Overview Performance Dividends Peer Group Options

(BENF) Beneficient Common - Performance -95.2% in 12m

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

Performance Rating -74.76%
#195 in Group
Rel. Strength 0.70%
#7943 in Universe
Total Return 12m -95.16%
#200 in Group
Total Return 5y -99.96%
#200 in Group
P/E -
(?) Percentile in Group
P/E Forward 6.93
18th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -24.40%
(?) Percentile in Group

12m Total Return: BENF (-95.2%) vs XLF (19.4%)

Compare overall performance (total returns) of Beneficient Common with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BENF) Beneficient Common - Performance -95.2% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
BENF -3.21% -13.2% -58.2%
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
BENF -76.9% -95.2% -100%
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: BENF vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BENF
Total Return (including Dividends) BENF XLF S&P 500
1 Month -13.18% -4.87% -7.04%
3 Months -58.24% -6.25% -10.88%
12 Months -95.16% 19.36% 5.72%
5 Years -99.96% 132.21% 100.77%
Trend Score (consistency of price movement) BENF XLF S&P 500
1 Month -76.8% -69.4% -76.1%
3 Months -91.8% -72.1% -86.4%
12 Months -97.0% 87.9% 67.8%
5 Years -82.3% 75.2% 84.3%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #164 -8.74% -6.61%
3 Month #196 -55.5% -53.1%
12 Month #199 -96.0% -95.4%
5 Years #200 -100.0% -100.0%

FAQs

Does BENF Beneficient Common outperforms the market?

No, over the last 12 months BENF made -95.16%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BENF made -58.24%, while XLF made -6.25%.

Performance Comparison BENF vs Indeces and Sectors

BENF vs. Indices BENF is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.98% -6.14% -67.8% -101%
US NASDAQ 100 QQQ 1.47% -5.32% -67.7% -98.8%
US Dow Jones Industrial 30 DIA -0.92% -8.01% -69.7% -102%
German DAX 40 DAX -11.5% -5.13% -86.3% -114%
Shanghai Shenzhen CSI 300 CSI 300 -6.02% -5.43% -72.6% -103%
Hongkong Hang Seng HSI -6.69% -2.03% -69.1% -111%
India NIFTY 50 INDA -3.03% -16.6% -67.2% -95.8%
Brasil Bovespa EWZ -3.53% -6.90% -68.1% -84.2%

BENF vs. Sectors BENF is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 1.17% -5.60% -76.0% -108%
Consumer Discretionary XLY 2.57% -6.96% -70.0% -103%
Consumer Staples XLP -4.28% -13.1% -75.4% -108%
Energy XLE 0.02% -1.26% -66.7% -82.4%
Financial XLF -1.73% -8.31% -75.7% -115%
Health Care XLV -1.43% -6.40% -66.6% -95.0%
Industrial XLI -1.52% -7.21% -67.1% -99.1%
Materials XLB -2.52% -5.74% -60.3% -87.2%
Real Estate XLRE -4.77% -8.19% -67.5% -110%
Technology XLK 1.67% -3.35% -61.7% -91.9%
Utilities XLU -4.54% -11.1% -72.0% -122%
Aerospace & Defense XAR -3.68% -12.6% -77.2% -118%
Biotech XBI -3.54% 1.72% -51.9% -83.1%
Homebuilder XHB 1.59% -3.97% -48.3% -83.5%
Retail XRT 1.22% -7.43% -60.5% -88.1%

BENF vs. Commodities BENF is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -3.46% -6.36% -70.5% -78.5%
Natural Gas UNG 9.99% 6.57% -104% -113%
Gold GLD -11.0% -24.3% -101% -134%
Silver SLV -9.27% -9.77% -79.8% -111%
Copper CPER -8.91% -7.52% -83.9% -104%

BENF vs. Yields & Bonds BENF is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.58% -11.0% -71.5% -99.3%
iShares High Yield Corp. Bond HYG -2.62% -11.4% -76.7% -104%