(HGTY) Hagerty - Performance -1.6% in 12m
Compare HGTY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-16.76%
#58 in Group
Rel. Strength
40.99%
#4710 in Universe
Total Return 12m
-1.56%
#58 in Group
Total Return 5y
-9.64%
#59 in Group
P/E 86.6
100th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.18%
51th Percentile in Group
12m Total Return: HGTY (-1.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Property & Casualty Insurance
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 |
|---|---|---|---|---|---|---|---|---|
| FFH TO Fairfax Financial Holdings |
3.48% | 45.4% | 564% | 9.54 | 10.3 | 0.28 | 30.5% | -0.15% |
| IFC TO Intact Financial |
4.14% | 38% | 157% | 23.8 | 17.9 | 0.87 | -17.4% | -28.1% |
| KNSL NYSE Kinsale Capital |
-10.6% | 20% | 277% | 24.2 | 23.4 | 1.56 | 87.7% | 18.8% |
| ALL NYSE The Allstate |
-4.19% | 19% | 124% | 11.5 | 11 | 1.97 | 42.0% | 48.3% |
| HCI NYSE HCI |
-1.96% | 30.1% | 296% | 16.2 | 8.75 | 1.7 | 61.8% | 26.2% |
| AIZ NYSE Assurant |
-8.11% | 12.2% | 111% | 12.7 | 11.8 | 1.46 | 35.8% | -32% |
| SKWD NASDAQ Skyward Specialty Insurance |
0.32% | 52% | 254% | 18.1 | 15.3 | 0.72 | 73.7% | 3.53% |
| SIGI NASDAQ Selective Insurance |
-4.71% | -12.8% | 95.5% | 23.8 | 11.5 | 1.86 | 32.7% | 2.22% |
Performance Comparison: HGTY vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HGTY
| Total Return (including Dividends) | HGTY | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.54% | -2.11% | -0.87% |
| 3 Months | -9.08% | -4.92% | -7.58% |
| 12 Months | -1.56% | 22.69% | 11.88% |
| 5 Years | -9.64% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | HGTY | XLF | S&P 500 |
| 1 Month | 8.20% | 27.8% | 23% |
| 3 Months | -88.2% | -81% | -88.5% |
| 12 Months | -29.2% | 83.7% | 55.1% |
| 5 Years | -23.7% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #34 | -0.45% | -1.69% |
| 3 Month | #60 | -4.38% | -1.63% |
| 12 Month | #59 | -19.8% | -12.0% |
| 5 Years | #48 | -34.1% | -35.4% |
FAQs
Does HGTY Hagerty outperforms the market?
No,
over the last 12 months HGTY made -1.56%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months HGTY made -9.08%, while XLF made -4.92%.
Over the last 3 months HGTY made -9.08%, while XLF made -4.92%.
Performance Comparison HGTY vs Indeces and Sectors
HGTY vs. Indices HGTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.13% | -1.67% | -16.3% | -13.4% |
| US NASDAQ 100 | QQQ | -2.16% | -3.94% | -16.8% | -14.2% |
| US Dow Jones Industrial 30 | DIA | -0.19% | 0.64% | -16.3% | -10.8% |
| German DAX 40 | DAX | 0.10% | -3.86% | -35.9% | -26.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.83% | 0.28% | -13.4% | -7.52% |
| Hongkong Hang Seng | HSI | -0.14% | -2.60% | -18.3% | -15.5% |
| India NIFTY 50 | INDA | 1.71% | -6.60% | -16.6% | -4.63% |
| Brasil Bovespa | EWZ | -0.33% | -7.14% | -20.0% | 4.26% |
HGTY vs. Sectors HGTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.38% | -1.49% | -22.5% | -25.5% |
| Consumer Discretionary | XLY | -1.21% | -2.44% | -18.9% | -14.9% |
| Consumer Staples | XLP | 2.37% | -2.74% | -21.7% | -12.8% |
| Energy | XLE | 3.35% | 11.3% | -10.6% | 9.53% |
| Financial | XLF | 0.26% | -0.43% | -23.9% | -24.3% |
| Health Care | XLV | -1.05% | 1.25% | -14.7% | -3.28% |
| Industrial | XLI | -1.55% | -2.65% | -17.1% | -11.2% |
| Materials | XLB | -0.52% | -0.11% | -8.93% | 1.96% |
| Real Estate | XLRE | 0.39% | -1.23% | -15.5% | -19.7% |
| Technology | XLK | -3.58% | -4.23% | -13.0% | -9.29% |
| Utilities | XLU | 1.71% | -2.60% | -18.5% | -23.4% |
| Aerospace & Defense | XAR | -2.08% | -8.93% | -29.9% | -28.1% |
| Biotech | XBI | -2.43% | -4.82% | -3.70% | 0.27% |
| Homebuilder | XHB | -0.44% | -0.27% | -1.53% | 5.47% |
| Retail | XRT | 0.44% | -1.98% | -10.8% | 1.18% |