Performance of CG Carlyle Group | 19.1% in 12m
Compare CG with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Carlyle Group with its related Sector/Index XLF
Performance Duell CG vs XLF
| TimeFrame | CG | XLF |
|---|---|---|
| 1 Week | -7.23% | -3.17% |
| 1 Month | -4.57% | 6.72% |
| 3 Months | -9.16% | 7.69% |
| 6 Months | -18.9% | 9.90% |
| 12 Months | 19.1% | 30.74% |
| YTD | -4.59% | 18.20% |
| Rel. Perf. 1m | -1.17 | |
| Rel. Perf. 3m | -2.68 | |
| Rel. Perf. 6m | -2.91 | |
| Rel. Perf. 12m | -2.91 | |
| Spearman 1m | -0.37 | 0.92 |
| Spearman 3m | -0.02 | 0.86 |
Is Carlyle Group a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Carlyle Group is currently (September 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -20.79 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CG as of September 2024 is 43.67. This means that CG is currently undervalued and has a potential upside of +17.3% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CG as of September 2024 is 43.67. This means that CG is currently undervalued and has a potential upside of +17.3% (Margin of Safety).
Is CG a buy, sell or hold?
- Strong Buy: 2
- Buy: 4
- Hold: 9
- Sell: 1
- Strong Sell: 0
Values above 0%: CG is performing better - Values below 0%: CG is underperforming
Compare CG with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.09% | -8.06% | -25.57% | -3.04% |
| US NASDAQ 100 | QQQ | -1.44% | -6.65% | -21.44% | -0.71% |
| US Dow Jones Industrial 30 | DIA | -4.41% | -8.37% | -24.19% | 0.64% |
| German DAX 40 | DBXD | -3.99% | -9.97% | -21.72% | 4.54% |
| UK FTSE 100 | ISFU | -4.98% | -10.84% | -31.21% | 0.98% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.55% | -2.26% | -12.62% | 30.05% |
| Hongkong Hang Seng | HSI | -5.01% | -9.34% | -19.40% | 24.98% |
| Japan Nikkei 225 | EXX7 | -0.11% | -10.25% | -8.76% | 13.28% |
| India NIFTY 50 | INDA | -5.13% | -7.18% | -27.33% | -5.17% |
| Brasil Bovespa | EWZ | -5.52% | -11.45% | -10.38% | 18.90% |
CG Carlyle Group vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.16% | -5.16% | -26.26% | -5.38% |
| Consumer Discretionary | XLY | -4.71% | -9.96% | -20.88% | 13.05% |
| Consumer Staples | XLP | -7.81% | -10.64% | -30.71% | 0.99% |
| Energy | XLE | -1.46% | -3.45% | -19.21% | 21.28% |
| Financial | XLF | -4.06% | -11.29% | -28.79% | -11.60% |
| Health Care | XLV | -5.16% | -8.94% | -25.12% | 1.49% |
| Industrial | XLI | -2.99% | -7.72% | -23.10% | -1.93% |
| Materials | XLB | -2.57% | -6.16% | -20.99% | 7.49% |
| Real Estate | XLRE | -7.41% | -9.58% | -30.66% | -4.23% |
| Technology | XLK | 0.22% | -6.23% | -17.64% | 0.82% |
| Utilities | XLU | -6.73% | -8.74% | -41.01% | -4.62% |
| Aerospace & Defense | XAR | -2.02% | -8.57% | -23.36% | -7.20% |
| Biotech | XBI | -2.55% | -6.77% | -15.41% | -3.47% |
| Homebuilder | XHB | -2.83% | -7.99% | -26.73% | -18.46% |
| Retail | XRT | -2.25% | -4.06% | -15.64% | 0.49% |
Does Carlyle Group outperform its market, is CG a Sector Leader?
No, over the last 12 months Carlyle Group (CG) made 19.14%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months CG made -9.16%, while XLF made 7.69%.
No, over the last 12 months Carlyle Group (CG) made 19.14%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months CG made -9.16%, while XLF made 7.69%.
| Period | CG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.57% | 6.72% | 3.49% |
| 3 Months | -9.16% | 7.69% | 1.39% |
| 12 Months | 19.14% | 30.74% | 22.18% |