IGM Performance & Benchmarks - 23.5% in 12m
The Total Return for 3m is 6.1%, for 6m 1% and YTD 2.5%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
52.92%
#59 in Peer-Group
Rel. Strength
73.01%
#2070 in Stock-Universe
Total Return 12m
23.50%
#36 in Peer-Group
Total Return 5y
86.06%
#46 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 11.0 |
| P/E Forward | 10.4 |
| High / Low | CAD |
|---|---|
| 52 Week High | 46.64 CAD |
| 52 Week Low | 34.32 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 79.40 |
| Buy/Sell Signal +-5 | -1.31 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IGM (23.5%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| IGM | -1.12% | 6.65% | 6.1% |
| BTCS | -15.1% | 108% | 160% |
| ALCBI | -27.1% | -66.7% | 405% |
| IREN | -11.2% | 10.6% | 164% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| IGM | 0.96% | 23.5% | 86.1% |
| 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: IGM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IGM
| Total Return (including Dividends) | IGM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 6.65% | 0.00% | 2.30% |
| 3 Months | 6.10% | 7.77% | 14.32% |
| 12 Months | 23.50% | 21.53% | 16.19% |
| 5 Years | 86.06% | 137.88% | 106.47% |
| Trend Stabilty (consistency of price movement) | IGM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 86.4% | 25.1% | 88.4% |
| 3 Months | 3.2% | 83.2% | 97.4% |
| 12 Months | 44.6% | 78.1% | 49.8% |
| 5 Years | 57.8% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 85 %th | 6.65% | 4.25% |
| 3 Month | 64 %th | -1.55% | -7.19% |
| 12 Month | 81 %th | 1.62% | 6.30% |
| 5 Years | 70 %th | -22.11% | -9.54% |
FAQs
Does IGM Financial (IGM) outperform the market?
Yes,
over the last 12 months IGM made 23.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.53%.
Over the last 3 months IGM made 6.10%, while XLF made 7.77%.
Performance Comparison IGM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IGM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.8% | 4.4% | -4.7% | 7% |
| US NASDAQ 100 | QQQ | -1.1% | 4.2% | -7.5% | 3% |
| German DAX 40 | DAX | -0.2% | 6.1% | -9.3% | -6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.7% | 3.6% | -8.2% | 4% |
| Hongkong Hang Seng | HSI | -0.3% | 2.4% | -27.2% | -18% |
| India NIFTY 50 | INDA | 1.5% | 12.1% | -2.3% | 31% |
| Brasil Bovespa | EWZ | 1% | 14.6% | -5.8% | 22% |
IGM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0% | 7.7% | -4.5% | -3% |
| Consumer Discretionary | XLY | -0.5% | 4.8% | 5.1% | 4% |
| Consumer Staples | XLP | 0.8% | 8.1% | -1.3% | 18% |
| Energy | XLE | -0.9% | 3.8% | -0.1% | 27% |
| Financial | XLF | 0.2% | 6.7% | -1.5% | 2% |
| Health Care | XLV | 2.8% | 9.9% | 11.4% | 35% |
| Industrial | XLI | -0.2% | 3.6% | -9.6% | 3% |
| Materials | XLB | 2.8% | 6.7% | 1.2% | 26% |
| Real Estate | XLRE | 2.1% | 6.7% | -0.6% | 20% |
| Technology | XLK | -1.6% | 2.9% | -13.3% | 3% |
| Utilities | XLU | -2.8% | 1.7% | -10.6% | 2% |
| Aerospace & Defense | XAR | 0.3% | 4% | -22.7% | -21% |
| Biotech | XBI | 1% | 3.4% | 8.5% | 37% |
| Homebuilder | XHB | 2.3% | 3.3% | 6.5% | 37% |
| Retail | XRT | 2.7% | 4.8% | 2.7% | 22% |
IGM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.7% | -2.21% | -1.05% | 21% |
| Natural Gas | UNG | 0.8% | 17.7% | 17% | 23% |
| Gold | GLD | 1.2% | 7.3% | -16.2% | -10% |
| Silver | SLV | 5% | 5.1% | -15.9% | -3% |
| Copper | CPER | 23% | 19.9% | -1.3% | 19% |
IGM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.3% | 7.8% | -0.2% | 28% |
| iShares High Yield Corp. Bond | HYG | -1.1% | 6.5% | -2.8% | 15% |