(CEF) Sprott Physical Gold - Performance 36.7% in 12m
Compare CEF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
64.43%
#37 in Group
Rel. Strength
85.92%
#1125 in Universe
Total Return 12m
36.70%
#15 in Group
Total Return 5y
85.23%
#61 in Group
P/E 21.4
77th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -0.38%
20th Percentile in Group
12m Total Return: CEF (36.7%) vs XLF (21.3%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.57% | 14.8% | 363% | 14.4 | 12.8 | 1.86 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.12% | 33.7% | 226% | 6.36 | 5.35 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
0.45% | 25.8% | 298% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-6.87% | 4.07% | 172% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| FHI NYSE Federated Investors |
-0.88% | 32% | 142% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| BK NYSE The Bank of New York Mellon |
-3.96% | 43.2% | 159% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| TSLX NYSE Sixth Street Specialty |
-6.7% | 6.1% | 136% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| PNNT NYSE PennantPark Investment |
-5.91% | 4.07% | 268% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: CEF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for CEF
| Total Return (including Dividends) | CEF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.05% | -2.29% | -0.91% |
| 3 Months | 10.60% | -4.74% | -7.61% |
| 12 Months | 36.70% | 21.27% | 10.06% |
| 5 Years | 85.23% | 142.23% | 110.82% |
| Trend Score (consistency of price movement) | CEF | XLF | S&P 500 |
| 1 Month | 46.6% | 5.8% | 1.2% |
| 3 Months | 75.0% | -81.8% | -89.2% |
| 12 Months | 95.2% | 84.1% | 56.2% |
| 5 Years | 66.1% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #84 | 1.26% | -0.15% |
| 3 Month | #11 | 16.1% | 19.7% |
| 12 Month | #15 | 12.7% | 24.2% |
| 5 Years | #77 | -23.5% | -12.1% |
FAQs
Does CEF Sprott Physical Gold outperforms the market?
Yes,
over the last 12 months CEF made 36.70%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months CEF made 10.60%, while XLF made -4.74%.
Over the last 3 months CEF made 10.60%, while XLF made -4.74%.
Performance Comparison CEF vs Indeces and Sectors
CEF vs. Indices CEF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.26% | -0.14% | 13.6% | 26.6% |
| US NASDAQ 100 | QQQ | -8.12% | -2.46% | 14.1% | 26.1% |
| US Dow Jones Industrial 30 | DIA | -4.53% | 2.40% | 12.8% | 29.4% |
| German DAX 40 | DAX | -6.46% | -2.16% | -5.53% | 13.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.32% | 1.55% | 14.6% | 31.7% |
| Hongkong Hang Seng | HSI | -2.91% | 0.95% | 12.5% | 26.5% |
| India NIFTY 50 | INDA | -1.20% | -5.05% | 11.8% | 34.0% |
| Brasil Bovespa | EWZ | -6.93% | -6.89% | 7.99% | 43.6% |
CEF vs. Sectors CEF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.58% | 0.03% | 5.50% | 14.8% |
| Consumer Discretionary | XLY | -8.06% | -1.87% | 9.58% | 25.1% |
| Consumer Staples | XLP | 0.09% | -0.52% | 7.12% | 26.8% |
| Energy | XLE | -2.78% | 10.4% | 13.8% | 48.1% |
| Financial | XLF | -4.33% | 1.24% | 4.91% | 15.4% |
| Health Care | XLV | -4.25% | 3.56% | 14.8% | 35.9% |
| Industrial | XLI | -5.66% | -0.45% | 12.6% | 29.6% |
| Materials | XLB | -3.69% | 1.88% | 19.9% | 42.5% |
| Real Estate | XLRE | -2.84% | 0.72% | 14.0% | 21.3% |
| Technology | XLK | -9.78% | -2.32% | 19.5% | 31.8% |
| Utilities | XLU | -2.80% | -1.62% | 7.89% | 14.9% |
| Aerospace & Defense | XAR | -8.61% | -7.99% | 0.91% | 10.7% |
| Biotech | XBI | -6.59% | -2.01% | 26.4% | 40.8% |
| Homebuilder | XHB | -2.98% | 2.05% | 27.6% | 46.2% |
| Retail | XRT | -3.82% | -0.92% | 17.4% | 40.9% |