(OPY) Oppenheimer Holdings - Performance 36.9% in 12m
OPY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
71.74%
#19 in Peer-Group
Rel. Strength
81.41%
#1415 in Stock-Universe
Total Return 12m
36.89%
#25 in Peer-Group
Total Return 5y
255.22%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.42 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 72.34 USD |
| 52 Week Low | 45.39 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 29.17 |
| Buy/Sell Signal +-5 | 1.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OPY (36.9%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-1.5% | 34.7% | 387% | 26.3 | 20.2 | 1.64 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
-3.56% | 26.5% | 234% | 14 | 12.6 | 1.64 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
2.49% | 46.5% | 223% | 27.3 | 28 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
-0.81% | 22.1% | 235% | 18 | 11.1 | 0.85 | -37.4% | -26.8% |
| EVR NYSE Evercore Partners |
3.1% | 22.2% | 376% | 22.5 | 25.6 | 1.13 | -38.0% | 2.04% |
| SCHW NYSE Charles Schwab |
0.76% | 25.2% | 164% | 26.7 | 20.8 | 1.1 | 7.50% | 11.9% |
| BGC NASDAQ BGC |
-4.39% | 20.8% | 259% | 37.6 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
-7.18% | 9.46% | 120% | 26.1 | 29.2 | 1.97 | -40.2% | -14% |
Performance Comparison: OPY vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OPY
| Total Return (including Dividends) | OPY | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.78% | -2.71% | 0.44% |
| 3 Months | 4.94% | 2.80% | 6.81% |
| 12 Months | 36.89% | 23.58% | 10.31% |
| 5 Years | 255.22% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | OPY | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -76.4% | -9% | 83% |
| 3 Months | 68.3% | 64.3% | 77.5% |
| 12 Months | 68.1% | 78.5% | 43.1% |
| 5 Years | 61.3% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #27 | -0.07% | -3.20% |
| 3 Month | #35 | 2.08% | -1.76% |
| 12 Month | #24 | 10.77% | 24.09% |
| 5 Years | #19 | 53.73% | 72.47% |
FAQs
Does Oppenheimer Holdings (OPY) outperform the market?
Yes,
over the last 12 months OPY made 36.89%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.58%.
Over the last 3 months OPY made 4.94%, while XLF made 2.80%.
Performance Comparison OPY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OPY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1% | -3.2% | 0.6% | 27% |
| US NASDAQ 100 | QQQ | -1% | -4.1% | 0.4% | 27% |
| German DAX 40 | DAX | 1% | -0.2% | -11.6% | 9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.1% | -2.4% | 2.2% | 26% |
| Hongkong Hang Seng | HSI | -0% | -6.6% | -16.5% | 10% |
| India NIFTY 50 | INDA | 1.1% | -1% | 2.8% | 39% |
| Brasil Bovespa | EWZ | -3% | -4.3% | -24.6% | 26% |
OPY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.7% | -4.3% | -3.4% | 12% |
| Consumer Discretionary | XLY | 0.4% | 0.3% | 10.7% | 20% |
| Consumer Staples | XLP | -0.4% | -0.5% | 1.6% | 31% |
| Energy | XLE | -3.7% | -7.2% | -3.4% | 34% |
| Financial | XLF | -0.1% | -0.1% | -3.2% | 13% |
| Health Care | XLV | 0.2% | -1.9% | 5.3% | 44% |
| Industrial | XLI | -0.2% | -1.4% | -5.1% | 20% |
| Materials | XLB | -0.5% | -2.5% | 0.3% | 38% |
| Real Estate | XLRE | -1.3% | -2.2% | -1.3% | 24% |
| Technology | XLK | -2.2% | -5.8% | -1.3% | 32% |
| Utilities | XLU | -1.2% | -0.4% | -6.1% | 17% |
| Aerospace & Defense | XAR | -0.6% | -7.1% | -18.5% | -3% |
| Biotech | XBI | 0.4% | -6.5% | 11.2% | 45% |
| Homebuilder | XHB | 1.7% | 3.7% | 15.5% | 47% |
| Retail | XRT | 0.5% | -2.8% | 7.3% | 35% |
OPY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.6% | -22.9% | -9.67% | 32% |
| Natural Gas | UNG | -15% | -18.3% | -21.2% | 46% |
| Gold | GLD | -2.3% | -6.9% | -26.6% | -7% |
| Silver | SLV | -2.6% | -15.9% | -20.8% | 13% |
| Copper | CPER | -2.8% | -7.1% | -15.3% | 27% |
OPY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.2% | -3.9% | 4.2% | 41% |
| iShares High Yield Corp. Bond | HYG | -1.7% | -3.5% | -1.1% | 28% |