(AGF-B) AGF Management - Performance 50.6% in 12m
AGF-B performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
86.28%
#7 in Peer-Group
Rel. Strength
87.47%
#955 in Stock-Universe
Total Return 12m
50.64%
#11 in Peer-Group
Total Return 5y
230.87%
#6 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 7.92 |
| P/E Forward | 6.77 |
| High / Low | CAD |
|---|---|
| 52 Week High | 12.46 CAD |
| 52 Week Low | 7.40 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 67.60 |
| Buy/Sell Signal +-5 | -1.57 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AGF-B (50.6%) vs XLF (24.4%)
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 |
2.48% | 50.6% | 231% | 7.92 | 6.77 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-3.44% | 27.8% | 406% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
0.76% | 55.4% | 168% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
5.03% | 19.8% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.61% | 36.1% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-8.61% | 15.2% | 193% | 23 | 17 | 1.37 | 3.80% | -28.4% |
| OFS NASDAQ OFS Capital |
5.02% | 7.11% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
-0.31% | 1.85% | 220% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
Performance Comparison: AGF-B vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AGF-B
| Total Return (including Dividends) | AGF-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.48% | -2.19% | 1.73% |
| 3 Months | 26.27% | 5.74% | 8.59% |
| 12 Months | 50.64% | 24.42% | 11.46% |
| 5 Years | 230.87% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | AGF-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 87.7% | -20.6% | 69.9% |
| 3 Months | 83.2% | 63.2% | 69.3% |
| 12 Months | 69.6% | 79.3% | 43.2% |
| 5 Years | 87% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #51 | 4.78% | 0.73% |
| 3 Month | #11 | 19.42% | 16.28% |
| 12 Month | #11 | 21.07% | 35.15% |
| 5 Years | #8 | 45.74% | 58.22% |
FAQs
Does AGF Management (AGF-B) outperform the market?
Yes,
over the last 12 months AGF-B made 50.64%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.42%.
Over the last 3 months AGF-B made 26.27%, while XLF made 5.74%.
Performance Comparison AGF-B vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
AGF-B vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.3% | 0.8% | 14.1% | 39% |
| US NASDAQ 100 | QQQ | 0.5% | 0.3% | 13.9% | 39% |
| German DAX 40 | DAX | 3.2% | 3.1% | -1.2% | 22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.3% | 3.4% | 13.7% | 38% |
| Hongkong Hang Seng | HSI | -1.1% | -3.3% | -2.7% | 24% |
| India NIFTY 50 | INDA | 1.5% | 2.4% | 15.6% | 51% |
| Brasil Bovespa | EWZ | -1.6% | 3.2% | -3% | 43% |
AGF-B vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1% | 0.1% | 11.4% | 27% |
| Consumer Discretionary | XLY | 0.1% | 4.1% | 23.3% | 32% |
| Consumer Staples | XLP | 0.8% | 1.2% | 13.6% | 43% |
| Energy | XLE | -5.7% | -0.2% | 13.2% | 48% |
| Financial | XLF | 2.5% | 4.7% | 11.9% | 26% |
| Health Care | XLV | -1.4% | -0.8% | 16.2% | 56% |
| Industrial | XLI | 1.5% | 1.5% | 8.9% | 32% |
| Materials | XLB | 0.4% | 1% | 14.7% | 51% |
| Real Estate | XLRE | -0.1% | 0.5% | 14.1% | 38% |
| Technology | XLK | -0.4% | -0.3% | 13.2% | 44% |
| Utilities | XLU | -0.4% | 0.3% | 7.1% | 31% |
| Aerospace & Defense | XAR | 0.2% | -5.6% | -4.5% | 9% |
| Biotech | XBI | 0.7% | -5.3% | 24.1% | 61% |
| Homebuilder | XHB | 0.9% | 9.4% | 30.8% | 61% |
| Retail | XRT | 3.7% | 1.4% | 22.2% | 50% |
AGF-B vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.5% | -12.8% | 5.48% | 45% |
| Natural Gas | UNG | 4.7% | 12.5% | -1.4% | 69% |
| Gold | GLD | -3.7% | -3.1% | -15.9% | 2% |
| Silver | SLV | -0.9% | -7.7% | -5.2% | 26% |
| Copper | CPER | 1.4% | 1.3% | -0.4% | 43% |
AGF-B vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.2% | 1.6% | 15.7% | 55% |
| iShares High Yield Corp. Bond | HYG | -0.2% | 2.1% | 10.7% | 42% |