Overview Performance Dividends Peer Group Options

(BLK) BlackRock - Performance 24% in 12m

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

Performance Rating 61.83%
#47 in Group
Rel. Strength 78.06%
#1752 in Universe
Total Return 12m 23.95%
#30 in Group
Total Return 5y 114.67%
#39 in Group
P/E 21.6
78th Percentile in Group
P/E Forward 20.0
83th Percentile in Group
PEG 1.90
64th Percentile in Group
FCF Yield 3.53%
51th Percentile in Group

12m Total Return: BLK (24%) vs XLF (22.7%)

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

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BLK) BlackRock - Performance 24% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
BLK 2.43% -3.4% -14.5%
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
BLK -5.83% 24% 115%
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: BLK vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BLK
Total Return (including Dividends) BLK XLF S&P 500
1 Month -3.40% -2.11% -0.87%
3 Months -14.53% -4.92% -7.58%
12 Months 23.95% 22.69% 11.88%
5 Years 114.67% 144.89% 110.33%
Trend Score (consistency of price movement) BLK XLF S&P 500
1 Month 27.1% 27.8% 23%
3 Months -81.8% -81% -88.5%
12 Months 65.5% 83.7% 55.1%
5 Years 58.3% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #137 -1.32% -2.56%
3 Month #162 -10.1% -7.52%
12 Month #31 1.03% 10.8%
5 Years #51 -12.3% 2.07%

FAQs

Does BLK BlackRock outperforms the market?

Yes, over the last 12 months BLK made 23.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BLK made -14.53%, while XLF made -4.92%.

Performance Comparison BLK vs Indeces and Sectors

BLK vs. Indices BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.14% -2.53% -3.97% 12.1%
US NASDAQ 100 QQQ -2.17% -4.80% -4.40% 11.3%
US Dow Jones Industrial 30 DIA -0.20% -0.22% -3.88% 14.8%
German DAX 40 DAX 0.09% -4.72% -23.5% -0.73%
Shanghai Shenzhen CSI 300 CSI 300 2.82% -0.58% -0.98% 18.0%
Hongkong Hang Seng HSI -0.15% -3.46% -5.89% 10.1%
India NIFTY 50 INDA 1.70% -7.46% -4.26% 20.9%
Brasil Bovespa EWZ -0.34% -8.0% -7.67% 29.8%

BLK vs. Sectors BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -1.39% -2.35% -10.1% -0.01%
Consumer Discretionary XLY -1.22% -3.30% -6.48% 10.6%
Consumer Staples XLP 2.36% -3.60% -9.28% 12.8%
Energy XLE 3.34% 10.5% 1.82% 35.0%
Financial XLF 0.25% -1.29% -11.6% 1.26%
Health Care XLV -1.06% 0.39% -2.28% 22.2%
Industrial XLI -1.56% -3.51% -4.68% 14.4%
Materials XLB -0.53% -0.97% 3.44% 27.5%
Real Estate XLRE 0.38% -2.09% -3.08% 5.86%
Technology XLK -3.59% -5.09% -0.63% 16.2%
Utilities XLU 1.70% -3.46% -6.09% 2.12%
Aerospace & Defense XAR -2.09% -9.79% -17.5% -2.62%
Biotech XBI -2.44% -5.68% 8.67% 25.8%
Homebuilder XHB -0.45% -1.13% 10.8% 31.0%
Retail XRT 0.43% -2.84% 1.60% 26.7%

BLK vs. Commodities BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 9.03% 14.4% 7.20% 42.9%
Natural Gas UNG -3.99% 19.1% -37.5% 8.02%
Gold GLD 2.39% -8.82% -25.7% -19.4%
Silver SLV 5.57% 1.09% -5.13% 0.87%
Copper CPER 8.46% 6.28% -10.1% 23.1%

BLK vs. Yields & Bonds BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.03% -2.04% -4.66% 18.3%
iShares High Yield Corp. Bond HYG 1.66% -3.52% -8.05% 14.7%