(CG) Carlyle - Performance 36.4% in 12m
CG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
51.06%
#63 in Peer-Group
Rel. Strength
81.75%
#1399 in Stock-Universe
Total Return 12m
36.36%
#19 in Peer-Group
Total Return 5y
150.51%
#26 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 19.9 |
| P/E Forward | 14.6 |
| High / Low | USD |
|---|---|
| 52 Week High | 58.50 USD |
| 52 Week Low | 34.52 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 94.46 |
| Buy/Sell Signal +-5 | 1.26 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CG (36.4%) vs XLF (23.1%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
6.43% | 23% | 172% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
6.39% | 57.6% | 232% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| FHI NYSE Federated Investors |
9.64% | 40.6% | 170% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
7.19% | 10.7% | 297% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-0.39% | 12% | 265% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| ARES NYSE Ares Management |
7.21% | 24.7% | 430% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
5.78% | 46.3% | 181% | 15.3 | 13.9 | 1.24 | 32.4% | 10.4% |
| GBDC NASDAQ Golub Capital BDC |
3.47% | 7.75% | 115% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
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 | 26.33% | 4.76% | 4.77% |
| 3 Months | 60.66% | 11.00% | 16.02% |
| 12 Months | 36.36% | 23.13% | 12.44% |
| 5 Years | 150.51% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | CG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 92.6% | 83.5% | 90.3% |
| 3 Months | 93% | 86.2% | 97.5% |
| 12 Months | 16.2% | 78.1% | 46.4% |
| 5 Years | 48.1% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th95.50 | 20.58% | 20.58% |
| 3 Month | %th97.50 | 44.73% | 38.48% |
| 12 Month | %th91.00 | 10.75% | 21.28% |
| 5 Years | %th83.50 | 3.36% | 17.76% |
FAQs
Does Carlyle (CG) outperform the market?
Yes,
over the last 12 months CG made 36.36%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.13%.
Over the last 3 months CG made 60.66%, while XLF made 11.00%.
Performance Comparison CG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
CG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.6% | 21.6% | 9.2% | 24% |
| US NASDAQ 100 | QQQ | 5.7% | 21% | 7.2% | 24% |
| German DAX 40 | DAX | 5.3% | 23.2% | -2.9% | 7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.5% | 21.2% | 4.8% | 17% |
| Hongkong Hang Seng | HSI | 4.8% | 22.4% | -12.8% | 2% |
| India NIFTY 50 | INDA | 7% | 24.8% | 8.8% | 40% |
| Brasil Bovespa | EWZ | 9.9% | 26.7% | -5.8% | 36% |
CG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 7% | 22.7% | 5.9% | 13% |
| Consumer Discretionary | XLY | 4.7% | 21.5% | 16.9% | 20% |
| Consumer Staples | XLP | 7.7% | 25.8% | 10.1% | 29% |
| Energy | XLE | 2.7% | 24.3% | 16.8% | 36% |
| Financial | XLF | 7.1% | 21.6% | 6.9% | 13% |
| Health Care | XLV | 5.5% | 26.6% | 20.7% | 43% |
| Industrial | XLI | 5.2% | 20.7% | 3.4% | 15% |
| Materials | XLB | 5% | 21.1% | 8.6% | 33% |
| Real Estate | XLRE | 5.9% | 26.2% | 10.7% | 29% |
| Technology | XLK | 5.8% | 19.2% | 4.1% | 26% |
| Utilities | XLU | 5.6% | 24.4% | 5.2% | 14% |
| Aerospace & Defense | XAR | 5% | 19.1% | -10.8% | -11% |
| Biotech | XBI | 2% | 22.2% | 19.5% | 49% |
| Homebuilder | XHB | 2.6% | 15% | 15.8% | 39% |
| Retail | XRT | 5.7% | 19.5% | 14% | 30% |
CG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 5.1% | 30.0% | 23.1% | 40% |
| Natural Gas | UNG | 7.4% | 35.1% | 35.2% | 33% |
| Gold | GLD | 5.5% | 28.6% | -8.7% | -2% |
| Silver | SLV | 1.3% | 20.1% | -12.8% | 11% |
| Copper | CPER | -4.7% | 10.4% | -10.3% | 13% |
CG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 6.5% | 26.6% | 14.5% | 40% |
| iShares High Yield Corp. Bond | HYG | 6.2% | 25% | 12.2% | 28% |