AGF-B Performance & Benchmarks - 56.6% in 12m
The Total Return for 3m is 20.9%, for 6m 11.5% and YTD 19.3%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
86.15%
#7 in Peer-Group
Rel. Strength
88.25%
#900 in Stock-Universe
Total Return 12m
56.59%
#13 in Peer-Group
Total Return 5y
210.08%
#12 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 8.06 |
| P/E Forward | 7.04 |
| High / Low | CAD |
|---|---|
| 52 Week High | 13.27 CAD |
| 52 Week Low | 7.33 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 9.91 |
| Buy/Sell Signal +-5 | -0.44 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AGF-B (56.6%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| AGF-B | -2.46% | -6.18% | 20.9% |
| BTCS | -15.1% | 108% | 160% |
| ALCBI | -27.1% | -66.7% | 405% |
| IREN | -11.2% | 10.6% | 164% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| AGF-B | 11.5% | 56.6% | 210% |
| ALCBI | 171% | 60.3% | 45.7% |
| BTCS | 49.8% | 201% | 65.6% |
| IREN | 57.6% | 60.0% | -34.1% |
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 |
|---|---|---|---|---|---|---|---|---|
| PNNT NYSE PennantPark Investment |
6.88% | 14% | 313% | 9.97 | 10.6 | 0.28 | 24.0% | 18.8% |
| TSLX NYSE Sixth Street Specialty |
1.97% | 28% | 151% | 12.9 | 11.9 | 1.27 | 1.80% | 78.7% |
| AGF-B TO AGF Management |
-6.18% | 56.6% | 210% | 8.06 | 7.04 | 1.25 | 74.2% | 24.9% |
| BK NYSE The Bank of New York Mellon |
11.9% | 59.6% | 226% | 15.4 | 14.6 | 1.17 | 47.0% | 16.2% |
| ARES NYSE Ares Management |
7.12% | 24.3% | 432% | 109 | 38 | 0.63 | 44.9% | 36.9% |
| OFS NASDAQ OFS Capital |
0.47% | 14.6% | 231% | 3.78 | 9.2 | 1.67 | 54.2% | 17.2% |
| FHI NYSE Federated Investors |
11.9% | 49.3% | 140% | 13.7 | 11.7 | 1.05 | 19.5% | 26.6% |
| GBDC NASDAQ Golub Capital BDC |
2.12% | 9.24% | 102% | 14.2 | 10.7 | 1.51 | 40.9% | 49.4% |
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 | -6.18% | 0.00% | 2.30% |
| 3 Months | 20.88% | 7.77% | 14.32% |
| 12 Months | 56.59% | 21.53% | 16.19% |
| 5 Years | 210.08% | 137.88% | 106.47% |
| Trend Stabilty (consistency of price movement) | AGF-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -62% | 25.1% | 88.4% |
| 3 Months | 82.1% | 83.2% | 97.4% |
| 12 Months | 72.2% | 78.1% | 49.8% |
| 5 Years | 87% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 6 %th | -6.18% | -8.30% |
| 3 Month | 84 %th | 12.16% | 5.74% |
| 12 Month | 94 %th | 28.85% | 34.77% |
| 5 Years | 94 %th | 29.81% | 50.76% |
FAQs
Does AGF Management (AGF-B) outperform the market?
Yes,
over the last 12 months AGF-B made 56.59%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.53%.
Over the last 3 months AGF-B made 20.88%, while XLF made 7.77%.
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 | -2.1% | -8.5% | 5.9% | 40% |
| US NASDAQ 100 | QQQ | -2.5% | -8.6% | 3.1% | 36% |
| German DAX 40 | DAX | -1.5% | -6.8% | 1.3% | 27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -9.3% | 2.3% | 37% |
| Hongkong Hang Seng | HSI | -1.6% | -10.4% | -16.7% | 15% |
| India NIFTY 50 | INDA | 0.2% | -0.7% | 8.3% | 64% |
| Brasil Bovespa | EWZ | -0.3% | 1.8% | 4.7% | 55% |
AGF-B vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.3% | -5.2% | 6% | 30% |
| Consumer Discretionary | XLY | -1.9% | -8.1% | 15.7% | 37% |
| Consumer Staples | XLP | -0.5% | -4.7% | 9.3% | 52% |
| Energy | XLE | -2.2% | -9% | 10.4% | 60% |
| Financial | XLF | -1.1% | -6.2% | 9% | 35% |
| Health Care | XLV | 1.5% | -3% | 21.9% | 68% |
| Industrial | XLI | -1.5% | -9.2% | 1% | 36% |
| Materials | XLB | 1.4% | -6.1% | 11.7% | 60% |
| Real Estate | XLRE | 0.8% | -6.2% | 10% | 53% |
| Technology | XLK | -3% | -9.9% | -2.7% | 36% |
| Utilities | XLU | -4.1% | -11.1% | -0% | 35% |
| Aerospace & Defense | XAR | -1.1% | -8.8% | -12.1% | 12% |
| Biotech | XBI | -0.4% | -9.5% | 19.1% | 70% |
| Homebuilder | XHB | 1% | -9.6% | 17% | 70% |
| Retail | XRT | 1.3% | -8% | 13.2% | 55% |
AGF-B vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.1% | -15.0% | 9.50% | 54% |
| Natural Gas | UNG | -0.5% | 4.9% | 27.6% | 56% |
| Gold | GLD | -0.1% | -5.6% | -5.7% | 23% |
| Silver | SLV | 3.7% | -7.7% | -5.4% | 30% |
| Copper | CPER | 21.7% | 7.1% | 9.3% | 52% |
AGF-B vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.7% | -5% | 10.3% | 61% |
| iShares High Yield Corp. Bond | HYG | -2.4% | -6.3% | 7.8% | 48% |