(BRDG) Bridge Investment - Performance 43% in 12m
Compare BRDG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-22.01%
#170 in Group
Rel. Strength
88.24%
#937 in Universe
Total Return 12m
43.00%
#12 in Group
Total Return 5y
-26.35%
#175 in Group
P/E 72.5
95th Percentile in Group
P/E Forward 11.8
70th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 9.65%
63th Percentile in Group
12m Total Return: BRDG (43%) vs XLF (22.4%)
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 |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
Performance Comparison: BRDG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BRDG
| Total Return (including Dividends) | BRDG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 22.53% | 13.52% | 13.81% |
| 3 Months | 23.36% | -2.66% | -6.30% |
| 12 Months | 43.00% | 22.43% | 10.65% |
| 5 Years | -26.35% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | BRDG | XLF | S&P 500 |
| 1 Month | 68.4% | 89.2% | 83% |
| 3 Months | 9.0% | -64.6% | -75.3% |
| 12 Months | 56.2% | 82% | 50.1% |
| 5 Years | -80.2% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #147 | 7.93% | 7.66% |
| 3 Month | #4 | 26.7% | 31.7% |
| 12 Month | #12 | 16.8% | 29.2% |
| 5 Years | #127 | -50.2% | -46.7% |
FAQs
Does BRDG Bridge Investment outperforms the market?
Yes,
over the last 12 months BRDG made 43.00%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months BRDG made 23.36%, while XLF made -2.66%.
Over the last 3 months BRDG made 23.36%, while XLF made -2.66%.
Performance Comparison BRDG vs Indeces and Sectors
BRDG vs. Indices BRDG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.97% | 8.72% | -0.73% | 32.4% |
| US NASDAQ 100 | QQQ | -4.16% | 5.17% | -0.94% | 31.4% |
| US Dow Jones Industrial 30 | DIA | -4.38% | 12.5% | -0.44% | 35.3% |
| German DAX 40 | DAX | -3.95% | 7.57% | -27.0% | 17.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.15% | 10.7% | -1.50% | 35.6% |
| Hongkong Hang Seng | HSI | -7.14% | 2.60% | -9.09% | 29.3% |
| India NIFTY 50 | INDA | 0.95% | 17.7% | -1.17% | 43.2% |
| Brasil Bovespa | EWZ | -5.02% | 5.29% | -9.43% | 51.3% |
BRDG vs. Sectors BRDG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.61% | 9.12% | -7.79% | 21.4% |
| Consumer Discretionary | XLY | -4.35% | 8.30% | 0.25% | 28.7% |
| Consumer Staples | XLP | -3.11% | 15.9% | -7.66% | 33.9% |
| Energy | XLE | -3.79% | 15.8% | 5.86% | 52.5% |
| Financial | XLF | -5.07% | 9.01% | -7.83% | 20.6% |
| Health Care | XLV | -0.96% | 21.7% | 4.26% | 47.1% |
| Industrial | XLI | -5.66% | 5.71% | -2.16% | 32.0% |
| Materials | XLB | -3.77% | 8.97% | 4.16% | 48.2% |
| Real Estate | XLRE | -2.65% | 11.0% | -1.48% | 27.6% |
| Technology | XLK | -5.05% | 1.31% | 2.15% | 35.9% |
| Utilities | XLU | -4.02% | 12.9% | -8.39% | 25.5% |
| Aerospace & Defense | XAR | -5.95% | 1.37% | -12.2% | 15.7% |
| Biotech | XBI | 2.62% | 10.7% | 19.4% | 55.3% |
| Homebuilder | XHB | -4.44% | 11.1% | 12.5% | 50.6% |
| Retail | XRT | -5.87% | 7.88% | 3.51% | 44.5% |