(HTGC) Hercules Capital - Performance -3.4% in 12m
HTGC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
64.94%
#50 in Peer-Group
Rel. Strength
35.92%
#4752 in Stock-Universe
Total Return 12m
-3.36%
#151 in Peer-Group
Total Return 5y
196.44%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 13.7 |
| P/E Forward | 10.0 |
| High / Low | USD |
|---|---|
| 52 Week High | 21.10 USD |
| 52 Week Low | 15.88 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 73.60 |
| Buy/Sell Signal +-5 | 1.33 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HTGC (-3.4%) vs XLF (29%)
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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
11.8% | 65.1% | 246% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
4.78% | 22.4% | 160% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
4.55% | 30.5% | 414% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
2.39% | 55.5% | 179% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| FHI NYSE Federated Investors |
5.12% | 39.9% | 143% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
4.81% | 12.4% | 238% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
3.16% | 4.28% | 260% | 9.11 | 9.61 | 0.28 | -21.9% | -23.3% |
| APO NYSE Apollo Global Management |
8.7% | 21.1% | 223% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
Performance Comparison: HTGC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HTGC
| Total Return (including Dividends) | HTGC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 4.04% | 3.08% | 4.55% |
| 3 Months | -2.66% | 5.50% | 10.78% |
| 12 Months | -3.36% | 29.02% | 14.71% |
| 5 Years | 196.44% | 149.58% | 112.53% |
| Trend Score (consistency of price movement) | HTGC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 59.4% | 36.4% | 79.2% |
| 3 Months | 56.1% | 80.8% | 92.9% |
| 12 Months | -22.4% | 78% | 44.2% |
| 5 Years | 86.6% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th57.50 | 0.93% | -0.49% |
| 3 Month | %th27.00 | -7.73% | -12.13% |
| 12 Month | %th24.50 | -25.10% | -15.75% |
| 5 Years | %th84.50 | 18.77% | 39.48% |
FAQs
Does Hercules Capital (HTGC) outperform the market?
No,
over the last 12 months HTGC made -3.36%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.02%.
Over the last 3 months HTGC made -2.66%, while XLF made 5.50%.
Performance Comparison HTGC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HTGC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | -0.5% | -11.2% | -18% |
| US NASDAQ 100 | QQQ | -1.1% | -1.5% | -13.3% | -18% |
| German DAX 40 | DAX | -0.1% | 4% | -24.1% | -33% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.1% | -0.1% | -9.2% | -21% |
| Hongkong Hang Seng | HSI | 0.2% | -1.8% | -26.9% | -39% |
| India NIFTY 50 | INDA | 0.2% | 2% | -10.9% | -3% |
| Brasil Bovespa | EWZ | -1.6% | -3.7% | -35.7% | -17% |
HTGC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.8% | -2.7% | -17.8% | -32% |
| Consumer Discretionary | XLY | 1.3% | 2.4% | -2.5% | -23% |
| Consumer Staples | XLP | 3.2% | 5.7% | -9.4% | -13% |
| Energy | XLE | 4.1% | 0.5% | -5.7% | 1% |
| Financial | XLF | -0.4% | 1% | -14.3% | -32% |
| Health Care | XLV | 0.7% | 2% | -4% | 2% |
| Industrial | XLI | 0.2% | 0.3% | -17.8% | -27% |
| Materials | XLB | 1.7% | 2.4% | -10.5% | -6% |
| Real Estate | XLRE | 4.2% | 4% | -8.6% | -16% |
| Technology | XLK | -1.6% | -4.9% | -14.4% | -15% |
| Utilities | XLU | 2.2% | 4% | -14.5% | -28% |
| Aerospace & Defense | XAR | -2.2% | -5.8% | -32.6% | -56% |
| Biotech | XBI | 1.9% | 2% | 2.8% | 7% |
| Homebuilder | XHB | 1.5% | -2% | 0.1% | -4% |
| Retail | XRT | 2.8% | 2.6% | -2.5% | -10% |
HTGC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 7% | -1.08% | -1.90% | 7% |
| Natural Gas | UNG | 12% | 13.5% | 4% | 4% |
| Gold | GLD | 4.7% | 6.2% | -31% | -45% |
| Silver | SLV | 3.2% | 0.2% | -29.7% | -26% |
| Copper | CPER | -0.5% | -0.1% | -30.9% | -19% |
HTGC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1% | 0.4% | -8% | -5% |
| iShares High Yield Corp. Bond | HYG | 1.8% | 2.2% | -10.2% | -14% |