(CGBD) Carlyle Secured - Performance -8.2% in 12m
Compare CGBD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.91%
#16 in Group
Rel. Strength
38.30%
#4936 in Universe
Total Return 12m
-8.21%
#159 in Group
Total Return 5y
259.87%
#7 in Group
P/E 9.35
44th Percentile in Group
P/E Forward 9.27
58th Percentile in Group
PEG 3.54
75th Percentile in Group
FCF Yield 9.96%
81th Percentile in Group
12m Total Return: CGBD (-8.2%) 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: CGBD vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for CGBD
| Total Return (including Dividends) | CGBD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -13.74% | -4.87% | -7.04% |
| 3 Months | -20.50% | -6.25% | -10.88% |
| 12 Months | -8.21% | 19.36% | 5.72% |
| 5 Years | 259.87% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | CGBD | XLF | S&P 500 |
| 1 Month | -84.5% | -69.4% | -76.1% |
| 3 Months | -92.2% | -72.1% | -86.4% |
| 12 Months | 16.9% | 87.9% | 67.8% |
| 5 Years | 97.1% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #171 | -9.32% | -7.21% |
| 3 Month | #169 | -15.2% | -10.8% |
| 12 Month | #160 | -23.1% | -13.2% |
| 5 Years | #6 | 55.0% | 79.2% |
FAQs
Does CGBD Carlyle Secured outperforms the market?
No,
over the last 12 months CGBD made -8.21%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months CGBD made -20.50%, while XLF made -6.25%.
Over the last 3 months CGBD made -20.50%, while XLF made -6.25%.
Performance Comparison CGBD vs Indeces and Sectors
CGBD vs. Indices CGBD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.86% | -6.70% | -8.67% | -13.9% |
| US NASDAQ 100 | QQQ | 1.35% | -5.88% | -8.58% | -11.9% |
| US Dow Jones Industrial 30 | DIA | -1.04% | -8.57% | -10.6% | -14.9% |
| German DAX 40 | DAX | -11.6% | -5.69% | -27.3% | -27.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.14% | -5.99% | -13.5% | -16.2% |
| Hongkong Hang Seng | HSI | -6.81% | -2.59% | -10.1% | -24.4% |
| India NIFTY 50 | INDA | -3.15% | -17.2% | -8.09% | -8.89% |
| Brasil Bovespa | EWZ | -3.65% | -7.46% | -8.99% | 2.72% |
CGBD vs. Sectors CGBD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.05% | -6.16% | -16.9% | -21.5% |
| Consumer Discretionary | XLY | 2.45% | -7.52% | -10.9% | -15.6% |
| Consumer Staples | XLP | -4.40% | -13.6% | -16.3% | -20.7% |
| Energy | XLE | -0.10% | -1.82% | -7.61% | 4.59% |
| Financial | XLF | -1.85% | -8.87% | -16.6% | -27.6% |
| Health Care | XLV | -1.55% | -6.96% | -7.48% | -8.07% |
| Industrial | XLI | -1.64% | -7.77% | -8.04% | -12.1% |
| Materials | XLB | -2.64% | -6.30% | -1.25% | -0.27% |
| Real Estate | XLRE | -4.89% | -8.75% | -8.39% | -22.6% |
| Technology | XLK | 1.55% | -3.91% | -2.64% | -4.99% |
| Utilities | XLU | -4.66% | -11.6% | -12.9% | -34.6% |
| Aerospace & Defense | XAR | -3.80% | -13.1% | -18.1% | -31.4% |
| Biotech | XBI | -3.66% | 1.16% | 7.23% | 3.90% |
| Homebuilder | XHB | 1.47% | -4.53% | 10.8% | 3.48% |
| Retail | XRT | 1.10% | -7.99% | -1.38% | -1.19% |