(ECAT) BlackRock ESG Capital - Performance 17.2% in 12m
Compare ECAT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.95%
#84 in Group
Rel. Strength
72.36%
#2207 in Universe
Total Return 12m
17.15%
#48 in Group
Total Return 5y
17.48%
#109 in Group
P/E 6.31
18th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 22.8%
(?) Percentile in Group
12m Total Return: ECAT (17.2%) 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: ECAT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ECAT
| Total Return (including Dividends) | ECAT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.61% | -2.11% | -0.87% |
| 3 Months | -2.14% | -4.92% | -7.58% |
| 12 Months | 17.15% | 22.69% | 11.88% |
| 5 Years | 17.48% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | ECAT | XLF | S&P 500 |
| 1 Month | 18.6% | 27.8% | 23% |
| 3 Months | -73.3% | -81% | -88.5% |
| 12 Months | 63.8% | 83.7% | 55.1% |
| 5 Years | 75.5% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #71 | 1.53% | 0.26% |
| 3 Month | #78 | 2.92% | 5.88% |
| 12 Month | #49 | -4.52% | 4.72% |
| 5 Years | #57 | -13.9% | -12.6% |
FAQs
Does ECAT BlackRock ESG Capital outperforms the market?
No,
over the last 12 months ECAT made 17.15%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months ECAT made -2.14%, while XLF made -4.92%.
Over the last 3 months ECAT made -2.14%, while XLF made -4.92%.
Performance Comparison ECAT vs Indeces and Sectors
ECAT vs. Indices ECAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.78% | 0.26% | 1.86% | 5.27% |
| US NASDAQ 100 | QQQ | -0.25% | -2.01% | 1.43% | 4.48% |
| US Dow Jones Industrial 30 | DIA | 1.72% | 2.57% | 1.95% | 7.95% |
| German DAX 40 | DAX | 2.01% | -1.93% | -17.7% | -7.53% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.74% | 2.21% | 4.85% | 11.2% |
| Hongkong Hang Seng | HSI | 1.77% | -0.67% | -0.06% | 3.26% |
| India NIFTY 50 | INDA | 3.62% | -4.67% | 1.57% | 14.1% |
| Brasil Bovespa | EWZ | 1.58% | -5.21% | -1.84% | 23.0% |
ECAT vs. Sectors ECAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.53% | 0.44% | -4.27% | -6.81% |
| Consumer Discretionary | XLY | 0.70% | -0.51% | -0.65% | 3.83% |
| Consumer Staples | XLP | 4.28% | -0.81% | -3.45% | 5.95% |
| Energy | XLE | 5.26% | 13.3% | 7.65% | 28.2% |
| Financial | XLF | 2.17% | 1.50% | -5.74% | -5.54% |
| Health Care | XLV | 0.86% | 3.18% | 3.55% | 15.4% |
| Industrial | XLI | 0.36% | -0.72% | 1.15% | 7.56% |
| Materials | XLB | 1.39% | 1.82% | 9.27% | 20.7% |
| Real Estate | XLRE | 2.30% | 0.70% | 2.75% | -0.94% |
| Technology | XLK | -1.67% | -2.30% | 5.20% | 9.42% |
| Utilities | XLU | 3.62% | -0.67% | -0.26% | -4.68% |
| Aerospace & Defense | XAR | -0.17% | -7.0% | -11.7% | -9.42% |
| Biotech | XBI | -0.52% | -2.89% | 14.5% | 19.0% |
| Homebuilder | XHB | 1.47% | 1.66% | 16.7% | 24.2% |
| Retail | XRT | 2.35% | -0.05% | 7.43% | 19.9% |