(CG) Carlyle - Performance 20% in 12m
CG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
38.29%
#80 in Peer-Group
Rel. Strength
70.87%
#2218 in Stock-Universe
Total Return 12m
19.95%
#43 in Peer-Group
Total Return 5y
76.84%
#55 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 15.9 |
| P/E Forward | 11.8 |
| High / Low | USD |
|---|---|
| 52 Week High | 56.16 USD |
| 52 Week Low | 34.52 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 60.43 |
| Buy/Sell Signal +-5 | -1.10 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CG (20%) 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: CG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for CG
| Total Return (including Dividends) | CG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.23% | -2.19% | 1.73% |
| 3 Months | 14.90% | 5.74% | 8.59% |
| 12 Months | 19.95% | 24.42% | 11.46% |
| 5 Years | 76.84% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | CG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 13.1% | -20.6% | 69.9% |
| 3 Months | 50.4% | 63.2% | 69.3% |
| 12 Months | 18.3% | 79.3% | 43.2% |
| 5 Years | 48.2% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #74 | 3.49% | -0.50% |
| 3 Month | #25 | 8.66% | 5.81% |
| 12 Month | #47 | -3.59% | 7.62% |
| 5 Years | #73 | -22.11% | -15.43% |
FAQs
Does Carlyle (CG) outperform the market?
No,
over the last 12 months CG made 19.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.42%.
Over the last 3 months CG made 14.90%, while XLF made 5.74%.
Performance Comparison CG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
CG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.2% | -0.5% | -10.4% | 8% |
| US NASDAQ 100 | QQQ | 0.4% | -1% | -10.6% | 9% |
| German DAX 40 | DAX | 3.1% | 1.9% | -25.8% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | 2.1% | -10.9% | 7% |
| Hongkong Hang Seng | HSI | -1.2% | -4.5% | -27.3% | -7% |
| India NIFTY 50 | INDA | 1.4% | 1.2% | -9% | 20% |
| Brasil Bovespa | EWZ | -1.7% | 1.9% | -27.6% | 12% |
CG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.9% | -1.2% | -13.2% | -4% |
| Consumer Discretionary | XLY | 0% | 2.9% | -1.3% | 1% |
| Consumer Staples | XLP | 0.7% | -0.1% | -11% | 12% |
| Energy | XLE | -5.8% | -1.5% | -11.4% | 17% |
| Financial | XLF | 2.4% | 3.4% | -12.7% | -4% |
| Health Care | XLV | -1.5% | -2% | -8.4% | 25% |
| Industrial | XLI | 1.4% | 0.3% | -15.6% | 2% |
| Materials | XLB | 0.3% | -0.3% | -9.9% | 21% |
| Real Estate | XLRE | -0.2% | -0.7% | -10.5% | 7% |
| Technology | XLK | -0.5% | -1.6% | -11.4% | 14% |
| Utilities | XLU | -0.5% | -1% | -17.5% | 0% |
| Aerospace & Defense | XAR | 0.1% | -6.9% | -29.1% | -22% |
| Biotech | XBI | 0.6% | -6.6% | -0.5% | 31% |
| Homebuilder | XHB | 0.8% | 8.1% | 6.2% | 30% |
| Retail | XRT | 3.6% | 0.1% | -2.4% | 19% |
CG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.6% | -14.1% | -19.1% | 14% |
| Natural Gas | UNG | 4.6% | 11.3% | -26% | 39% |
| Gold | GLD | -3.8% | -4.4% | -40.5% | -29% |
| Silver | SLV | -1.1% | -8.9% | -29.8% | -5% |
| Copper | CPER | 1.3% | 0% | -25% | 12% |
CG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.3% | 0.3% | -8.9% | 24% |
| iShares High Yield Corp. Bond | HYG | -0.3% | 0.9% | -13.9% | 11% |