(FOA) Finance of America - Performance 335% in 12m
Compare FOA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-46.91%
#184 in Group
Rel. Strength
99.42%
#47 in Universe
Total Return 12m
335.00%
#1 in Group
Total Return 5y
-79.06%
#188 in Group
P/E 14.7
71th Percentile in Group
P/E Forward 6.68
12th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -2.25%
5th Percentile in Group
12m Total Return: FOA (335%) 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: FOA vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FOA
| Total Return (including Dividends) | FOA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.79% | -2.11% | -0.87% |
| 3 Months | -16.35% | -4.92% | -7.58% |
| 12 Months | 335.00% | 22.69% | 11.88% |
| 5 Years | -79.06% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | FOA | XLF | S&P 500 |
| 1 Month | -3.40% | 27.8% | 23% |
| 3 Months | -88.4% | -81% | -88.5% |
| 12 Months | 84.8% | 83.7% | 55.1% |
| 5 Years | -79.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #97 | 0.33% | -0.93% |
| 3 Month | #170 | -12.0% | -9.49% |
| 12 Month | #1 | 255% | 289% |
| 5 Years | #189 | -91.5% | -90.0% |
FAQs
Does FOA Finance of America outperforms the market?
Yes,
over the last 12 months FOA made 335.00%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months FOA made -16.35%, while XLF made -4.92%.
Over the last 3 months FOA made -16.35%, while XLF made -4.92%.
Performance Comparison FOA vs Indeces and Sectors
FOA vs. Indices FOA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.05% | -0.92% | 72.5% | 323% |
| US NASDAQ 100 | QQQ | -0.98% | -3.19% | 72.0% | 322% |
| US Dow Jones Industrial 30 | DIA | 0.99% | 1.39% | 72.5% | 326% |
| German DAX 40 | DAX | 1.28% | -3.11% | 52.9% | 310% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.01% | 1.03% | 75.4% | 329% |
| Hongkong Hang Seng | HSI | 1.04% | -1.85% | 70.5% | 321% |
| India NIFTY 50 | INDA | 2.89% | -5.85% | 72.2% | 332% |
| Brasil Bovespa | EWZ | 0.85% | -6.39% | 68.8% | 341% |
FOA vs. Sectors FOA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.20% | -0.74% | 66.3% | 311% |
| Consumer Discretionary | XLY | -0.03% | -1.69% | 69.9% | 322% |
| Consumer Staples | XLP | 3.55% | -1.99% | 67.1% | 324% |
| Energy | XLE | 4.53% | 12.1% | 78.2% | 346% |
| Financial | XLF | 1.44% | 0.32% | 64.9% | 312% |
| Health Care | XLV | 0.13% | 2.0% | 74.1% | 333% |
| Industrial | XLI | -0.37% | -1.90% | 71.7% | 325% |
| Materials | XLB | 0.66% | 0.64% | 79.9% | 339% |
| Real Estate | XLRE | 1.57% | -0.48% | 73.3% | 317% |
| Technology | XLK | -2.40% | -3.48% | 75.8% | 327% |
| Utilities | XLU | 2.89% | -1.85% | 70.3% | 313% |
| Aerospace & Defense | XAR | -0.90% | -8.18% | 58.9% | 308% |
| Biotech | XBI | -1.25% | -4.07% | 85.1% | 337% |
| Homebuilder | XHB | 0.74% | 0.48% | 87.3% | 342% |
| Retail | XRT | 1.62% | -1.23% | 78.0% | 338% |