(FHI) Federated Investors - Performance 31.9% in 12m
Compare FHI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.95%
#21 in Group
Rel. Strength
83.12%
#1348 in Universe
Total Return 12m
31.94%
#18 in Group
Total Return 5y
129.01%
#33 in Group
P/E 11.2
59th Percentile in Group
P/E Forward 9.90
56th Percentile in Group
PEG 1.90
64th Percentile in Group
FCF Yield 11.3%
49th Percentile in Group
12m Total Return: FHI (31.9%) 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% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| 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: FHI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FHI
| Total Return (including Dividends) | FHI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.39% | -2.11% | -0.87% |
| 3 Months | 2.92% | -4.92% | -7.58% |
| 12 Months | 31.94% | 22.69% | 11.88% |
| 5 Years | 129.01% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | FHI | XLF | S&P 500 |
| 1 Month | 44.6% | 27.8% | 23% |
| 3 Months | 1.10% | -81% | -88.5% |
| 12 Months | 76.8% | 83.7% | 55.1% |
| 5 Years | 87.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #65 | 1.75% | 0.48% |
| 3 Month | #19 | 8.25% | 11.4% |
| 12 Month | #18 | 7.54% | 17.9% |
| 5 Years | #41 | -6.49% | 8.88% |
FAQs
Does FHI Federated Investors outperforms the market?
Yes,
over the last 12 months FHI made 31.94%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months FHI made 2.92%, while XLF made -4.92%.
Over the last 3 months FHI made 2.92%, while XLF made -4.92%.
Performance Comparison FHI vs Indeces and Sectors
FHI vs. Indices FHI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.75% | 0.48% | 4.63% | 20.1% |
| US NASDAQ 100 | QQQ | 2.72% | -1.79% | 4.20% | 19.3% |
| US Dow Jones Industrial 30 | DIA | 4.69% | 2.79% | 4.72% | 22.7% |
| German DAX 40 | DAX | 4.98% | -1.71% | -14.9% | 7.26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 7.71% | 2.43% | 7.62% | 26.0% |
| Hongkong Hang Seng | HSI | 4.74% | -0.45% | 2.71% | 18.1% |
| India NIFTY 50 | INDA | 6.59% | -4.45% | 4.34% | 28.9% |
| Brasil Bovespa | EWZ | 4.55% | -4.99% | 0.93% | 37.8% |
FHI vs. Sectors FHI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.50% | 0.66% | -1.50% | 7.98% |
| Consumer Discretionary | XLY | 3.67% | -0.29% | 2.12% | 18.6% |
| Consumer Staples | XLP | 7.25% | -0.59% | -0.68% | 20.7% |
| Energy | XLE | 8.23% | 13.5% | 10.4% | 43.0% |
| Financial | XLF | 5.14% | 1.72% | -2.97% | 9.25% |
| Health Care | XLV | 3.83% | 3.40% | 6.32% | 30.2% |
| Industrial | XLI | 3.33% | -0.50% | 3.92% | 22.4% |
| Materials | XLB | 4.36% | 2.04% | 12.0% | 35.5% |
| Real Estate | XLRE | 5.27% | 0.92% | 5.52% | 13.9% |
| Technology | XLK | 1.30% | -2.08% | 7.97% | 24.2% |
| Utilities | XLU | 6.59% | -0.45% | 2.51% | 10.1% |
| Aerospace & Defense | XAR | 2.80% | -6.78% | -8.90% | 5.37% |
| Biotech | XBI | 2.45% | -2.67% | 17.3% | 33.8% |
| Homebuilder | XHB | 4.44% | 1.88% | 19.4% | 39.0% |
| Retail | XRT | 5.32% | 0.17% | 10.2% | 34.7% |