(AGF-B) AGF Management - Performance 52.8% 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 87.62%
#943 in Stock-Universe
Total Return 12m 52.83%
#11 in Peer-Group
Total Return 5y 230.87%
#6 in Peer-Group
P/E Value
P/E Trailing 8.21
P/E Forward 6.91
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 (52.8%) vs XLF (23.7%)
Total Return of AGF Management versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (AGF-B) AGF Management - Performance 52.8% in 12m

Top Performer in Asset Management & Custody Banks

Short Term Performance

Symbol 1w 1m 3m
AGF-B -0.66% 4.62% 22.5%
ALCBI 233% 215% 821%
ALTI 5.09% 12.3% 55.6%
IREN -4.93% 26.8% 33.7%

Long Term Performance

Symbol 6m 12m 5y
AGF-B 13.5% 52.8% 231%
ALCBI 603% 392% 285%
OPFI 66.2% 264% 33.4%
FOA -13.1% 280% -78.5%

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
4.62% 52.8% 231% 8.21 6.91 1.25 76.9% 18.1%
ARES NYSE
Ares Management
-1.27% 26.7% 406% 99.3 34.5 0.63 22.1% -6.74%
BK NYSE
The Bank of New York Mellon
-0.88% 56.3% 168% 14.7 13.3 1.18 28.1% 10.4%
TSLX NYSE
Sixth Street Specialty
4.85% 18.5% 133% 12.4 11.4 1.27 -27.1% -3.62%
FHI NYSE
Federated Investors
-1.93% 37.3% 128% 11.8 10.2 0.92 26.8% 22.9%
APO NYSE
Apollo Global Management
-7.92% 15.1% 193% 23.1 17.1 1.37 3.80% -28.4%
OFS NASDAQ
OFS Capital
2.16% 5.92% 214% 4.02 9.2 1.67 -33.2% -23.5%
PNNT NYSE
PennantPark Investment
0.75% 2.25% 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 4.62% -2.57% 1.11%
3 Months 22.46% 2.14% 5.58%
12 Months 52.83% 23.72% 10.51%
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 #28 7.39% 3.48%
3 Month #12 19.89% 15.99%
12 Month #11 23.52% 38.29%
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 52.83%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%. Over the last 3 months AGF-B made 22.46%, while XLF made 2.14%.

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 -0.2% 3.5% 14.5% 42%
US NASDAQ 100 QQQ 0% 3.1% 15.3% 44%
German DAX 40 DAX 2% 5.4% -1.9% 23%
Shanghai Shenzhen CSI 300 CSI 300 0.1% 5.6% 12.7% 41%
Hongkong Hang Seng HSI -0.7% -0.4% -4.6% 25%
India NIFTY 50 INDA 1.5% 6% 15.5% 54%
Brasil Bovespa EWZ -2.5% 4.2% -5.7% 44%

AGF-B vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.1% 3.2% 11.7% 30%
Consumer Discretionary XLY 0.3% 6.4% 24.3% 35%
Consumer Staples XLP 0.1% 4.8% 13% 46%
Energy XLE -6.1% 1.7% 10.9% 50%
Financial XLF 1.4% 7.2% 11.6% 29%
Health Care XLV -2.1% 0.3% 14.9% 58%
Industrial XLI 0.8% 4.3% 8.9% 35%
Materials XLB 0.5% 3.2% 13.7% 53%
Real Estate XLRE -0.7% 3.7% 13.5% 40%
Technology XLK -0.5% 2.6% 14.1% 49%
Utilities XLU -1.6% 4.1% 6.1% 32%
Aerospace & Defense XAR 0.8% -1.2% -2.5% 10%
Biotech XBI 0.1% -3.1% 25.2% 60%
Homebuilder XHB 1.4% 9.6% 29.9% 62%
Retail XRT 3.7% 4.8% 22.4% 52%

AGF-B vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -12% -14.1% 4.62% 50%
Natural Gas UNG 0.6% 7.2% -3.8% 67%
Gold GLD -3.8% -1.6% -15.7% 5%
Silver SLV 0.6% -6.7% -5.1% 30%
Copper CPER 2.3% 2.9% -0.4% 44%

AGF-B vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -1.7% 3.9% 15.9% 57%
iShares High Yield Corp. Bond HYG -0.7% 4.1% 10.8% 44%