(BANX) Arrowmark Financial - Performance 20.4% in 12m
Compare BANX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.53%
#28 in Group
Rel. Strength
78.42%
#1727 in Universe
Total Return 12m
20.43%
#29 in Group
Total Return 5y
97.60%
#46 in Group
P/E 8.73
38th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 9.61%
85th Percentile in Group
12m Total Return: BANX (20.4%) vs XLF (19.4%)
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 |
-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: BANX vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BANX
| Total Return (including Dividends) | BANX | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.33% | -4.87% | -7.04% |
| 3 Months | -2.60% | -6.25% | -10.88% |
| 12 Months | 20.43% | 19.36% | 5.72% |
| 5 Years | 97.60% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BANX | XLF | S&P 500 |
| 1 Month | -66.6% | -69.4% | -76.1% |
| 3 Months | -15.5% | -72.1% | -86.4% |
| 12 Months | 91.4% | 87.9% | 67.8% |
| 5 Years | 74.5% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #44 | 1.62% | 3.98% |
| 3 Month | #54 | 3.89% | 9.30% |
| 12 Month | #30 | 0.90% | 13.9% |
| 5 Years | #58 | -14.9% | -1.58% |
FAQs
Does BANX Arrowmark Financial outperforms the market?
Yes,
over the last 12 months BANX made 20.43%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BANX made -2.60%, while XLF made -6.25%.
Over the last 3 months BANX made -2.60%, while XLF made -6.25%.
Performance Comparison BANX vs Indeces and Sectors
BANX vs. Indices BANX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 8.76% | 3.71% | 13.3% | 14.7% |
| US NASDAQ 100 | QQQ | 9.25% | 4.53% | 13.4% | 16.8% |
| US Dow Jones Industrial 30 | DIA | 6.86% | 1.84% | 11.3% | 13.8% |
| German DAX 40 | DAX | -3.74% | 4.72% | -5.32% | 1.15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.76% | 4.42% | 8.41% | 12.5% |
| Hongkong Hang Seng | HSI | 1.09% | 7.82% | 11.9% | 4.29% |
| India NIFTY 50 | INDA | 4.75% | -6.75% | 13.8% | 19.8% |
| Brasil Bovespa | EWZ | 4.25% | 2.95% | 12.9% | 31.4% |
BANX vs. Sectors BANX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 8.95% | 4.25% | 5.06% | 7.17% |
| Consumer Discretionary | XLY | 10.4% | 2.89% | 11.1% | 13.1% |
| Consumer Staples | XLP | 3.50% | -3.22% | 5.61% | 7.94% |
| Energy | XLE | 7.80% | 8.59% | 14.3% | 33.2% |
| Financial | XLF | 6.05% | 1.54% | 5.34% | 1.07% |
| Health Care | XLV | 6.35% | 3.45% | 14.5% | 20.6% |
| Industrial | XLI | 6.26% | 2.64% | 13.9% | 16.5% |
| Materials | XLB | 5.26% | 4.11% | 20.7% | 28.4% |
| Real Estate | XLRE | 3.01% | 1.66% | 13.5% | 6.07% |
| Technology | XLK | 9.45% | 6.50% | 19.3% | 23.7% |
| Utilities | XLU | 3.24% | -1.22% | 9.03% | -5.96% |
| Aerospace & Defense | XAR | 4.10% | -2.72% | 3.85% | -2.73% |
| Biotech | XBI | 4.24% | 11.6% | 29.2% | 32.5% |
| Homebuilder | XHB | 9.37% | 5.88% | 32.7% | 32.1% |
| Retail | XRT | 9.0% | 2.42% | 20.6% | 27.5% |