BK Performance: 68.3% Return (12 Months)

BK returned 68.3% over 12 months, outperforming the S&P 500 (31.5%). Volatility: 19.4%.

RS IBD 52.39
Top 12% in Peers
Volatility 19.4%
Top 18% in Peers
Total Return 12m 68.34%
Top 13% in Peers
RS Rating 75.99
Top 12% in Peers
P/E
P/E Trailing 15.6
P/E Forward 13.9
High / Low 52w
52 Week High 127.61 USD
52 Week Low 71.78 USD
Sentiment
VRO Trend Strength ±100 66.19
Buy Signal ±3 0.82
Drawdowns 3y
Max Drawdown 17.58%
Mean Drawdown 2.98%
Compare performance with 131 peers in Asset Management & Custody Banks
12m Total Return: BK (68.3%) vs PEER ETF Total Return of The Bank of New York versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for BK Performance: 68.3% Return (12 Months)

Top Performer in Asset Management & Custody Banks (5/131)

Short Term Performance
SYMBOL 1W 1M 3M
BGR -4.67% 6.11% 20.93%
SSSS 8.55% 16.77% 10.10%
BK 6.03% 4.64% 1.35%
MFIC 4.01% 11.41% 0.54%
INV 28.53% 46.84% -0.43%
OXLC 4.78% 26.81% -23.88%
Long Term Performance
SYMBOL 6M 12M 5Y
WULF 24.31% 457.30% 68.15%
SII 64.22% 254.14% 293.40%
SSSS 12.92% 152.65% 36.34%
AAMI 23.09% 137.49% 167.64%
PSLV 44.16% 136.17% 162.18%
BK 15.83% 68.34% 192.25%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
JHG NYSE
Janus Henderson		 7.93B 0.02% 78.7% 99.7% 9.85 11.8 1.06 28.4% -45.0%
BUI NYSE
BlackRock Utility		 646M -12.8% 40.4% 49.2% 5.85 - - - -
BGR NYSE
BlackRock Energy Resources		 421M 6.11% 57.2% 157% 10.5 - - -19.2% -63.1%
AAMI NYSE
Acadian Asset Management		 1.97B 3.71% 137% 168% 25.0 12.7 - 57.1% 28.2%
BSTZ NYSE
BlackRock Science		 1.54B 2.46% 57.2% 2.34% 4.81 - - -73.7% -46.0%
HQH NYSE
Tekla Healthcare Investors		 1.01B 0.05% 45.1% 25.5% 11.4 - - -11.9% 27.5%
MEGI NYSE
MainStay CBRE Global		 763M -0.88% 37.5% 13.7% 7.11 - - 89.4% 5,694%
RVT NYSE
Royce Value		 2.07B -2.66% 46.3% 40.3% 5.83 - - -10.8% -80.9%
NMAI NYSE
Nuveen Multi-Asset Income		 421M -3.68% 28.8% 15.0% 5.19 - - - -
RA NYSE
Brookfield Real Assets		 708M -2.65% 17.2% 8.63% 11.5 - - -61.7% -99.7%

Performance: BK vs S&P 500

Total Return vs S&P 500
PERIOD BK S&P 500 DIFFERENCE
1 Month 4.64% -3.48% 8.41%
3 Months 1.35% -4.38% 5.99%
6 Months 15.83% -1.79% 17.94%
12 Months 68.34% 31.52% 28.00%
5 Years 192.25% 72.80% 69.12%

BK Performance FAQ

Does BK outperform the market?

Yes, BK significantly outperforms the market. Over the past 12 months, BK returned 68.34% compared to 31.52% for the S&P 500.

What is the BK return over the last 12 months?

BK has returned 68.34% over the past 12 months, including dividends. Over 3 months the return was 1.35%, and over 5 years 192.25%.

How risky is BK?

BK has relatively low risk with a maximum drawdown of 17.58% over the past 3 years. The average drawdown is 2.98%.

BK vs Sectors (12m)

Sorted by outperformance. Positive = BK beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 59.8%
Health Care XLV 57.2%
Real Estate XLRE 55.1%
Financials XLF 54.3%
Consumer Discretionary XLY 47.7%
Communication Services XLC 38.9%
Communication Services XLC 38.9%
Materials XLB 34.2%
Industrials XLI 27%
Technology XLK 19.2%
Energy XLE 12%

BK vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY 28.00%
Gold GLD 11.5%
Long-Term Bonds TLT 67.6%