(AGNC) AGNC Investment - Performance 6.9% in 12m
Compare AGNC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
21.83%
#16 in Group
Rel. Strength
60.58%
#3150 in Universe
Total Return 12m
6.91%
#16 in Group
Total Return 5y
30.59%
#18 in Group
P/E 9.58
30th Percentile in Group
P/E Forward 5.18
16th Percentile in Group
PEG 17.6
86th Percentile in Group
FCF Yield 0.10%
13th Percentile in Group
12m Total Return: AGNC (6.9%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Mortgage REITs
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 |
|---|---|---|---|---|---|---|---|---|
| LADR NYSE Ladder Capital |
-9.75% | 8.44% | 127% | 11.9 | 9.83 | 1.89 | 42.1% | - |
| EFC NYSE Ellington Financial |
-8.4% | 24.2% | 125% | 9.14 | 7.75 | 0.86 | -23.1% | -20.1% |
| ABR NYSE Arbor Realty Trust |
-9.81% | 2.95% | 212% | 9.5 | - | 1.2 | -78.4% | -9.19% |
| RWT NYSE Redwood Trust |
-10.6% | 11.4% | 165% | 16.7 | 9.09 | 1.39 | -43.5% | -20% |
Performance Comparison: AGNC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AGNC
| Total Return (including Dividends) | AGNC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -18.39% | -4.63% | -6.90% |
| 3 Months | -10.01% | -6.79% | -11.64% |
| 12 Months | 6.91% | 19.37% | 6.50% |
| 5 Years | 30.59% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | AGNC | XLF | S&P 500 |
| 1 Month | -96.3% | -71.4% | -74.5% |
| 3 Months | -26.9% | -76.1% | -88.2% |
| 12 Months | 58.3% | 87.3% | 66.1% |
| 5 Years | 3.0% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #24 | -14.4% | -12.3% |
| 3 Month | #18 | -3.46% | 1.85% |
| 12 Month | #16 | -10.4% | 0.38% |
| 5 Years | #19 | -43.9% | -35.1% |
FAQs
Does AGNC AGNC Investment outperforms the market?
No,
over the last 12 months AGNC made 6.91%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.37%.
Over the last 3 months AGNC made -10.01%, while XLF made -6.79%.
Over the last 3 months AGNC made -10.01%, while XLF made -6.79%.
Performance Comparison AGNC vs Indeces and Sectors
AGNC vs. Indices AGNC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.36% | -11.5% | -5.09% | 0.41% |
| US NASDAQ 100 | QQQ | 3.18% | -10.5% | -4.80% | 1.98% |
| US Dow Jones Industrial 30 | DIA | 3.75% | -12.0% | -5.36% | 1.49% |
| German DAX 40 | DAX | -0.44% | -9.88% | -22.2% | -11.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.60% | -10.4% | -12.0% | 0.89% |
| Hongkong Hang Seng | HSI | -1.48% | -7.73% | -8.54% | -10.0% |
| India NIFTY 50 | INDA | -0.73% | -24.1% | -7.55% | 3.64% |
| Brasil Bovespa | EWZ | -1.55% | -13.7% | -7.06% | 16.6% |
AGNC vs. Sectors AGNC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.03% | -11.4% | -14.3% | -7.18% |
| Consumer Discretionary | XLY | 4.04% | -12.8% | -7.85% | -1.63% |
| Consumer Staples | XLP | -0.47% | -20.4% | -15.2% | -7.56% |
| Energy | XLE | -3.16% | -8.46% | -5.50% | 17.5% |
| Financial | XLF | 1.10% | -13.8% | -12.9% | -12.5% |
| Health Care | XLV | 2.27% | -11.1% | -3.78% | 7.46% |
| Industrial | XLI | 1.24% | -12.9% | -5.09% | 1.91% |
| Materials | XLB | -0.58% | -11.6% | 2.01% | 14.4% |
| Real Estate | XLRE | -2.68% | -14.9% | -6.73% | -10.2% |
| Technology | XLK | 3.49% | -8.07% | 1.78% | 9.25% |
| Utilities | XLU | -0.43% | -17.3% | -11.0% | -18.2% |
| Aerospace & Defense | XAR | 0.37% | -17.8% | -14.6% | -17.2% |
| Biotech | XBI | -3.32% | -4.40% | 9.41% | 17.1% |
| Homebuilder | XHB | 2.15% | -11.0% | 12.5% | 16.1% |
| Retail | XRT | 2.06% | -14.9% | 0.05% | 11.3% |