(FHI) Federated Investors - Performance 38% in 12m
FHI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
83.92%
#9 in Peer-Group
Rel. Strength
82.67%
#1333 in Stock-Universe
Total Return 12m
38.02%
#19 in Peer-Group
Total Return 5y
154.65%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 12.7 |
| P/E Forward | 11.0 |
| High / Low | USD |
|---|---|
| 52 Week High | 46.60 USD |
| 52 Week Low | 31.13 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 60.97 |
| Buy/Sell Signal +-5 | -1.80 |
| Support / Resistance | Levels |
|---|---|
| Support | 42.2, 40.5, 38.9, 37.5 |
| Resistance |
12m Total Return: FHI (38%) vs XLF (21.9%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
8.81% | 23.6% | 162% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
6.2% | 57.9% | 230% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| PNNT NYSE PennantPark Investment |
8.74% | 11.5% | 312% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-0.23% | 11.9% | 275% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| FHI NYSE Federated Investors |
6.36% | 38% | 155% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| BK NYSE The Bank of New York Mellon |
5.16% | 48.6% | 206% | 15.5 | 14.2 | 1.27 | 32.4% | 10.4% |
| ARES NYSE Ares Management |
4.47% | 22.7% | 402% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| GBDC NASDAQ Golub Capital BDC |
4.91% | 7.47% | 105% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
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 | 6.36% | 2.57% | 3.54% |
| 3 Months | 19.31% | 9.64% | 16.07% |
| 12 Months | 38.02% | 21.92% | 12.18% |
| 5 Years | 154.65% | 136.08% | 107.69% |
| Trend Score (consistency of price movement) | FHI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 94.7% | 76% | 91.9% |
| 3 Months | 82.7% | 85.8% | 97.5% |
| 12 Months | 76.7% | 78% | 47% |
| 5 Years | 87.3% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th77.50 | 3.70% | 2.73% |
| 3 Month | %th79.00 | 8.82% | 2.80% |
| 12 Month | %th91.50 | 13.20% | 23.04% |
| 5 Years | %th85.50 | 7.87% | 22.61% |
FAQs
Does Federated Investors (FHI) outperform the market?
Yes,
over the last 12 months FHI made 38.02%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.92%.
Over the last 3 months FHI made 19.31%, while XLF made 9.64%.
Performance Comparison FHI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FHI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.7% | 2.8% | 14.2% | 26% |
| US NASDAQ 100 | QQQ | -1.2% | 2% | 11.8% | 25% |
| German DAX 40 | DAX | 0.3% | 4.8% | 3.4% | 9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | 1.4% | 10.2% | 19% |
| Hongkong Hang Seng | HSI | -1.3% | 3.9% | -7.8% | 4% |
| India NIFTY 50 | INDA | 1.1% | 5.8% | 12.8% | 41% |
| Brasil Bovespa | EWZ | 3.9% | 9.3% | 2.1% | 38% |
FHI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.3% | 4.5% | 10.1% | 14% |
| Consumer Discretionary | XLY | -1.1% | 3.8% | 22.9% | 22% |
| Consumer Staples | XLP | 1.2% | 7.1% | 13.5% | 31% |
| Energy | XLE | 1.4% | 6.7% | 24.4% | 40% |
| Financial | XLF | 0.7% | 3.8% | 14.7% | 16% |
| Health Care | XLV | 1.4% | 8.2% | 24.6% | 47% |
| Industrial | XLI | -1.1% | 1.7% | 8.3% | 16% |
| Materials | XLB | 1.9% | 4.7% | 16.4% | 37% |
| Real Estate | XLRE | -0.1% | 7% | 15.4% | 32% |
| Technology | XLK | -1% | 0.1% | 8.4% | 27% |
| Utilities | XLU | -1.5% | 4.5% | 11.5% | 17% |
| Aerospace & Defense | XAR | -3.5% | -2.8% | -6.4% | -11% |
| Biotech | XBI | -1.8% | 3.3% | 22.8% | 52% |
| Homebuilder | XHB | 1% | 0.9% | 27.6% | 45% |
| Retail | XRT | 0.5% | 3.5% | 18.4% | 33% |
FHI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.8% | 10.6% | 30.6% | 44% |
| Natural Gas | UNG | -5.2% | 14.8% | 38.5% | 31% |
| Gold | GLD | -1.2% | 8% | -3.5% | 1% |
| Silver | SLV | -3.3% | 2.6% | -2.7% | 16% |
| Copper | CPER | -2% | -7.3% | -4.5% | 16% |
FHI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.8% | 6.5% | 19.7% | 43% |
| iShares High Yield Corp. Bond | HYG | -0.2% | 5.5% | 16.2% | 29% |