XLF | 1.75% | -4.48% | -3.51% | -10.8% |
| Health Care | XLV | 0.44% | -2.80% | 5.78% | 10.2% |
| Industrial | XLI | -0.06% | -6.70% | 3.38% | 2.28% |
| Materials | XLB | 0.97% | -4.16% | 11.5% | 15.4% |
| Real Estate | XLRE | 1.88% | -5.28% | 4.98% | -6.22% |
| Technology | XLK | -2.09% | -8.28% | 7.43% | 4.14% |
| Utilities | XLU | 3.20% | -6.65% | 1.97% | -9.96% |
| Aerospace & Defense | XAR | -0.59% | -13.0% | -9.44% | -14.7% |
| Biotech | XBI | -0.94% | -8.87% | 16.7% | 13.7% |
| Homebuilder | XHB | 1.05% | -4.32% | 18.9% | 18.9% |
| Retail | XRT | 1.93% | -6.03% | 9.66% | 14.6% |