(IGM) IGM Financial - Performance 34.4% in 12m
Compare IGM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.31%
#35 in Group
Rel. Strength
84.11%
#1269 in Universe
Total Return 12m
34.35%
#18 in Group
Total Return 5y
108.78%
#47 in Group
P/E 10.7
56th Percentile in Group
P/E Forward 9.89
56th Percentile in Group
PEG 4.09
89th Percentile in Group
FCF Yield 6.26%
61th Percentile in Group
12m Total Return: IGM (34.4%) vs XLF (22.7%)
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 |
-2.7% | 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: 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 | -1.02% | -2.11% | -0.87% |
| 3 Months | -4.84% | -4.92% | -7.58% |
| 12 Months | 34.35% | 22.69% | 11.88% |
| 5 Years | 108.78% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | IGM | XLF | S&P 500 |
| 1 Month | 20.1% | 27.8% | 23% |
| 3 Months | -60.0% | -81% | -88.5% |
| 12 Months | 79.9% | 83.7% | 55.1% |
| 5 Years | 58.0% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #85 | 1.11% | -0.15% |
| 3 Month | #110 | 0.09% | 2.96% |
| 12 Month | #17 | 9.50% | 20.1% |
| 5 Years | #58 | -14.8% | -0.74% |
FAQs
Does IGM IGM Financial outperforms the market?
Yes,
over the last 12 months IGM made 34.35%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months IGM made -4.84%, while XLF made -4.92%.
Over the last 3 months IGM made -4.84%, while XLF made -4.92%.
Performance Comparison IGM vs Indeces and Sectors
IGM vs. Indices IGM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.11% | -0.15% | 9.25% | 22.5% |
| US NASDAQ 100 | QQQ | -2.14% | -2.42% | 8.82% | 21.7% |
| US Dow Jones Industrial 30 | DIA | -0.17% | 2.16% | 9.34% | 25.2% |
| German DAX 40 | DAX | 0.12% | -2.34% | -10.3% | 9.67% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.85% | 1.80% | 12.2% | 28.4% |
| Hongkong Hang Seng | HSI | -0.12% | -1.08% | 7.33% | 20.5% |
| India NIFTY 50 | INDA | 1.73% | -5.08% | 8.96% | 31.3% |
| Brasil Bovespa | EWZ | -0.31% | -5.62% | 5.55% | 40.2% |
IGM vs. Sectors IGM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.36% | 0.03% | 3.12% | 10.4% |
| Consumer Discretionary | XLY | -1.19% | -0.92% | 6.74% | 21.0% |
| Consumer Staples | XLP | 2.39% | -1.22% | 3.94% | 23.2% |
| Energy | XLE | 3.37% | 12.8% | 15.0% | 45.4% |
| Financial | XLF | 0.28% | 1.09% | 1.65% | 11.7% |
| Health Care | XLV | -1.03% | 2.77% | 10.9% | 32.6% |
| Industrial | XLI | -1.53% | -1.13% | 8.54% | 24.8% |
| Materials | XLB | -0.50% | 1.41% | 16.7% | 37.9% |
| Real Estate | XLRE | 0.41% | 0.29% | 10.1% | 16.3% |
| Technology | XLK | -3.56% | -2.71% | 12.6% | 26.6% |
| Utilities | XLU | 1.73% | -1.08% | 7.13% | 12.5% |
| Aerospace & Defense | XAR | -2.06% | -7.41% | -4.28% | 7.78% |
| Biotech | XBI | -2.41% | -3.30% | 21.9% | 36.2% |
| Homebuilder | XHB | -0.42% | 1.25% | 24.1% | 41.4% |
| Retail | XRT | 0.46% | -0.46% | 14.8% | 37.1% |