Overview Performance Dividends Peer Group Options

(CG) Carlyle - Performance -11.1% in 12m

Compare CG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 47.43%
#72 in Group
Rel. Strength 33.11%
#5339 in Universe
Total Return 12m -11.09%
#167 in Group
Total Return 5y 107.68%
#49 in Group
P/E 14.1
68th Percentile in Group
P/E Forward 8.77
42th Percentile in Group
PEG 0.90
19th Percentile in Group
FCF Yield -6.98%
13th Percentile in Group

12m Total Return: CG (-11.1%) vs XLF (22.7%)

Compare overall performance (total returns) of Carlyle with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (CG) Carlyle - Performance -11.1% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
CG 5.6% -11.4% -30.7%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
CG -21.7% -11.1% 108%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
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: 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 -11.36% -2.11% -0.87%
3 Months -30.73% -4.92% -7.58%
12 Months -11.09% 22.69% 11.88%
5 Years 107.68% 144.89% 110.33%
Trend Score (consistency of price movement) CG XLF S&P 500
1 Month -6.40% 27.8% 23%
3 Months -89.5% -81% -88.5%
12 Months 31.0% 83.7% 55.1%
5 Years 49.6% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #189 -9.45% -10.6%
3 Month #187 -27.2% -25.1%
12 Month #168 -27.5% -20.5%
5 Years #60 -15.2% -1.26%

FAQs

Does CG Carlyle outperforms the market?

No, over the last 12 months CG made -11.09%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months CG made -30.73%, while XLF made -4.92%.

Performance Comparison CG vs Indeces and Sectors

CG vs. Indices CG is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 2.03% -10.5% -19.8% -23.0%
US NASDAQ 100 QQQ 1.0% -12.8% -20.3% -23.8%
US Dow Jones Industrial 30 DIA 2.97% -8.18% -19.8% -20.3%
German DAX 40 DAX 3.26% -12.7% -39.4% -35.8%
Shanghai Shenzhen CSI 300 CSI 300 5.99% -8.54% -16.9% -17.1%
Hongkong Hang Seng HSI 3.02% -11.4% -21.8% -25.0%
India NIFTY 50 INDA 4.87% -15.4% -20.1% -14.2%
Brasil Bovespa EWZ 2.83% -16.0% -23.5% -5.27%

CG vs. Sectors CG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 1.78% -10.3% -26.0% -35.1%
Consumer Discretionary XLY 1.95% -11.3% -22.4% -24.4%
Consumer Staples XLP 5.53% -11.6% -25.2% -22.3%
Energy XLE 6.51% 2.50% -14.1% -
Financial XLF 3.42% -9.25% -27.4% -33.8%
Health Care XLV 2.11% -7.57% -18.2% -12.8%
Industrial XLI 1.61% -11.5% -20.6% -20.7%
Materials XLB 2.64% -8.93% -12.4% -7.57%
Real Estate XLRE 3.55% -10.1% -19.0% -29.2%
Technology XLK -0.42% -13.1% -16.5% -18.8%
Utilities XLU 4.87% -11.4% -22.0% -32.9%
Aerospace & Defense XAR 1.08% -17.8% -33.4% -37.7%
Biotech XBI 0.73% -13.6% -7.20% -9.26%
Homebuilder XHB 2.72% -9.09% -5.03% -4.06%
Retail XRT 3.60% -10.8% -14.3% -8.35%

CG vs. Commodities CG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 12.2% 6.45% -8.67% 7.82%
Natural Gas UNG -0.82% 11.2% -53.4% -27.0%
Gold GLD 5.56% -16.8% -41.5% -54.5%
Silver SLV 8.74% -6.87% -21.0% -34.2%
Copper CPER 11.6% -1.68% -26.0% -11.9%

CG vs. Yields & Bonds CG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.14% -10.0% -20.5% -16.7%
iShares High Yield Corp. Bond HYG 4.83% -11.5% -23.9% -20.4%