(CG) Carlyle - Performance -14.9% in 12m
Compare CG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.81%
#66 in Group
Rel. Strength
34.76%
#5053 in Universe
Total Return 12m
-14.87%
#175 in Group
Total Return 5y
109.58%
#53 in Group
P/E 16.3
70th Percentile in Group
P/E Forward 10.1
55th Percentile in Group
PEG 1.04
28th Percentile in Group
FCF Yield 4.58%
47th Percentile in Group
12m Total Return: CG (-14.9%) 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: CG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for CG
| Total Return (including Dividends) | CG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -19.81% | -7.49% | -7.79% |
| 3 Months | -24.81% | -1.50% | -9.06% |
| 12 Months | -14.87% | 16.29% | 4.64% |
| 5 Years | 109.58% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | CG | XLF | S&P 500 |
| 1 Month | 47.9% | 58.6% | -5.5% |
| 3 Months | -80.2% | -8.5% | -61.9% |
| 12 Months | 55.9% | 92.9% | 82.8% |
| 5 Years | 52.5% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #185 | -13.3% | -13.0% |
| 3 Month | #178 | -23.7% | -17.3% |
| 12 Month | #175 | -26.8% | -18.6% |
| 5 Years | #66 | -15.7% | -3.83% |
FAQs
Does CG Carlyle outperforms the market?
No,
over the last 12 months CG made -14.87%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months CG made -24.81%, while XLF made -1.50%.
Over the last 3 months CG made -24.81%, while XLF made -1.50%.
Performance Comparison CG vs Indeces and Sectors
CG vs. Indices CG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -8.79% | -12.0% | -7.93% | -19.5% |
| US NASDAQ 100 | QQQ | -7.72% | -10.6% | -6.68% | -17.4% |
| US Dow Jones Industrial 30 | DIA | -9.96% | -13.8% | -10.0% | -20.1% |
| German DAX 40 | DAX | -9.91% | -13.5% | -26.8% | -32.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -11.5% | -19.0% | 2.29% | -23.0% |
| Hongkong Hang Seng | HSI | -12.3% | -20.8% | -4.39% | -31.4% |
| India NIFTY 50 | INDA | -13.0% | -26.9% | -2.73% | -14.6% |
| Brasil Bovespa | EWZ | -14.2% | -28.9% | -7.09% | -3.55% |
CG vs. Sectors CG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -7.95% | -11.7% | -16.3% | -27.9% |
| Consumer Discretionary | XLY | -8.09% | -10.2% | -10.9% | -22.0% |
| Consumer Staples | XLP | -15.7% | -18.5% | -15.1% | -27.8% |
| Energy | XLE | -7.55% | -19.4% | -8.29% | -7.14% |
| Financial | XLF | -9.19% | -12.3% | -19.9% | -31.2% |
| Health Care | XLV | -12.9% | -15.9% | -8.07% | -15.9% |
| Industrial | XLI | -8.85% | -13.7% | -7.09% | -17.0% |
| Materials | XLB | -10.0% | -15.8% | -1.41% | -6.05% |
| Real Estate | XLRE | -12.7% | -14.2% | -7.59% | -24.8% |
| Technology | XLK | -6.45% | -9.25% | -0.73% | -9.66% |
| Utilities | XLU | -16.1% | -20.0% | -11.2% | -39.8% |
| Aerospace & Defense | XAR | -9.17% | -16.4% | -12.9% | -30.1% |
| Biotech | XBI | -5.51% | -11.1% | 6.33% | -0.83% |
| Homebuilder | XHB | -7.10% | -12.9% | 12.2% | -0.02% |
| Retail | XRT | -7.74% | -11.3% | -1.24% | -3.30% |