Overview Performance Dividends Peer Group Options

(HLNE) Hamilton Lane - Performance 40.2% in 12m

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

Performance Rating 69.62%
#32 in Group
Rel. Strength 86.84%
#1051 in Universe
Total Return 12m 40.20%
#14 in Group
Total Return 5y 172.27%
#19 in Group
P/E 25.2
81th Percentile in Group
P/E Forward 31.0
92th Percentile in Group
PEG 1.39
44th Percentile in Group
FCF Yield 3.61%
68th Percentile in Group

12m Total Return: HLNE (40.2%) vs XLF (22.7%)

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

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (HLNE) Hamilton Lane - Performance 40.2% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
HLNE 7.21% 3.91% -2.6%
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
HLNE -13.5% 40.2% 172%
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: HLNE vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HLNE
Total Return (including Dividends) HLNE XLF S&P 500
1 Month 3.91% -2.11% -0.87%
3 Months -2.60% -4.92% -7.58%
12 Months 40.20% 22.69% 11.88%
5 Years 172.27% 144.89% 110.33%
Trend Score (consistency of price movement) HLNE XLF S&P 500
1 Month 26.1% 27.8% 23%
3 Months -65.4% -81% -88.5%
12 Months 48.0% 83.7% 55.1%
5 Years 70.6% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #24 6.15% 4.82%
3 Month #83 2.44% 5.38%
12 Month #13 14.3% 25.3%
5 Years #22 11.2% 29.5%

FAQs

Does HLNE Hamilton Lane outperforms the market?

Yes, over the last 12 months HLNE made 40.20%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months HLNE made -2.60%, while XLF made -4.92%.

Performance Comparison HLNE vs Indeces and Sectors

HLNE vs. Indices HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 3.64% 4.78% -11.6% 28.3%
US NASDAQ 100 QQQ 2.61% 2.51% -12.0% 27.5%
US Dow Jones Industrial 30 DIA 4.58% 7.09% -11.5% 31.0%
German DAX 40 DAX 4.87% 2.59% -31.1% 15.5%
Shanghai Shenzhen CSI 300 CSI 300 7.60% 6.73% -8.60% 34.2%
Hongkong Hang Seng HSI 4.63% 3.85% -13.5% 26.3%
India NIFTY 50 INDA 6.48% -0.15% -11.9% 37.1%
Brasil Bovespa EWZ 4.44% -0.69% -15.3% 46.0%

HLNE vs. Sectors HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 3.39% 4.96% -17.7% 16.2%
Consumer Discretionary XLY 3.56% 4.01% -14.1% 26.9%
Consumer Staples XLP 7.14% 3.71% -16.9% 29.0%
Energy XLE 8.12% 17.8% -5.80% 51.3%
Financial XLF 5.03% 6.02% -19.2% 17.5%
Health Care XLV 3.72% 7.70% -9.90% 38.5%
Industrial XLI 3.22% 3.80% -12.3% 30.6%
Materials XLB 4.25% 6.34% -4.18% 43.7%
Real Estate XLRE 5.16% 5.22% -10.7% 22.1%
Technology XLK 1.19% 2.22% -8.25% 32.5%
Utilities XLU 6.48% 3.85% -13.7% 18.4%
Aerospace & Defense XAR 2.69% -2.48% -25.1% 13.6%
Biotech XBI 2.34% 1.63% 1.05% 42.0%
Homebuilder XHB 4.33% 6.18% 3.22% 47.2%
Retail XRT 5.21% 4.47% -6.02% 42.9%

HLNE vs. Commodities HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 13.8% 21.7% -0.42% 59.1%
Natural Gas UNG 0.79% 26.5% -45.2% 24.3%
Gold GLD 7.17% -1.51% -33.3% -3.18%
Silver SLV 10.4% 8.40% -12.8% 17.1%
Copper CPER 13.2% 13.6% -17.8% 39.4%

HLNE vs. Yields & Bonds HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 4.75% 5.27% -12.3% 34.6%
iShares High Yield Corp. Bond HYG 6.44% 3.79% -15.7% 30.9%