(OPFI) OppFi - Performance 261.3% in 12m
Compare OPFI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
14.45%
#116 in Group
Rel. Strength
99.05%
#77 in Universe
Total Return 12m
261.25%
#3 in Group
Total Return 5y
2.12%
#149 in Group
P/E 25.8
82th Percentile in Group
P/E Forward 8.67
39th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 25.1%
81th Percentile in Group
12m Total Return: OPFI (261.3%) 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% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| 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: OPFI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OPFI
| Total Return (including Dividends) | OPFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 3.71% | -2.11% | -0.87% |
| 3 Months | -29.65% | -4.92% | -7.58% |
| 12 Months | 261.25% | 22.69% | 11.88% |
| 5 Years | 2.12% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | OPFI | XLF | S&P 500 |
| 1 Month | 53.4% | 52.2% | 47.5% |
| 3 Months | -73.9% | -79.5% | -87.3% |
| 12 Months | 94.0% | 83.3% | 54.3% |
| 5 Years | -21.3% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #25 | 5.95% | 4.62% |
| 3 Month | #185 | -26.0% | -23.9% |
| 12 Month | #3 | 194% | 223% |
| 5 Years | #119 | -47.5% | -38.7% |
FAQs
Does OPFI OppFi outperforms the market?
Yes,
over the last 12 months OPFI made 261.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months OPFI made -29.65%, while XLF made -4.92%.
Over the last 3 months OPFI made -29.65%, while XLF made -4.92%.
Performance Comparison OPFI vs Indeces and Sectors
OPFI vs. Indices OPFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.96% | 4.58% | 90.3% | 249% |
| US NASDAQ 100 | QQQ | 0.93% | 2.31% | 89.8% | 249% |
| US Dow Jones Industrial 30 | DIA | 2.90% | 6.89% | 90.3% | 252% |
| German DAX 40 | DAX | 3.19% | 2.39% | 70.7% | 237% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.92% | 6.53% | 93.2% | 255% |
| Hongkong Hang Seng | HSI | 2.95% | 3.65% | 88.3% | 247% |
| India NIFTY 50 | INDA | 4.80% | -0.35% | 90.0% | 258% |
| Brasil Bovespa | EWZ | 2.76% | -0.89% | 86.6% | 267% |
OPFI vs. Sectors OPFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.71% | 4.76% | 84.1% | 237% |
| Consumer Discretionary | XLY | 1.88% | 3.81% | 87.7% | 248% |
| Consumer Staples | XLP | 5.46% | 3.51% | 84.9% | 250% |
| Energy | XLE | 6.44% | 17.6% | 96.0% | 272% |
| Financial | XLF | 3.35% | 5.82% | 82.7% | 239% |
| Health Care | XLV | 2.04% | 7.50% | 91.9% | 260% |
| Industrial | XLI | 1.54% | 3.60% | 89.5% | 252% |
| Materials | XLB | 2.57% | 6.14% | 97.7% | 265% |
| Real Estate | XLRE | 3.48% | 5.02% | 91.1% | 243% |
| Technology | XLK | -0.49% | 2.02% | 93.6% | 254% |
| Utilities | XLU | 4.80% | 3.65% | 88.1% | 239% |
| Aerospace & Defense | XAR | 1.01% | -2.68% | 76.7% | 235% |
| Biotech | XBI | 0.66% | 1.43% | 103% | 263% |
| Homebuilder | XHB | 2.65% | 5.98% | 105% | 268% |
| Retail | XRT | 3.53% | 4.27% | 95.8% | 264% |