(ALLFG) Allfunds - Performance -34.7% in 12m
Compare ALLFG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-70.92%
#190 in Group
Rel. Strength
24.30%
#5931 in Universe
Total Return 12m
-34.69%
#182 in Group
Total Return 5y
-67.65%
#181 in Group
P/E 36.2
92th Percentile in Group
P/E Forward 13.1
74th Percentile in Group
PEG 0.46
3th Percentile in Group
FCF Yield 75.0%
72th Percentile in Group
12m Total Return: ALLFG (-34.7%) vs XLF (7.3%)
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 |
-14.3% | -0.52% | 288% | 12.8 | 11.2 | 0.85 | 30.9% | 31.1% |
| AGF-B TO AGF Management Limited |
-13.8% | 12.6% | 212% | 6.71 | 6.02 | 1.25 | 82.9% | 18.1% |
| BCSF NYSE Bain Capital Specialty |
-16.6% | 1.25% | 134% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| APO NYSE Apollo Global Management |
-15.1% | -1.84% | 228% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-15% | -0.5% | 211% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| PFLT NYSE PennantPark Floating Rate |
-15.2% | -7.77% | 144% | 7.34 | 7.66 | 0.27 | 23.5% | 3.93% |
| KKR NYSE KKR |
-15.4% | -3.49% | 306% | 35 | 19 | 0.53 | -35.6% | -18.3% |
| HTGC NYSE Hercules Capital |
-12.2% | -2.12% | 211% | 11.5 | 9.9 | 0.52 | 1.80% | -42.8% |
Performance Comparison: ALLFG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ALLFG
| Total Return (including Dividends) | ALLFG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -17.42% | -9.91% | -12.16% |
| 3 Months | -11.55% | -8.44% | -14.06% |
| 12 Months | -34.69% | 7.25% | -1.53% |
| 5 Years | -67.65% | 107.04% | 94.99% |
| Trend Score (consistency of price movement) | ALLFG | XLF | S&P 500 |
| 1 Month | -29.3% | 20% | -10.4% |
| 3 Months | 59.7% | -24.2% | -68.4% |
| 12 Months | -46.3% | 91.4% | 78.6% |
| 5 Years | -90.2% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #172 | -8.33% | -5.99% |
| 3 Month | #123 | -3.39% | 2.91% |
| 12 Month | #183 | -39.1% | -33.7% |
| 5 Years | #180 | -75.8% | -74.8% |
FAQs
Does ALLFG Allfunds outperforms the market?
No,
over the last 12 months ALLFG made -34.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 7.25%.
Over the last 3 months ALLFG made -11.55%, while XLF made -8.44%.
Over the last 3 months ALLFG made -11.55%, while XLF made -8.44%.
Performance Comparison ALLFG vs Indeces and Sectors
ALLFG vs. Indices ALLFG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.16% | -5.26% | -2.75% | -33.2% |
| US NASDAQ 100 | QQQ | -5.34% | -3.70% | -1.51% | -31.4% |
| US Dow Jones Industrial 30 | DIA | -5.39% | -6.22% | -4.50% | -33.8% |
| German DAX 40 | DAX | -4.33% | -3.51% | -16.9% | -42.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.21% | -4.14% | 19.8% | -32.5% |
| Hongkong Hang Seng | HSI | -4.54% | -3.06% | 8.01% | -39.6% |
| India NIFTY 50 | INDA | -10.4% | -17.5% | -1.61% | -29.2% |
| Brasil Bovespa | EWZ | -7.64% | -13.9% | 0.89% | -14.3% |
ALLFG vs. Sectors ALLFG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.56% | -4.78% | -11.3% | -41.7% |
| Consumer Discretionary | XLY | -6.47% | -5.49% | -6.37% | -35.6% |
| Consumer Staples | XLP | -9.95% | -11.5% | -10.7% | -41.9% |
| Energy | XLE | 1.28% | -7.62% | 1.61% | -17.6% |
| Financial | XLF | -3.51% | -7.51% | -11.9% | -41.9% |
| Health Care | XLV | -7.09% | -7.85% | -3.17% | -30.4% |
| Industrial | XLI | -4.55% | -5.13% | -0.89% | -29.7% |
| Materials | XLB | -4.12% | -5.09% | 5.09% | -18.8% |
| Real Estate | XLRE | -5.84% | -7.51% | -2.87% | -36.3% |
| Technology | XLK | -3.84% | -1.52% | 4.37% | -24.3% |
| Utilities | XLU | -8.07% | -13.1% | -7.16% | -50.0% |
| Aerospace & Defense | XAR | -5.85% | -8.23% | -5.69% | -41.2% |
| Biotech | XBI | -4.99% | -1.03% | 10.9% | -15.6% |
| Homebuilder | XHB | -7.86% | -6.03% | 12.1% | -18.2% |
| Retail | XRT | -8.39% | -7.61% | 0.15% | -22.3% |