(HAL) HAL Trust - Performance -8.1% in 12m
Compare HAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
14.20%
#123 in Group
Rel. Strength
39.90%
#4655 in Universe
Total Return 12m
-8.12%
#164 in Group
Total Return 5y
21.68%
#106 in Group
P/E 11.8
57th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 15.8%
39th Percentile in Group
12m Total Return: HAL (-8.1%) vs XLF (16.3%)
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% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: HAL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HAL
| Total Return (including Dividends) | HAL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.31% | -7.49% | -7.79% |
| 3 Months | 1.21% | -1.50% | -9.06% |
| 12 Months | -8.12% | 16.29% | 4.64% |
| 5 Years | 21.68% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | HAL | XLF | S&P 500 |
| 1 Month | -30.4% | 58.6% | -5.5% |
| 3 Months | 28.2% | -8.5% | -61.9% |
| 12 Months | 19.2% | 92.9% | 82.8% |
| 5 Years | 9.20% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #105 | 4.52% | 4.85% |
| 3 Month | #65 | 2.75% | 11.3% |
| 12 Month | #163 | -21.0% | -12.2% |
| 5 Years | #133 | -51.1% | -44.2% |
FAQs
Does HAL HAL Trust outperforms the market?
No,
over the last 12 months HAL made -8.12%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months HAL made 1.21%, while XLF made -1.50%.
Over the last 3 months HAL made 1.21%, while XLF made -1.50%.
Performance Comparison HAL vs Indeces and Sectors
HAL vs. Indices HAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.67% | 4.48% | 5.22% | -12.8% |
| US NASDAQ 100 | QQQ | -1.60% | 5.89% | 6.47% | -10.7% |
| US Dow Jones Industrial 30 | DIA | -3.84% | 2.73% | 3.12% | -13.4% |
| German DAX 40 | DAX | -3.79% | 3.01% | -13.7% | -25.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.39% | -2.51% | 15.4% | -16.2% |
| Hongkong Hang Seng | HSI | -6.18% | -4.29% | 8.76% | -24.7% |
| India NIFTY 50 | INDA | -6.85% | -10.4% | 10.4% | -7.87% |
| Brasil Bovespa | EWZ | -8.03% | -12.4% | 6.06% | 3.20% |
HAL vs. Sectors HAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.83% | 4.79% | -3.18% | -21.1% |
| Consumer Discretionary | XLY | -1.97% | 6.32% | 2.21% | -15.2% |
| Consumer Staples | XLP | -9.53% | -2.03% | -1.98% | -21.0% |
| Energy | XLE | -1.43% | -2.85% | 4.86% | -0.39% |
| Financial | XLF | -3.07% | 4.18% | -6.74% | -24.4% |
| Health Care | XLV | -6.76% | 0.63% | 5.08% | -9.10% |
| Industrial | XLI | -2.73% | 2.76% | 6.06% | -10.3% |
| Materials | XLB | -3.92% | 0.72% | 11.7% | 0.70% |
| Real Estate | XLRE | -6.56% | 2.29% | 5.56% | -18.0% |
| Technology | XLK | -0.33% | 7.25% | 12.4% | -2.91% |
| Utilities | XLU | -9.98% | -3.50% | 1.94% | -33.1% |
| Aerospace & Defense | XAR | -3.05% | 0.08% | 0.28% | -23.3% |
| Biotech | XBI | 0.61% | 5.40% | 19.5% | 5.92% |
| Homebuilder | XHB | -0.98% | 3.63% | 25.3% | 6.73% |
| Retail | XRT | -1.62% | 5.22% | 11.9% | 3.45% |