(HTGC) Hercules Capital - Performance -3.1% in 12m
Compare HTGC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.13%
#30 in Group
Rel. Strength
40.79%
#4712 in Universe
Total Return 12m
-3.13%
#150 in Group
Total Return 5y
173.26%
#15 in Group
P/E 11.0
59th Percentile in Group
P/E Forward 9.13
52th Percentile in Group
PEG 0.52
3th Percentile in Group
FCF Yield -3.88%
12th Percentile in Group
12m Total Return: HTGC (-3.1%) vs XLF (22.4%)
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 |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
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 | 8.31% | 13.52% | 13.81% |
| 3 Months | -13.14% | -2.66% | -6.30% |
| 12 Months | -3.13% | 22.43% | 10.65% |
| 5 Years | 173.26% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | HTGC | XLF | S&P 500 |
| 1 Month | 44.6% | 89.2% | 83% |
| 3 Months | -81.8% | -64.6% | -75.3% |
| 12 Months | 10.8% | 82% | 50.1% |
| 5 Years | 87.2% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #172 | -4.59% | -4.83% |
| 3 Month | #163 | -10.8% | -7.30% |
| 12 Month | #152 | -20.9% | -12.5% |
| 5 Years | #17 | 9.12% | 31.5% |
FAQs
Does HTGC Hercules Capital outperforms the market?
No,
over the last 12 months HTGC made -3.13%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months HTGC made -13.14%, while XLF made -2.66%.
Over the last 3 months HTGC made -13.14%, while XLF made -2.66%.
Performance Comparison HTGC vs Indeces and Sectors
HTGC vs. Indices HTGC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.42% | -5.50% | -2.04% | -13.8% |
| US NASDAQ 100 | QQQ | -2.61% | -9.05% | -2.25% | -14.8% |
| US Dow Jones Industrial 30 | DIA | -2.83% | -1.68% | -1.75% | -10.8% |
| German DAX 40 | DAX | -2.40% | -6.65% | -28.3% | -28.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.60% | -3.52% | -2.81% | -10.5% |
| Hongkong Hang Seng | HSI | -5.59% | -11.6% | -10.4% | -16.8% |
| India NIFTY 50 | INDA | 2.50% | 3.47% | -2.48% | -2.92% |
| Brasil Bovespa | EWZ | -3.47% | -8.93% | -10.7% | 5.20% |
HTGC vs. Sectors HTGC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.06% | -5.10% | -9.10% | -24.7% |
| Consumer Discretionary | XLY | -2.80% | -5.92% | -1.06% | -17.4% |
| Consumer Staples | XLP | -1.56% | 1.72% | -8.97% | -12.3% |
| Energy | XLE | -2.24% | 1.55% | 4.55% | 6.33% |
| Financial | XLF | -3.52% | -5.21% | -9.14% | -25.6% |
| Health Care | XLV | 0.59% | 7.44% | 2.95% | 0.93% |
| Industrial | XLI | -4.11% | -8.51% | -3.47% | -14.1% |
| Materials | XLB | -2.22% | -5.25% | 2.85% | 2.10% |
| Real Estate | XLRE | -1.10% | -3.23% | -2.79% | -18.6% |
| Technology | XLK | -3.50% | -12.9% | 0.84% | -10.2% |
| Utilities | XLU | -2.47% | -1.28% | -9.70% | -20.6% |
| Aerospace & Defense | XAR | -4.40% | -12.9% | -13.5% | -30.5% |
| Biotech | XBI | 4.17% | -3.50% | 18.1% | 9.16% |
| Homebuilder | XHB | -2.89% | -3.17% | 11.2% | 4.42% |
| Retail | XRT | -4.32% | -6.34% | 2.20% | -1.65% |