Overview Performance Dividends Peer Group Options

(AGF-B) AGF Management - Performance 37.1% in 12m

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

Performance Rating 85.78%
#11 in Group
Rel. Strength 85.48%
#1160 in Universe
Total Return 12m 37.08%
#15 in Group
Total Return 5y 236.22%
#8 in Group
P/E 6.99
24th Percentile in Group
P/E Forward 6.00
9th Percentile in Group
PEG 1.25
38th Percentile in Group
FCF Yield 16.1%
51th Percentile in Group

12m Total Return: AGF-B (37.1%) vs XLF (22.7%)

Compare overall performance (total returns) of AGF Management with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (AGF-B) AGF Management - Performance 37.1% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
AGF-B 5.99% 2.72% -7.75%
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
AGF-B 1.02% 37.1% 236%
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: 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 2.72% -2.11% -0.87%
3 Months -7.75% -4.92% -7.58%
12 Months 37.08% 22.69% 11.88%
5 Years 236.22% 144.89% 110.33%
Trend Score (consistency of price movement) AGF-B XLF S&P 500
1 Month 36.5% 27.8% 23%
3 Months -74.7% -81% -88.5%
12 Months 66.4% 83.7% 55.1%
5 Years 86.9% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #30 4.93% 3.62%
3 Month #131 -2.98% -0.19%
12 Month #16 11.7% 22.5%
5 Years #10 37.3% 59.9%

FAQs

Does AGF-B AGF Management outperforms the market?

Yes, over the last 12 months AGF-B made 37.08%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months AGF-B made -7.75%, while XLF made -4.92%.

Performance Comparison AGF-B vs Indeces and Sectors

AGF-B vs. Indices AGF-B is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 2.42% 3.59% 2.88% 25.2%
US NASDAQ 100 QQQ 1.39% 1.32% 2.45% 24.4%
US Dow Jones Industrial 30 DIA 3.36% 5.90% 2.97% 27.9%
German DAX 40 DAX 3.65% 1.40% -16.6% 12.4%
Shanghai Shenzhen CSI 300 CSI 300 6.38% 5.54% 5.87% 31.1%
Hongkong Hang Seng HSI 3.41% 2.66% 0.96% 23.2%
India NIFTY 50 INDA 5.26% -1.34% 2.59% 34.0%
Brasil Bovespa EWZ 3.22% -1.88% -0.82% 42.9%

AGF-B vs. Sectors AGF-B is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 2.17% 3.77% -3.25% 13.1%
Consumer Discretionary XLY 2.34% 2.82% 0.37% 23.8%
Consumer Staples XLP 5.92% 2.52% -2.43% 25.9%
Energy XLE 6.90% 16.6% 8.67% 48.2%
Financial XLF 3.81% 4.83% -4.72% 14.4%
Health Care XLV 2.50% 6.51% 4.57% 35.4%
Industrial XLI 2.0% 2.61% 2.17% 27.5%
Materials XLB 3.03% 5.15% 10.3% 40.6%
Real Estate XLRE 3.94% 4.03% 3.77% 19.0%
Technology XLK -0.03% 1.03% 6.22% 29.4%
Utilities XLU 5.26% 2.66% 0.76% 15.3%
Aerospace & Defense XAR 1.47% -3.67% -10.7% 10.5%
Biotech XBI 1.12% 0.44% 15.5% 38.9%
Homebuilder XHB 3.11% 4.99% 17.7% 44.1%
Retail XRT 3.99% 3.28% 8.45% 39.8%

AGF-B vs. Commodities AGF-B is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 12.6% 20.5% 14.1% 56.0%
Natural Gas UNG -0.43% 25.3% -30.7% 21.2%
Gold GLD 5.95% -2.70% -18.8% -6.30%
Silver SLV 9.13% 7.21% 1.72% 14.0%
Copper CPER 12.0% 12.4% -3.29% 36.3%

AGF-B vs. Yields & Bonds AGF-B is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.53% 4.08% 2.19% 31.4%
iShares High Yield Corp. Bond HYG 5.22% 2.60% -1.20% 27.8%