(BCSF) Bain Capital Specialty - Performance 2.4% in 12m
Compare BCSF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
84.55%
#11 in Group
Rel. Strength
45.45%
#4354 in Universe
Total Return 12m
2.37%
#131 in Group
Total Return 5y
182.02%
#17 in Group
P/E 8.09
32th Percentile in Group
P/E Forward 10.4
61th Percentile in Group
PEG 1.07
31th Percentile in Group
FCF Yield -2.97%
16th Percentile in Group
12m Total Return: BCSF (2.4%) 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: BCSF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BCSF
| Total Return (including Dividends) | BCSF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.83% | -2.11% | -0.87% |
| 3 Months | -13.46% | -4.92% | -7.58% |
| 12 Months | 2.37% | 22.69% | 11.88% |
| 5 Years | 182.02% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | BCSF | XLF | S&P 500 |
| 1 Month | 7.50% | 27.8% | 23% |
| 3 Months | -84.9% | -81% | -88.5% |
| 12 Months | 64.1% | 83.7% | 55.1% |
| 5 Years | 86.6% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #174 | -5.85% | -7.03% |
| 3 Month | #156 | -8.98% | -6.36% |
| 12 Month | #132 | -16.6% | -8.50% |
| 5 Years | #21 | 15.2% | 34.1% |
FAQs
Does BCSF Bain Capital Specialty outperforms the market?
No,
over the last 12 months BCSF made 2.37%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BCSF made -13.46%, while XLF made -4.92%.
Over the last 3 months BCSF made -13.46%, while XLF made -4.92%.
Performance Comparison BCSF vs Indeces and Sectors
BCSF vs. Indices BCSF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.84% | -6.96% | -1.26% | -9.51% |
| US NASDAQ 100 | QQQ | -2.87% | -9.23% | -1.69% | -10.3% |
| US Dow Jones Industrial 30 | DIA | -0.90% | -4.65% | -1.17% | -6.83% |
| German DAX 40 | DAX | -0.61% | -9.15% | -20.8% | -22.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.12% | -5.01% | 1.73% | -3.59% |
| Hongkong Hang Seng | HSI | -0.85% | -7.89% | -3.18% | -11.5% |
| India NIFTY 50 | INDA | 1.0% | -11.9% | -1.55% | -0.70% |
| Brasil Bovespa | EWZ | -1.04% | -12.4% | -4.96% | 8.19% |
BCSF vs. Sectors BCSF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.09% | -6.78% | -7.39% | -21.6% |
| Consumer Discretionary | XLY | -1.92% | -7.73% | -3.77% | -11.0% |
| Consumer Staples | XLP | 1.66% | -8.03% | -6.57% | -8.83% |
| Energy | XLE | 2.64% | 6.03% | 4.53% | 13.5% |
| Financial | XLF | -0.45% | -5.72% | -8.86% | -20.3% |
| Health Care | XLV | -1.76% | -4.04% | 0.43% | 0.65% |
| Industrial | XLI | -2.26% | -7.94% | -1.97% | -7.22% |
| Materials | XLB | -1.23% | -5.40% | 6.15% | 5.89% |
| Real Estate | XLRE | -0.32% | -6.52% | -0.37% | -15.7% |
| Technology | XLK | -4.29% | -9.52% | 2.08% | -5.36% |
| Utilities | XLU | 1.0% | -7.89% | -3.38% | -19.5% |
| Aerospace & Defense | XAR | -2.79% | -14.2% | -14.8% | -24.2% |
| Biotech | XBI | -3.14% | -10.1% | 11.4% | 4.20% |
| Homebuilder | XHB | -1.15% | -5.56% | 13.6% | 9.40% |
| Retail | XRT | -0.27% | -7.27% | 4.31% | 5.11% |