ONEX Performance & Benchmarks - 19.6% in 12m
The Total Return for 3m is 15.6%, for 6m 1.3% and YTD 0.7%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
55.15%
#53 in Peer-Group
Rel. Strength
70.78%
#2237 in Stock-Universe
Total Return 12m
19.60%
#41 in Peer-Group
Total Return 5y
96.14%
#43 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 13.4 |
| P/E Forward | 222 |
| High / Low | CAD |
|---|---|
| 52 Week High | 118.05 CAD |
| 52 Week Low | 87.17 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 51.14 |
| Buy/Sell Signal +-5 | 0.02 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ONEX (19.6%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| ONEX | -1.15% | 0.64% | 15.6% |
| BTCS | -15.1% | 108% | 160% |
| ALCBI | -27.1% | -66.7% | 405% |
| IREN | -11.2% | 10.6% | 164% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| ONEX | 1.32% | 19.6% | 96.1% |
| 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: ONEX vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ONEX
| Total Return (including Dividends) | ONEX | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.64% | 0.00% | 2.30% |
| 3 Months | 15.58% | 7.77% | 14.32% |
| 12 Months | 19.60% | 21.53% | 16.19% |
| 5 Years | 96.14% | 137.88% | 106.47% |
| Trend Stabilty (consistency of price movement) | ONEX | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 42.1% | 25.1% | 88.4% |
| 3 Months | 91.8% | 83.2% | 97.4% |
| 12 Months | 37.4% | 78.1% | 49.8% |
| 5 Years | 64% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 50 %th | 0.64% | -1.62% |
| 3 Month | 80 %th | 7.25% | 1.10% |
| 12 Month | 80 %th | -1.59% | 2.94% |
| 5 Years | 73 %th | -17.89% | -4.63% |
FAQs
Does Onex (ONEX) outperform the market?
No,
over the last 12 months ONEX made 19.60%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.53%.
Over the last 3 months ONEX made 15.58%, while XLF made 7.77%.
Performance Comparison ONEX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ONEX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.8% | -1.7% | -4.3% | 3% |
| US NASDAQ 100 | QQQ | -1.2% | -1.8% | -7.1% | -1% |
| German DAX 40 | DAX | -0.2% | 0.1% | -8.9% | -10% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.7% | -2.5% | -7.9% | -0% |
| Hongkong Hang Seng | HSI | -0.3% | -3.6% | -26.9% | -22% |
| India NIFTY 50 | INDA | 1.5% | 6.1% | -1.9% | 27% |
| Brasil Bovespa | EWZ | 1% | 8.6% | -5.5% | 18% |
ONEX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0% | 1.7% | -4.2% | -7% |
| Consumer Discretionary | XLY | -0.5% | -1.3% | 5.5% | 0% |
| Consumer Staples | XLP | 0.8% | 2.1% | -0.9% | 15% |
| Energy | XLE | -0.9% | -2.2% | 0.2% | 23% |
| Financial | XLF | 0.2% | 0.6% | -1.2% | -2% |
| Health Care | XLV | 2.8% | 3.9% | 11.7% | 31% |
| Industrial | XLI | -0.2% | -2.4% | -9.2% | -1% |
| Materials | XLB | 2.8% | 0.7% | 1.5% | 23% |
| Real Estate | XLRE | 2.1% | 0.7% | -0.2% | 16% |
| Technology | XLK | -1.7% | -3.1% | -12.9% | -1% |
| Utilities | XLU | -2.8% | -4.3% | -10.2% | -2% |
| Aerospace & Defense | XAR | 0.2% | -2% | -22.3% | -25% |
| Biotech | XBI | 0.9% | -2.7% | 8.9% | 33% |
| Homebuilder | XHB | 2.3% | -2.8% | 6.9% | 33% |
| Retail | XRT | 2.6% | -1.2% | 3% | 18% |
ONEX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.8% | -8.22% | -0.69% | 17% |
| Natural Gas | UNG | 0.8% | 11.7% | 17.4% | 19% |
| Gold | GLD | 1.2% | 1.3% | -15.9% | -14% |
| Silver | SLV | 5% | -0.9% | -15.6% | -7% |
| Copper | CPER | 23% | 13.9% | -0.9% | 15% |
ONEX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.4% | 1.8% | 0.1% | 24% |
| iShares High Yield Corp. Bond | HYG | -1.1% | 0.5% | -2.4% | 11% |