Overview Performance Dividends Peer Group Options

(ALTI) Alvarium Tiedemann - Performance -24.3% in 12m

Compare ALTI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating -74.61%
#195 in Group
Rel. Strength 26.82%
#5854 in Universe
Total Return 12m -24.32%
#178 in Group
Total Return 5y -65.83%
#182 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -9.31%
13th Percentile in Group

12m Total Return: ALTI (-24.3%) vs XLF (19.4%)

Compare overall performance (total returns) of Alvarium Tiedemann with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (ALTI) Alvarium Tiedemann - Performance -24.3% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
ALTI 11.7% 32.1% -17%
BOWN -0.32% 84.1% 19.9%
ASA 18.2% 10.7% 43.0%
SII 20.3% 19.5% 23.8%
Long Term
Symbol 6m 12m 5y
ALTI -15.9% -24.3% -65.8%
LCS -1.70% 61.5% 543%
CIX 47.5% 139% 348%
LFE -4.05% 78.3% 385%
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		 -5.99% 14.2% 359% 14.2 12.5 0.94 30.9% 31.1%
ARES NYSE
Ares Management		 -5.11% 9.48% 418% 57.9 22.9 0.63 31.5% 29.5%
APO NYSE
Apollo Global Management		 -9.73% 17.7% 284% 17.2 15.1 1.37 22.6% -4.44%
BCSF NYSE
Bain Capital Specialty		 -11.7% 4% 153% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -7.45% 21.2% 201% 6.36 5.35 1.25 82.9% 18.1%
TSLX NYSE
Sixth Street Specialty		 -8.21% 7.91% 141% 9.74 9.23 1.27 -35.1% -6.83%
PNNT NYSE
PennantPark Investment		 -10.5% 4.33% 281% 7.67 8.05 0.28 -37.9% -19.4%
FHI NYSE
Federated Investors		 -5.31% 13.6% 132% 11.7 9.27 1.78 45.6% 9.29%

Performance Comparison: ALTI vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ALTI
Total Return (including Dividends) ALTI XLF S&P 500
1 Month 32.14% -4.87% -7.04%
3 Months -16.96% -6.25% -10.88%
12 Months -24.32% 19.36% 5.72%
5 Years -65.83% 132.21% 100.77%
Trend Score (consistency of price movement) ALTI XLF S&P 500
1 Month 32.9% -69.4% -76.1%
3 Months -86.5% -72.1% -86.4%
12 Months -74.3% 87.9% 67.8%
5 Years -80.5% 75.2% 84.3%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #2 38.9% 42.2%
3 Month #159 -11.4% -6.81%
12 Month #179 -36.6% -28.4%
5 Years #180 -75.5% -74.4%

FAQs

Does ALTI Alvarium Tiedemann outperforms the market?

No, over the last 12 months ALTI made -24.32%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months ALTI made -16.96%, while XLF made -6.25%.

Performance Comparison ALTI vs Indeces and Sectors

ALTI vs. Indices ALTI is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 15.9% 39.2% -6.76% -30.0%
US NASDAQ 100 QQQ 16.4% 40.0% -6.67% -28.0%
US Dow Jones Industrial 30 DIA 14.0% 37.3% -8.73% -31.0%
German DAX 40 DAX 3.43% 40.2% -25.3% -43.6%
Shanghai Shenzhen CSI 300 CSI 300 8.93% 39.9% -11.6% -32.3%
Hongkong Hang Seng HSI 8.26% 43.3% -8.15% -40.5%
India NIFTY 50 INDA 11.9% 28.7% -6.18% -25.0%
Brasil Bovespa EWZ 11.4% 38.4% -7.08% -13.4%

ALTI vs. Sectors ALTI is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 16.1% 39.7% -15.0% -37.6%
Consumer Discretionary XLY 17.5% 38.4% -8.97% -31.7%
Consumer Staples XLP 10.7% 32.3% -14.4% -36.8%
Energy XLE 15.0% 44.1% -5.70% -11.5%
Financial XLF 13.2% 37.0% -14.7% -43.7%
Health Care XLV 13.5% 38.9% -5.57% -24.2%
Industrial XLI 13.4% 38.1% -6.13% -28.2%
Materials XLB 12.4% 39.6% 0.66% -16.4%
Real Estate XLRE 10.2% 37.1% -6.48% -38.7%
Technology XLK 16.6% 42.0% -0.73% -21.1%
Utilities XLU 10.4% 34.3% -11.0% -50.7%
Aerospace & Defense XAR 11.3% 32.8% -16.2% -47.5%
Biotech XBI 11.4% 47.0% 9.14% -12.2%
Homebuilder XHB 16.5% 41.4% 12.7% -12.6%
Retail XRT 16.2% 37.9% 0.53% -17.3%

ALTI vs. Commodities ALTI is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 11.5% 39.0% -9.49% -7.62%
Natural Gas UNG 24.9% 51.9% -42.6% -41.9%
Gold GLD 4.0% 21.0% -40.3% -63.3%
Silver SLV 5.68% 35.6% -18.9% -39.7%
Copper CPER 6.04% 37.8% -22.9% -33.3%

ALTI vs. Yields & Bonds ALTI is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 12.4% 34.3% -10.5% -28.5%
iShares High Yield Corp. Bond HYG 12.3% 33.9% -15.7% -32.7%