Overview Performance Dividends Peer Group Options

(STT) State Street - Performance 25.8% in 12m

Compare STT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 51.74%
#65 in Group
Rel. Strength 79.47%
#1639 in Universe
Total Return 12m 25.77%
#27 in Group
Total Return 5y 77.48%
#62 in Group
P/E 9.44
46th Percentile in Group
P/E Forward 8.68
41th Percentile in Group
PEG 0.89
16th Percentile in Group
FCF Yield -0.80%
33th Percentile in Group

12m Total Return: STT (25.8%) vs XLF (22.7%)

Compare overall performance (total returns) of State Street with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (STT) State Street - Performance 25.8% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
STT 3.02% -0.75% -12.6%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
STT -3.5% 25.8% 77.5%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
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%
TSLX NYSE
Sixth Street Specialty		 -7.24% 5.49% 143% 10.3 9.76 1.27 -3.10% -5.88%
BK NYSE
The Bank of New York Mellon		 -3.51% 46% 163% 12.8 11.6 1.03 64.4% 12.5%
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: STT vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for STT
Total Return (including Dividends) STT XLF S&P 500
1 Month -0.75% -2.11% -0.87%
3 Months -12.56% -4.92% -7.58%
12 Months 25.77% 22.69% 11.88%
5 Years 77.48% 144.89% 110.33%
Trend Score (consistency of price movement) STT XLF S&P 500
1 Month 33.5% 27.8% 23%
3 Months -81.6% -81% -88.5%
12 Months 69.3% 83.7% 55.1%
5 Years 50.6% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #74 1.38% 0.11%
3 Month #149 -8.04% -5.39%
12 Month #27 2.51% 12.4%
5 Years #80 -27.5% -15.6%

FAQs

Does STT State Street outperforms the market?

Yes, over the last 12 months STT made 25.77%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months STT made -12.56%, while XLF made -4.92%.

Performance Comparison STT vs Indeces and Sectors

STT vs. Indices STT is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.55% 0.12% -1.64% 13.9%
US NASDAQ 100 QQQ -1.58% -2.15% -2.07% 13.1%
US Dow Jones Industrial 30 DIA 0.39% 2.43% -1.55% 16.6%
German DAX 40 DAX 0.68% -2.07% -21.2% 1.09%
Shanghai Shenzhen CSI 300 CSI 300 3.41% 2.07% 1.35% 19.8%
Hongkong Hang Seng HSI 0.44% -0.81% -3.56% 11.9%
India NIFTY 50 INDA 2.29% -4.81% -1.93% 22.7%
Brasil Bovespa EWZ 0.25% -5.35% -5.34% 31.6%

STT vs. Sectors STT is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -0.80% 0.30% -7.77% 1.81%
Consumer Discretionary XLY -0.63% -0.65% -4.15% 12.5%
Consumer Staples XLP 2.95% -0.95% -6.95% 14.6%
Energy XLE 3.93% 13.1% 4.15% 36.9%
Financial XLF 0.84% 1.36% -9.24% 3.08%
Health Care XLV -0.47% 3.04% 0.05% 24.1%
Industrial XLI -0.97% -0.86% -2.35% 16.2%
Materials XLB 0.06% 1.68% 5.77% 29.3%
Real Estate XLRE 0.97% 0.56% -0.75% 7.68%
Technology XLK -3.00% -2.44% 1.70% 18.0%
Utilities XLU 2.29% -0.81% -3.76% 3.94%
Aerospace & Defense XAR -1.50% -7.14% -15.2% -0.80%
Biotech XBI -1.85% -3.03% 11.0% 27.6%
Homebuilder XHB 0.14% 1.52% 13.2% 32.8%
Retail XRT 1.02% -0.19% 3.93% 28.5%

STT vs. Commodities STT is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 9.62% 17.1% 9.53% 44.7%
Natural Gas UNG -3.40% 21.8% -35.2% 9.84%
Gold GLD 2.98% -6.17% -23.3% -17.6%
Silver SLV 6.16% 3.74% -2.80% 2.69%
Copper CPER 9.05% 8.93% -7.81% 25.0%

STT vs. Yields & Bonds STT is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.56% 0.61% -2.33% 20.1%
iShares High Yield Corp. Bond HYG 2.25% -0.87% -5.72% 16.5%