(NTRS) Northern Trust - Performance 17.8% in 12m
Compare NTRS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
31.00%
#90 in Group
Rel. Strength
73.08%
#2149 in Universe
Total Return 12m
17.80%
#45 in Group
Total Return 5y
46.71%
#79 in Group
P/E 8.55
37th Percentile in Group
P/E Forward 11.4
65th Percentile in Group
PEG 57.1
97th Percentile in Group
FCF Yield -5.61%
16th Percentile in Group
12m Total Return: NTRS (17.8%) 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: NTRS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for NTRS
| Total Return (including Dividends) | NTRS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.73% | -2.11% | -0.87% |
| 3 Months | -15.65% | -4.92% | -7.58% |
| 12 Months | 17.80% | 22.69% | 11.88% |
| 5 Years | 46.71% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | NTRS | XLF | S&P 500 |
| 1 Month | 22.2% | 27.8% | 23% |
| 3 Months | -89.9% | -81% | -88.5% |
| 12 Months | 74.7% | 83.7% | 55.1% |
| 5 Years | 8.20% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #148 | -2.68% | -3.90% |
| 3 Month | #167 | -11.3% | -8.73% |
| 12 Month | #44 | -3.99% | 5.29% |
| 5 Years | #100 | -40.1% | -30.3% |
FAQs
Does NTRS Northern Trust outperforms the market?
No,
over the last 12 months NTRS made 17.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months NTRS made -15.65%, while XLF made -4.92%.
Over the last 3 months NTRS made -15.65%, while XLF made -4.92%.
Performance Comparison NTRS vs Indeces and Sectors
NTRS vs. Indices NTRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.16% | -3.86% | -3.26% | 5.92% |
| US NASDAQ 100 | QQQ | -0.87% | -6.13% | -3.69% | 5.13% |
| US Dow Jones Industrial 30 | DIA | 1.10% | -1.55% | -3.17% | 8.60% |
| German DAX 40 | DAX | 1.39% | -6.05% | -22.8% | -6.88% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.12% | -1.91% | -0.27% | 11.8% |
| Hongkong Hang Seng | HSI | 1.15% | -4.79% | -5.18% | 3.91% |
| India NIFTY 50 | INDA | 3.0% | -8.79% | -3.55% | 14.7% |
| Brasil Bovespa | EWZ | 0.96% | -9.33% | -6.96% | 23.6% |
NTRS vs. Sectors NTRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.09% | -3.68% | -9.39% | -6.16% |
| Consumer Discretionary | XLY | 0.08% | -4.63% | -5.77% | 4.48% |
| Consumer Staples | XLP | 3.66% | -4.93% | -8.57% | 6.60% |
| Energy | XLE | 4.64% | 9.13% | 2.53% | 28.9% |
| Financial | XLF | 1.55% | -2.62% | -10.9% | -4.89% |
| Health Care | XLV | 0.24% | -0.94% | -1.57% | 16.1% |
| Industrial | XLI | -0.26% | -4.84% | -3.97% | 8.21% |
| Materials | XLB | 0.77% | -2.30% | 4.15% | 21.3% |
| Real Estate | XLRE | 1.68% | -3.42% | -2.37% | -0.29% |
| Technology | XLK | -2.29% | -6.42% | 0.08% | 10.1% |
| Utilities | XLU | 3.0% | -4.79% | -5.38% | -4.03% |
| Aerospace & Defense | XAR | -0.79% | -11.1% | -16.8% | -8.77% |
| Biotech | XBI | -1.14% | -7.01% | 9.38% | 19.6% |
| Homebuilder | XHB | 0.85% | -2.46% | 11.6% | 24.8% |
| Retail | XRT | 1.73% | -4.17% | 2.31% | 20.5% |